System and method for structuring and operating an investment vehicle
First Claim
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1. A method of structuring and operating an investment vehicle, comprising:
- establishing a common trust fund for the collective investment of a plurality of investors at a financial institution which acts as the trustee of the common trust fund;
providing a trust agreement for investors to enter with the financial institution the trustee;
entering into at least one trust agreement between at least one investor and the financial institution as the trustee;
allowing the investor to invest capital into the common trust fund; and
actively managing the common trust fund using a hedging strategy to manage the common trust fund.
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Abstract
A system and method of structuring and operating an investment vehicle is disclosed which structures the investment vehicle as a common trust fund which operates using the investment, trading, and timing strategies of a hedge fund. The investment vehicle is implemented using a common trust fund structure, which may be offered by a financial institution. The investment vehicle so operated by the financial institution using a hedging strategy to manage the property from the trust to achieve a strong return, even in adverse market conditions.
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Citations
16 Claims
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1. A method of structuring and operating an investment vehicle, comprising:
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establishing a common trust fund for the collective investment of a plurality of investors at a financial institution which acts as the trustee of the common trust fund;
providing a trust agreement for investors to enter with the financial institution the trustee;
entering into at least one trust agreement between at least one investor and the financial institution as the trustee;
allowing the investor to invest capital into the common trust fund; and
actively managing the common trust fund using a hedging strategy to manage the common trust fund. - View Dependent Claims (2, 3, 4, 5, 6, 7, 8)
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9. A method of structuring and operating an investment vehicle, comprising:
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establishing a common trust fund for the collective investment of a plurality of investors at a financial institution which acts as the trustee of the common trust fund;
providing a trust agreement for investors to enter with the financial institution as the trustee;
entering into at least one trust agreement between at least one investor and the financial institution as the trustee;
allowing the investor to invest capital into the common trust fund;
actively managing the common trust fund using a hedging strategy to manage the common trust fund;
periodically rebalancing the portfolios of the common trust fund;
providing means for investors to invest additional capital into the common trust fund; and
providing means for the investors to withdraw at least a portion of the investor'"'"'s capital held by the common trust fund. - View Dependent Claims (10, 11, 12, 13)
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14. A method of structuring and operating an investment vehicle, comprising:
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establishing a common trust fund for the collective investment of a plurality of investors at a financial institution which acts as the trustee of the common trust fund;
providing a trust agreement for investors to enter with the financial institution as the trustee;
establishing a trust based upon the trust agreement; and
actively managing the common trust fund using a hedging strategy to manage the property from the trust. - View Dependent Claims (15)
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16. A method of structuring and operating a common trust fund as a hedge fund, comprising:
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establishing a common trust fund for the collective investment of a plurality of investors at a financial institution which acts as the trustee of the common trust fund;
executing a trust agreement to establish a trust, the trust agreement naming the financial institution as the trustee, the trust agreement having an investor;
adding capital obtained from the investor to the common trust fund; and
managing the common trust fund using a hedging strategy, the hedging strategy pursuing market level returns over longer periods of time, with a substantially market level of risk and with a substantially low correlation to market returns.
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Specification