WO2007106060A3 - System and method configured for facilitating financial analysis - Google Patents

System and method configured for facilitating financial analysis Download PDF

Info

Publication number
WO2007106060A3
WO2007106060A3 PCT/US2006/005475 US2006005475W WO2007106060A3 WO 2007106060 A3 WO2007106060 A3 WO 2007106060A3 US 2006005475 W US2006005475 W US 2006005475W WO 2007106060 A3 WO2007106060 A3 WO 2007106060A3
Authority
WO
WIPO (PCT)
Prior art keywords
investment
index
performance scores
corresponds
determining
Prior art date
Application number
PCT/US2006/005475
Other languages
French (fr)
Other versions
WO2007106060A2 (en
Inventor
Eric S Smith
Joseph S Simko
Original Assignee
Consulting Services Support Co
Eric S Smith
Joseph S Simko
Priority date (The priority date is an assumption and is not a legal conclusion. Google has not performed a legal analysis and makes no representation as to the accuracy of the date listed.)
Filing date
Publication date
Application filed by Consulting Services Support Co, Eric S Smith, Joseph S Simko filed Critical Consulting Services Support Co
Priority to AU2006340071A priority Critical patent/AU2006340071B2/en
Priority to EP06735232A priority patent/EP1984884A4/en
Priority to BRPI0621212-3A priority patent/BRPI0621212A2/en
Priority to PCT/US2006/005475 priority patent/WO2007106060A2/en
Priority to JP2008555214A priority patent/JP5061127B2/en
Priority to CA002640068A priority patent/CA2640068A1/en
Priority to MX2008010524A priority patent/MX2008010524A/en
Priority to CNA2006800529080A priority patent/CN101379525A/en
Publication of WO2007106060A2 publication Critical patent/WO2007106060A2/en
Publication of WO2007106060A3 publication Critical patent/WO2007106060A3/en

Links

Classifications

    • G—PHYSICS
    • G06—COMPUTING; CALCULATING OR COUNTING
    • G06Q—INFORMATION AND COMMUNICATION TECHNOLOGY [ICT] SPECIALLY ADAPTED FOR ADMINISTRATIVE, COMMERCIAL, FINANCIAL, MANAGERIAL OR SUPERVISORY PURPOSES; SYSTEMS OR METHODS SPECIALLY ADAPTED FOR ADMINISTRATIVE, COMMERCIAL, FINANCIAL, MANAGERIAL OR SUPERVISORY PURPOSES, NOT OTHERWISE PROVIDED FOR
    • G06Q40/00—Finance; Insurance; Tax strategies; Processing of corporate or income taxes
    • G06Q40/06—Asset management; Financial planning or analysis

Landscapes

  • Engineering & Computer Science (AREA)
  • Business, Economics & Management (AREA)
  • Finance (AREA)
  • Accounting & Taxation (AREA)
  • Development Economics (AREA)
  • Operations Research (AREA)
  • Game Theory and Decision Science (AREA)
  • Human Resources & Organizations (AREA)
  • Entrepreneurship & Innovation (AREA)
  • Economics (AREA)
  • Marketing (AREA)
  • Strategic Management (AREA)
  • Technology Law (AREA)
  • Physics & Mathematics (AREA)
  • General Business, Economics & Management (AREA)
  • General Physics & Mathematics (AREA)
  • Theoretical Computer Science (AREA)
  • Financial Or Insurance-Related Operations Such As Payment And Settlement (AREA)

Abstract

A method comprises determining a plurality of investment performance scores, determining a plurality of investment index performance scores and assessing each one of the investment performance scores dependent upon a respective one of the investment index. Each one of the investment performance scores corresponds to a respective investment of an investment portfolio. Each one of the investment index performance scores corresponds to a respective investment index. The respective investment index corresponds to a respective one of the investment performance scores. The method may comprise determining a collection of indices that each corresponds to a respective investment of the investment portfolio of the client, determining a composite investment index performance score dependent upon the indices, and assessing the investment portfolio dependent upon the composite investment index performance score.
PCT/US2006/005475 2006-02-16 2006-02-16 System and method configured for facilitating financial analysis WO2007106060A2 (en)

Priority Applications (8)

Application Number Priority Date Filing Date Title
AU2006340071A AU2006340071B2 (en) 2006-02-16 2006-02-16 System and method configured for facilitating financial analysis
EP06735232A EP1984884A4 (en) 2006-02-16 2006-02-16 System and method configured for facilitating financial analysis
BRPI0621212-3A BRPI0621212A2 (en) 2006-02-16 2006-02-16 method and system configured to facilitate financial analysis
PCT/US2006/005475 WO2007106060A2 (en) 2006-02-16 2006-02-16 System and method configured for facilitating financial analysis
JP2008555214A JP5061127B2 (en) 2006-02-16 2006-02-16 Systems and methods configured to support financial analysis
CA002640068A CA2640068A1 (en) 2006-02-16 2006-02-16 System and method configured for facilitating financial analysis
MX2008010524A MX2008010524A (en) 2006-02-16 2006-02-16 System and method configured for facilitating financial analysis.
CNA2006800529080A CN101379525A (en) 2006-02-16 2006-02-16 Configuring system and method for accelerating financial analysis

