Systems and Methods for Multi-style Portfolio (MSP) Cash Flow Enhancement

A computer-implemented system, comprising:

• a memory for storing computer program instructions;
• a processor in communication with the memory, wherein the processor is operable to execute the computer program instructions to:
• identify a first set of one or more investment sleeves within an investment account as underweighted relative to a desired target;
• identify a second set of one or more investment sleeves within the investment account as overweighted relative to the desired target wherein the investment account includes a plurality of investment sleeves and wherein each investment sleeve includes at least one asset;
• generate one or more sell orders in the second set to rebalance at least one overweighted investment sleeve of the second set to the desired target;
• associate one or more cash flows with each sell order, wherein each of the one or more cash flows is further associated with one of the underweighted sleeves of the first set;
• and
• perform at least one of the one or more cash flows to flow cash to one or more of the underweighted sleeves if the corresponding sell order is successfully executed.

A computer-implemented system, comprising:

• means for identifying a first set of one or more investment sleeves within an investment account as underweighted relative to a desired target;
• means for identifying a second set of one or more investment sleeves within the investment account as overweighted relative to the desired target, wherein the investment account includes a plurality of investment sleeves and wherein each investment sleeve includes at least one asset;
• means for generating one or more sell orders in the second set to rebalance at least one overweighted investment sleeve of the second set to the desired target;
• means for associating one or more cash flows with each sell order, wherein each of the one or more cash flows is further associated with one of the underweighted sleeves of the first set;
• and
• means for performing at least one of the one or more cash flows to flow cash to one or more of the underweighted sleeves if the corresponding sell order is successfully executed.