JPH1021294A - System for evaluating property investment from many sides - Google Patents

Abstract

PROBLEM TO BE SOLVED: To realize many-side evaluation for property investment by hierarchically retrieving from a property transaction table based on an evaluating indication utilizing hierarchies to display the display and evaluation together from many sides by hierarchical structure. SOLUTION: A fetching means 6 retrieves an investing plan table DB 4 by coordinating property fetched from a report on an investing result fetching screen 5 and adds a pertinent benchmark, style, investing rate, etc., to register them to a property transaction table DB 7. Then in accordance with the designation of evaluating item including the benchmark, an evaluation means 9 retrieves the table DB 7 to take out an entry coinciding with the evaluating item including the designated benchmark, compares the value of the benchmark and a property investing result with each other and adds evaluation to output. In such a case, evaluation is sorted and outputted. In addition property is evaluated by adding investing rate. Then a result storing table DB 10 stores an evaluation result.

Description

DETAILED DESCRIPTION OF THE INVENTION

[0001]

BACKGROUND OF THE INVENTION 1. Field of the Invention The present invention relates to an asset management multifaceted evaluation system.

[0002]

2. Description of the Related Art Conventionally, in asset management of a pension fund, a manager judges the profit / loss situation and the rate of return of assets (bonds, stocks, etc.) based on a report for each asset manager (contractor). .

[0003]

Therefore, there are the following problems. (1) It is not possible to judge the profit / loss situation and profit rate beyond the contracting organization. (2) Because the style of management differs for each contracting institution, it is not possible to simply make a valid comparison with the same asset. (3) Since the judgment is made based on the report (operation report), the judgment information is fixed, and judgment cannot be made with various information.

[0004] The present invention solves these problems,
Entrust asset management by associating benchmarks (index values) and styles (details of management) for each asset, add benchmarks and styles to the report information, register them hierarchically in the database, and take advantage of the hierarchy to use benchmarks The purpose is to realize a multifaceted evaluation of asset management by comparing information with the same style and information in the same style.

[0005]

Means for solving the problem will be described with reference to FIG. In FIG. 1, an operation policy table DB4 is a database for registering a benchmark and a style in association with an asset for each asset management organization.

[0006] The fetching means 6 adds the benchmark and style corresponding to the asset field to the information of the report by referring to the management policy table DB4, and stores the asset management institution, the asset, the benchmark and style, and the asset management result. It is hierarchically stored in a database.

[0007] The asset transaction table DB7 is a database for hierarchically registering asset management institutions, assets, benchmarks and styles, and asset management results. The evaluation means 9 searches the asset transaction table DB7, retrieves an entry matching the specified evaluation item, adds an evaluation, sorts the evaluation, and the like.

Next, the operation will be described. When the importing means 6 inputs the report from the asset management organization, the acquisition means 6 refers to the management policy table DB4 of the relevant asset management organization and adds the corresponding benchmark and style to the field of the asset,
The asset management institution, the asset, the benchmark, the style, and the asset management result are hierarchized and stored in the asset transaction table DB7.

In response to the specification of the evaluation item including the benchmark, the evaluation means 9 retrieves an entry matching the evaluation item including the specified benchmark by searching the asset transaction table DB7, and obtains the value of the benchmark and the asset management. The result is compared with the result and the result is added and output.

In response to the specification of the evaluation item including the style, the evaluation means 9 retrieves an entry matching the evaluation item including the specified style by searching the asset transaction table DB7, and evaluates the asset management result. The output is added.

At this time, the evaluations are sorted and output. In addition, the asset is added with the investment ratio and taken in for evaluation. Therefore, asset management is entrusted by associating benchmarks (index values) and styles (details of management) for each asset, hierarchized in the asset transaction table DB7 based on the report and automatically registered, and the hierarchies are utilized. Asset management such as comparison with benchmarks and comparison of information in the same style by hierarchically retrieving from the asset transaction table DB 7 based on the evaluation instruction and displaying the display and evaluation in a multi-layered hierarchical structure Can be evaluated from various aspects.

