Investment portfolio pressure bearing evaluation method and device, equipment, and medium
A technology of evaluation factors and evaluation conditions, applied in the field of blockchain, can solve problems such as low accuracy, labor-intensive expenditure, dependence on subjective experience, etc., to achieve the effect of improving practicability
Pending Publication Date: 2022-02-08
TAIKANG LIFE INSURANCE CO LTD +1
View PDF0 Cites 0 Cited by
- Summary
- Abstract
- Description
- Claims
- Application Information
AI Technical Summary
Problems solved by technology
In related technologies, the trustee generally organizes experienced managers to evaluate the pressure-bearing capacity of the investment portfolio, but this method consumes labor costs, and the whole process relies on human subjective experience, and the accuracy is low
Method used
the structure of the environmentally friendly knitted fabric provided by the present invention; figure 2 Flow chart of the yarn wrapping machine for environmentally friendly knitted fabrics and storage devices; image 3 Is the parameter map of the yarn covering machine
View moreImage
Smart Image Click on the blue labels to locate them in the text.
Smart ImageViewing Examples
Examples
Experimental program
Comparison scheme
Effect test
Embodiment Construction
[0060] The following will clearly and completely describe the technical solutions in the embodiments of the present application with reference to the drawings in the embodiments of the present application. Obviously, the described embodiments are part of the embodiments of the present application, not all of them. Based on the embodiments in this application, all other embodiments obtained by persons of ordinary skill in the art without creative efforts fall within the protection scope of this application.
[0061] It should be noted that the terms "first" and "second" in the description and claims of the present application and the above drawings are used to distinguish similar objects, but not necessarily used to describe a specific sequence or sequence. It is to be understood that the data so used are interchangeable under appropriate circumstances such that the embodiments of the application described herein can be practiced in sequences other than those illustrated or desc...
the structure of the environmentally friendly knitted fabric provided by the present invention; figure 2 Flow chart of the yarn wrapping machine for environmentally friendly knitted fabrics and storage devices; image 3 Is the parameter map of the yarn covering machine
Login to View More PUM
Login to View More Abstract
The embodiment of the invention provides an investment portfolio pressure bearing evaluation method and device, equipment, and a medium. The method is applied to the client-side. The method comprises the following steps: in response to a triggered pressure evaluation condition, obtaining current evaluation data of an investment portfolio of which the pressure evaluation condition is triggered, and information data of the investment portfolio in a historical period; matching preset evaluation factor configuration information with the evaluation data to obtain a plurality of target evaluation factors matched with the evaluation data; analyzing investment object data belonging to each target evaluation factor in the information data to obtain a fluctuation value corresponding to each target evaluation factor; based on an asset proportion of an investment object belonging to each target evaluation factor in the evaluation data and a corresponding fluctuation value, determining an anti-risk value corresponding to each target evaluation factor; based on the anti-risk value corresponding to each target evaluation factor, outputting current pressure bearing evaluation information of the investment portfolio.
Description
technical field [0001] The present application relates to the technical field of blockchain, in particular to a method, device, equipment and medium for stress assessment of investment portfolios. Background technique [0002] Enterprise annuity is a supplementary pension system, which refers to the supplementary pension insurance system independently established by enterprises and their employees on the basis of participating in the basic pension insurance according to law. When operating an enterprise annuity, it is generally under the supervision of the China Banking and Insurance Regulatory Commission, initiated by the client, and managed by the trustee. In the actual operation process, in addition to involving the principal and trustee, it also involves custodians, custodians, investment managers, account managers, etc. [0003] Among them, the trustee of the enterprise annuity is responsible for formulating the investment strategy of the enterprise annuity fund, and t...
Claims
the structure of the environmentally friendly knitted fabric provided by the present invention; figure 2 Flow chart of the yarn wrapping machine for environmentally friendly knitted fabrics and storage devices; image 3 Is the parameter map of the yarn covering machine
Login to View More Application Information
Patent Timeline
Login to View More IPC IPC(8): G06Q40/06G06Q10/06
CPCG06Q40/06G06Q10/06393
Inventor 罗孝培张战胜黄美玲张志辉王亚鑫黎松严凌郝佳齐高远刘丙寅
Owner TAIKANG LIFE INSURANCE CO LTD