CN1353842A - 投资组合投资导则遵从和金融基金管理系统 - Google Patents

投资组合投资导则遵从和金融基金管理系统 Download PDF

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Publication number
CN1353842A
CN1353842A CN 00808296 CN00808296A CN1353842A CN 1353842 A CN1353842 A CN 1353842A CN 00808296 CN00808296 CN 00808296 CN 00808296 A CN00808296 A CN 00808296A CN 1353842 A CN1353842 A CN 1353842A
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CN
China
Prior art keywords
fund
data
report
information
rule
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Pending
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CN 00808296
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English (en)
Chinese (zh)
Inventor
C·奥舍尔
D·卡斯曼
D·佩朱洛
K·赫贝特
C·格里罗
B·曼德尔
V·德里斯达勒
D·丹霍瑟
H·莱维尼
L·埃克特曼
W·佩克
R·莱珀
W·C·米勒
R·库马
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JPMorgan Chase Bank NA
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Chase Manhattan Bank NA
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Application filed by Chase Manhattan Bank NA filed Critical Chase Manhattan Bank NA
Publication of CN1353842A publication Critical patent/CN1353842A/zh
Pending legal-status Critical Current

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    • 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
CN 00808296 1999-03-31 2000-03-31 投资组合投资导则遵从和金融基金管理系统 Pending CN1353842A (zh)

Applications Claiming Priority (4)

Application Number Priority Date Filing Date Title
US12727399P 1999-03-31 1999-03-31
US60/127,273 1999-03-31
US51637700A 2000-03-01 2000-03-01
US09/516,377 2000-03-01

Publications (1)

Publication Number Publication Date
CN1353842A true CN1353842A (zh) 2002-06-12

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ID=26825494

Family Applications (1)

Application Number Title Priority Date Filing Date
CN 00808296 Pending CN1353842A (zh) 1999-03-31 2000-03-31 投资组合投资导则遵从和金融基金管理系统

Country Status (6)

Country Link
EP (1) EP1212711A4 (ja)
JP (1) JP2003504701A (ja)
CN (1) CN1353842A (ja)
AU (1) AU4186700A (ja)
CA (1) CA2369296A1 (ja)
WO (1) WO2000058900A1 (ja)

Cited By (6)

* Cited by examiner, † Cited by third party
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CN101166118B (zh) * 2007-09-30 2011-06-08 华为技术有限公司 一种用户配置信息处理方法以及业务报表系统
CN105913221A (zh) * 2016-04-08 2016-08-31 佛山市融信通企业咨询服务有限公司 一种基于web/iis的在线记账系统
CN110532373A (zh) * 2019-07-17 2019-12-03 平安科技（深圳）有限公司 金融数据的生成方法、装置、计算机设备及存储介质
CN112395371A (zh) * 2020-12-10 2021-02-23 深圳迅策科技有限公司 一种金融机构资产分类处理方法、装置及可读介质
CN112581288A (zh) * 2020-12-11 2021-03-30 京东数字科技控股股份有限公司 任务处理方法、系统、电子设备以及存储介质
CN112581288B (zh) * 2020-12-11 2024-05-17 京东科技控股股份有限公司 任务处理方法、系统、电子设备以及存储介质

