ASSET MANAGEMENT SYSTEM, METHOD AND PROGRAM

摘要

PROBLEM TO BE SOLVED: To provide an asset management system, method and program allowing one financial manager to easily manage the portfolios of a plurality of customers in the same way.

SOLUTION: When a financial manager creates a model portfolio along his or her own style using a financial manager's terminal device 50, a terminal side individual balancing process means 72 and a server side individual balancing process means 20A set the model portfolio as an instruction target and implement a process for calculating a zoom portfolio by enlarging or reducing the model portfolio as the instruction target while maintaining market price ratio. Based on the zoom portfolio, the operation of rebalancing the individual portfolios for each customer is carried out.

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