HK1047632A1 - 文件夾性選擇投資 - Google Patents
文件夾性選擇投資Info
- Publication number
- HK1047632A1 HK1047632A1 HK02107587.2A HK02107587A HK1047632A1 HK 1047632 A1 HK1047632 A1 HK 1047632A1 HK 02107587 A HK02107587 A HK 02107587A HK 1047632 A1 HK1047632 A1 HK 1047632A1
- Authority
- HK
- Hong Kong
- Prior art keywords
- portfolio
- selecting investments
- investments
- selecting
- Prior art date
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
-
- 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
- Business, Economics & Management (AREA)
- Engineering & Computer Science (AREA)
- Accounting & Taxation (AREA)
- Finance (AREA)
- Development Economics (AREA)
- Technology Law (AREA)
- Theoretical Computer Science (AREA)
- Strategic Management (AREA)
- Economics (AREA)
- Physics & Mathematics (AREA)
- General Business, Economics & Management (AREA)
- General Physics & Mathematics (AREA)
- Marketing (AREA)
- Entrepreneurship & Innovation (AREA)
- Game Theory and Decision Science (AREA)
- Human Resources & Organizations (AREA)
- Operations Research (AREA)
- Financial Or Insurance-Related Operations Such As Payment And Settlement (AREA)
- Management, Administration, Business Operations System, And Electronic Commerce (AREA)
Applications Claiming Priority (2)
Application Number | Priority Date | Filing Date | Title |
---|---|---|---|
US09/346,195 US7870051B1 (en) | 1999-07-01 | 1999-07-01 | Selecting investments for a portfolio |
PCT/US2000/017941 WO2001002982A2 (en) | 1999-07-01 | 2000-06-29 | Selecting investments for a portfolio |
Publications (1)
Publication Number | Publication Date |
---|---|
HK1047632A1 true HK1047632A1 (zh) | 2003-02-28 |
Family
ID=23358360
Family Applications (1)
Application Number | Title | Priority Date | Filing Date |
---|---|---|---|
HK02107587.2A HK1047632A1 (zh) | 1999-07-01 | 2002-10-17 | 文件夾性選擇投資 |
Country Status (6)
Country | Link |
---|---|
US (1) | US7870051B1 (zh) |
EP (1) | EP1196859A2 (zh) |
JP (1) | JP5264033B2 (zh) |
CA (1) | CA2376643A1 (zh) |
HK (1) | HK1047632A1 (zh) |
WO (1) | WO2001002982A2 (zh) |
Families Citing this family (39)
Publication number | Priority date | Publication date | Assignee | Title |
---|---|---|---|---|
JP2003036345A (ja) * | 2001-07-24 | 2003-02-07 | Daiwa Securities Group Inc | ポートフォリオ表示システム及びプログラム |
US7747502B2 (en) * | 2002-06-03 | 2010-06-29 | Research Affiliates, Llc | Using accounting data based indexing to create a portfolio of assets |
WO2006086834A1 (en) * | 2005-02-15 | 2006-08-24 | Julian Duncan Plummer | A system, a method and a computer program for determining an apportionment of an investor fund |
US7958038B2 (en) * | 2006-06-22 | 2011-06-07 | Yves Choueifaty | Methods and systems for providing an anti-benchmark portfolio |
US8175949B2 (en) * | 2007-07-30 | 2012-05-08 | Ubs Ag | Methods and systems for providing a constant maturity commodity index |
US8086483B1 (en) | 2008-10-07 | 2011-12-27 | Accenture Global Services Limited | Analysis and normalization of questionnaires |
US8533092B1 (en) * | 2011-03-31 | 2013-09-10 | Fat Donkey, Inc. | Financial evaluation process |
US20130073478A1 (en) * | 2011-09-16 | 2013-03-21 | Jane ABOYOUN | Methods for vendor scoring and generation of requests for proposals and reports for investment products |
US20130212041A1 (en) * | 2011-12-13 | 2013-08-15 | Frank Russell Company | Method of constructing stability indexes |
US20130191307A1 (en) * | 2012-01-24 | 2013-07-25 | John D. Freeman | System and method for volatility-based characterization of securities |
US20140136295A1 (en) | 2012-11-13 | 2014-05-15 | Apptio, Inc. | Dynamic recommendations taken over time for reservations of information technology resources |
US20140278807A1 (en) * | 2013-03-15 | 2014-09-18 | Cloudamize, Inc. | Cloud service optimization for cost, performance and configuration |
US10592987B2 (en) * | 2013-06-10 | 2020-03-17 | Fmr Llc | Sector-based portfolio construction platform apparatuses, methods and systems |
US10417591B2 (en) | 2013-07-03 | 2019-09-17 | Apptio, Inc. | Recursive processing of object allocation rules |
US10325232B2 (en) | 2013-09-20 | 2019-06-18 | Apptio, Inc. | Allocating heritage information in data models |
US11244364B2 (en) | 2014-02-13 | 2022-02-08 | Apptio, Inc. | Unified modeling of technology towers |
US10032223B2 (en) | 2015-03-20 | 2018-07-24 | Bank Of America Corporation | System for account linking and future event integration into retirement score calculation |
US10019760B2 (en) | 2015-03-20 | 2018-07-10 | Bank Of America Corporation | System for utilizing a retirement score to receive benefits |
