SG11201705946VA - Segmentation and stratification of composite portfolios of investment securities - Google Patents

Segmentation and stratification of composite portfolios of investment securities

Info

Publication number
SG11201705946VA
SG11201705946VA SG11201705946VA SG11201705946VA SG11201705946VA SG 11201705946V A SG11201705946V A SG 11201705946VA SG 11201705946V A SG11201705946V A SG 11201705946VA SG 11201705946V A SG11201705946V A SG 11201705946VA SG 11201705946V A SG11201705946V A SG 11201705946VA
Authority
SG
Singapore
Prior art keywords
stratification
segmentation
investment securities
composite portfolios
portfolios
Prior art date
Application number
SG11201705946VA
Inventor
Rory Riggs
Harmon Remmel
Daniel Goldman
Christopher Silkworth
Jonathan Chandler
James Fifield
Adelaide Fuller
Sean Sandys
Gabriel Marius
Mark Finn
Original Assignee
Rory Riggs
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 Rory Riggs filed Critical Rory Riggs
Publication of SG11201705946VA publication Critical patent/SG11201705946VA/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

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)
SG11201705946VA 2015-01-23 2016-01-23 Segmentation and stratification of composite portfolios of investment securities SG11201705946VA (en)

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
SG11201705946VA true SG11201705946VA (en) 2017-08-30

Family

ID=56417855

Family Applications (1)

Application Number Title Priority Date Filing Date
SG11201705946VA SG11201705946VA (en) 2015-01-23 2016-01-23 Segmentation and stratification of composite portfolios of investment securities

Country Status (10)

Country Link
EP (1) EP3248166A1 (en)
JP (1) JP2018503927A (en)
CN (1) CN107851283A (en)
AU (2) AU2016209034A1 (en)
CA (1) CA2974701A1 (en)
DE (1) DE202016009077U1 (en)
HK (1) HK1251337A1 (en)
MX (1) MX2017009546A (en)
SG (1) SG11201705946VA (en)
WO (2) WO2016118939A1 (en)

Families Citing this family (6)

* Cited by examiner, † Cited by third party
Publication number Priority date Publication date Assignee Title
CN108805709A (en) * 2018-05-23 2018-11-13 陈旭 A method of based on the logical card of bottom assets distribution block chain number
KR102335015B1 (en) * 2020-01-30 2021-12-02 아주대학교산학협력단 Debt management competency assessment system and analysis method for debt management competency information using the same
JP7419126B2 (en) * 2020-03-19 2024-01-22 野村證券株式会社 Information processing device, information processing method, and program
US20240311916A1 (en) * 2020-09-28 2024-09-19 Charles Schwab & Co., Inc Computationally-efficient recommendation generation system
CN112434216B (en) * 2020-11-13 2024-04-26 海创汇科技创业发展股份有限公司 Intelligent recommendation method and device for investment projects, storage medium and computer equipment
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 (en) * 2002-07-19 2007-11-07 財団法人日本産業技術振興協会 R & D investment securities selling method, R & D investment securities selling system, R & D investment securities selling program and recording medium storing the program
US8131620B1 (en) 2004-12-01 2012-03-06 Wisdomtree Investments, Inc. Financial instrument selection and weighting system and method
CN107146159A (en) * 2006-03-13 2017-09-08 Ocean益友有限公司 Generate the method and system of index of securities
US8306892B1 (en) 2007-11-15 2012-11-06 Pacific Investment Management Company LLC Fixed income securities index
CN102339452A (en) * 2011-11-09 2012-02-01 曾祥洪 Quantitative trading method and system for financial derivatives
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
EP2972978A4 (en) * 2013-03-15 2016-11-09 Locus Analytics Llc Syntactic tagging in a domain-specific context

Also Published As

Publication number Publication date
EP3248166A1 (en) 2017-11-29
WO2016118938A1 (en) 2016-07-28
WO2016118939A1 (en) 2016-07-28
CA2974701A1 (en) 2016-07-28
CN107851283A (en) 2018-03-27
MX2017009546A (en) 2018-11-09
HK1251337A1 (en) 2019-01-25
AU2016102483A4 (en) 2021-12-23
JP2018503927A (en) 2018-02-08
DE202016009077U1 (en) 2021-12-14
AU2016209034A1 (en) 2017-08-10

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