发明名称 投資信託口座管理システム、投資信託口座管理プログラム、および分散投資地域表示方法
摘要 PROBLEM TO BE SOLVED: To enable a regional diversified investment status of an investment trust to be appropriately displayed on a map to a client.SOLUTION: An investment trust account management system 1 that manages information related to a portfolio regarding one or more investment trusts held by a client comprises a diversified investment information calculating unit 40 for calculating, based on a predetermined index value of each of the investment trusts, a composition ratio in the entire values of the index for each of investment target regions of each of the investment trusts to display each color-coded region corresponding to each of the investment target regions on a world map on the basis of the composition ratio. In the case that a plurality of such regions are included in the investment target regions of the investment trust, the diversified investment information calculating unit 40 allocates the entire values of the composition ratio regarding the investment target regions of the investment trust to each of the such regions.
申请公布号 JP5868343(B2) 申请公布日期 2016.02.24
申请号 JP20130059671 申请日期 2013.03.22
申请人 株式会社野村総合研究所 发明人 寺田 彩子;岩脇 啓;西片 健郎;山崎 竜司;外園 康智
分类号 G06Q40/06 主分类号 G06Q40/06
代理机构 代理人
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