SYSTEM AND METHOD FOR WARNING EMPLOYEE PORTFOLIO DEVIATION IN CORPORATE DEFINED CONTRIBUTION PENSION

摘要

PROBLEM TO BE SOLVED: To extract information on a subscriber for whom a result of investment with each subscriber deviates from a first plan under a defined contribution pension system.

SOLUTION: A portfolio deviation warning system includes: a portfolio related information recording means 120 for recording a target balance ratio of a product to be invested and deviation tolerance of an actual balance ratio of the product from the target balance ratio; a product-specific investment result acquisition means 140 for acquiring a result of investment of the product related to an employee; a product contribution price acquisition means 150 for acquiring a contribution price of the month to the product related to the employee; a deviation degree determination means 160 for comparing a difference between the balance ratio of the product calculated on the basis of the investment result of the product and the contribution price of the month and the target balance ratio with the deviation tolerance; and a deviated person extracting means 170 for extracting information related to the employee to be warned in accordance with the result of the deviation degree determination means 160.

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