Title:
METHOD AND APPARATUS FOR ASSET MANAGEMENT
Document Type and Number:
WIPO Patent Application WO/2018/182179
Kind Code:
A1
Abstract:
Provided are an asset management method and apparatus. The asset management method includes: receiving an input of an investment amount, an investment period, and a plurality of investment goals from an investor; dividing the investment period into a current stage and future stages and receiving market information determined at each of the current and future stages from a market information modeling unit; and determining an investment asset allocation at each of the current and future stages based on the investment amount, the plurality of investment goals, and the market information.
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Inventors:
KIM WOOCHANG (KR)
KWON DOGYUN (KR)
LEE YONGJAE (KR)
KIM JANGHO (KR)
LIN CHANGLE (CN)
KWON DOGYUN (KR)
LEE YONGJAE (KR)
KIM JANGHO (KR)
LIN CHANGLE (CN)
Application Number:
PCT/KR2018/002309
Publication Date:
October 04, 2018
Filing Date:
February 26, 2018
Export Citation:
Assignee:
KAIST KOREA ADVANCED INSTITUTE OF SCIENCE AND TECH (KR)
International Classes:
G06Q40/06; G06Q10/06; G06Q40/04
Foreign References:
KR20050047246A | 2005-05-20 | |||
KR101594921B1 | 2016-02-17 | |||
JP2014006578A | 2014-01-16 | |||
KR20170005985A | 2017-01-17 | |||
KR101708831B1 | 2017-03-08 |
Attorney, Agent or Firm:
CHOI, Jeonghyun (KR)
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