WO2002001316A3 - Network system for handling request for proposal relating to the selection of an investment advisor by an institutional investor - Google Patents

Network system for handling request for proposal relating to the selection of an investment advisor by an institutional investor Download PDF

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Publication number
WO2002001316A3
WO2002001316A3 PCT/US2001/019290 US0119290W WO0201316A3 WO 2002001316 A3 WO2002001316 A3 WO 2002001316A3 US 0119290 W US0119290 W US 0119290W WO 0201316 A3 WO0201316 A3 WO 0201316A3
Authority
WO
WIPO (PCT)
Prior art keywords
proposal
request
advisors
database
institutional investor
Prior art date
Application number
PCT/US2001/019290
Other languages
French (fr)
Other versions
WO2002001316A2 (en
Inventor
Colin Wahl
Charles P Friedberg
Original Assignee
Investor Force Inc
Colin Wahl
Charles P Friedberg
Priority date (The priority date is an assumption and is not a legal conclusion. Google has not performed a legal analysis and makes no representation as to the accuracy of the date listed.)
Filing date
Publication date
Application filed by Investor Force Inc, Colin Wahl, Charles P Friedberg filed Critical Investor Force Inc
Priority to AU2002211210A priority Critical patent/AU2002211210A1/en
Publication of WO2002001316A2 publication Critical patent/WO2002001316A2/en
Publication of WO2002001316A3 publication Critical patent/WO2002001316A3/en

Links

Classifications

    • G—PHYSICS
    • G06—COMPUTING; CALCULATING OR COUNTING
    • G06Q—INFORMATION AND COMMUNICATION TECHNOLOGY [ICT] SPECIALLY ADAPTED FOR ADMINISTRATIVE, COMMERCIAL, FINANCIAL, MANAGERIAL OR SUPERVISORY PURPOSES; SYSTEMS OR METHODS SPECIALLY ADAPTED FOR ADMINISTRATIVE, COMMERCIAL, FINANCIAL, MANAGERIAL OR SUPERVISORY PURPOSES, NOT OTHERWISE PROVIDED FOR
    • G06Q40/00—Finance; Insurance; Tax strategies; Processing of corporate or income taxes
    • G06Q40/04—Trading; Exchange, e.g. stocks, commodities, derivatives or currency exchange

Landscapes

  • Business, Economics & Management (AREA)
  • Accounting & Taxation (AREA)
  • Finance (AREA)
  • Engineering & Computer Science (AREA)
  • Development Economics (AREA)
  • Economics (AREA)
  • Marketing (AREA)
  • Strategic Management (AREA)
  • Technology Law (AREA)
  • Physics & Mathematics (AREA)
  • General Business, Economics & Management (AREA)
  • General Physics & Mathematics (AREA)
  • Theoretical Computer Science (AREA)
  • Financial Or Insurance-Related Operations Such As Payment And Settlement (AREA)

Abstract

A system for managing communications between an investment advisor and an institutional investor is realized. The system manages a control unit for receiving a request generated by a prospective institutional investor (20), relating to a desire for investment advisory services, for assisting an institutional investor (20) in formulating a request for proposal to be distributed to advisors (22) throughout the system, for distributing the request for proposal to the advisors and for receiving bids from advisors who receive the request for proposal. The system also includes a central computer server (10) with memory (12) and database (14). Database (14) is a database such as an SQL database which is linked via a global computer network (18) to individual institutional investors (20) who desire to place requests for proposal and to investment advisors and fund managers (22) who desire to respond to the requests for proposal.
PCT/US2001/019290 2000-06-15 2001-06-15 Network system for handling request for proposal relating to the selection of an investment advisor by an institutional investor WO2002001316A2 (en)

Priority Applications (1)

Application Number Priority Date Filing Date Title
AU2002211210A AU2002211210A1 (en) 2000-06-15 2001-06-15 Network system for handling request for proposal relating to the selection of aninvestment advisor by an institutional investor

Applications Claiming Priority (2)

Application Number Priority Date Filing Date Title
US59438000A 2000-06-15 2000-06-15
US09/594,380 2000-06-15

Publications (2)

Publication Number Publication Date
WO2002001316A2 WO2002001316A2 (en) 2002-01-03
WO2002001316A3 true WO2002001316A3 (en) 2002-05-23

Family

ID=24378637

Family Applications (1)

Application Number Title Priority Date Filing Date
PCT/US2001/019290 WO2002001316A2 (en) 2000-06-15 2001-06-15 Network system for handling request for proposal relating to the selection of an investment advisor by an institutional investor

Country Status (2)

Country Link
AU (1) AU2002211210A1 (en)
WO (1) WO2002001316A2 (en)

Citations (2)

* Cited by examiner, † Cited by third party
Publication number Priority date Publication date Assignee Title
US5126936A (en) * 1989-09-01 1992-06-30 Champion Securities Goal-directed financial asset management system
US5193056A (en) * 1991-03-11 1993-03-09 Signature Financial Group Inc. Data processing system for hub and spoke financial services configuration

Patent Citations (2)

* Cited by examiner, † Cited by third party
Publication number Priority date Publication date Assignee Title
US5126936A (en) * 1989-09-01 1992-06-30 Champion Securities Goal-directed financial asset management system
US5193056A (en) * 1991-03-11 1993-03-09 Signature Financial Group Inc. Data processing system for hub and spoke financial services configuration

Non-Patent Citations (2)

* Cited by examiner, † Cited by third party
Title
DATABASE ABI/INFORM [online] RANFTLE ET AL.: "Helping employees invest wisely", XP002906520, accession no. Dialog Database accession no. 00794493 *
HR MAGAZINE, vol. 38, no. 11, November 1993 (1993-11-01), pages 77 - 82 *

Also Published As

Publication number Publication date
AU2002211210A1 (en) 2002-01-08
WO2002001316A2 (en) 2002-01-03

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