| 摘要 |
In the past, the practice of creating investment portfolio has been focused on the diversification of investment without specifically identifying investment risks. This invention is related to a method of diversification which considers the level of potential for conflict of interest (COI) risk as part of a diversification process. The COI has its origin in the interaction among market participants, market structure, business arrangement and practice. The advantage of the present invention is that the COI becomes a primary factor in creating the portfolio. This method provides a direct analysis of the COI risk that associates with entire investment process and the manager, and it is further integrated into the portfolio creation process. The COI Method opens new paths to perform risk analysis and could be integrated into decision process in other fields of investment.
|
