Larry L Rountree

US Patent:

20070061235, Mar 15, 2007

Filed:

Aug 23, 2006

Appl. No.:

11/508471

Inventors:

Mary Timmons - Chicago IL, US
Deanna Belczak - Chicago IL, US
Phillip Caldwell - London, GB
Kieran Hickey - London, GB
Thomas Lauer - Chicago IL, US
Andrew Lewis - Essex, GB
Larry Rountree - Palos Heights IL, US
Matthew Severs - Chicago IL, US

International Classification:

G06Q 40/00

US Classification:

70503600R

Abstract:

A system and method for pooling of investment funds enables a multinational corporation to cause its employee benefit plans from multiple international jurisdictions to pool their investments into a single entity, which invests in various financial products including exchange traded debt and equity securities as well as other securities. The entity is preferably structured as an offshore pooled vehicle, which may have one or more sub-funds that vary by investment objective and/or eligible investments. Each pooled vehicle is preferably organized as an Irish CCF, a Luxembourg FCP, a Dutch FGR or other tax-transparent vehicle. The investors in such pooled vehicles and sub-funds are preferably the employee benefit plans of the multinational corporation. A banking or trust organization that is duly qualified and licensed to act under the laws of the applicable jurisdiction as a management company for the pooled vehicles will act on behalf of the applicable pooled vehicle.