Method of analyzing investments using overlapping periods

Details Method of analyzing investments using overlapping periods Method of analyzing investments using overlapping periods

G - Physics

06

Q

G06Q 40/00 (2006.01)

Patent

CA 2473589

This invention consists of a process for the analysis and selection of financial investments based on a comparative analysis of performance and diversification. The method permits the manipulation of extremely large data sets in a manner that is simple to understand and convenient to use. This invention permits historical performance data for investments to be analyzed in respect of every possible investment period using any pre-existing or personally defined quantitative measurement algorithm. The user can apply his or her personal weightings to the various performance measurements based on a combination of attribute and time period to construct a customized scoring process, based on which a comparative ranking of the investments can be created. This invention also permits a complete universe of investments to be segmented into peer groups based on one of a number of similarity/dissimilarity criteria from which the user may choose.

La présente invention a trait à un procédé permettant l'analyse et la sélection d'investissements financiers sur la base d'une analyse comparative de rendement et de diversification. Le procédé permet la manipulation d'ensembles de données extrêmement importants d'une manière simple à comprendre et d'utilisation aisée. Cette invention permet l'analyse de données de rendement de type historique par rapport à toute période d'investissement possible en utilisant un algorithme de mesure quantitative préexistant ou personnalisé. L'utilisateur peut appliquer ses pondérations personnelles aux diverses mesures de rendement sur la base d'une combinaison d'attribut et de période de temps pour construire un procédé de notation personnalisée, en fonction de quoi un classement comparatif d'investissements peut être créé. L'invention permet également la segmentation d'un univers entier d'investissements en groupes homogènes basés sur un des critères de similarité/dissimilarité parmi lesquels l'utilisateur peut choisir.

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