发明名称 METHOD AND SYSTEM FOR MEASURING INVESTMENT VOLATILITY AND/OR INVESTMENT PERFORMANCE
摘要 The present invention relates to a method and system for measuring investment volatility (e.g., total portfolio volatility of individuals) and/or investment performance (e.g., total portfolio performance of individuals). In one example (which example is intended to be illustrative and not restrictive), the method and system may be used for measuring investment volatility and/or investment performance of personal pension portfolios. In another example (which example is intended to be illustrative and not restrictive), the method and system may provide for measuring volatility of an investment portfolio held by an investor, comprising: providing first information indicating volatility of the investment portfolio over one or more predetermined periods of time; and providing second information indicating volatility of investment portfolios of the investor's peer group (e.g., on average) over the predetermined period(s) of time.
申请公布号 US2009125450(A1) 申请公布日期 2009.05.14
申请号 US20080182338 申请日期 2008.07.30
申请人 MANNION GRAHAM JOHN 发明人 MANNION GRAHAM JOHN
分类号 G06Q40/00 主分类号 G06Q40/00
代理机构 代理人
主权项
地址