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    • 1. 发明授权
    • Core/satellite financial portfolio design methodology, system and computer readable medium
    • 核心/卫星金融投资组合设计方法,系统和计算机可读介质
    • US08341060B2
    • 2012-12-25
    • US12806265
    • 2010-07-30
    • Eric S. SmithJoseph Simko
    • Eric S. SmithJoseph Simko
    • G06Q40/00
    • G06Q40/06
    • Investment choices are each within a respective asset class of a defined set of asset classes. Investment choices of a first set of the investment choices (e.g., core investment choices) are within a particular asset class and have a performance factor value that is constrained by a performance factor value range defined by a filter structure. Investment choices of a second set of the investment choices (e.g., satellite investment choices) are within the particular asset class and have a performance factor value that may or may not be constrained by the performance factor value range of the first set, but may have a separate and distinct filter structure. The filter structure specifies unique characteristics desired of a set of investment choices, including a relationship between a benchmark performance factor value and a parameter used for determining the performance factor value range. The performance factor value of each investment choice and the performance factor value of the benchmark investment choice correspond to a common performance factor. A comparative assessment of each investment choice set is performed using a comparative assessment value for each one of the investment choices within each set of investment choices.
    • 投资选择各自属于定义的一组资产类别的相应资产类别。 第一组投资选择(例如,核心投资选择)的投资选择在特定资产类别内,并且具有由过滤器结构限定的性能因素值范围约束的性能因素值。 第二组投资选择的投资选择(例如,卫星投资选择)在特定资产类别内,并且具有可能受或可能不受第一集合的绩效因素值范围限制的性能因素值,但可能具有 一个独立且独特的过滤器结构。 过滤器结构指定一组投资选择所需的独特特征,包括基准性能因子值与用于确定性能因素值范围的参数之间的关系。 每个投资选择的绩效因素值和基准投资选择的绩效因素值对应于一个共同的表现因素。 每个投资选择集的比较评估是使用每组投资选择中的每一个投资选择的比较评估值进行的。
    • 2. 发明申请
    • Decision assistance platform configured for facilitating financial consulting services
    • 配置用于促进财务咨询服务的决策辅助平台
    • US20100241586A1
    • 2010-09-23
    • US12661177
    • 2010-03-11
    • Eric S. SimthJoseph Simko
    • Eric S. SimthJoseph Simko
    • G06Q40/00G06T11/20
    • G06Q40/00G06Q40/06
    • A system includes instructions configured for enabling the one or more data processing device to facilitate preparing client-specific template information and determining client-specific consulting information dependent upon the client-specific template information. The client specific template information includes performance criteria, weightings, defined investment dataset information, filters configured for refilling investment dataset information and/or process instructions. Examples of client specific consulting information include investment index performance scores, performance scores of investments in an investment portfolio, objectively quantified investment choices, asset class corresponding to allocated investment within an investment portfolio, comparative performance analyses between allocated investments and non-allocated investments represented within an asset class, and other information utilized by an investor for making investment decisions.
    • 系统包括被配置用于使一个或多个数据处理设备有助于准备特定于客户端的模板信息并且根据客户端特定的模板信息来确定客户端特定的咨询信息的指令。 客户端特定的模板信息包括性能标准,权重,定义的投资数据集信息,配置用于重新填充投资数据集信息和/或处理指令的过滤器。 客户具体咨询信息的示例包括投资指数表现评分,投资组合投资绩效分数,客观量化投资选择,对应于投资组合内分配投资的资产类别,分配投资与代表的投资组合之间的比较绩效分析 资产类别和投资者用于作出投资决策的其他信息。
    • 8. 发明申请
    • System and method configured for facilitating financial analysis
    • 配置为便于财务分析的系统和方法
    • US20080195552A1
    • 2008-08-14
    • US10923658
    • 2004-08-20
    • Eric S. SmithJoseph Simko
    • Eric S. SmithJoseph Simko
    • G06Q40/00
    • G06Q40/06
    • A method comprises determining a plurality of investment performance scores, determining a plurality of investment index performance scores and assessing each one of the investment performance scores dependent upon a respective one of the investment index. Each one of the investment performance scores corresponds to a respective investment of an investment portfolio. Each one of the investment index performance scores corresponds to a respective investment index. The respective investment index corresponds to a respective one of the investment performance scores. The method may comprise determining a collection of indices that each corresponds to a respective investment of the investment portfolio of the client, determining a composite investment index performance score dependent upon the indices, and assessing the investment portfolio dependent upon the composite investment index performance score.
