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DISCRETIONARY ELS INVESTMENT SYSTEM AND MANAGEMENT METHOD THEREOF

机译:随意性ELS投资系统及其管理方法

摘要

A discretionary equity linked securities (ELS) investment system and a management method thereof are disclosed. The discretionary ELS investment system comprises: a basic information specifying module configured to receive multiple pieces of ELS basic information determined by at least one first entity from a first system of the first entity and store the same, wherein each piece of the ELS basic information includes information on a candidate underlying asset that can be included in ELS and a loss barrier corresponding to the candidate underlying asset; an applicable ELS specifying module configured to receive information on at least one applicable ELS determined by at least one second entity and generated based on at least one piece of the ELS basic information stored in the basic information specifying module from a second system of the second entity and store the same; and an including module configured to choose at least one included ELS to be included in a customer′s account from among the at least one applicable ELS stored in the applicable ELS specifying module.;COPYRIGHT KIPO 2016
机译:公开了一种全权委托股票挂钩证券(ELS)投资系统及其管理方法。自主ELS投资系统包括:基本信息指定模块,被配置为从第一实体的第一系统接收由至少一个第一实体确定的多条ELS基本信息并将其存储,其中每条ELS基本信息包括:有关可包含在ELS中的候选基础资产的信息以及与候选基础资产相对应的损失壁垒;一种适用的ELS指定模块,被配置为从第二实体的第二系统接收由至少一个第二实体确定并基于存储在基本信息指定模块中的至少一条ELS基本信息而生成的至少一个适用的ELS的信息并存储相同; COPYRIGHT KIPO 2016;以及包括模块,其被配置为从存储在适用的ELS指定模块中的至少一个适用的ELS中选择要包括在客户账户中的至少一个包含的ELS。

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