A system and method for analysing risk associated with an...

G - Physics – 06 – Q

Patent

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G06Q 40/00 (2006.01)

Patent

CA 2568154

A system for analysing risk associated with an investment portfolio of an investor, said system including means for use in generating a user interface (1050) for display on a user terminal, said user interface (1050) showing a distribution of assets (1070) of each investment (1068) of the investment portfolio over one or more asset classes (1072) and showing the distribution of assets (1080) over said one or more asset classes (1072) of a benchmark risk category (1082) representing a risk tolerance level of the investor.

La présente invention se rapporte à un système permettant d'analyser le risque associé à un portefeuille d'investissements d'un investisseur, ledit système comprenant un moyen pouvant être utilisé pour générer une interface utilisateur (1050) destinée à l'affichage sur un terminal utilisateur, ladite interface utilisateur (1050) présentant une répartition des actifs (1070) de chaque investissement (1068) du portefeuille d'investissements sur une ou plusieurs classes d'actifs (1072) et présentant la répartition des actifs (1080) sur ladite ou lesdites classes d'actifs (1072) d'une catégorie de risque de référence (1082) représentant un niveau de tolérance à l'égard du risque de l'investisseur.

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