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    • 7. 发明申请
    • PORTFOLIO MANAGEMENT
    • 组合管理
    • US20160125537A1
    • 2016-05-05
    • US14527360
    • 2014-10-29
    • Theodore TsungJessica Liu
    • Theodore TsungJessica Liu
    • G06Q40/06
    • G06Q40/06
    • A method and system are provided. The method includes calculating respective moving average values for client holdings at a financial account level, an individual client level, and a household level based on end-of-day holding prices therefor. The method further includes calculating a financial account level risk metric, an individual level risk metric, and a household level risk metric responsive to the respective moving average values. The method also includes outputting a respective alarm signal for at least one financial firm employee responsive to any of the financial account level risk metric, the individual level risk metric, and the household level risk metric respectively exceeding a target financial account level risk metric, a target individual level risk metric, and a target household level risk metric. The target risk metrics are determined from respective client specified risk acceptance values at the financial account level, the individual client level, and the household level.
    • 提供了一种方法和系统。 该方法包括基于日期持有价格计算在金融账户级别,个人客户端级别和家庭级别的客户持有量的相应移动平均值。 该方法还包括响应于相应的移动平均值计算金融账户级别风险度量,个体级风险度量和家庭级风险度量。 该方法还包括响应于分别超过目标金融帐户级别风险度量的任何金融账户级别风险度量,个人级别风险度量和家庭级别风险度量,为至少一个金融公司雇员输出相应的报警信号, 目标个人水平风险度量和目标家庭层面风险度量。 目标风险度量是根据客户在财务账户层面,个人客户层面和家庭层面的相应客户指定的风险接受值确定的。