| 摘要 |
PURPOSE: A fund management method is provided to manage a risk asset within a stable investment range even though an estimated value of the risk asset, which is managed through a fund, is increased, thereby preventing stress of an investor. CONSTITUTION: A fund management server sets up a psychological stable amount, a repurchase amount and a reinvested amount for a risk asset in admission of a first fund(S702). The fund management server invests investment cash in the risk asset(S704). The fund management server calculates an estimated value for the risk asset every a set date(S705). When the evaluated value is over the psychological stable amount, the fund management server repurchases the repurchase amount(S706,S707). The fund management server invests the repurchase amount in a safe asset(S708). [Reference numerals] (AA) Start; (BB,DD,GG,HH) No; (CC,EE,II) Yes; (S701) Registering an installment fund; (S702) Setting a psychological stable amount, a repurchase amount, a reinvestment amount, and a reinvestment reference amount; (S703) Payment deposit; (S704) Investing payment to a first financial instrument; (S705) Calculating an evaluated value of a fund; (S706) Evaluated value >= psychological stable amount; (S707) Repurchase up to the repurchase amount; (S708) Investing the repurchase amount in a riskless asset; (S709) Finding the riskless asset of a client; (S710) Adjusting a setting amount?; (S711) Maintaining a current operation state; (S712) Evaluated value <= reinvestment reference amount; (S713) Investing the reinvestment amount in the first financial instrument(fund) |