    • 一种方法包括确定多个投资绩效分数,确定多个投资指数表现分数,并根据投资指数中的相应一个评估投资绩效分数中的每一个。 投资绩效分数中的每一个对应于投资组合的相应投资。 投资指标表现分数中的每一项均相应于各自的投资指数。 各自的投资指标对应于投资绩效分数中的相应投资指标。 该方法可以包括确定每个对应于客户的投资组合的相应投资的指数集合,根据指数确定综合投资指数表现评分,以及根据复合投资指数表现评分来评估投资组合。
    • 9. 发明申请
    • Decision assistance platform configured for facilitating financial consulting services
    • 配置用于促进财务咨询服务的决策辅助平台
    • US20060041491A1
    • 2006-02-23
    • US10923512
    • 2004-08-20
    • Eric SmithJoseph Simko
    • Eric SmithJoseph Simko
    • G06Q40/00
    • G06Q40/00G06Q40/06
    • A system includes instructions configured for enabling the one or more data processing device to facilitate preparing client-specific template information and determining client-specific consulting information dependent upon the client-specific template information. The client specific template information includes performance criteria, weightings, defined investment dataset information, filters configured for refining investment dataset information and/or process instructions. Examples of client specific consulting information include investment index performance scores, performance scores of investments in an investment portfolio, objectively quantified investment choices, asset class corresponding to allocated investment within an investment portfolio, comparative performance analyses between allocated investments and non-allocated investments represented within an asset class, and other information utilized by an investor for making investment decisions.
    • 系统包括被配置用于使一个或多个数据处理设备有助于准备特定于客户端的模板信息并且根据客户端特定的模板信息来确定客户端特定的咨询信息的指令。 客户端特定模板信息包括绩效标准,权重,定义的投资数据集信息,用于提炼投资数据集信息和/或处理指令的过滤器。 客户具体咨询信息的示例包括投资指数表现评分,投资组合投资绩效分数,客观量化投资选择,对应于投资组合内分配投资的资产类别,分配投资与代表的投资组合之间的比较绩效分析 资产类别和投资者用于作出投资决策的其他信息。
    • 10. 发明授权
    • Method and apparatus for forming ladle well blocks
    • 用于形成钢包井块的方法和装置
    • US4715585A
    • 1987-12-29
    • US909822
    • 1986-09-19
    • Joseph Simko
    • Joseph Simko
    • B22D41/46C21C5/46C21C5/44
    • B22D41/46C21C5/4653
    • Apparatus and method for filling the well of a molten metal ladle or like vessel with a pre-selected charge of disposable refractory sand is disclosed. The apparatus includes a disposable can positioned above and in the blocking and at the top of the well. The can includes a plurality of apertures spaced around said can. The apparatus includes a unit hopper that is filled with a preselected charge of sand and is suspended from an overhead crane and maneuvered by crane controls from a safe distance. The hopper unit includes latches for releasably holding the can at its bottom and a trigger mechanism for discharging the sand in response to the seating of the can on a surface and the lowering of the hopper unit through the can. The operator may charge the hopper with sand, latch the can to the bottom of the apparatus, maneuver it into and over the ladle to the well and lower it so that the can is seated above the well. By continuing to lower the crane, the unit automatically releases the can therefrom and triggers the discharge of the sand from the hopper through the unit and into the well. The sand flows therein to fill the well and the bottom of the can. The sand continues to mound in the can and to flow out through its apertures to crown the outside of the can. The operator then raises and withdraws the hopper unit from the ladle.
    • 公开了一种用一次性耐火砂预先填充的熔融金属浇包或类似容器的井的装置和方法。 该设备包括位于井的顶部和顶部的一次性罐。 罐包括围绕所述罐间隔开的多个孔。 该装置包括装有预先选定的沙子的单元料斗,并悬挂在桥式起重机上并由安全距离由起重机控制器操纵。 料斗单元包括用于可释放地将罐保持在其底部的闩锁和用于响应于罐在表面上的安置以及料斗单元通过罐的下降而排出砂的触发机构。 操作者可以用砂子将料斗充满料斗,将罐塞到设备的底部,将钢包放入和浇筑到井中,并将其降低,以使罐位于油井上方。 通过继续降低起重机,机组自动从其中释放罐体,并引发沙子从料斗经单元排放到井中。 沙子流入其中以填充井和罐的底部。 沙子继续沉入罐中,并通过其孔径流出,从而将罐的外面冠上。 然后,操作员从钢包中提起并取出料斗单元。