HK1251337A1 - 投資證券的綜合投資組合的分割和分層 - Google Patents

投資證券的綜合投資組合的分割和分層

Info

Publication number
HK1251337A1
HK1251337A1 HK18110703.7A HK18110703A HK1251337A1 HK 1251337 A1 HK1251337 A1 HK 1251337A1 HK 18110703 A HK18110703 A HK 18110703A HK 1251337 A1 HK1251337 A1 HK 1251337A1
Authority
HK
Hong Kong
Prior art keywords
stratification
segmentation
investment securities
composite portfolios
portfolios
Prior art date
Application number
HK18110703.7A
Other languages
English (en)
Inventor
羅里‧里格斯
哈蒙‧雷梅爾
丹尼爾‧戈德曼
克里斯托弗．西爾克沃思
喬納森‧錢德勒
詹姆斯‧法菲爾德
阿得雷德‧富勒
肖恩‧桑迪斯
加布里埃爾．馬里厄斯
馬克‧芬恩
Original Assignee
羅里‧里格斯
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
Priority claimed from PCT/US2015/012762 external-priority patent/WO2015112906A1/en
Priority claimed from US14/604,197 external-priority patent/US9098878B2/en
Priority claimed from US14/801,775 external-priority patent/US9245299B2/en
Application filed by 羅里‧里格斯 filed Critical 羅里‧里格斯
Publication of HK1251337A1 publication Critical patent/HK1251337A1/zh

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)
HK18110703.7A 2015-01-23 2018-08-21 投資證券的綜合投資組合的分割和分層 HK1251337A1 (zh)

Applications Claiming Priority (4)

Application Number Priority Date Filing Date Title
PCT/US2015/012762 WO2015112906A1 (en) 2014-01-23 2015-01-23 Stratified composite portfolios of investment securities
US14/604,197 US9098878B2 (en) 2013-03-15 2015-01-23 Stratified composite portfolios of investment securities
US14/801,775 US9245299B2 (en) 2013-03-15 2015-07-16 Segmentation and stratification of composite portfolios of investment securities
PCT/US2016/014642 WO2016118939A1 (en) 2015-01-23 2016-01-23 Segmentation and stratification of composite portfolios of investment securities

Publications (1)

Publication Number Publication Date
HK1251337A1 true HK1251337A1 (zh) 2019-01-25

Family

ID=56417855

Family Applications (1)

Application Number Title Priority Date Filing Date
HK18110703.7A HK1251337A1 (zh) 2015-01-23 2018-08-21 投資證券的綜合投資組合的分割和分層

Country Status (10)

Country Link
EP (1) EP3248166A1 (zh)
JP (1) JP2018503927A (zh)
CN (1) CN107851283A (zh)
AU (2) AU2016102483A4 (zh)
CA (1) CA2974701A1 (zh)
DE (1) DE202016009077U1 (zh)
HK (1) HK1251337A1 (zh)
MX (1) MX2017009546A (zh)
SG (1) SG11201705946VA (zh)
WO (2) WO2016118938A1 (zh)

Families Citing this family (6)

* Cited by examiner, † Cited by third party
Publication number Priority date Publication date Assignee Title
CN108805709A (zh) * 2018-05-23 2018-11-13 陈旭 一种基于底层资产发行区块链数字通证的方法
KR102335015B1 (ko) * 2020-01-30 2021-12-02 아주대학교산학협력단 부채관리 역량 평가 시스템 및 이를 이용한 부채관리 역량 정보 분석 방법
JP7419126B2 (ja) 2020-03-19 2024-01-22 野村證券株式会社 情報処理装置、情報処理方法、及びプログラム
WO2022066187A1 (en) * 2020-09-28 2022-03-31 Td Ameritrade Ip Company, Inc. Computationally-efficient recommendation generation system
CN112434216B (zh) * 2020-11-13 2024-04-26 海创汇科技创业发展股份有限公司 一种投资项目的智能推介方法、装置、存储介质和计算机设备
US11741547B1 (en) * 2021-03-17 2023-08-29 Interactive Brokers Llc Systems and methods for data normalization for use in scoring and balancing a portfolio

Family Cites Families (11)

* Cited by examiner, † Cited by third party
Publication number Priority date Publication date Assignee Title
AU781699B2 (en) * 2001-10-08 2005-06-09 Constellation Capital Management Limited Methods and apparatus for developing investments
US8005740B2 (en) 2002-06-03 2011-08-23 Research Affiliates, Llc Using accounting data based indexing to create a portfolio of financial objects
US7792719B2 (en) * 2004-02-04 2010-09-07 Research Affiliates, Llc Valuation indifferent non-capitalization weighted index and portfolio
US7747502B2 (en) * 2002-06-03 2010-06-29 Research Affiliates, Llc Using accounting data based indexing to create a portfolio of assets
JP4004882B2 (ja) * 2002-07-19 2007-11-07 財団法人日本産業技術振興協会 研究開発投資証券販売方法、研究開発投資証券販売システム、研究開発投資証券販売プログラム及びそのプログラムを記憶した記録媒体
US8131620B1 (en) 2004-12-01 2012-03-06 Wisdomtree Investments, Inc. Financial instrument selection and weighting system and method
CN107146159A (zh) * 2006-03-13 2017-09-08 Ocean益友有限公司 生成有价证券指数的方法和系统
US8306892B1 (en) 2007-11-15 2012-11-06 Pacific Investment Management Company LLC Fixed income securities index
CN102339452A (zh) * 2011-11-09 2012-02-01 曾祥洪 金融衍生品量化交易方法和量化交易系统
US20130198108A1 (en) * 2012-01-30 2013-08-01 Hardeep Singh Walia Systems and methods to create, compare, customize, promote, track, optimize and shop for portfolios of securities using social networks
CA2906232C (en) * 2013-03-15 2023-09-19 Locus Analytics, Llc Domain-specific syntax tagging in a functional information system

Also Published As

Publication number Publication date
JP2018503927A (ja) 2018-02-08
EP3248166A1 (en) 2017-11-29
CN107851283A (zh) 2018-03-27
CA2974701A1 (en) 2016-07-28
WO2016118939A1 (en) 2016-07-28
AU2016102483A4 (en) 2021-12-23
DE202016009077U1 (de) 2021-12-14
AU2016209034A1 (en) 2017-08-10
WO2016118938A1 (en) 2016-07-28
SG11201705946VA (en) 2017-08-30
MX2017009546A (es) 2018-11-09

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