JP7548599B2 - 投資信託診断システム、投資信託診断プログラム及び投資信託診断方法 - Google Patents

投資信託診断システム、投資信託診断プログラム及び投資信託診断方法 Download PDF

Info

Publication number
JP7548599B2
JP7548599B2 JP2022531859A JP2022531859A JP7548599B2 JP 7548599 B2 JP7548599 B2 JP 7548599B2 JP 2022531859 A JP2022531859 A JP 2022531859A JP 2022531859 A JP2022531859 A JP 2022531859A JP 7548599 B2 JP7548599 B2 JP 7548599B2
Authority
JP
Japan
Prior art keywords
investment trust
investment
return
product
risk
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.)
Active
Application number
JP2022531859A
Other languages
English (en)
Japanese (ja)
Other versions
JPWO2021256493A5 (https=
JPWO2021256493A1 (https=
Inventor
行宏 河合
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.)
MOBILE SUPPORT CO., LTD.
Original Assignee
MOBILE SUPPORT CO., LTD.
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 MOBILE SUPPORT CO., LTD. filed Critical MOBILE SUPPORT CO., LTD.
Publication of JPWO2021256493A1 publication Critical patent/JPWO2021256493A1/ja
Publication of JPWO2021256493A5 publication Critical patent/JPWO2021256493A5/ja
Application granted granted Critical
Publication of JP7548599B2 publication Critical patent/JP7548599B2/ja
Active legal-status Critical Current
Anticipated expiration legal-status Critical

Links

Classifications

    • G—PHYSICS
    • G06—COMPUTING OR CALCULATING; 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)
JP2022531859A 2020-06-16 2021-06-16 投資信託診断システム、投資信託診断プログラム及び投資信託診断方法 Active JP7548599B2 (ja)

Applications Claiming Priority (3)

Application Number Priority Date Filing Date Title
JP2020103687 2020-06-16
JP2020103687 2020-06-16
PCT/JP2021/022827 WO2021256493A1 (ja) 2020-06-16 2021-06-16 投資信託診断システム、投資信託診断プログラム及び投資信託診断方法

Publications (3)

Publication Number Publication Date
JPWO2021256493A1 JPWO2021256493A1 (https=) 2021-12-23
JPWO2021256493A5 JPWO2021256493A5 (https=) 2024-06-03
JP7548599B2 true JP7548599B2 (ja) 2024-09-10

Family

ID=79267936

Family Applications (1)

Application Number Title Priority Date Filing Date
JP2022531859A Active JP7548599B2 (ja) 2020-06-16 2021-06-16 投資信託診断システム、投資信託診断プログラム及び投資信託診断方法

Country Status (2)

Country Link
JP (1) JP7548599B2 (https=)
WO (1) WO2021256493A1 (https=)

Families Citing this family (1)

* Cited by examiner, † Cited by third party
Publication number Priority date Publication date Assignee Title
CN114782150B (zh) * 2022-06-21 2022-09-13 北京梦幻天下科技有限公司 一种基于金融产品定向筛选的金融产品推荐方法和系统

Citations (4)

* Cited by examiner, † Cited by third party
Publication number Priority date Publication date Assignee Title
JP2002175406A (ja) 2000-12-06 2002-06-21 Dmc:Kk 投資信託商品の定量分析評価方法およびその定量分析評価プログラムを記憶した媒体
JP2002269131A (ja) 2001-03-08 2002-09-20 Stock Weather Kk 投資信託情報検索システム
JP2003044678A (ja) 2001-07-27 2003-02-14 Mizuho Corporate Bank Ltd 金融商品評価方法及び金融商品評価プログラム
JP2007041901A (ja) 2005-08-04 2007-02-15 Jarufunetto:Kk 金融ポートフォリオの生成方法およびそのシステム

Patent Citations (4)

