FINANCIAL INVESTMENT ASSET MANAGEMENT

Brand	Owner (click to sort)	Address	Description
AMERICA FUND	SBD Properties	901 Civic Center Drive West, Suite 300 Santa Ana CA 92703	financial investment and asset management services in the field of commercial real estate; commercial real estate acquisition and syndication for others;AMERICA FUND;The drawing is lined for the colors red and blue.;
YIELD ENHANCEMENT STRATEGY	HARTFORD LIFE INSURANCE COMPANY	One Hartford Plaza Hartford CT 06155	financial and investment asset management services;
	Where the owner name is not linked, that owner no longer owns the brand

Technical Examples

The invention supports the management of financial assets such as accounts receivable or mortgages. The invention provides a facility for a user to define rules to segregate assets into pools, define purchasing rules, capture real time information regarding transactions, reconcile payments and produce exception reports, define access rules for individual users to see information relating to pools of assets and individual assets within a pool, and provide customized reports and access to asset details over a network. Abstract representations of financial assets are used to obtain instances of defined financial-asset object classes to define pools of financial assets with common abstract characteristics. The invention uses a tree structured representation of asset classes for allocation of transactions to tranches and sub-tranches of assets within a pool. A user may define custom tranches and sub-tranches, as well as design pools of assets to an investment rating specification in advance.