Method for aligning investor and portfolio manager financial interests

A method for aligning investor and portfolio manager interest comprising a polyfunctional fee algorithm, wherein said algorithm charges higher fees to the investor when returns are favorable and charges a lower fees to the investor when returns are not favorable.

Saved in:
Bibliographic Details
Main Authors FISCHER ANTHONY JOSEPH, DEVER MICHAEL PAUL, TREWELLA JEFFREY CHARLES
Format Patent
LanguageEnglish
Published 23.12.2004
Edition7
Subjects
CALCULATING
COMPUTING
COUNTING
DATA PROCESSING SYSTEMS OR METHODS, SPECIALLY ADAPTED FORADMINISTRATIVE, COMMERCIAL, FINANCIAL, MANAGERIAL, SUPERVISORYOR FORECASTING PURPOSES
PHYSICS
SYSTEMS OR METHODS SPECIALLY ADAPTED FOR ADMINISTRATIVE,COMMERCIAL, FINANCIAL, MANAGERIAL, SUPERVISORY OR FORECASTINGPURPOSES, NOT OTHERWISE PROVIDED FOR
Online AccessGet full text

Cover

More Information
Summary:A method for aligning investor and portfolio manager interest comprising a polyfunctional fee algorithm, wherein said algorithm charges higher fees to the investor when returns are favorable and charges a lower fees to the investor when returns are not favorable.
Bibliography:Application Number: US20030463650