MICHAEL KENNETH BOREN
Pilots at Briar Ln, Boise, ID
License number
Idaho A3782065
Issued Date
Apr 2016
Expiration Date
Apr 2018
Category
Airmen
Type
Authorized Aircraft Instructor
Address
Address
1050 N Briar Ln, Boise, ID 83712
Professional information
Investment Analysis And Reporting System And Method
US Patent:
2006010, May 18, 2006
Filed:
Mar 8, 2005
Appl. No.:
11/076310
Inventors:
Michael Boren - Boise ID, US
David Boren - Boise ID, US
Douglas Bates - Boise ID, US
Christopher Growney - Boise ID, US
Charles Dunn - Boise ID, US
James Dunn - Boise ID, US
Jerek Anderson - Boise ID, US
Paul Price - Boise ID, US
Brian Hill - Boise ID, US
Justin Reed - Boise ID, US
James Price - Boise ID, US
David Boren - Boise ID, US
Douglas Bates - Boise ID, US
Christopher Growney - Boise ID, US
Charles Dunn - Boise ID, US
James Dunn - Boise ID, US
Jerek Anderson - Boise ID, US
Paul Price - Boise ID, US
Brian Hill - Boise ID, US
Justin Reed - Boise ID, US
James Price - Boise ID, US
International Classification:
G07F 19/00, G06Q 40/00, G07B 17/00
US Classification:
705035000, 705030000
Abstract:
A method and system for analyzing and reporting institutional investments provides a single platform for daily investment accounting, compliance, performance, and risk reports for investment portfolios held at single or multiple custody/safekeeping locations. The method involves retrieving transaction data from multiple independent financial institutions and storing it in a database in a standardized format and retrieving security data from one or more security information service providers and storing it in the database. The method further involves applying a uniform set of customized accounting, compliance, risk and performance parameters to the transaction data and security data stored in the database and, in response to a user request, calculating and reporting selected data to the user in accordance with the uniform accounting, compliance, risk and performance parameters.