[0012]

DETAILED DESCRIPTION OF THE PREFERRED EMBODIMENTS Next, embodiments and operations of the present invention will be sequentially described in detail with reference to FIGS.

FIG. 1 is a conceptual diagram of a system according to the present invention.
In FIG. 1, a table DB1 stores various table DBs.
Benchmark table 12 and style table 1
3 is stored.

The asset table 11 is for registering bonds, CBs, stocks, and the like, which are assets under management, and registers the name of the asset and the presence or absence of the asset in association with the asset code.

The benchmark table 12 registers indexes (benchmarks) for clarifying the accuracy and evaluation of assets, and registers the names of benchmarks and the presence / absence of the benchmarks in association with benchmark codes. .

The style table 13 is for registering operation details (styles) for clarifying accurate evaluation of assets and the like, and for registering style names and presence / absence thereof in association with style codes. It is.

The management policy change screen 2 is a screen for changing an asset management policy for the asset management institution, and is, for example, a screen as shown in FIG. 5 which will be described later. Is a screen for changing (updating) the operation ratio.

The setting means 3 sets an operation policy for each asset management organization on the operation policy change screen 2 (described later with reference to FIG. 3). The operation policy table DB4 is a DB (database) for storing the set operation policy for each asset management institution (consignment institution), and as shown in FIG. Benchmark code, style code, operation ratio, etc. are registered.

The management result acquisition screen 5 is a service for notifying the management policy and outsourcing the asset management to the asset management organization, fetching a report of the management result, searching the management policy table DB4 and adding the corresponding benchmark and style. This is a screen for causing the user to make a request (see FIG. 8). The report is a report from a consignment agency that conveys the investment policy and entrusts asset management. The asset management items at this time include, for example, the following.

・ Investment amount Recovered amount ・ Accrued income Valuation gain / loss ・ Future valuation gain / loss Theoretical book value ・ Dividend etc. Trading profit / loss ・ Principal temporary deposit profit ・ Remuneration Commission expenses Taxes There are things.

-Investment advisor: Pension pension trust management status report-Trust: Pension trust asset management status report-Life insurance: Insurance contract settlement report The importing means 6 starts from the report on the investment performance acquisition screen 5 The operation policy table DB4 is searched by adding the corresponding benchmark, style, operation ratio, and the like, and registered in the asset transaction table DB7 (described later with reference to FIG. 7).

The asset transaction table DB7 is registered by adding benchmarks, styles, and the like to the assets and operation results input from the report. The evaluation instruction screen 8 is a screen for specifying various instructions for evaluating the operation result (described later with reference to FIG. 8).

The evaluation means 9 retrieves entries matching the specified evaluation item by searching the database, and adds and sorts the evaluation (FIG. 9, FIG. 9).
This will be described later with reference to FIG. 10).

The result storage table DB10 stores the evaluation results (described later with reference to FIG. 10). The details will be sequentially described below.

Next, the procedure for determining the management policy for each asset management institution by the setting means 3 of FIG. 1 will be described in detail in accordance with the order shown in the flowchart of FIG. FIG. 2 shows an operation policy decision flowchart of the present invention.

In FIG. 2, S1 determines whether or not there is past data of the designated consignment organization. In the case of YES, S2
Search the past data of the past designated consignment institution, and display it on the operation policy change screen in S3. On the other hand, in the case of NO in S1, since there is no past data of the past designated consignment institution, the data column on the operation policy change screen is displayed as blank in S3. This operation policy change screen is, for example, a screen as shown in FIG. 5 described later, and displays a benchmark name, a style name, and an operation ratio in association with an asset name.

In step S4, input processing of an asset item is performed. In this case, as the asset items, an asset name, a benchmark name, a style name, and an operation ratio are input on the screen 2 in FIG. 5 (the details of the input will be described later with reference to FIG. 3).

