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Investment trust account management system, investment trust account management program, and a diversified investment area display method

机译:投资信托账户管理系统,投资信托账户管理程序和多元化的投资领域显示方法

摘要

PROBLEM TO BE SOLVED: To enable a regional diversified investment status of an investment trust to be appropriately displayed on a map to a client.;SOLUTION: An investment trust account management system 1 that manages information related to a portfolio regarding one or more investment trusts held by a client comprises a diversified investment information calculating unit 40 for calculating, based on a predetermined index value of each of the investment trusts, a composition ratio in the entire values of the index for each of investment target regions of each of the investment trusts to display each color-coded region corresponding to each of the investment target regions on a world map on the basis of the composition ratio. In the case that a plurality of such regions are included in the investment target regions of the investment trust, the diversified investment information calculating unit 40 allocates the entire values of the composition ratio regarding the investment target regions of the investment trust to each of the such regions.;COPYRIGHT: (C)2015,JPO&INPIT
机译:解决的问题:使投资信托的区域多元化投资状态能够适当地显示在客户的地图上;解决方案:投资信托账户管理系统1,用于管理与一个或多个投资信托有关的投资组合相关信息由客户持有的包括多元化投资信息计算单元40,用于基于每个投资信托的预定指数值,计算每个投资信托的每个投资目标区域的指数总价值中的构成比率。根据组成比,在世界地图上显示与每个投资目标区域相对应的每个颜色编码区域。在投资信托的投资对象区域中包含多个这样的区域的情况下,多元化投资信息计算单元40将关于投资信托的投资对象区域的构成比率的整体值分配给每个这样的区域。区域;版权:(C)2015,日本特许厅和INPIT

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