Investment project integrated management and control system

Through the integrated management and control system for investment projects, the data integration and governance problems of small and medium-sized enterprises in investment data management are solved, decision-making support and technology updates are provided, data accuracy and consistency are achieved, and the rapid development of technology is adapted to the rapid development of technology and optimized. Portfolio.

CN119443856AInactive Publication Date: 2025-02-14CHENGDU DARONG INTERACTIVE TECHNOLOGY DEVELOPMENT CO LTD
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Patent Information

Application Number
CN202411472235.0
Authority / Receiving Office
CN · China
Patent Type
Applications(China)
Current Assignee / Owner
Filing Date
2024-10-22
Publication Date
2025-02-14
Estimated Expiration
Not applicable · inactive patent

AI Technical Summary

Technical Problem

Small and medium-sized enterprises face difficulties in data integration and lack of mature data governance policies and processes in investment data management, resulting in confusion in data management, difficulty in ensuring the accuracy and consistency of data, and at the same time face the problem of fast technology updates.

Method used

Provide an integrated management and control system for investment projects, including data integration module, decision analysis module, policy formulation module and technology update module. The data integration module integrates data from different business systems. The decision analysis module provides decision support by evaluating the performance of enterprises in the environment, society and governance. The technology update module tracks technological development trends and regularly updates system functions.

Benefits of technology

Help investors make decisions, provide data governance services, integrate data from multiple business systems, ensure data accuracy and consistency, adapt to rapid technological development, maintain competitiveness, and optimize by identifying high-return investment opportunities and evaluating risks. Portfolio.

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Abstract

The invention discloses an investment project integrated management and control system, which belongs to the technical field of enterprise data management and comprises a data integration module, a decision analysis module, a policy making module and a technology updating module. The data integration module is used for integrating data from different business systems so as to realize unification and standardization of the data; the decision analysis module comprises an analysis unit and an investment support unit; the investment support unit is used for analyzing a result according to the data of the analysis unit; the system can help investors to make decisions, can provide data governance services for small and medium-sized enterprises, can integrate various different business systems, avoids data management confusion possibly caused by lack of mature data governance policies and processes, adapts to rapid development and continuous updating of the technology to maintain competitiveness, and is suitable for popularization and application. By identifying potential high-return investment opportunities, while evaluating the risk levels of these opportunities, the combination of both can be used for optimization of portfolios.
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Description

Technical Field

[0001] The present invention relates to the field of enterprise data management technology, and more specifically, to an integrated management and control system for investment projects. Background Art

[0002] The enterprise investment data processing system is a comprehensive system that aims to improve the efficiency and accuracy of enterprise investment through digital management. It is mainly used to process and analyze relevant enterprise data in environmental, social and governance evaluations to help investors make decisions. It can also provide data governance services for small and medium-sized enterprises to help them overcome their deficiencies in funds, talents, technology, etc.

[0003] However, due to the particularities of SMEs, for example, each SME has unique business processes and needs, and uses a variety of different business systems. The data formats and interfaces of these systems may be incompatible, resulting in difficulties in data integration. The lack of mature data governance policies and processes may lead to chaotic data management and difficulty in ensuring data accuracy and consistency. In addition, as data protection regulations become increasingly stringent, SMEs may face compliance challenges. At the same time, the rapid development of technology means that companies need to constantly update their investment in data processing systems to remain competitive, but SMEs may find it difficult to keep up with this rapid pace of updates. Summary of the invention

[0004] To solve the above problems, the present invention provides an integrated management and control system for investment projects, including a data integration module, a decision analysis module, a policy formulation module and a technology update module;

[0005] The data integration module is used to integrate data from different business systems to achieve data unification and standardization;

[0006] The decision analysis module includes an analysis unit and an investment support unit. The analysis unit is used to evaluate the environmental, social and governance performance of the enterprise based on the data of the data integration module, specifically:

[0007] According to the formula Calculate and obtain the comprehensive evaluation value Q of the enterprise in terms of environment, society and governance, where n is the number of key indicators of the comprehensive evaluation value Q, x is i represents the value of the i-th key indicator, ω i is the weight coefficient of the i-th key indicator;

[0008] Transmitting the comprehensive evaluation value Q to the investment support unit;

[0009] The investment support unit is used to provide decision support based on the data analysis results of the analysis unit; the technology update module is used to track technology development trends and regularly update the functions of the decision analysis module and the policy formulation module to adapt to new data processing requirements and technical standards.

