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1. 发明授权

US07844527B2 Method and system for measuring investment performance 有权
标题翻译：衡量投资业绩的方法和制度
公开(公告)号：US07844527B2
公开(公告)日：2010-11-30
申请号：US11462005
申请日：2006-08-02
申请人： Graham John Mannion
发明人： Graham John Mannion
IPC分类号： G06Q40/00
CPC分类号： G06Q40/06 , G06Q40/00
摘要： The present invention relates to a method and system for measuring investment performance (e.g., total portfolio performance of individuals). In one example (which example is intended to be illustrative and not restrictive), the method and system may be used for measuring investment performance of personal pension portfolios. In another example (which example is intended to be illustrative and not restrictive), the method and system may provide for measuring performance of an investment portfolio held by an investor, comprising: providing first information indicating how the investment portfolio has performed over one or more predetermined periods of time; and providing second information indicating how investment portfolios of the investor's peer group have performed (e.g., on average) over the predetermined period(s) of time. In other examples (which examples are intended to be illustrative and not restrictive), the present invention may be used to pool data across employers in relation to pension funds and/or to pool data across wealth management firms or trust companies in relation to underlying client accounts. In another example (which example is intended to be illustrative and not restrictive), simplified portfolio level reporting and comparison of asset allocation strategies may be implemented by the present invention via the categorization of essentially all available financial products into a relatively small number of asset classes (e.g., between about 15 and 20 asset classes).
摘要翻译：本发明涉及用于衡量投资业绩的方法和系统（例如，个人的总投资组合绩效）。在一个示例中（该示例旨在是说明性而非限制性的），该方法和系统可以用于测量个人养老金组合的投资表现。在另一示例中（该示例旨在是说明性而非限制性的），该方法和系统可以提供用于衡量由投资者持有的投资组合的表现，包括：提供指示投资组合如何执行超过一个或多个预定时间; 以及提供第二信息，其指示投资者对等组的投资组合在预定时间段内（例如平均）已经执行。在其他示例中（本示例旨在是说明性而非限制性的），本发明可以用于在雇主之间汇集与养老基金有关的数据和/或将财富管理公司或信托公司的数据与底层客户相关联帐户。在另一个例子中（该示例旨在是说明性而非限制性的），简化的投资组合级别报告和资产分配策略的比较可以由本发明通过将基本上所有可用的金融产品分类为相对少量的资产类别来实现（例如，大约15到20个资产类别）。

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