Abstract: A fund management system may facilitate sharing diligence information related to an investment fund with a client, a manager of another fund, a third party and/or other trusted party. The fund management system may enable one or more levels of restricted access to a fund and its associated documents. The fund management system may allow a fund manager, administrator, and/or other fund-level entity to restrict access to information about funds, information about a document of a fund, and/or other information. The fund management system may allow an author of a document to share the document with a trusted party, where that trusted party may have access to information about the document but may not be able to access the document itself. Responsive to an author sharing a document with a trusted party, the fund management system may share the documents of the trusted party with the author.

Abstract: A fund management system may determine an investment theme based on aggregated information related to investment research activities of a plurality of users and determine a set of potential users to include in a syndicate for the investment theme, wherein the investment theme comprises a topic on which the syndicate may base a strategy for a new investment fund. The fund management system may notify the first user of inclusion in the set of potential users of the syndicate by providing information about the syndicate; and restricting access of the first user to information related to any members of syndicate or information related to other users in the set of potential users. Responsive to the first user indicating acceptance of membership in the syndicate, the fund management system may add the first user as a member of the syndicate and provide information related to other members of syndicate.

Abstract: A fund management system may determine an investment theme for a potential investment fund based on investment research activities of a plurality of users of the fund management system. The fund management system may also identify a set of users from the plurality of users to include in a syndicate for the investment theme. The determined investment theme may comprise a topic on which the syndicate may base a strategy for a new investment fund. Responsive to a first user being included in the set of users of the syndicate, information related to the investment theme may be output to the first user.

Abstract: A preferred embodiment of the present invention comprises a method of creating and managing an index fund based on an index of funds of hedge funds, comprising steps of (a) identifying potential funds for an index of funds of hedge funds; (b) identifying which of the potential funds meet specific criteria selected so as to minimize biases comprising selection bias and survivorship bias; (c) creating an index by indexing funds identified as meeting the criteria; (d) acquiring a portfolio of funds in the index; and (e) allocating capital to funds in the portfolio. The invention also comprises software to perform the steps of the method described above. In particular, the invention comprises software wherein data regarding potential funds is stored in a database according to object role modeling. A preferred database structure is described.

Abstract: A method and apparatus for objectively monitoring the performance of a group of health-care providers. In-patient payment claim records representative of in-patient health-care services performed for patients by health-care providers within the group of health-care providers and out-patient payment claim records representative of out-patient health-care services performed for patients by health-care providers within group of health-care providers are stored in databases. A plurality of sickness episode data records are built from the in-patient payment claim records and the out-patient payment claim records, and an objective severity adjustment analysis is performed on the sickness episode data records to form a plurality of severity-adjusted sickness episode data records.