In S5, it is determined whether or not the processing is completed. This is S4
It is determined whether or not the input processing of all the asset items has been completed. YES
In the case of, the process proceeds to S6. If NO, the process returns to S4 and repeats the input process.

In S6, it is confirmed and it is determined whether or not it is OK. This is done by checking the input of the asset item on the screen of FIG. In the case of YES, the result of the asset item is performed in S7, and the result is set in the operation policy table DB4 in S8. On the other hand, in the case of NO, the process returns to S4, where the input processing is performed again and corrected.

As described above, the past data, if any, is displayed on the screen shown in FIG. 5 for each designated consigning organization that outsources the operation of the asset. Input and change on the screen, set the benchmark name, style name, and operation ratio for each asset, and determine the operation policy. In this way, the benchmark (index value), style (details of operation), and operation ratio are set in advance for each asset item for each designated consignment organization, and the policy is conveyed to the consignment organization to entrust asset management. Then, it causes each designated consignment organization to manage the asset according to the notified management policy, and receives the management result as a report.

Next, the input processing of the asset item in S4 of FIG. 2 will be described in detail according to the order shown in the flowchart of FIG. FIG. 3 shows an asset item input flowchart according to the present invention.

In FIG. 3, S11 displays an operation policy change screen. This displays the entrusted organization-specific operation policy change screen 2 in FIG. 5 described later. A step S12 decides whether or not the property name column has been clicked. In the case of YES, in S13, only the item of the asset name, presence / absence = 1 is displayed on the pull-down menu, selected and input in S14, and the process proceeds to S15. this is,
Only the asset names of the records for which the presence / absence = 1 in the asset table 11 for each entrusted institution shown in FIG. 4A are taken out and displayed as shown in the pull-down menu at the lower left of FIG. Select and enter from the menu, and select and enter the name of the asset to be entrusted to the trust organization.

In step S15, similarly, a benchmark name and a style name are selectively inputted. In other words, only the benchmark name of the record for which the presence / absence = 1 is set in the benchmark table 12 for each consigned organization shown in FIG. 4B is taken out, displayed in a pull-down menu, and selected from the pull-down menu and input. I do. Further, only the style name of the record in which the presence / absence = 1 in the style table 13 for each entrusted organization in FIG. 4C is set is taken out, displayed in a pull-down menu, and selected from the pull-down menu and input. I do. Further, the operation ratio is also input.

In step S16, a setting is made in the operation policy table DB4. As described above, the management policy table D is associated with the asset name, benchmark name (index name), style (details of management), and management ratio of the management target for each trust agency.
It is possible to register accurately in B4.

FIG. 4 shows an example of a table DB according to the present invention.
This is an example of the table DB1 for each consigned organization in FIG. 1, and shows the asset table 11 in FIG. 4A, the benchmark table 12 in FIG. 4B, and the style table in FIG. 13.

FIG. 4A shows an example of the asset table 11. As shown in the figure, the asset table 11 is a table in which the asset name and the presence or absence of consignment are set in association with the asset code. Here, the asset name is the name of the asset to be managed. As shown in the figure, bonds, CBs, stocks, foreign bonds, foreign CBs, foreign stocks, loans, beneficiary rights, real estate, others, call loans, etc. There is. The presence / absence is set to “1” when the operation is performed, and “0” when the operation is not performed.
Set. Only when the presence / absence = 1 is set, only the asset name of the entry with the presence / absence = 1 is taken out when the field of the asset to be entrusted is clicked on the entrusted organization operation policy change screen 2 in FIG. ,
From among these, the user can select and input the information in the asset name field on the screen 2 so that an input error does not occur.

FIG. 4B shows a benchmark table 1.
2 shows an example. As shown in the drawing, the benchmark table 12 is a table in which a benchmark name and the presence or absence of consignment are set in association with a benchmark code. Here, the benchmark name is an index value (for example, an average value, etc.) of the asset to be managed, and is an index value for clarifying the value of the asset. As shown in the figure, NRI-BPI, Nikko C
B, Nikko CB-A rated bonds, Yamaichi CB, TOPIX, Nikkei Stock Index, Solomon Plazas, etc.

