APPARATUS FOR MANAGING FINANCIAL INSTRUMENT AND THE OPERATION METHOD THEREOF

摘要

According to an embodiment of the present invention, an operating device of a financial product, and an operating method thereof. The operating device of the present invention comprises: a first investment unit for investing the total investment of a financial product in a capital protected product; a second investment unit for setting an investment limit with an amount corresponding to a predetermined investment ratio with respect to the total investment, and operating the investment corresponding to the investment limit in accordance with a long-short portfolio set in the financial product by using the capital protected product as security; and an outcome management unit for calculating an investment outcome index in accordance with the operation. The operation of the investment by the second investment unit is performed by a long position trading for a first financial product and a short position trading for a second financial product. The investment outcome index means an index of revenue with respect to the total investment in accordance with the operation of the investment. When the investment outcome index exceeds a first reference index, the second investment unit increases the investment ratio. The setting of the investment limit and the operation of the investment can be performed on the basis of the increased investment ratio. The present invention is able to minimize real investment.