发明名称 |
METHOD AND APPARATUS FOR NETWORK-BASED PORTFOLIO MANAGEMENT AND RISK-ANALYSIS |
摘要 |
<p>The invention comprises a risk model and data, and is provided on a secure Web-based, interactive platform, whereby a user can build customized risk analyses and reports, covering multiple asset classes and markets. The invention also organizes and categorizes assets along dimensions best reflecting a user's investment process, determines risk assumed, determines sources of risk, allows viewing of a portfolio's risk exposures, identifies and quantifies sources of volatility, provides streamlined risk reporting, and provides a trade scenario utility.</p> |
申请公布号 |
EP1537505(A4) |
申请公布日期 |
2006.02.01 |
申请号 |
EP20030752084 |
申请日期 |
2003.09.08 |
申请人 |
BARRA, INC. |
发明人 |
SOBEL, WILLIAM, E.;ALESKOVSKI, ALEX;HAND, PETER;LIU, ZHENG;BISHOPP, MICHAEL;HONIKMAN, ANTON;ANDERSON, LOREN;CLOSE, RICHARD |
分类号 |
G06Q40/00;(IPC1-7):G06F17/60 |
主分类号 |
G06Q40/00 |
代理机构 |
|
代理人 |
|
主权项 |
|
地址 |
|