发明名称 |
SYSTEM AND METHOD CONFIGURED FOR FACILITATING FINANCIAL ANALYSIS |
摘要 |
A method comprises determining a plurality of investment performance scores, determining a plurality of investment index performance scores and assessing each one of the investment performance scores dependent upon a respective one of the investment index. Each one of the investment performance scores corresponds to a respective investment of an investment portfolio. Each one of the investment index performance scores corresponds to a respective investment index. The respective investment index corresponds to a respective one of the investment performance scores. The method may comprise determining a collection of indices that each corresponds to a respective investment of the investment portfolio of the client, determining a composite investment index performance score dependent upon the indices, and assessing the investment portfolio dependent upon the composite investment index performance score. |
申请公布号 |
WO2007106060(A3) |
申请公布日期 |
2008.10.09 |
申请号 |
WO2006US05475 |
申请日期 |
2006.02.16 |
申请人 |
CONSULTING SERVICES SUPPORT CORPORATION;SMITH, ERIC S.;SIMKO, JOSEPH S. |
发明人 |
SMITH, ERIC S.;SIMKO, JOSEPH S. |
分类号 |
G06Q40/00 |
主分类号 |
G06Q40/00 |
代理机构 |
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代理人 |
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主权项 |
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地址 |
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