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INVESTMENT TRUST ACCOUNT MANAGEMENT SYSTEM, INVESTMENT TRUST ACCOUNT MANAGEMENT PROGRAM, AND DIVERSIFIED INVESTMENT REGION DISPLAY METHOD
INVESTMENT TRUST ACCOUNT MANAGEMENT SYSTEM, INVESTMENT TRUST ACCOUNT MANAGEMENT PROGRAM, AND DIVERSIFIED INVESTMENT REGION DISPLAY METHOD
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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区域显示方法
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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
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