CN101529459A - 被配置用于促进财务咨询服务的决策辅助平台 - Google Patents

被配置用于促进财务咨询服务的决策辅助平台 Download PDF

Info

Publication number
CN101529459A
CN101529459A CN200680052884A CN200680052884A CN101529459A CN 101529459 A CN101529459 A CN 101529459A CN 200680052884 A CN200680052884 A CN 200680052884A CN 200680052884 A CN200680052884 A CN 200680052884A CN 101529459 A CN101529459 A CN 101529459A
Authority
CN
China
Prior art keywords
investment
performance
information
determining
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.)
Pending
Application number
CN200680052884A
Other languages
English (en)
Chinese (zh)
Inventor
E·S·史密斯
J·西姆科
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 CN101529459A publication Critical patent/CN101529459A/zh
Pending legal-status Critical Current

Links

Images

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)
CN200680052884A 2006-02-16 2006-02-16 被配置用于促进财务咨询服务的决策辅助平台 Pending CN101529459A (zh)

Applications Claiming Priority (1)

Application Number Priority Date Filing Date Title
PCT/US2006/005364 WO2007106058A2 (fr) 2006-02-16 2006-02-16 Plate-forme d'aide à la prise de décision conçue pour faciliter l'utilisation de services de consultation financiers

Publications (1)

Publication Number Publication Date
CN101529459A true CN101529459A (zh) 2009-09-09

Family

ID=38509901

Family Applications (1)

Application Number Title Priority Date Filing Date
CN200680052884A Pending CN101529459A (zh) 2006-02-16 2006-02-16 被配置用于促进财务咨询服务的决策辅助平台

Country Status (8)

Country Link
EP (1) EP1984882A4 (fr)
JP (1) JP5113083B2 (fr)
CN (1) CN101529459A (fr)
AU (1) AU2006340069A1 (fr)
BR (1) BRPI0621211A2 (fr)
CA (1) CA2641999A1 (fr)
MX (1) MX2008010523A (fr)
WO (1) WO2007106058A2 (fr)

Cited By (1)

* Cited by examiner, † Cited by third party
Publication number Priority date Publication date Assignee Title
CN106355495A (zh) * 2016-08-31 2017-01-25 苗青 一种导航式智能投顾辅助决策系统

Family Cites Families (8)

* Cited by examiner, † Cited by third party
Publication number Priority date Publication date Assignee Title
JPH11110447A (ja) * 1997-10-06 1999-04-23 Pfps Kenkyukai:Kk 総合ポートフォリオ計画システム
JP2002007690A (ja) * 2000-06-19 2002-01-11 Nec Corp インターネットを用いたポートフォリオの簡易作成方法
US7536332B2 (en) * 2001-02-02 2009-05-19 Rhee Thomas A Real life implementation of modern portfolio theory (MPT) for financial planning and portfolio management
JP2003108775A (ja) * 2001-09-26 2003-04-11 Mizuho Bank Ltd 資産運用情報提供方法及び資産運用情報提供プログラム
US20040133439A1 (en) * 2002-08-21 2004-07-08 Dirk Noetzold Method and system for valuation of complex systems, in particular for corporate rating and valuation
US20040073442A1 (en) * 2002-10-11 2004-04-15 Heyns Herman R. Strategic planning and valuation
JP2005141694A (ja) * 2003-11-10 2005-06-02 Patrick Kawasujii ポートフォリオ作成装置および方法ならびにポートフォリオ作成のためのプログラム
JP2007515017A (ja) * 2003-12-17 2007-06-07 デイビツド ビー ルーパー 投資助言を行う方法およびシステム

Cited By (1)

* Cited by examiner, † Cited by third party
Publication number Priority date Publication date Assignee Title
CN106355495A (zh) * 2016-08-31 2017-01-25 苗青 一种导航式智能投顾辅助决策系统

Also Published As

Publication number Publication date
MX2008010523A (es) 2008-10-20
WO2007106058A3 (fr) 2009-05-22
EP1984882A2 (fr) 2008-10-29
JP2009527048A (ja) 2009-07-23
CA2641999A1 (fr) 2007-09-20
AU2006340069A1 (en) 2007-09-20
JP5113083B2 (ja) 2013-01-09
WO2007106058A2 (fr) 2007-09-20
BRPI0621211A2 (pt) 2011-12-06
EP1984882A4 (fr) 2010-11-24

Similar Documents

Publication Publication Date Title
US7711623B2 (en) Decision assistance platform configured for facilitating financial consulting services
Trivedi Banking innovations and new income streams: impact on banks' performance
US8341060B2 (en) Core/satellite financial portfolio design methodology, system and computer readable medium
US8498915B2 (en) Data processing framework for financial services
Goswami et al. Banking efficiency determinants in India: a two-stage analysis
US8473392B1 (en) System and method for evaluation and comparison of variable annuity products
Chen et al. Global financial crisis, institutional ownership, and the earnings informativeness of income smoothing
US20020138385A1 (en) Matching angel investors with entrepreneurs
Mangala et al. Earnings management and performance of IPO firms: Evidence from India
US20180240192A1 (en) Lifetime income platform
Wagner Determinants of conventional and digital investment advisory decisions: a systematic literature review
Weimar et al. Fan involvement and unusual investor behavior: Evidence from a football fan bond
JP5113084B2 (ja) 金融コンサルティングサービスをサポートするように構成された方法
AU2006340071B2 (en) System and method configured for facilitating financial analysis
KR20190126682A (ko) 재무설계 서비스 제공 방법
US20100299281A1 (en) Facilitating management of 401K retirement savings plans
Seiler et al. Understanding personal financial distress in the real estate brokerage industry
US20080195552A1 (en) System and method configured for facilitating financial analysis
Jayantha et al. Identifying critical enablers for homeownership in Hong Kong
CN101529459A (zh) 被配置用于促进财务咨询服务的决策辅助平台
Khan et al. Stated preferences for firm’s characteristics and asset allocation decisions
Mancinelli How to disclose future performance of non-equity financial products. Evidence from a consumer testing exercise and a physiological experiment on retail investors
BRPI0621214A2 (pt) método para facilitar serviços de consulta financeira

Legal Events

Date Code Title Description
C06 Publication
PB01 Publication
C10 Entry into substantive examination
SE01 Entry into force of request for substantive examination
C02 Deemed withdrawal of patent application after publication (patent law 2001)
WD01 Invention patent application deemed withdrawn after publication

Open date: 20090909