| 摘要 |
<p>Disclosed is an investment consulting system executable on a computer that can provide a personalized investment service to a plurality of users through a network. The investment consulting system includes an investment performance estimating part for periodically calculating a performance index based on a return and a risk for each investment, a client's attitude analysis part for calculating performance ranks by quantitatively grasping and synthesizing a client's investment attitude including a risk factor and an expected return based on data of the client's investment attitude received from a communication part, and obtaining a client index by calculating the performance ranks in terms of the same dimension as the investment performance, an asset allocation part for calculating investment allocations for each kind of investment in accordance with the client's performance ranks, and reporting the investment allocations to the client through the communication part, and an investment selection part for selecting at lease one investment having a small difference between the investment performance index and the client index of the requesting client in response to selection of the client, and proposing the selected investment to the client through the communication part.</p> |
