SG11201605968VA - Stratified composite portfolios of investment securities - Google Patents

Stratified composite portfolios of investment securities

Info

Publication number
SG11201605968VA
SG11201605968VA SG11201605968VA SG11201605968VA SG11201605968VA SG 11201605968V A SG11201605968V A SG 11201605968VA SG 11201605968V A SG11201605968V A SG 11201605968VA SG 11201605968V A SG11201605968V A SG 11201605968VA SG 11201605968V A SG11201605968V A SG 11201605968VA
Authority
SG
Singapore
Prior art keywords
investment securities
stratified composite
composite portfolios
portfolios
stratified
Prior art date
Application number
SG11201605968VA
Inventor
Rory Riggs
Original Assignee
Locus Lp
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 Locus Lp filed Critical Locus Lp
Publication of SG11201605968VA publication Critical patent/SG11201605968VA/en

Links

Classifications

    • GPHYSICS
    • G06COMPUTING; CALCULATING OR COUNTING
    • G06QINFORMATION 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
    • G06Q40/00Finance; Insurance; Tax strategies; Processing of corporate or income taxes
    • G06Q40/06Asset management; Financial planning or analysis
    • GPHYSICS
    • G06COMPUTING; CALCULATING OR COUNTING
    • G06FELECTRIC DIGITAL DATA PROCESSING
    • G06F16/00Information retrieval; Database structures therefor; File system structures therefor
    • G06F16/20Information retrieval; Database structures therefor; File system structures therefor of structured data, e.g. relational data
    • G06F16/21Design, administration or maintenance of databases
    • GPHYSICS
    • G06COMPUTING; CALCULATING OR COUNTING
    • G06FELECTRIC DIGITAL DATA PROCESSING
    • G06F16/00Information retrieval; Database structures therefor; File system structures therefor
    • G06F16/20Information retrieval; Database structures therefor; File system structures therefor of structured data, e.g. relational data
    • G06F16/28Databases characterised by their database models, e.g. relational or object models
    • G06F16/284Relational databases
    • G06F16/285Clustering or classification
    • G06F16/287Visualization; Browsing
    • GPHYSICS
    • G06COMPUTING; CALCULATING OR COUNTING
    • G06QINFORMATION 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
    • G06Q10/00Administration; Management
    • G06Q10/06Resources, workflows, human or project management; Enterprise or organisation planning; Enterprise or organisation modelling
    • G06Q10/063Operations research, analysis or management
    • G06Q10/0637Strategic 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
    • GPHYSICS
    • G06COMPUTING; CALCULATING OR COUNTING
    • G06QINFORMATION 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
    • G06Q40/00Finance; Insurance; Tax strategies; Processing of corporate or income taxes
    • G06Q40/04Trading; Exchange, e.g. stocks, commodities, derivatives or currency exchange
SG11201605968VA 2014-01-23 2015-01-23 Stratified composite portfolios of investment securities SG11201605968VA (en)

Applications Claiming Priority (2)

Application Number Priority Date Filing Date Title
US201461930807P 2014-01-23 2014-01-23
PCT/US2015/012762 WO2015112906A1 (en) 2014-01-23 2015-01-23 Stratified composite portfolios of investment securities

Publications (1)

Publication Number Publication Date
SG11201605968VA true SG11201605968VA (en) 2016-08-30

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 Before (1)

Application Number Title Priority Date Filing Date
SG10201903568TA SG10201903568TA (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)

* Cited by examiner, † Cited by third party
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)

* Cited by examiner, † Cited by third party
Publication number Priority date Publication date Assignee Title
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
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
AU2006340071B2 (en) * 2006-02-16 2011-05-12 Consulting Services Support Corporation System and method configured for facilitating 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

Also Published As

Publication number Publication date
AU2019101760A4 (en) 2020-11-26
JP2017504126A (en) 2017-02-02
MX2016009632A (en) 2017-05-09
SG10201903568TA (en) 2019-05-30
CN106462898A (en) 2017-02-22
EP3097532A4 (en) 2017-07-05
EP3097532A1 (en) 2016-11-30
AU2019202967A1 (en) 2019-05-16
CA2937313A1 (en) 2015-07-30
AU2019202967A2 (en) 2020-11-05
KR20160111500A (en) 2016-09-26
WO2015112906A1 (en) 2015-07-30
AU2015209151A1 (en) 2016-08-04
KR101993038B1 (en) 2019-06-25

Similar Documents

Publication Publication Date Title
GB2554666B (en) Composite Particle
SG11201605968VA (en) Stratified composite portfolios of investment securities
GB2543205B (en) Compatabilized resin-cement composite compositions
GB201512640D0 (en) Improvements in or relating to closures
HK1251337A1 (en) Segmentation and stratification of composite portfolios of investment securities
GB201511915D0 (en) Improvements in or relating to closures
EP3161704A4 (en) Composite document access
GB201413606D0 (en) Improvement in or relating to closures
GB2530912B (en) Improvements in or relating to morphing tubulars
EP3218019A4 (en) Bioresorbable-magnesium composite
GB201513111D0 (en) Layered composite structure
HUE047788T2 (en) Improvements in or relating to luminaires
GB2536321B (en) Improvements in or relating to morphing tubulars
ZA201708472B (en) Improvements in or relating to luminaires
GB201414603D0 (en) Improvements in or relating to closures
EP3180733A4 (en) Composite document access
EP3167397A4 (en) Composite document access
GB201402264D0 (en) Composite
GB201523157D0 (en) Improvement in or relating to reactors
GB201513759D0 (en) Improvements in or relating to morphing tubulars
EP3233306A4 (en) Casting bar for use in manufacture of composite panels
GB201510287D0 (en) Improvements in or relating to security
GB201418800D0 (en) TIO2-Latex composite binder
GB201416519D0 (en) Composite
GB201617176D0 (en) Improvements in or relating to closures