FIG. 4C shows an example of the style table 13. As shown in the figure, the style table 13 is a table in which a style name and the presence or absence of entrustment are set in association with a style code. Here, the style name sets the style (details of management) of the asset to be managed, and is used to clarify the style of asset management. Index (bond), value, growth, sector rotation, index (equity).

FIG. 5 shows an example of an operation policy change screen according to the present invention. Here, an example of the commissioned organization-specific operation policy change screen 2 is shown. In this screen 2, as shown in the figure, ・ Date of policy change: ・ Contractor name: ・ Asset name Benchmark name Style name Enter the operation ratio. Where the asset name, benchmark name,
The style name is as described above in the asset table 1 of FIG.
1; the presence / absence in the benchmark table 12 in FIG. 4 (b) = 1; and the presence / absence in the style table 13 in FIG. 4 (c) = 1. Only the item that is clicked is displayed as a pull-down menu in each column, and the corresponding asset name, benchmark name, or style name is selected and input. By this selection input, it is possible to determine an operation policy by accurately inputting only the asset name, benchmark name, and style name targeted by the consignment organization.

FIG. 6 shows an example of the operation policy table DB of the present invention. This is an example of selecting and inputting from the screen 2 of FIG. 5 described above and registering it in the operation policy table DB4, in which the following items illustrated are registered.

・ Contractor code: ・ Policy change date: ・ Asset code: ・ Benchmark code: ・ Style code: ・ Management ratio: Here, the benchmark code, style code and management ratio are set for each contractor and for each asset. To determine the asset management policy. Then, the asset management policy is notified to the consignment organization, and the management is entrusted according to the asset management policy. Then, the consignment organization manages the assets, receives the operation results as a report, fetches the operation results from the report in the next FIG. 7, and registers it in the asset transaction table DB7 with reference to the operation policy table DB4.

FIG. 7 shows a flow chart for taking in the operation result of the present invention. In FIG. 7, S21 obtains a report. In this method, the contents of the management policy table DB4 are notified to the trust organization, the asset management is entrusted according to the management policy, and the management result is obtained as a report.

In step S22, the consignment organization and the date are input.
In this case, as shown in the operation result capture screen 5 in FIG. 8, the consigned organization (xxxx) and the date (96/06) are input.
A step S23 searches the operation policy table DB and displays the corresponding asset item. For example, the operation policy table DB4 in FIG.
To display the asset item (the asset name corresponding to the asset code).

A step S24 decides whether or not "operation" has been selected from the asset items displayed in the step S23. In the case of YES, the operation amount is input and displayed from the report in S25. S27
Determines whether "collection" is selected from the asset items displayed in S23. In the case of YES, the collection amount is input and displayed from the report in S28.

In step S29, when any one of “unearned income”, “valuation loss”,... “Other” is selected from the asset items displayed in S23, the selected amount is taken from the report. 8 on the screen 5.

A step S26 decides whether or not the input is completed. YES
In the case of, the process proceeds to S30. If NO, S24,
Steps S27 and S29 are repeated. S30 is an asset transaction D
Register with B.

As described above, from the report obtained from the consignment organization, the operation policy table DB4 is searched, the amount of the relevant asset item is fetched, and the amount is input and displayed on the screen 5 of FIG. 8 in association with the asset name. At the same time, it becomes possible to input and display a benchmark name and a style name from the management policy table DB4 in association with the asset name. Then, the transaction contents such as the input asset name, amount, benchmark name, and style name are hierarchically registered in the asset transaction table DB7.

FIG. 8 shows an example of the operation result capture screen of the present invention. As an example of this operation result transaction screen, here, an annuity asset data setting screen 5 is shown. On this screen 5, ・ Date: ・ Contractor: ・ Asset name: ・ Benchmark name ・ Style name ・ Amount is displayed (a part is not shown due to the screen).

