Processing securities-related information
AssigneeNewRiver, Inc.
InventorsRussell E. Planitzer, Mark Asdoorian, David Brown, Ying Chen, Leonard Driscoll, Jeffrey B. Levering, Alex Magary
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AssigneeNewRiver, Inc.
InventorsRussell E. Planitzer, Mark Asdoorian, David Brown, Ying Chen, Leonard Driscoll, Jeffrey B. Levering, Alex Magary
Estimating the term…
Embodiments of the invention provide techniques for improving clarity of disclosure materials provided to investors, by enabling securities issuers, intermediaries and/or other entities to create and disseminate clear and concise summary-level information on individual securities to investors to enable informed investment decisions. The information may include a summary version of the full statutory prospectus (a “summary prospectus”). A summary prospectus may include a concise, “plain English” synopsis and/or representation of certain information contained in the full statutory prospectus, such as a security's investment objectives and strategies, costs, risks and/or other information.
A computer-implemented method of processing a body of data representing a prospectus issued for at least one mutual fund, the method comprising:
A computer-implemented method of providing information relating to at least one mutual fund to a user, the method comprising:
A computer-implemented method of providing information relating to at least one mutual fund, the method comprising:
A computer-implemented method of processing data representing a statutory prospectus for at least one mutual fund and a summary prospectus corresponding to the statutory prospectus, the method comprising:
Dependencies are inferred from the claim text.