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US7599869B2 (en) * 2000-10-11 2009-10-06 Charles Schwab & Co. Pre-trade compliance checking in a portfolio management system
JP2003050896A (ja) * 2001-08-08 2003-02-21 Mitsui & Co Ltd 連結リスクマネジメントデータベースシステム
FR2829330B1 (fr) * 2001-08-31 2003-11-28 Canon Kk Procede de demande de reception du resultat d'execution d'une fonction a distance a une date predeterminee
JP2003323546A (ja) * 2002-04-30 2003-11-14 Sparx Asset Management Co Ltd Ｌ／ｓファンド運用システム
US7596523B2 (en) 2002-09-09 2009-09-29 Barra, Inc. Method and apparatus for network-based portfolio management and risk-analysis
US7657474B1 (en) 2003-03-04 2010-02-02 Mantas, Inc. Method and system for the detection of trading compliance violations for fixed income securities
DE202005002890U1 (de) * 2004-03-22 2005-07-14 Sap Ag Systeme zum Verwalten und Berichten von Finanzinformationen
US20060143161A1 (en) * 2004-12-29 2006-06-29 Munro Jillian P System and method for maintaining continuity of operations
US8200707B2 (en) 2006-11-08 2012-06-12 Mitchell International, Inc. Compliance manager
US7680719B1 (en) 2006-12-12 2010-03-16 Goldman Sachs & Co. Method, system and apparatus for wealth management
US20080228620A1 (en) * 2007-03-16 2008-09-18 Johnson James C System And Method For Transfer Of Confirmation Data In A Distributed Electronic Trading System
JP5489236B2 (ja) * 2008-01-23 2014-05-14 スーパーデリバティブス，インコーポレイテッド カスタマイズされた取引を生成する装置、システムおよび方法
US10748214B2 (en) * 2009-08-11 2020-08-18 Ce Tm Holdings Llc Method and system for measuring exposure of an investment fund to an issuer of financial assets
CA2681251A1 (en) 2009-09-30 2011-03-30 Royal Bank Of Canada System and method for monitoring securities compliance for related entities
US20130132291A1 (en) * 2011-11-22 2013-05-23 Bank Of America Assessing agreement compliance
WO2015037499A1 (ja) * 2013-09-13 2015-03-19 株式会社Ｕｂｉｃ 行動解析システム、行動解析方法および行動解析プログラム
WO2019043729A2 (en) * 2017-09-01 2019-03-07 Venkatesan Aravindan SYSTEM AND METHOD FOR PERFORMANCE MANAGEMENT FOR ROTARY SAVINGS AND CREDIT ASSETS
US11481389B2 (en) * 2017-12-18 2022-10-25 Fortia Financial Solutions Generating an executable code based on a document
WO2020168435A1 (en) * 2019-02-22 2020-08-27 Fundlab Technologies Inc. Financial instrument composition visualization tool
US11409946B2 (en) 2020-03-27 2022-08-09 Imp Partners Llc System and method for linking financial management accounts to source compliance documentation
CN112348552A (zh) * 2020-09-27 2021-02-09 北京淇瑀信息科技有限公司 基于预警业务的计算机辅助资源投放管理方法及平台
KR102440950B1 (ko) * 2022-01-25 2022-09-07 주식회사 티톡 준법감시 시스템
KR102440949B1 (ko) * 2022-01-25 2022-09-07 주식회사 티톡 펀드운용 준법감시를 위한 모니터링 서비스 제공 장치
CN116708305B (zh) * 2023-08-03 2023-10-27 深圳市新国都支付技术有限公司 一种金融数据交易密码算法应用方法及装置

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US5644727A (en) * 1987-04-15 1997-07-01 Proprietary Financial Products, Inc. System for the operation and management of one or more financial accounts through the use of a digital communication and computation system for exchange, investment and borrowing
US5675746A (en) * 1992-09-30 1997-10-07 Marshall; Paul S. Virtual reality generator for use with financial information
US5987432A (en) * 1994-06-29 1999-11-16 Reuters, Ltd. Fault-tolerant central ticker plant system for distributing financial market data
US7249037B2 (en) * 1996-09-09 2007-07-24 Bancorp Services L.L.P. System for managing a stable value protected investment plan
US6064985A (en) * 1998-01-21 2000-05-16 Assured Equities, Inc. Automated portfolio management system with internet datafeed

Cited By (6)

* Cited by examiner, † Cited by third party
Publication number Priority date Publication date Assignee Title
CN101166118B (zh) * 2007-09-30 2011-06-08 华为技术有限公司 一种用户配置信息处理方法以及业务报表系统
CN105913221A (zh) * 2016-04-08 2016-08-31 佛山市融信通企业咨询服务有限公司 一种基于web/iis的在线记账系统
CN110532373A (zh) * 2019-07-17 2019-12-03 平安科技（深圳）有限公司 金融数据的生成方法、装置、计算机设备及存储介质
CN112395371A (zh) * 2020-12-10 2021-02-23 深圳迅策科技有限公司 一种金融机构资产分类处理方法、装置及可读介质
CN112581288A (zh) * 2020-12-11 2021-03-30 京东数字科技控股股份有限公司 任务处理方法、系统、电子设备以及存储介质
CN112581288B (zh) * 2020-12-11 2024-05-17 京东科技控股股份有限公司 任务处理方法、系统、电子设备以及存储介质

Also Published As

Publication number Publication date
CA2369296A1 (en) 2000-10-05
WO2000058900A1 (en) 2000-10-05
EP1212711A1 (en) 2002-06-12
AU4186700A (en) 2000-10-16
EP1212711A4 (en) 2002-07-31
JP2003504701A (ja) 2003-02-04

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