Next, in accordance with the order of the flowchart in FIG. 9, the operation when the evaluation is performed according to the evaluation instruction based on the asset transaction table DB7 will be described in detail with reference to FIG.

FIG. 9 shows an evaluation flowchart of the present invention. In FIG. 9, S31 displays an evaluation instruction screen. In step S32, a hierarchy item to be evaluated is arbitrarily selected. These S31 and S32 are, for example, optional to the hierarchy item to be evaluated on the evaluation instruction screen 8 of (a-1) of FIG. Select the following two from among them, ■ Asset name ■ Benchmark name Furthermore, select one of the following from the third level.

(5) Time-weighted rate of return S33 searches the asset transaction DB 7 for the selected item. S34 is the name of the institution, the name of the asset, the name of the benchmark,
The selected items are displayed in a hierarchical structure in the order of the style names.

In step S35, the rate of return is calculated and set and displayed.
In step S36, an evaluation (rank) is set. These S34, S
35, S36, for example, when two (asset name, benchmark name) in the second hierarchy and one (time-weighted rate of return) in the third hierarchy are selected as described above in (a-1) of FIG. 1
As shown in (a-2) of FIG. 0, corresponding items are displayed on the rate-of-return display screen 81 in the order of asset name, benchmark name, time-weighted rate of return (S34, S34).
35) In addition, the benchmark value (benchmark value, index value) is compared with the time-weighted rate of return, and the comparison value is displayed, as shown on the right side of the dotted line of the rate of return display screen 81,
And rating (eg, -1% to +
When the value is within the range of 1%, the evaluation "3") is calculated and set and displayed.

In the step S37, it is determined whether or not the style sorting is selected. In the case of YES, the display is re-displayed in S38 for each style and for each rate of return, and the process ends. This is because, for example, a style is selected on a screen (b-1) in FIG. 10 to be described later, and the style is sorted in a state where the rate of return display screen 83 in (b-2) in FIG. 10 is displayed. When selected, sorting is performed for each style and each rate of return, and displayed in an easy-to-read manner. On the other hand, if NO in S37, the process ends.

As described above, the asset transaction table DB 7 is searched for the item selected from the hierarchy items (first, second, and third hierarchy) to be evaluated on the evaluation instruction screen 8, Names, benchmark names, and style names are selected in the order of hierarchy, for example, as shown in FIG.
-2), (b-2), and the return rate display screens 81, 83, and 84 shown in (c-2) are calculated and displayed. Thus, by simply arbitrarily selecting an item to be evaluated on the evaluation instruction screen 8, the asset transaction table DB 7 is automatically searched, the evaluation items are displayed in a hierarchical structure, and the evaluation of operation results (for example, the rate of return) is automatically performed. If the sorting is instructed, it is possible to display the evaluation order for each style and each rate of return in an easy-to-understand order, and it is possible to automatically display a multifaceted evaluation result.

FIG. 10 shows a specific example of the evaluation of the present invention.
FIG. 10A shows an example of comparative evaluation with a benchmark value. FIG. 10A-1 shows an example of the evaluation instruction screen.
Here, on the evaluation instruction screen 8 shown in the figure, the name of the consigned institution on the first level is not selected. The two names of the asset name and the benchmark name are selected from the second level. The time weighting is selected on the third level. Select one of the rates of return.
Here, the first tier is the name of the consignment organization. The second hierarchy is a guide for the asset name and its evaluation. Here, for example, the illustrated benchmark name and style name are shown. The third tier is the result of asset management, and here is, for example, the return rate shown (time-weighted return rate, amount-weighted return rate, modified total yield, total yield, total yield, etc.).

