SG10201903568TA - Stratified composite portfolios of investment securities - Google Patents
Stratified composite portfolios of investment securitiesInfo
- Publication number
- SG10201903568TA SG10201903568TA SG10201903568TA SG10201903568TA SG10201903568TA SG 10201903568T A SG10201903568T A SG 10201903568TA SG 10201903568T A SG10201903568T A SG 10201903568TA SG 10201903568T A SG10201903568T A SG 10201903568TA SG 10201903568T A SG10201903568T A SG 10201903568TA
- Authority
- SG
- Singapore
- Prior art keywords
- stratified
- investment securities
- stratified composite
- attributes
- positions
- 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
- G06Q40/06—Asset management; Financial planning or analysis
-
- G—PHYSICS
- G06—COMPUTING; CALCULATING OR COUNTING
- G06F—ELECTRIC DIGITAL DATA PROCESSING
- G06F16/00—Information retrieval; Database structures therefor; File system structures therefor
- G06F16/20—Information retrieval; Database structures therefor; File system structures therefor of structured data, e.g. relational data
- G06F16/21—Design, administration or maintenance of databases
-
- G—PHYSICS
- G06—COMPUTING; CALCULATING OR COUNTING
- G06F—ELECTRIC DIGITAL DATA PROCESSING
- G06F16/00—Information retrieval; Database structures therefor; File system structures therefor
- G06F16/20—Information retrieval; Database structures therefor; File system structures therefor of structured data, e.g. relational data
- G06F16/28—Databases characterised by their database models, e.g. relational or object models
- G06F16/284—Relational databases
- G06F16/285—Clustering or classification
- G06F16/287—Visualization; Browsing
-
- 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
- G06Q10/00—Administration; Management
- G06Q10/06—Resources, workflows, human or project management; Enterprise or organisation planning; Enterprise or organisation modelling
- G06Q10/063—Operations research, analysis or management
- G06Q10/0637—Strategic management or analysis, e.g. setting a goal or target of an organisation; Planning actions based on goals; Analysis or evaluation of effectiveness of goals
-
- 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
Landscapes
- Engineering & Computer Science (AREA)
- Business, Economics & Management (AREA)
- Theoretical Computer Science (AREA)
- Human Resources & Organizations (AREA)
- General Physics & Mathematics (AREA)
- Accounting & Taxation (AREA)
- Development Economics (AREA)
- Physics & Mathematics (AREA)
- Finance (AREA)
- Economics (AREA)
- Strategic Management (AREA)
- Databases & Information Systems (AREA)
- Marketing (AREA)
- Entrepreneurship & Innovation (AREA)
- General Business, Economics & Management (AREA)
- Technology Law (AREA)
- Operations Research (AREA)
- Game Theory and Decision Science (AREA)
- Educational Administration (AREA)
- Data Mining & Analysis (AREA)
- General Engineering & Computer Science (AREA)
- Quality & Reliability (AREA)
- Tourism & Hospitality (AREA)
- Financial Or Insurance-Related Operations Such As Payment And Settlement (AREA)
Abstract
STRATIFIED COMPOSITE PORTFOLIOS OF INVESTMENT SECURITIES A stratified composite portfolio can be formed by selecting a group of investment securities, stratifying them according to attributes that correlate to a specific asset risk, and assigning relative portfolio weights to the components based on their stratified positions. The attributes are selected from a universe of possible values. Further positive and negative biases can be applied at any arbitrary point or stratified position, including to individual assets, groups of arbitrarily selected assets, or arbitrary stratification positions. [FIG. 1]
