Presentation of optimum portfolio

Number of patents in Portfolio can not be more than 2000

United States of America Patent

PATENT NO 7233921
APP PUB NO 20030004845A1
SERIAL NO

09455916

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ATTORNEY / AGENT: (SPONSORED)

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Abstract

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In a method of providing a portfolio by combining a plurality of financial instruments for a prefixed operating period, there are included a setting step of systematically setting up beforehand a plurality of fluctuation scenarios of market prices related to said instruments, a simulation step of making profit and loss simulation in the future for each one of said plurality of fluctuation scenarios, by using first parameters representing said fluctuation scenarios and second parameters representing characteristics of market, an optimizing step of configuring the optimum portfolio out of the set of portfolios which have been reduced in the preceding step, and a step of making a presentation as the optimum portfolio together with the whole or a part of said fluctuation scenarios.

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Patent Owner(s)

Patent OwnerAddress
RG ASSET MANAGEMENT SERVICES (HK) LIMITED13/F SILVER FORTUNE PLAZA 1 WELLINGTON STREET CENTRAL

International Classification(s)

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Inventor(s)

Inventor Name Address # of filed Patents Total Citations
Arita, Akihiro Central, HK 1 13
Takeda, Shinichi Central, HK 153 2533

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