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Financial risk management assessment system and method for assessing financial risk

机译:金融风险管理评估系统及评估金融风险的方法

摘要

A system configured to assess financial risk tolerance and an appropriate method to assess an investor's financial risk tolerance, wherein the system presents to the investor a series of financial parameters and based on the investor's responses to the financial parameters, the system develops a series of portfolios for the investor to choose from and then the system generates for the investor a financial risk tolerance score. An investor chooses which retirement plan he/she is more comfortable with until he/she has reached the plan that has the appropriate amount of risk to reward ratio for them.
机译:一种配置为评估财务风险承受能力的系统和一种评估投资者财务风险承受能力的适当方法,其中,系统向投资者提供一系列财务参数,并根据投资者对财务参数的响应,开发一系列投资组合供投资者选择,然后系统为投资者生成财务风险承受力得分。投资者选择他/她更适合的退休计划,直到他/她达到对他们而言具有适当风险回报率的计划为止。

著录项

  • 公开/公告号GB201803308D0

    专利类型

  • 公开/公告日2018-04-11

    原文格式PDF

  • 申请/专利权人 FINMASON INC;

    申请/专利号GB20180003308

  • 发明设计人

    申请日2016-08-03

  • 分类号

  • 国家 GB

  • 入库时间 2022-08-21 12:32:38

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