Applications Claiming Priority (1)
Application Number | Priority Date | Filing Date | Title |
---|---|---|---|
US201461930807P | 2014-01-23 | 2014-01-23 |
Publications (1)
Publication Number | Publication Date |
---|---|
SG10201903568TA true SG10201903568TA (en) | 2019-05-30 |
Family
ID=53682000
Family Applications (2)
Application Number | Title | Priority Date | Filing Date |
---|---|---|---|
SG10201903568TA SG10201903568TA (en) | 2014-01-23 | 2015-01-23 | Stratified composite portfolios of investment securities |
SG11201605968VA SG11201605968VA (en) | 2014-01-23 | 2015-01-23 | Stratified composite portfolios of investment securities |
Family Applications After (1)
Application Number | Title | Priority Date | Filing Date |
---|---|---|---|
SG11201605968VA SG11201605968VA (en) | 2014-01-23 | 2015-01-23 | Stratified composite portfolios of investment securities |
Country Status (9)
Country | Link |
---|---|
EP (1) | EP3097532A4 (en) |
JP (1) | JP2017504126A (en) |
KR (1) | KR101993038B1 (en) |
CN (1) | CN106462898A (en) |
AU (3) | AU2015209151A1 (en) |
CA (1) | CA2937313A1 (en) |
MX (1) | MX2016009632A (en) |
SG (2) | SG10201903568TA (en) |
WO (1) | WO2015112906A1 (en) |
Families Citing this family (11)
Publication number | Priority date | Publication date | Assignee | Title |
---|---|---|---|---|
CN108510392A (en) * | 2017-10-26 | 2018-09-07 | 深圳壹账通智能科技有限公司 | A kind of selection method, device and the computer-readable medium of investment target |
KR102474071B1 (en) * | 2020-07-16 | 2022-12-05 | (주)더모우스트 | Calculation method of asset allocation using hierarchical clustering in robo advisor |
KR102475294B1 (en) * | 2020-07-17 | 2022-12-08 | 주식회사 아이티언 | Calculation method of asset allocation for enhancing interactive service and user participating function in robo advisor |
KR102504880B1 (en) * | 2021-09-10 | 2023-02-28 | 주식회사 타인에이아이 | System and method for producing customized investment portfolio |
KR102591331B1 (en) * | 2022-05-26 | 2023-10-20 | 주식회사 프랙탈에프엔 | System and method for ordering to effective rebalancing fund |
WO2024038311A1 (en) * | 2022-08-19 | 2024-02-22 | Partha Sen | System and method for generating and optimizing a decentralized autonomous group of assets for investment |
KR102532357B1 (en) * | 2022-08-26 | 2023-05-15 | 주식회사 에이젠글로벌 | Method for configuration of data economy for financial service and apparatus for performing the method |
KR102587475B1 (en) * | 2022-09-01 | 2023-10-12 | 주식회사 에이젠글로벌 | Method for configuration of financial service matrix and apparatus for performing the method |
KR102587476B1 (en) * | 2022-09-06 | 2023-10-12 | 주식회사 에이젠글로벌 | Method for adjustment of financial service matrix and apparatus for performing the method |
KR102587477B1 (en) * | 2022-09-13 | 2023-10-12 | 주식회사 에이젠글로벌 | Method for providing financial service based on data economy and apparatus for performing the method |
JP7231296B1 (en) | 2022-09-14 | 2023-03-01 | 株式会社お金のデザイン | Information processing device, information processing method and program |
Family Cites Families (19)
Publication number | Priority date | Publication date | Assignee | Title |
---|---|---|---|---|
AU1343297A (en) * | 1995-12-15 | 1997-07-03 | 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 |
US7580875B1 (en) * | 1999-04-14 | 2009-08-25 | Finn Gregory Mccabe | Investment system and method |
US6578004B1 (en) * | 2000-04-27 | 2003-06-10 | Prosight, Ltd. | Method and apparatus for facilitating management of information technology investment |
JP2002073968A (en) * | 2000-09-01 | 2002-03-12 | Capital Asset Planning Inc | Asset operation planning system |
