RISK MANAGING SYSTEM FOR INVESTMENT TRUST

摘要

PROBLEM TO BE SOLVED: To automatically distribute investment property to the commodity of the other risk index in accordance with the increase/decrease of the property value of the invested commodity and to perform risk management. ;SOLUTION: Investment property is periodically evaluated by using an operation result evaluating program 22 and using the operation result of an exchange information file and a customer information file. When the property value of the commodity of investment trust decreases for not less than a prescribed rate, a part of property is changed to the commodity of the low risk index and property is invested by using a reinvestment program 23. When the property value of the commodity of investment trust increases at a constant rate, a part of property is changed to the commodity of the high risk, property is invested and risk management is performed. The result of reinvestment is informed to a financial planner dealing with the commodity by using an operation result notice program 24 and to a customer.;COPYRIGHT: (C)2001,JPO