发明名称 ASSET AND LIABILITY MODELING TOOL
摘要 A method of displaying results of a financial model for forecasting at least one financial variable relating to a client. The method comprises the steps of receiving asset and liability data regarding the client; generating forecasted values for the financial variables over a number of simulations using the asset and liability data; and displaying a topographical chart on a user interface. The topographical chart may be positioned on a plane shown in the user interface. The plane may be defined by a time axis and a value axis for the at least one financial variable, such that a coordinate set on the plane represents the value of the at least one financial variable at a time point. The height of a first point on the topographical chart corresponding to the coordinate set may indicate a portion of the simulations that result in the coordinate set.
申请公布号 WO2007112405(A3) 申请公布日期 2009.02.26
申请号 WO2007US65252 申请日期 2007.03.27
申请人 MORGAN STANLEY;HARRIS, TREVOR, SAMUEL;FOSTER, RICHARD, GRAHAM;BRABEN, DAVID, JOHN;ROACH, JONATHAN, STANLEY;DONNER, MARC, DANIEL;THOMAS, MATTHEW, P. 发明人 HARRIS, TREVOR, SAMUEL;FOSTER, RICHARD, GRAHAM;BRABEN, DAVID, JOHN;ROACH, JONATHAN, STANLEY;DONNER, MARC, DANIEL;THOMAS, MATTHEW, P.
分类号 G06Q40/00 主分类号 G06Q40/00
代理机构 代理人
主权项
地址