Cloud server-based investment management evaluation system

Abstract

The invention discloses a cloud server-based investment management evaluation system. The system includes an information acquisition terminal, a risk evaluation module, an income evaluation module anda report generation terminal. The information acquisition terminal collects running information of all investment enterprises, and sends the collected running information to the risk evaluation module. The risk evaluation module compares the received running information and preset risk rating information to determine investment risk coefficients of the investment enterprises, and respectively sends the same to the income evaluation module and the report generation terminal according to the investment risk coefficients of the investment enterprises. The income evaluation module calculates income evaluation coefficients according to the received investment risk coefficients, and sends the income evaluation coefficients to the report generation terminal. The system can effectively evaluate investment risks and incomes of all the investment enterprises through the risk evaluation module and the income evaluation module, facilitates reliable screening of managers on the investment enterprises, and has the characteristics of high accuracy of screening and time saving of manual reviewing.

Description

technical field [0001] The invention belongs to the technical field of investment management, and relates to an investment management evaluation system based on a cloud server. Background technique [0002] With the advancement of science and technology and the rapid development of the economy, some enterprises need to introduce other enterprises to invest in order to expand the scope of development. Under the modern investment management system, investment is generally divided into three stages: planning, implementation and optimization management. Investment planning is asset allocation, which is the most important link in the decision-making steps of asset portfolio management. The understanding of asset allocation must be based on a deep understanding of the nature of institutional investors' assets and liabilities, and the investment characteristics of common stocks and fixed-income securities. [0003] Investment does not necessarily earn the expected profit. Investme...

AI Technical Summary

Problems solved by technology

[0004] The purpose of the present invention is to provide an investment management evaluation system based on a cloud server, which solves the problems of long screening time, low efficiency and poor reliability in the process of screening investment enterprises of existing invested enterprises, and cannot meet the requirements of management personnel. Enterprise's investment evaluation management requirements

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