US10049406B2 (en) * | 2015-03-20 | 2018-08-14 | Bank Of America Corporation | System for sharing retirement scores between social groups of customers |
US10706473B2 (en) | 2015-05-18 | 2020-07-07 | Optimal Asset Management | Systems and methods for customizing a portfolio using visualization and control of factor exposure |
US20160343079A1 (en) * | 2015-05-19 | 2016-11-24 | Optimal Assett Managegment | System and methods for completing a portfolio according to a factor blend analysis |
GB2556504A (en) | 2015-06-30 | 2018-05-30 | Apptio Inc | Infrastructure benchmarking based on dynamic cost modeling |
US10268979B2 (en) | 2015-09-28 | 2019-04-23 | Apptio, Inc. | Intermediate resource allocation tracking in data models |
US10387815B2 (en) | 2015-09-29 | 2019-08-20 | Apptio, Inc. | Continuously variable resolution of resource allocation |
US10726367B2 (en) | 2015-12-28 | 2020-07-28 | Apptio, Inc. | Resource allocation forecasting |
US10474974B2 (en) | 2016-09-08 | 2019-11-12 | Apptio, Inc. | Reciprocal models for resource allocation |
US10936978B2 (en) * | 2016-09-20 | 2021-03-02 | Apptio, Inc. | Models for visualizing resource allocation |
US10482407B2 (en) | 2016-11-14 | 2019-11-19 | Apptio, Inc. | Identifying resource allocation discrepancies |
US10157356B2 (en) | 2016-12-14 | 2018-12-18 | Apptio, Inc. | Activity based resource allocation modeling |
US11037244B1 (en) | 2017-03-03 | 2021-06-15 | Wells Fargo Bank, N.A. | Computerized portfolio management tool |
CN109978300B (zh) * | 2017-12-28 | 2023-05-23 | 百融至信(北京)科技有限公司 | 客户风险承受力量化方法及系统、资产配置方法及系统 |
US10324951B1 (en) | 2017-12-29 | 2019-06-18 | Apptio, Inc. | Tracking and viewing model changes based on time |
US10268980B1 (en) | 2017-12-29 | 2019-04-23 | Apptio, Inc. | Report generation based on user responsibility |
US11775552B2 (en) | 2017-12-29 | 2023-10-03 | Apptio, Inc. | Binding annotations to data objects |
US11120503B2 (en) | 2018-01-21 | 2021-09-14 | Optimal Asset Management, Inc. | Analysis and visual presentation of dataset components |
US11710178B2 (en) | 2018-05-21 | 2023-07-25 | Empower Annuity Insurance Company Of America | Graphical user interface for presenting incremental opportunities in a financial planning system |
US11748814B2 (en) | 2018-05-21 | 2023-09-05 | Empower Annuity Insurance Company Of America | Planning engine for a financial planning system |
US20200286180A1 (en) * | 2019-03-08 | 2020-09-10 | Jpmorgan Chase Bank, N.A. | Method and system for computing portfolio allocation recommendations |
US20230267539A1 (en) * | 2022-02-23 | 2023-08-24 | Jpmorgan Chase Bank, N.A. | Modifying risk model utilities |
Family Cites Families (8)
Publication number | Priority date | Publication date | Assignee | Title |
---|---|---|---|---|
US5101353A (en) | 1989-05-31 | 1992-03-31 | Lattice Investments, Inc. | Automated system for providing liquidity to securities markets |
IE60553B1 (en) | 1989-12-21 | 1994-07-27 | Paxlea Limited | A computer system for portfolio management investment functions |
JPH05120297A (ja) | 1991-10-29 | 1993-05-18 | Hitachi Ltd | インデクスポートフオリオ構築方法 |
DE69331452T2 (de) | 1992-06-10 | 2003-05-28 | Cfph Llc | Datenprozessor für Wertpapier mit festem Einkommen und Verfahren um diesen zu benutzen |
JPH07152828A (ja) * | 1993-11-26 | 1995-06-16 | Quick Sogo Kenkyusho:Kk | 有効フロンティアを求めるためのメモリの構成方法 |
EP0686926A3 (en) | 1994-05-24 | 1996-06-12 | Ron S Dembo | Process and apparatus for optimal replication of portfolios |
WO1997022075A1 (en) * | 1995-12-15 | 1997-06-19 | Enhanced Investment Technologies, Inc. | Apparatus and accompanying methods for automatically modifying a financial portfolio through dynamic re-weighting based on a non-constant function of current capitalization weights |
US7668773B1 (en) * | 2001-12-21 | 2010-02-23 | Placemark Investments, Inc. | Portfolio management system |
-
1999
- 1999-07-01 US US09/346,195 patent/US7870051B1/en not_active Expired - Fee Related
-
2000
- 2000-06-29 EP EP00943299A patent/EP1196859A2/en not_active Withdrawn
- 2000-06-29 CA CA002376643A patent/CA2376643A1/en not_active Abandoned
- 2000-06-29 JP JP2001518679A patent/JP5264033B2/ja not_active Expired - Lifetime
- 2000-06-29 WO PCT/US2000/017941 patent/WO2001002982A2/en not_active Application Discontinuation
-
2002
- 2002-10-17 HK HK02107587.2A patent/HK1047632A1/zh unknown
Also Published As
Publication number | Publication date |
---|---|
WO2001002982A8 (en) | 2001-10-25 |
JP2003527660A (ja) | 2003-09-16 |
CA2376643A1 (en) | 2001-01-11 |
US7870051B1 (en) | 2011-01-11 |
EP1196859A2 (en) | 2002-04-17 |
WO2001002982A2 (en) | 2001-01-11 |
JP5264033B2 (ja) | 2013-08-14 |
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