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SYSTEM AND METHOD CONFIGURED FOR FACILITATING FINANCIAL ANALYSIS.
SYSTEM AND METHOD CONFIGURED FOR FACILITATING FINANCIAL ANALYSIS.
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机译:为便于财务分析而配置的系统和方法。
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摘要
A method comprises determining a plurality of investment performance scores, determining a plurality of investment index performance scores and assessing each one of the investment performance scores dependent upon a respective one of the investment index. Each one of the investment performance scores corresponds to a respective investment of an investment portfolio. Each one of the investment index performance scores corresponds to a respective investment index. The respective investment index corresponds to a respective one of the investment performance scores. The method may comprise determining a collection of indices that each corresponds to a respective investment of the investment portfolio of the client, determining a composite investment index performance score dependent upon the indices, and assessing the investment portfolio dependent upon the composite investment index performance score.
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