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Equity investment trust management system and equity investment trust management methods, as well as program

机译:股权投资信托管理系统,股权投资信托管理方法,程序

摘要

PROBLEM TO BE SOLVED: To exhibit a stockholder complimentary issue index as a new index which grasps movement of an issue with stockholder complimentary treatment to an investor, and to construct a portfolio interlocked to the index to realize a fund operation using a stock of the the stock as an investment object.;SOLUTION: A stockholder complimentary ratio indicating a profit ratio due to stockholder complementary treatment is calculated using total complimentary article current price amount, total current price amounts or current prices of stocks is weight-averaged using the stockholder complimentary ratio to calculate the stockholder complimentary issue index by a stockholder complimentary issue index calculating means 27, and the portfolio interlocked to the stockholder complimentary issue index is constructed/maintained by a portfolio calculating means 28 and a buying and selling information preparing means 29.;COPYRIGHT: (C)2004,JPO&NCIPI
机译:要解决的问题:展示股东补给发行指数作为一种新指数,该指数可以掌握股东对投资者给予投资者的补给待遇的动向,并构建与该指数联动的投资组合,以利用解决方案:表示股东应享受的股东补充待遇所产生的利润比率的股东补给比率,是使用补给物品的当前总价款,总当前价格总额或股票的当前价格,使用股东补给比率加权平均得出的。通过股东补充发行指数计算装置27计算股东补充发行指数,并且由投资组合计算装置28和买卖信息准备装置29构建/维护与股东补充发行指数互锁的投资组合。 (C)2004,日本特许厅

著录项

  • 公开/公告号JP4303003B2

    专利类型

  • 公开/公告日2009-07-29

    原文格式PDF

  • 申请/专利权人 株式会社大和証券グループ本社;

    申请/专利号JP20030051371

  • 发明设计人 二瓶 拓;

    申请日2003-02-27

  • 分类号G06Q40/00;

  • 国家 JP

  • 入库时间 2022-08-21 19:40:08

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