AU2006340071B2 - System and method configured for facilitating financial analysis - Google Patents

System and method configured for facilitating financial analysis Download PDF

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Publication number
AU2006340071B2
AU2006340071B2 AU2006340071A AU2006340071A AU2006340071B2 AU 2006340071 B2 AU2006340071 B2 AU 2006340071B2 AU 2006340071 A AU2006340071 A AU 2006340071A AU 2006340071 A AU2006340071 A AU 2006340071A AU 2006340071 B2 AU2006340071 B2 AU 2006340071B2
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AU
Australia
Prior art keywords
performance
investment
allocated
score
index
Prior art date
Legal status (The legal status is an assumption and is not a legal conclusion. Google has not performed a legal analysis and makes no representation as to the accuracy of the status listed.)
Expired
Application number
AU2006340071A
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English (en)
Other versions
AU2006340071A1 (en
Inventor
Joseph S. Simko
Eric S. Smith
Current Assignee (The listed assignees may be inaccurate. Google has not performed a legal analysis and makes no representation or warranty as to the accuracy of the list.)
Consulting Services Support Corp
Original Assignee
Consulting Services Support Corp
Priority date (The priority date is an assumption and is not a legal conclusion. Google has not performed a legal analysis and makes no representation as to the accuracy of the date listed.)
Filing date
Publication date
Application filed by Consulting Services Support Corp filed Critical Consulting Services Support Corp
Publication of AU2006340071A1 publication Critical patent/AU2006340071A1/en
Application granted granted Critical
Publication of AU2006340071B2 publication Critical patent/AU2006340071B2/en
Anticipated expiration legal-status Critical
Expired legal-status Critical Current

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Classifications

    • GPHYSICS
    • G06COMPUTING OR CALCULATING; COUNTING
    • G06QINFORMATION AND COMMUNICATION TECHNOLOGY [ICT] SPECIALLY ADAPTED FOR ADMINISTRATIVE, COMMERCIAL, FINANCIAL, MANAGERIAL OR SUPERVISORY PURPOSES; SYSTEMS OR METHODS SPECIALLY ADAPTED FOR ADMINISTRATIVE, COMMERCIAL, FINANCIAL, MANAGERIAL OR SUPERVISORY PURPOSES, NOT OTHERWISE PROVIDED FOR
    • G06Q40/00Finance; Insurance; Tax strategies; Processing of corporate or income taxes
    • G06Q40/06Asset management; Financial planning or analysis

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  • Engineering & Computer Science (AREA)
  • Business, Economics & Management (AREA)
  • Finance (AREA)
  • Accounting & Taxation (AREA)
  • Development Economics (AREA)
  • Operations Research (AREA)
  • Game Theory and Decision Science (AREA)
  • Human Resources & Organizations (AREA)
  • Entrepreneurship & Innovation (AREA)
  • Economics (AREA)
  • Marketing (AREA)
  • Strategic Management (AREA)
  • Technology Law (AREA)
  • Physics & Mathematics (AREA)
  • General Business, Economics & Management (AREA)
  • General Physics & Mathematics (AREA)
  • Theoretical Computer Science (AREA)
  • Financial Or Insurance-Related Operations Such As Payment And Settlement (AREA)
AU2006340071A 2006-02-16 2006-02-16 System and method configured for facilitating financial analysis Expired AU2006340071B2 (en)

Applications Claiming Priority (1)

Application Number Priority Date Filing Date Title
PCT/US2006/005475 WO2007106060A2 (en) 2006-02-16 2006-02-16 System and method configured for facilitating financial analysis

Publications (2)

Publication Number Publication Date
AU2006340071A1 AU2006340071A1 (en) 2007-09-20
AU2006340071B2 true AU2006340071B2 (en) 2011-05-12

Family

ID=38509903

Family Applications (1)

Application Number Title Priority Date Filing Date
AU2006340071A Expired AU2006340071B2 (en) 2006-02-16 2006-02-16 System and method configured for facilitating financial analysis

Country Status (8)

Country Link
EP (1) EP1984884A4 (de)
JP (1) JP5061127B2 (de)
CN (1) CN101379525A (de)
AU (1) AU2006340071B2 (de)
BR (1) BRPI0621212A2 (de)
CA (1) CA2640068A1 (de)
MX (1) MX2008010524A (de)
WO (1) WO2007106060A2 (de)

Families Citing this family (7)

* Cited by examiner, † Cited by third party
Publication number Priority date Publication date Assignee Title
WO2012162722A1 (en) * 2011-05-30 2012-12-06 Transcon Securities Pty Ltd Financial management system
KR101286024B1 (ko) * 2011-11-08 2013-07-18 한국건설기술연구원 액화천연가스 플랜트 사업의 사업관리를 위한 의사결정 지원 시스템
US10515123B2 (en) 2013-03-15 2019-12-24 Locus Lp Weighted analysis of stratified data entities in a database system
CN106462898A (zh) * 2014-01-23 2017-02-22 洛卡有限公司 投资证券的分层综合投资组合
SG10201803392QA (en) * 2018-04-23 2019-11-28 Trident Corporate Services Singapore Pte Ltd As Trustee For The Oneplace Unit Trust Method and system for managing accolades
CN117836799A (zh) * 2020-12-08 2024-04-05 智存有限公司 投资平台以及用于投资金融产品的系统和方法
CN112685471A (zh) * 2020-12-28 2021-04-20 祝泽文 一种基于非树状明细分类标签体系的财务数据的记账及分析方法

Citations (3)

* Cited by examiner, † Cited by third party
Publication number Priority date Publication date Assignee Title
US20020007329A1 (en) * 2000-05-09 2002-01-17 Mount Lucas Management Corp. Method and system for generating an index of investment returns
US20050004857A1 (en) * 2003-04-17 2005-01-06 Portfolio Search, Inc. Methods for evaluating the financial strength of a holding in comparison to other holdings
US20050075962A1 (en) * 2002-01-25 2005-04-07 Dunne Richard C. Method for analyzing investments using overlapping periods

Family Cites Families (1)

* Cited by examiner, † Cited by third party
Publication number Priority date Publication date Assignee Title
US7039608B2 (en) * 1999-12-30 2006-05-02 Ge Capital Commercial Finance, Inc. Rapid valuation of portfolios of assets such as financial instruments

Patent Citations (3)

* Cited by examiner, † Cited by third party
Publication number Priority date Publication date Assignee Title
US20020007329A1 (en) * 2000-05-09 2002-01-17 Mount Lucas Management Corp. Method and system for generating an index of investment returns
US20050075962A1 (en) * 2002-01-25 2005-04-07 Dunne Richard C. Method for analyzing investments using overlapping periods
US20050004857A1 (en) * 2003-04-17 2005-01-06 Portfolio Search, Inc. Methods for evaluating the financial strength of a holding in comparison to other holdings

Also Published As

Publication number Publication date
EP1984884A4 (de) 2009-10-14
MX2008010524A (es) 2008-10-20
CA2640068A1 (en) 2007-09-20
JP5061127B2 (ja) 2012-10-31
BRPI0621212A2 (pt) 2011-12-06
WO2007106060A2 (en) 2007-09-20
WO2007106060A3 (en) 2008-10-09
EP1984884A2 (de) 2008-10-29
JP2009527051A (ja) 2009-07-23
CN101379525A (zh) 2009-03-04
AU2006340071A1 (en) 2007-09-20

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Legal Events

Date Code Title Description
FGA Letters patent sealed or granted (standard patent)
MK14 Patent ceased section 143(a) (annual fees not paid) or expired