发明名称 MEANS AND METHOD OF INVESTMENT PORTFOLIO MANAGEMENT
摘要 <p>The core of the present invention is to provide means and methods for managing an investment portfolio according to an investor's personal financial risk tolerance. In one embodiment this is accomplished by means of two separate and independently managed portfolios, these being a high-risk portfolio and low-risk portfolio, with an appropriate ratio of investment in each as appropriate for a given investor's risk tolerance. In another embodiment this is accomplished by choosing an investment portfolio that optimizes certain metrics related to ROI and the given investor's risk tolerance.</p>
申请公布号 EP2517165(A1) 申请公布日期 2012.10.31
申请号 EP20100838825 申请日期 2010.12.23
申请人 AYAL, AMIR 发明人 AYAL, AMIR
分类号 G06Q40/00 主分类号 G06Q40/00
代理机构 代理人
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