The patent badge is an abbreviated version of the USPTO patent document. The patent badge does contain a link to the full patent document.
The patent badge is an abbreviated version of the USPTO patent document. The patent badge covers the following: Patent number, Date patent was issued, Date patent was filed, Title of the patent, Applicant, Inventor, Assignee, Attorney firm, Primary examiner, Assistant examiner, CPCs, and Abstract. The patent badge does contain a link to the full patent document (in Adobe Acrobat format, aka pdf). To download or print any patent click here.
Patent No.:
Date of Patent:
Jul. 04, 2023
Filed:
May. 05, 2022
Nomura Research Institute, Ltd., Tokyo, JP;
Tatsuo Tanaka, Tokyo, JP;
Nomura Research Institute, Ltd., Tokyo, JP;
Abstract
An object of the present invention is to generate a single portfolio assuming a plurality of targets as a specific objective of investment management, and also to make it possible to easily generate a plurality of portfolios having the same objective followed by comparing and contrasting of the plurality of portfolios. To this end, an investment management assistance serverthat generates, based on input information, portfolio information for suggesting investment management for objective achievement set by a customer includes: objective display meansthat displays predetermined objective information selectable by a customer through an input operation; interview display meansfor displaying predetermined interview information to which the customer is allowed to respond through an input operation; and portfolio generation/display meansfor generating predetermined portfolio information based on the objective information and interview information which are selected and responded to through an input operation, and causing the customer terminalto display the predetermined portfolio information in a visually recognized manner. The portfolio generation/display meansis configured to generate portfolio information for suggesting a single investment management corresponding to one or more pieces of objective information selected by the customer.