Applications Claiming Priority (1)

Application Number Priority Date Filing Date Title
PCT/US2006/005475 WO2007106060A2 (en) 2006-02-16 2006-02-16 System and method configured for facilitating financial analysis

Publications (2)

Publication Number Publication Date
WO2007106060A2 WO2007106060A2 (en) 2007-09-20
WO2007106060A3 true WO2007106060A3 (en) 2008-10-09

Family

ID=38509903

Family Applications (1)

Application Number Title Priority Date Filing Date
PCT/US2006/005475 WO2007106060A2 (en) 2006-02-16 2006-02-16 System and method configured for facilitating financial analysis

Country Status (8)

Country Link
EP (1) EP1984884A4 (en)
JP (1) JP5061127B2 (en)
CN (1) CN101379525A (en)
AU (1) AU2006340071B2 (en)
BR (1) BRPI0621212A2 (en)
CA (1) CA2640068A1 (en)
MX (1) MX2008010524A (en)
WO (1) WO2007106060A2 (en)

Families Citing this family (7)

* Cited by examiner, † Cited by third party
Publication number Priority date Publication date Assignee Title
SG195216A1 (en) * 2011-05-30 2013-12-30 Transcon Securities Pty Ltd Financial management system
KR101286024B1 (en) * 2011-11-08 2013-07-18 한국건설기술연구원 System of decision support for business management of liquefied natural gas(lng) plant
US10515123B2 (en) 2013-03-15 2019-12-24 Locus Lp Weighted analysis of stratified data entities in a database system
WO2015112906A1 (en) * 2014-01-23 2015-07-30 Riggs Rory Stratified composite portfolios of investment securities
SG10201803392QA (en) * 2018-04-23 2019-11-28 Trident Corporate Services Singapore Pte Ltd As Trustee For The Oneplace Unit Trust Method and system for managing accolades
WO2022120555A1 (en) * 2020-12-08 2022-06-16 Smart Save Limited Investment platform and system and method for investing in financial products
CN112685471A (en) * 2020-12-28 2021-04-20 祝泽文 Accounting and analyzing method for financial data based on non-tree detail classification label system

Citations (3)

* Cited by examiner, † Cited by third party
Publication number Priority date Publication date Assignee Title
US20050004857A1 (en) * 2003-04-17 2005-01-06 Portfolio Search, Inc. Methods for evaluating the financial strength of a holding in comparison to other holdings
US7039608B2 (en) * 1999-12-30 2006-05-02 Ge Capital Commercial Finance, Inc. Rapid valuation of portfolios of assets such as financial instruments
US7366692B2 (en) * 2000-05-09 2008-04-29 Mount Lucas Management Corp. Method and system for generating an index of investment returns

Family Cites Families (1)

* Cited by examiner, † Cited by third party
Publication number Priority date Publication date Assignee Title
CA2473589A1 (en) * 2002-01-25 2003-12-04 Bdellium Inc. Method of analyzing investments using overlapping periods

Patent Citations (3)

* Cited by examiner, † Cited by third party
Publication number Priority date Publication date Assignee Title
US7039608B2 (en) * 1999-12-30 2006-05-02 Ge Capital Commercial Finance, Inc. Rapid valuation of portfolios of assets such as financial instruments
US7366692B2 (en) * 2000-05-09 2008-04-29 Mount Lucas Management Corp. Method and system for generating an index of investment returns
US20050004857A1 (en) * 2003-04-17 2005-01-06 Portfolio Search, Inc. Methods for evaluating the financial strength of a holding in comparison to other holdings

Non-Patent Citations (1)

* Cited by examiner, † Cited by third party
Title
See also references of EP1984884A4 *

Also Published As

Publication number Publication date
JP5061127B2 (en) 2012-10-31
JP2009527051A (en) 2009-07-23
CN101379525A (en) 2009-03-04
EP1984884A4 (en) 2009-10-14
WO2007106060A2 (en) 2007-09-20
BRPI0621212A2 (en) 2011-12-06
AU2006340071B2 (en) 2011-05-12
AU2006340071A1 (en) 2007-09-20
CA2640068A1 (en) 2007-09-20
EP1984884A2 (en) 2008-10-29
MX2008010524A (en) 2008-10-20

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