Investment classification and tracking system

A method, comprising:

• (a) selecting, by a computer processor-executable strategy database management module, a first managed security and/or manager;
• (b) receiving, by the computer processor-executable strategy database management module, information describing the selected managed security and/or manager, wherein the information is prepared by or on behalf of the first managed security and/or manager;
• (c) establishing a correspondence between the information describing the selected managed security and/or manager, by the computer processor-executable strategy database management module and in the information, three or more of the following elements:
• strength of fundamentals, defensibility of market position, management quality, strength of innovation, gross domestic product, interest rate, monetary policy, rate of company growth, rate of earnings growth, sustainable growth rate, accelerated growth rate, technical analysis, charting, momentum, earnings surprise, price modeling, strength of margins, strength of financials, return on equity, return on invested capital, stochastic modeling, quantitative method, statistical modeling, business risk, controlling risk, market risk, social responsibility, political issues, and religious issues;
• (d) determining, by the computer processor-executable strategy database management module and from an identified set of elements, an investment strategy pursued by the first managed security and/or manager, wherein the investment strategy is one of competitive position strategy, economic conditions investment strategy, future growth investment strategy, market condition investment strategy, opportunity investment strategy, profitability investment strategy, quantitative investment strategy, risk investment strategy, social considerations investment strategy, and value investment strategy;
• and
• (e) categorizing, by the computer processor-executable strategy database management module, the first managed security and/or manager as pursuing the determined investment strategy;
• and,
• (f) providing at least one of the first and second investment strategies to the first managed security and/or manager for interpretation input.

A machine, comprising:

• at least one computer processor operable to:
• (a) select a first manager of a first managed security;
• (b) receive information describing the selected first manager, wherein the information is prepared by or on behalf of the first managed security and/or manager;
• (c) mapping the information to at least three of the following elements:
• strength of fundamentals, defensibility of market position, management quality, strength of innovation, gross domestic product, interest rate, monetary policy, rate of company growth, rate of earnings growth, sustainable growth rate, accelerated growth rate, technical analysis, charting, momentum, earnings surprise, price modeling, strength of margins, strength of financials, return on equity, return on invested capital, stochastic modeling, quantitative method, statistical modeling, business risk, controlling risk, market risk, social responsibility, political issues, and religious issues;
• (d) determine, from an identified set of elements, different first and second investment strategies pursued by the first manager for the first managed security, wherein each of the first and second investment strategies is one of competitive position strategy, economic conditions investment strategy, future growth investment strategy, market condition investment strategy, opportunity investment strategy, profitability investment strategy, quantitative investment strategy, risk investment strategy, social considerations investment strategy, and value investment strategy;
• and
• (e) categorize the first manager as pursuing the determined first and second investment strategies.

A computer program product comprising computer processor executable instructions, encoded onto a computer readable medium, which, when executed by the processor, cause the processor to perform the following operations:

• (a) select a first managed security and/or manager;
• (b) receive information describing the selected managed security and/or manager, wherein the information is prepared by or on behalf of the first managed security and/or manager;
• (c) establishing a correspondence between the information and three or more of the following elements:
• strength of fundamentals, defensibility of market position, management quality, strength of innovation, gross domestic product, interest rate, monetary policy, rate of company growth, rate of earnings growth, sustainable growth rate, accelerated growth rate, technical analysis, charting, momentum, earnings surprise, price modeling, strength of margins, strength of financials, return on equity, return on invested capital, stochastic modeling, quantitative method, statistical modeling, business risk, controlling risk, market risk, social responsibility, political issues, and religious issues;
• (d) determine, from an identified set of elements, an investment strategy pursued by the first managed security and/or manager, wherein the investment strategy is one of competitive position strategy, economic conditions investment strategy, future growth investment strategy, market condition investment strategy, opportunity investment strategy, profitability investment strategy, quantitative investment strategy, risk investment strategy, social considerations investment strategy, and value investment strategy;
• (e) categorize the first managed security and/or manager as pursuing the determined investment strategy;
• (f) provide at least one of the first and second investment strategies to the first managed security and/or manager for interpretation input;
• and
• (g) in response to receipt of interpretation input from the first manager, recategorize the first managed security and/or manager as pursuing a third investment strategy different from the first and second investment strategies.