FIG. 10A-2 shows an example of the return rate display screen. On the left side of the dotted line of this rate of return display screen 81, the asset transaction table DB7 is searched by the asset name and the benchmark name selected in (a-1) of FIG. , A benchmark name, a style name, and a rate of return in this order, the selected ones (here, the asset name, the benchmark name, the time-weighted rate of return) are displayed in a hierarchical structure. The right side of the dotted line shows the value of the benchmark name on the left side (benchmark value), the comparison value (difference) between the time-weighted rate of return and this benchmark value, and the evaluation (comparison value (difference) of FIG. Is converted into an evaluation value in the evaluation table of (1) and calculated and displayed.

(A-3) of FIG. 10
The example of the evaluation table which performs the evaluation of 2) is shown. In the evaluation table, the left side shows the evaluation value, and the right side shows the comparison value (difference) between the benchmark value and the time-weighted rate of return. When the time-weighted rate of return is “3.5%” and the benchmark value is “2.1%”, the comparison value is 3.5% −2.1% = 1.4%, and the evaluation is “4”. This is displayed as “4” in the evaluation of the entry at the top of (a-2) of 10.

(A-1) to (a-) of FIG.
By selecting the asset name, benchmark name, and time-weighted rate of return on the screen according to 3), the asset transaction table D is automatically set.
B7 is searched, and the selected ones are displayed in a hierarchical structure in the order of the pertinent institution name, asset name, benchmark name, style name, and pertinent rate of return as shown in (a-2) of FIG. And automatically display the comparison value (difference) and the evaluation, and it is possible to automatically perform a multifaceted evaluation according to the evaluation items specified on the screen.

FIG. 10B shows a comparative evaluation example in style. FIG. 10B-1 shows an example of the evaluation instruction screen. Here, on the evaluation instruction screen 8 shown in the figure, ・ Select the name of the consignment institution at the first level. ・ Select two of the asset name and style name at the second level. Select the rate of return and (2) modified total return.

FIG. 10B-2 shows an example of a profit rate display screen. On the left side of the dotted line of this rate of return display screen 83, the asset transaction table DB7 is searched by the trustee name, asset name, and style name selected in (b-1) of FIG. Names, asset names, benchmark names, style names, and returns are displayed in a hierarchical structure in the order selected (in this case, the name of the institution, the name of the asset, the name of the style, the weighted rate of return, and the adjusted total return). Things. On the right side of the dotted line, evaluation rankings are calculated and displayed for each style name (interest rate prediction, value, growth...) On the left side.

(B-1) and (b-) in FIG.
According to 2), when the name of the consignment institution, the name of the asset, the style name, the amount-weighted rate of return, and the adjusted total return are selected on the screen, the asset transaction table DB7 is automatically searched and the corresponding consignment institution name, asset name, benchmark In the order of name, style name, and corresponding rate of return, the selected items are displayed in a hierarchical structure as shown in FIG. 10 (b-2) and calculated, and the evaluation order of the style names is automatically displayed. Multi-faced evaluation can be automatically performed according to the evaluation items specified above.

FIG. 10C shows an example of the rate of return evaluation for the entire fund. FIG. 10C-1 shows an example of the evaluation instruction screen. Here, as shown, no item is selected, and only the rate of return is selected.

FIG. 10C-2 shows an example of the profit rate display screen. This rate-of-return display screen 84 is shown in (c-
The asset transaction table DB7 is searched with the rate of return selected in 1), and the relevant one is taken out, and the selected rate of return (time shown in the figure) is extracted regardless of the name of the agency, the name of the asset, the name of the benchmark, and the name of the style. Weighted rate of return, amount weighted rate of return, etc.).

(C-1) and (c-
According to 2), if the user does not select any of the first-tier consignment institution name, the second-tier asset name, benchmark name, or style name on the screen, and selects the third-tier profit rate (one or all), Automatically search the asset transaction table DB7 to display a list of applicable rates of return, and automatically display the specified rates of return in the order of the designated rates of return in response to the sort instruction, and exceed the commissioned institutions or assets specified on the screen. It is possible to automatically display the rate of return of the entire fund.

