发明名称 SYSTEMS AND METHODS FOR INVESTMENT PORTFOLIO MANAGEMENT
摘要 <p>Systems and methods for creating and managing investment portfolios are disclosed. These are useful to an individual investor, to investment advisors, as well as to professionally managed fund portfolios such as exchange traded funds, closed end funds, mutual funds, hedge funds, endowment funds, pension funds, wealth management funds. Other applications of taught methods and systems include product portfolio synthesis, process synthesis, and optimal internal allocation of capital in organizations.</p>
申请公布号 WO2013009760(A1) 申请公布日期 2013.01.17
申请号 WO2012US46088 申请日期 2012.07.10
申请人 YADAV, TAPESH 发明人 YADAV, TAPESH
分类号 G06Q40/00 主分类号 G06Q40/00
代理机构 代理人
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