* Cited by examiner, † Cited by third party
Publication number Priority date Publication date Assignee Title
JP2002175406A (ja) 2000-12-06 2002-06-21 Dmc:Kk 投資信託商品の定量分析評価方法およびその定量分析評価プログラムを記憶した媒体
JP2002269131A (ja) 2001-03-08 2002-09-20 Stock Weather Kk 投資信託情報検索システム
JP2003044678A (ja) 2001-07-27 2003-02-14 Mizuho Corporate Bank Ltd 金融商品評価方法及び金融商品評価プログラム
JP2007041901A (ja) 2005-08-04 2007-02-15 Jarufunetto:Kk 金融ポートフォリオの生成方法およびそのシステム

Also Published As

Publication number Publication date
WO2021256493A1 (ja) 2021-12-23
JPWO2021256493A1 (https=) 2021-12-23

Similar Documents

Publication Publication Date Title
US11748345B2 (en) Apparatuses, methods and systems for a lead generating hub
US10109017B2 (en) Web data scraping, tokenization, and classification system and method
US9836795B2 (en) Computerized system and method for pre-filling of insurance data using third party sources
Hassel et al. The value relevance of environmental performance
US8296206B1 (en) Method and system for providing intelligent targeted budgeting using financial transaction data from similarly situated individuals
US20140330594A1 (en) System and method for determination of insurance classification and underwriting determination for entities
US20110288962A1 (en) Apparatuses, methods and systems for a lead exchange facilitating hub
US20100293490A1 (en) Apparatuses, Methods and Systems For An Information Comparator Comparison Engine
US20110289161A1 (en) Apparatuses, Methods and Systems For An Intelligent Inbox Coordinating HUB
US8595123B1 (en) Option search criteria testing
Rowbottom et al. An exploration of the potential for studying the usage of investor relations information through the analysis of Web server logs
WO2003042892A2 (en) Electronic trading confirmation system
US20100293038A1 (en) Information trading system and method
JP5189905B2 (ja) 営業支援システム及び営業支援方法
US20210295436A1 (en) Method and platform for analyzing and processing investment data
US20120317052A1 (en) Collectively analyzing holdings across multiple fixed income products
JP5149671B2 (ja) 個別案件リスク管理装置
JP6166834B1 (ja) 判定装置、判定方法及び判定プログラム
JP2016091075A (ja) 情報処理装置、情報処理方法、及びプログラム
CN118886986A (zh) 产品推荐方法、装置、设备及存储介质
Chen et al. ESG performance and analyst recommendations: evidence from sustainability analysts in the Chinese market
JP7548599B2 (ja) 投資信託診断システム、投資信託診断プログラム及び投資信託診断方法
KR20210018111A (ko) 빅데이터 기반 실시간 마케팅 서비스 제공 방법
JP5542035B2 (ja) 企業情報管理システム、企業情報管理方法、企業情報管理プログラム
JP6391775B2 (ja) 判定装置、判定方法及び判定プログラム

Legal Events

Date Code Title Description
A521 Request for written amendment filed

Free format text: JAPANESE INTERMEDIATE CODE: A523

Effective date: 20240524

A621 Written request for application examination

Free format text: JAPANESE INTERMEDIATE CODE: A621

Effective date: 20240524

A871 Explanation of circumstances concerning accelerated examination

Free format text: JAPANESE INTERMEDIATE CODE: A871

Effective date: 20240524

A131 Notification of reasons for refusal

Free format text: JAPANESE INTERMEDIATE CODE: A131

Effective date: 20240618

A521 Request for written amendment filed

Free format text: JAPANESE INTERMEDIATE CODE: A523

Effective date: 20240619

TRDD Decision of grant or rejection written
A01 Written decision to grant a patent or to grant a registration (utility model)

Free format text: JAPANESE INTERMEDIATE CODE: A01

Effective date: 20240730

A61 First payment of annual fees (during grant procedure)

Free format text: JAPANESE INTERMEDIATE CODE: A61

Effective date: 20240822

R150 Certificate of patent or registration of utility model

Ref document number: 7548599

Country of ref document: JP

Free format text: JAPANESE INTERMEDIATE CODE: R150