[0065]

As described above, according to the present invention,
Asset management is commissioned by associating benchmarks (index values) and styles (details of management) for each asset, and based on the report, hierarchized in the asset transaction table DB, automatically registered, and evaluation instructions utilizing the hierarchies Based on the asset transaction table DB based on the information, and a multi-layered display and evaluation are displayed in a hierarchical structure. Therefore, comparison with benchmarks, comparison of information in the same style, etc. Multi-faceted evaluation of asset management. Thus, only by selecting and inputting on one evaluation instruction screen 8, evaluations are made in multiple aspects according to the selected item. For example, (1) As shown in (a-2) of FIG. The name, rate of return (eg, time-weighted rate of return), benchmark value, comparison (difference between benchmark value and rate of return), and evaluation value can be automatically displayed and evaluated.

(2) As shown in (b-2) of FIG. 10, the name of the consignment institution, the name of the asset, the name of the style, the rate of return (for example, the amount-weighted rate of return, the modified total yield), and the style (interest rate prediction, value, Growth, etc.)
According to the sort instruction, it is arranged in the order of each style and displayed automatically for easy viewing and evaluation.

(3) As shown in (c-2) of FIG. 10, the rate of return of the entire fund (for example, time-weighted rate of return, amount-weighted rate of return, etc.) exceeds the name of the institution, the name of the asset, and the name of the style. It can be displayed and automatically displayed in an easy-to-read order according to the order of return according to the sort instruction, and can be evaluated.

[Brief description of the drawings]

FIG. 1 is a conceptual diagram of a system according to the present invention.

FIG. 2 is an operation policy decision flowchart of the present invention.

FIG. 3 is an asset item input flowchart according to the present invention.

FIG. 4 is an example of a table DB according to the present invention.

FIG. 5 is an example of an operation policy change screen according to the present invention.

FIG. 6 is an example of an operation policy table DB of the present invention.

FIG. 7 is a flowchart of an operation result acquisition of the present invention.

FIG. 8 is an example of an operation result capture screen according to the present invention.

FIG. 9 is an evaluation flowchart of the present invention.

FIG. 10 is a specific example of the evaluation of the present invention.

[Explanation of symbols]

 1: Table DB 11: Asset table 12: Benchmark table 13: Style table 2: Operation policy change screen 3: Setting means 4: Operation policy table DB 5: Operation result import screen 6: Import means 7: Asset transaction table DB 8: Evaluation instruction screen 81, 83, 84: Return rate display screen 82: Evaluation table 9: Evaluation means 10: Result storage table DB

Claims (5)

[Claims] In a system for evaluating asset management, an investment policy table for registering a benchmark and a style in association with an asset for each asset management institution, and a corresponding asset when a report is input from the asset management institution. A means for retrieving the above management policy table of the investment institution, adding a benchmark and a style corresponding to the asset field, and hierarchically storing the asset management institution, the asset, the benchmark and the style, and the asset management result in a database. An asset management multifaceted evaluation system characterized by comprising: 2. A system for evaluating asset management, comprising: a database for registering asset management institutions, assets, benchmarks and styles, and asset management results in a hierarchical manner; and a database for evaluating evaluation items including benchmarks. And an evaluation unit that retrieves an entry that matches an evaluation item including the specified benchmark, compares the benchmark value with the asset management result, adds an evaluation, and outputs the result. Operational multifaceted evaluation system. 3. A system for evaluating asset management, comprising: a database for registering asset management institutions, assets, benchmarks and styles, and asset management results in a hierarchical manner; and a database for designating evaluation items including styles. And an evaluation means for retrieving an entry matching an evaluation item including a specified style, adding an evaluation of an asset management result, and outputting the result. 4. The asset management multifaceted evaluation system according to claim 2, further comprising a sorting means for sorting and outputting the evaluation. 5. The asset management multifaceted evaluation system according to claim 1, wherein an investment ratio is added to said asset.