发明名称 |
System and method for evaluating exposure across a group of investment portfolios by category |
摘要 |
A system and method are disclosed for evaluating risk exposure across portfolios of investments. The system and method involves storing portfolio data and investment data in a portfolio database, selecting portfolios of interest from the portfolio database, selecting a rule for categorizing the investments in the selected portfolios of interest, selecting a comparative parameter, categorizing the investments contained in the selected portfolios according to the selected rule and quantifying the exposure of the selected portfolios for each category of investments in terms of the selected comparative parameter.
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申请公布号 |
US2005267835(A1) |
申请公布日期 |
2005.12.01 |
申请号 |
US20040026804 |
申请日期 |
2004.12.30 |
申请人 |
CONDRON SCOTT;VILLACORTA ROLAND;CHEW CHEEWEE |
发明人 |
CONDRON SCOTT;VILLACORTA ROLAND;CHEW CHEEWEE |
分类号 |
G06F17/00;G06Q40/00;(IPC1-7):G06F17/60 |
主分类号 |
G06F17/00 |
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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