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Automatic Mapping And Allocation Of Beneficial Interests In Trusts For Portfolio Analysis
Automatic Mapping And Allocation Of Beneficial Interests In Trusts For Portfolio Analysis
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机译:信托中受益利益的自动映射和分配以进行投资组合分析
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摘要
The present invention relates to analysis of trusts that have multiple beneficiaries whose interests mature in different time periods or under different conditions. In particular, we disclose automatic mapping of interests in one or more trusts, optionally subject to user confirmation, to long and short positions in financial or derivative interests that have expected payouts and costs that can be offset against underlying trust assets. The underlying assets and long and short positions in the mapped instruments can be attributed to various beneficiaries and subjected to various risk and investment analyses.
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