BRPI0621212A2 - método e sistema configurados para facilitar a análise financeira - Google Patents

método e sistema configurados para facilitar a análise financeira Download PDF

Info

Publication number
BRPI0621212A2
BRPI0621212A2 BRPI0621212-3A BRPI0621212A BRPI0621212A2 BR PI0621212 A2 BRPI0621212 A2 BR PI0621212A2 BR PI0621212 A BRPI0621212 A BR PI0621212A BR PI0621212 A2 BRPI0621212 A2 BR PI0621212A2
Authority
BR
Brazil
Prior art keywords
investment
performance
index
composite
counts
Prior art date
Application number
BRPI0621212-3A
Other languages
English (en)
Portuguese (pt)
Inventor
Eric S Smith
Joseph S Simko
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 BRPI0621212A2 publication Critical patent/BRPI0621212A2/pt

Links

Classifications

    • G—PHYSICS
    • G06—COMPUTING OR CALCULATING; COUNTING
    • G06Q—INFORMATION 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
    • G06Q40/00—Finance; Insurance; Tax strategies; Processing of corporate or income taxes
    • G06Q40/06—Asset management; Financial planning or analysis

Landscapes

  • 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)
BRPI0621212-3A 2006-02-16 2006-02-16 método e sistema configurados para facilitar a análise financeira BRPI0621212A2 (pt)

Applications Claiming Priority (1)

Application Number Priority Date Filing Date Title
PCT/US2006/005475 WO2007106060A2 (fr) 2006-02-16 2006-02-16 Système et procédé conçus pour faciliter une analyse financière

Publications (1)

Publication Number Publication Date
BRPI0621212A2 true BRPI0621212A2 (pt) 2011-12-06

Family

ID=38509903

Family Applications (1)

Application Number Title Priority Date Filing Date
BRPI0621212-3A BRPI0621212A2 (pt) 2006-02-16 2006-02-16 método e sistema configurados para facilitar a análise financeira

Country Status (8)

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

Families Citing this family (7)

* Cited by examiner, † Cited by third party
Publication number Priority date Publication date Assignee Title
CN108734586A (zh) * 2011-05-30 2018-11-02 传康证券有限公司 财务管理系统
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
KR101993038B1 (ko) * 2014-01-23 2019-06-25 로커스, 엘피 투자 유가증권의 계층화된 혼합 포트폴리오
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
WO2022120555A1 (fr) * 2020-12-08 2022-06-16 Smart Save Limited Plateforme d'investissement et système et procédé d'investissement dans des produits financiers
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

Family Cites Families (4)

* 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
WO2001086557A1 (fr) * 2000-05-09 2001-11-15 Mount Lucas Management Corp. Procede et systeme pour l'etablissement d'indice de rendement des investissements
AU2003217737A1 (en) * 2002-01-25 2003-12-12 Bdellium Inc. Method of analyzing investments using overlapping periods
WO2004095184A2 (fr) * 2003-04-17 2004-11-04 Portfolio Search, Inc. Procedes d'evaluation de la sante financiere d'un holding par rapport a d'autres holdings

Also Published As

Publication number Publication date
AU2006340071B2 (en) 2011-05-12
EP1984884A4 (fr) 2009-10-14
WO2007106060A3 (fr) 2008-10-09
CN101379525A (zh) 2009-03-04
JP5061127B2 (ja) 2012-10-31
WO2007106060A2 (fr) 2007-09-20
EP1984884A2 (fr) 2008-10-29
AU2006340071A1 (en) 2007-09-20
CA2640068A1 (fr) 2007-09-20
MX2008010524A (es) 2008-10-20
JP2009527051A (ja) 2009-07-23

Similar Documents

Publication Publication Date Title
US7711623B2 (en) Decision assistance platform configured for facilitating financial consulting services
US8341060B2 (en) Core/satellite financial portfolio design methodology, system and computer readable medium
US20040172357A1 (en) Method and system for selecting between or allocating among alternatives
Lim et al. The immediate price impact of trades on the Australian Stock Exchange
Torno et al. What Do Robo-Advisors Recommend?-An Analysis of Portfolio Structure, Performance and Risk
Wagner Determinants of conventional and digital investment advisory decisions: a systematic literature review
BRPI0621212A2 (pt) método e sistema configurados para facilitar a análise financeira
AU2006338310B2 (en) Method configured for facilitating financial consulting services
Scofield et al. Network Formation and Effects: Observations from US Commercial Real Estate Markets: Network Formation and Effects: Observations from US Commercial Real Estate Markets
US20100299281A1 (en) Facilitating management of 401K retirement savings plans
Clark-Murphy et al. Do retail stockbrokers understand clients' investment preferences?
US20080195552A1 (en) System and method configured for facilitating financial analysis
Saidakhmedova Corporate Governance in Joint-Stock Companies: Challenges and Opportunities for Adopting International Standards
BRPI0621211A2 (pt) sistema configurado para facilitar serviços de consulta financeira
BRPI0621214A2 (pt) método para facilitar serviços de consulta financeira
Golej Identification the Determinants of Pre-revenue Young Enterprises Value
Caporale et al. US house prices by Census Division: Persistence, trends and structural breaks
Sah A COMPARATIVE STUDY ON RISK AND RETURN ANALYSIS OF NEPALESE INSURANCE COMPANIES
Ye Studies of Mutual Funds in 401 (k) Plans
Aubin et al. General Viabilist Portfolio Performance and Insurance Problem

Legal Events

Date Code Title Description
B08F Application dismissed because of non-payment of annual fees [chapter 8.6 patent gazette]

Free format text: REFERENTE A 9A ANUIDADE.

B08K Patent lapsed as no evidence of payment of the annual fee has been furnished to inpi [chapter 8.11 patent gazette]

Free format text: REFERENTE AO DESPACHO 8.6 PUBLICADO NA RPI 2308 DE 31/03/2015.