Systems And Methods For Investment Portfolio Management
    36.
    发明申请
    Systems And Methods For Investment Portfolio Management 审中-公开
    投资组合管理系统与方法

    公开(公告)号:US20130018818A1

    公开(公告)日:2013-01-17

    申请号:US13539158

    申请日:2012-06-29

    Applicant: Tapesh Yadav

    Inventor: Tapesh Yadav

    CPC classification number: G06Q40/06

    Abstract: Systems and methods for creating and managing investment portfolios are disclosed, These are useful to an individual investor, to investment advisors, as well as to professionally managed fund portfolios such as exchange traded funds, closed end funds, mutual funds, hedge funds, endowment funds, pension funds, wealth management funds, Other applications of taught methods and systems include product portfolio synthesis, process synthesis, and optimal internal allocation of capital in organizations.

    Abstract translation: 披露了创建和管理投资组合的制度和方法,这些对个人投资者,投资顾问以及专业管理的基金组合如交易所交易基金,封闭式基金,共同基金,对冲基金,养老基金都有用 养老基金,财富管理基金,教学方法和系统的其他应用包括产品组合综合,流程综合,组织内部资本优化配置。

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