首页> 外国专利> Method and system for measuring exposure of an investment fund to an issuer of financial assets

Method and system for measuring exposure of an investment fund to an issuer of financial assets

机译:用于测量投资基金对金融资产发行人的敞口的方法和系统

摘要

Method and system providing integration of investment fund data. One system includes a database configured to store financial data pertaining to financial assets. The system further includes a display application configured to create a display for displaying financial data pertaining to the financial assets. The display includes a first view adapted to display a list of financial transactions related to the financial assets. The display further includes a second view adapted to display asset metrics associated with the financial assets. The display application enables a user to select via the first view a particular financial transaction that is associated with a particular financial asset. The display application further presents via the second view an asset metric associated with the particular financial asset and one or more asset metrics associated with other financial assets held by the investment fund that were issued by an issuer of the particular financial asset.
机译:提供投资基金数据整合的方法和系统。一个系统包括被配置为存储与金融资产有关的金融数据的数据库。该系统还包括显示应用,该显示应用被配置为创建用于显示与该金融资产有关的金融数据的显示。该显示包括适合于显示与金融资产有关的金融交易列表的第一视图。该显示还包括第二视图,该第二视图适于显示与金融资产相关联的资产度量。显示应用程序使用户能够通过第一视图选择与特定金融资产相关联的特定金融交易。显示应用程序还通过第二视图呈现与特定金融资产相关联的资产度量,以及与由特定金融资产的发行人发行的,由投资基金持有的其他金融资产相关联的一个或多个资产度量。

著录项

  • 公开/公告号US10748214B2

    专利类型

  • 公开/公告日2020-08-18

    原文格式PDF

  • 申请/专利权人 KENNETH C. GRIFFIN;TOM MIGLIS;

    申请/专利号US20090539435

  • 发明设计人 KENNETH C. GRIFFIN;TOM MIGLIS;

    申请日2009-08-11

  • 分类号G06Q40/06;G06Q40/04;G06Q10/10;G06Q20/40;G06Q20;G06Q40/08;G06Q20/04;G06Q40;G06Q20/10;G06Q40/02;

  • 国家 US

  • 入库时间 2022-08-21 11:31:05

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