CA2765820A1 - Systeme et methode d'evaluation d'un portefeuille de placements - Google Patents

Systeme et methode d'evaluation d'un portefeuille de placements Download PDF

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Publication number
CA2765820A1
CA2765820A1 CA 2765820 CA2765820A CA2765820A1 CA 2765820 A1 CA2765820 A1 CA 2765820A1 CA 2765820 CA2765820 CA 2765820 CA 2765820 A CA2765820 A CA 2765820A CA 2765820 A1 CA2765820 A1 CA 2765820A1
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Canada
Prior art keywords
portfolio
investment
asset
evaluation category
evaluation
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CA 2765820
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English (en)
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CA2765820C (fr
Inventor
William Elliott Fiala
Matthew James Mikula
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Edward Jones and Co
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Edward Jones and Co
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Priority claimed from US13/016,919 external-priority patent/US8930250B1/en
Application filed by Edward Jones and Co filed Critical Edward Jones and Co
Publication of CA2765820A1 publication Critical patent/CA2765820A1/fr
Application granted granted Critical
Publication of CA2765820C publication Critical patent/CA2765820C/fr
Active legal-status Critical Current
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CA2765820A 2011-01-28 2012-01-30 Systeme et methode d'evaluation d'un portefeuille de placements Active CA2765820C (fr)

Applications Claiming Priority (2)

Application Number Priority Date Filing Date Title
US13/016,919 2011-01-28
US13/016,919 US8930250B1 (en) 2010-08-26 2011-01-28 System and method of evaluating an investment portfolio

Publications (2)

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CA2765820A1 true CA2765820A1 (fr) 2012-07-28
CA2765820C CA2765820C (fr) 2021-06-15

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Cited By (2)

* Cited by examiner, † Cited by third party
Publication number Priority date Publication date Assignee Title
CN111652501A (zh) * 2020-05-29 2020-09-11 泰康保险集团股份有限公司 金融产品评估装置及方法、电子设备、存储介质
CN113033983A (zh) * 2021-03-15 2021-06-25 武汉东之林科技有限公司 一种基站投资计划前评估方法

Cited By (3)

* Cited by examiner, † Cited by third party
Publication number Priority date Publication date Assignee Title
CN111652501A (zh) * 2020-05-29 2020-09-11 泰康保险集团股份有限公司 金融产品评估装置及方法、电子设备、存储介质
CN111652501B (zh) * 2020-05-29 2023-05-05 泰康保险集团股份有限公司 金融产品评估装置及方法、电子设备、存储介质
CN113033983A (zh) * 2021-03-15 2021-06-25 武汉东之林科技有限公司 一种基站投资计划前评估方法

Also Published As

Publication number Publication date
CA2765820C (fr) 2021-06-15

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Effective date: 20170117