首页> 外国专利> Coordinated rebalancing by money manager portfolio management systems and a master overlay manager portfolio management system

Coordinated rebalancing by money manager portfolio management systems and a master overlay manager portfolio management system

机译:资金经理投资组合管理系统和总覆盖经理投资组合管理系统的协调再平衡

摘要

A process and system are provided for determining whether to rebalance an investment account having assets associated with one of the plurality of investment styles relative to an allocation rule is determined. The determined drift is compared with a threshold value. A determination is made whether to rebalance the investment account is based on the comparison.
机译:提供了一种过程和系统,用于确定是否相对于分配规则来重新平衡具有与多种投资样式之一相关联的资产的投资账户。将确定的漂移与阈值进行比较。基于比较确定是否重新平衡投资帐户。

著录项

相似文献

  • 专利
  • 外文文献
  • 中文文献
获取专利

客服邮箱:kefu@zhangqiaokeyan.com

京公网安备:11010802029741号 ICP备案号:京ICP备15016152号-6 六维联合信息科技 (北京) 有限公司©版权所有
  • 客服微信

  • 服务号