US7120646B2 (en) | 2001-04-09 | 2006-10-10 | Health Language, Inc. | Method and system for interfacing with a multi-level data structure |
AU781699B2 (en) | 2001-10-08 | 2005-06-09 | Constellation Capital Management Limited | Methods and apparatus for developing investments |
US20030093352A1 (en) * | 2001-10-15 | 2003-05-15 | Muralidhar Sanjay P. | Method, apparatus and program for evaluating financial trading strategies and portfolios |
US7792719B2 (en) * | 2004-02-04 | 2010-09-07 | Research Affiliates, Llc | Valuation indifferent non-capitalization weighted index and portfolio |
US8131620B1 (en) * | 2004-12-01 | 2012-03-06 | Wisdomtree Investments, Inc. | Financial instrument selection and weighting system and method |
US8347088B2 (en) | 2005-02-01 | 2013-01-01 | Newsilike Media Group, Inc | Security systems and methods for use with structured and unstructured data |
US7970684B1 (en) * | 2005-10-31 | 2011-06-28 | Peter Benda | Fund for hedging real estate ownership risk using financial portfolio theory and data feed for analyzing the financial performance of a portfolio that includes real estate |
JP5061127B2 (en) * | 2006-02-16 | 2012-10-31 | コンサルティング サービシーズ サポート コーポレーション | Systems and methods configured to support financial analysis |
JP2007272327A (en) * | 2006-03-30 | 2007-10-18 | Nomura Research Institute Ltd | Sma management system |
US7979684B2 (en) * | 2006-08-07 | 2011-07-12 | Qualcomm Incorporated | Method and context switch device for implementing design-for-testability functionality of latch-based register files |
KR20090075558A (en) * | 2008-01-04 | 2009-07-08 | 주식회사 에프앤가이드 | A mind decision support system using style information of stocks |
JP5151800B2 (en) | 2008-08-20 | 2013-02-27 | 信越半導体株式会社 | Carrier for double-side polishing apparatus, double-side polishing apparatus and double-side polishing method using the same |
JP5528787B2 (en) * | 2009-12-14 | 2014-06-25 | 株式会社野村総合研究所 | Stock price impact company detection system |
US20120327948A1 (en) * | 2011-06-22 | 2012-12-27 | Lsi Corporation | Adjustment of negative weights in weighted round robin scheduling |
CN103455943B (en) * | 2013-09-02 | 2017-02-01 | 深圳国泰安教育技术股份有限公司 | Stock or stock investment portfolio volatility prediction method and device |
-
2015
- 2015-01-23 AU AU2015209151A patent/AU2015209151A1/en not_active Abandoned
- 2015-01-23 CN CN201580005793.9A patent/CN106462898A/en active Pending
- 2015-01-23 CA CA2937313A patent/CA2937313A1/en active Pending
- 2015-01-23 MX MX2016009632A patent/MX2016009632A/en unknown
- 2015-01-23 SG SG10201903568TA patent/SG10201903568TA/en unknown
- 2015-01-23 JP JP2016547587A patent/JP2017504126A/en active Pending
- 2015-01-23 WO PCT/US2015/012762 patent/WO2015112906A1/en active Application Filing
- 2015-01-23 KR KR1020167022995A patent/KR101993038B1/en active IP Right Grant
- 2015-01-23 SG SG11201605968VA patent/SG11201605968VA/en unknown
- 2015-01-23 EP EP15740097.9A patent/EP3097532A4/en not_active Ceased
-
2019
- 2019-04-29 AU AU2019202967A patent/AU2019202967A1/en active Pending
- 2019-04-29 AU AU2019101760A patent/AU2019101760A4/en not_active Expired
Also Published As
Publication number | Publication date |
---|---|
EP3097532A1 (en) | 2016-11-30 |
EP3097532A4 (en) | 2017-07-05 |
AU2015209151A1 (en) | 2016-08-04 |
WO2015112906A1 (en) | 2015-07-30 |
SG11201605968VA (en) | 2016-08-30 |
AU2019202967A2 (en) | 2020-11-05 |
MX2016009632A (en) | 2017-05-09 |
AU2019202967A1 (en) | 2019-05-16 |
KR20160111500A (en) | 2016-09-26 |
CA2937313A1 (en) | 2015-07-30 |
KR101993038B1 (en) | 2019-06-25 |
AU2019101760A4 (en) | 2020-11-26 |
CN106462898A (en) | 2017-02-22 |
JP2017504126A (en) | 2017-02-02 |
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