AU8014900A - Investment analysis and management system for generating financial advice - Google Patents

Investment analysis and management system for generating financial advice

Info

Publication number
AU8014900A
AU8014900A AU80149/00A AU8014900A AU8014900A AU 8014900 A AU8014900 A AU 8014900A AU 80149/00 A AU80149/00 A AU 80149/00A AU 8014900 A AU8014900 A AU 8014900A AU 8014900 A AU8014900 A AU 8014900A
Authority
AU
Australia
Prior art keywords
management system
financial advice
investment analysis
generating financial
generating
Prior art date
Legal status (The legal status 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 status listed.)
Abandoned
Application number
AU80149/00A
Inventor
Randy Merk
Charles Park
Michael Shearer
Jeff Tyler
Current Assignee (The listed assignees may be inaccurate. Google has not performed a legal analysis and makes no representation or warranty as to the accuracy of the list.)
AMERICAN CENTURY SERVICES CORP
Original Assignee
AMERICAN CENTURY SERVICES CORP
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 AMERICAN CENTURY SERVICES CORP filed Critical AMERICAN CENTURY SERVICES CORP
Publication of AU8014900A publication Critical patent/AU8014900A/en
Abandoned legal-status Critical Current

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
    • G06Q40/04—Trading; Exchange, e.g. stocks, commodities, derivatives or currency exchange
AU80149/00A 1999-10-13 2000-10-12 Investment analysis and management system for generating financial advice Abandoned AU8014900A (en)

Applications Claiming Priority (5)

Application Number Priority Date Filing Date Title
US15925599P 1999-10-13 1999-10-13
US60159255 1999-10-13
US20072600P 2000-04-27 2000-04-27
US60200726 2000-04-27
PCT/US2000/028208 WO2001027844A1 (en) 1999-10-13 2000-10-12 Investment analysis and management system for generating financial advice

Publications (1)

Publication Number Publication Date
AU8014900A true AU8014900A (en) 2001-04-23

Family

ID=26855789

Family Applications (1)

Application Number Title Priority Date Filing Date
AU80149/00A Abandoned AU8014900A (en) 1999-10-13 2000-10-12 Investment analysis and management system for generating financial advice

Country Status (2)

Country Link
AU (1) AU8014900A (en)
WO (1) WO2001027844A1 (en)

Families Citing this family (8)

* Cited by examiner, † Cited by third party
Publication number Priority date Publication date Assignee Title
US7130822B1 (en) 2000-07-31 2006-10-31 Cognos Incorporated Budget planning
WO2003005254A1 (en) * 2001-07-05 2003-01-16 Estubroker Agencia De Valores, Sa Computer-assisted method for real-time consultation in relation to the acquisition of financial assets and for the automatic management of the sale thereof
US10192270B1 (en) * 2014-08-26 2019-01-29 Accenture Global Services Limited Optimizing investments to achieve a sales goal
AU2016301284A1 (en) * 2015-08-03 2018-03-15 Finmason, Inc. Financial risk management assessment system and method for assessing financial risk
US20170323386A1 (en) * 2016-05-06 2017-11-09 Ellevest Systems and methods for determining and dynamically adjusting risk capacity
WO2017223250A1 (en) 2016-06-21 2017-12-28 Wittkotter Erland Sample data extraction
US10915960B1 (en) 2017-04-11 2021-02-09 Wells Fargo Bank, N.A. User interface for qualitative risk profile determination
CN109583634A (en) * 2018-11-16 2019-04-05 西北工业大学 A kind of take-away Distribution path selection method based on Modern Portfolio Theory

Family Cites Families (5)

* Cited by examiner, † Cited by third party
Publication number Priority date Publication date Assignee Title
US5812988A (en) * 1993-12-06 1998-09-22 Investments Analytic, Inc. Method and system for jointly estimating cash flows, simulated returns, risk measures and present values for a plurality of assets
US5774881A (en) * 1995-10-30 1998-06-30 Efi Actuaries Method of determining optimal asset allocation utilizing asset cash flow simulation
US5884287A (en) * 1996-04-12 1999-03-16 Lfg, Inc. System and method for generating and displaying risk and return in an investment portfolio
US6078904A (en) * 1998-03-16 2000-06-20 Saddle Peak Systems Risk direct asset allocation and risk resolved CAPM for optimally allocating investment assets in an investment portfolio
US6003018A (en) * 1998-03-27 1999-12-14 Michaud Partners Llp Portfolio optimization by means of resampled efficient frontiers

Also Published As

Publication number Publication date
WO2001027844A1 (en) 2001-04-19
WO2001027844A9 (en) 2002-08-01

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Legal Events

Date Code Title Description
MK6 Application lapsed section 142(2)(f)/reg. 8.3(3) - pct applic. not entering national phase