G - Physics – 06 – Q
Patent
G - Physics
06
Q
G06Q 40/00 (2006.01)
Patent
CA 2640068
A method comprises determining a plurality of investment performance scores, determining a plurality of investment index performance scores and assessing each one of the investment performance scores dependent upon a respective one of the investment index. Each one of the investment performance scores corresponds to a respective investment of an investment portfolio. Each one of the investment index performance scores corresponds to a respective investment index. The respective investment index corresponds to a respective one of the investment performance scores. The method may comprise determining a collection of indices that each corresponds to a respective investment of the investment portfolio of the client, determining a composite investment index performance score dependent upon the indices, and assessing the investment portfolio dependent upon the composite investment index performance score.
L'invention concerne un procédé consistant à: déterminer une pluralité de scores de performance d'investissement, déterminer une pluralité de scores de performance d'indice d'investissement et évaluer chaque score de performance d'investissement en fonction d'un indice d'investissement correspondant. Chaque score de performance d'investissement correspond à un investissement respectif d'un porte-feuille d'investissements. Chaque score de performance d'indice d'investissement correspond à un indice d'investissement respectif. L'indice d'investissement respectif correspond à un score de performance d'investissement respectif. Le procédé de l'invention consiste à: déterminer un ensemble d'indices dont chaque indice correspond à un investissement respectif du porte-feuille d'investissements d'un client, déterminer un score de performance d'indice d'investissement composite en fonction des indices, et évaluer le porte-feuille d'investissements, en fonction du score de performance d'indice d'investissement composite.
Simko Joseph S.
Smith Eric S.
Consulting Services Support Corporation
Teitelbaum & Maclean
LandOfFree
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