[0010] Preferably, the specific working mode of the data integration module is as follows:

[0011] Demand Analysis:

[0012] Data Source Identification:

[0013] Data extraction:

[0014] Data conversion:

[0015] Data Integration:

[0016] Interface standardization:

[0017] Data synchronization.

[0018] Preferably, the data integration module further includes a data verification unit, which is used to verify and clean the data acquired by the data integration module, specifically:

[0019] Data evaluation:

[0020] Data Review:

[0021] Data deduplication:

[0022] Data correction:

[0023] Missing value handling:

[0024] Data Standardization:

[0025] Data Validation:

[0026] Data quality rating:

[0027] Feedback loop.

[0028] Preferably, the specific working mode of the investment support unit is as follows:

[0029] According to the formula Get the expected return on investment U, where Z i is the observed return rate for the ith time, N is the number of observations,

[0030] Predict the enterprise's investment return and obtain the risk-adjusted investment return rate U;

[0031] According to the formula Obtain the risk measure for the return on investment;

[0032] According to the formula Obtain the risk-return rate F1 of this investment;

[0033] According to the formula F2=F1*τ, the attractiveness score F2 of the investment is obtained;

[0034] According to the formula Obtain the comprehensive score F3 of this investment;

[0035] A threshold value of the comprehensive score is set in advance. If the comprehensive score F3 is greater than the threshold value, it is determined that the investment can be carried out. Otherwise, the investment is suspended.

[0036] Preferably, the specific working method of the investment support unit also includes:

[0037] Obtain the median Y of the comprehensive evaluation value of the enterprise in the current period;

[0038] According to the formula P=R+β*(QY), the risk premium value P of the enterprise in the next cycle is obtained, and the risk premium value P is brought into the basic investment of the enterprise to complete the risk adjustment, where R is the basic risk premium and β is the preset proportional coefficient, which is used to adjust the risk premium according to the ESG score;

[0039] Set a threshold of investment return rate in advance, compare the risk-adjusted investment return rate U with the investment return rate threshold, and provide decision support based on the comparison results.

[0040] Preferably, the specific method of obtaining the preset proportionality coefficient β is as follows:

[0041] A threshold range of a comprehensive evaluation value is set in advance;

[0042] Compare the comprehensive evaluation value Q with the threshold range of the comprehensive evaluation value. If the comprehensive evaluation value Q is greater than the threshold range of the evaluation value, it is judged as a high ESG scenario. If the comprehensive evaluation value Q is within the threshold range of the comprehensive evaluation value, it is judged as a medium ESG scenario. If the comprehensive evaluation value Q is less than the threshold range of the evaluation value, it is judged as a low ESG scenario.

[0043] In the low ESG scenario, a higher β value is needed to increase the risk premium, thereby reducing the risk premium value P;

[0044] In the medium ESG scenario, the β value is the preset normal value;

[0045] In a high ESG scenario, a lower beta value is needed to reduce the risk premium, and a lower risk premium increases the risk premium value.

[0046] Preferably, the specific manner of providing decision support is as follows:

[0047] If the return on investment U is greater than the return on investment threshold, it means that the expected return on investment is higher than the minimum acceptable return set by the investor;

[0048] If the return on investment U is less than the return on investment threshold, it means that the expected return on investment does not meet the investor's minimum requirements and the investment is stopped.

[0049] Preferably, the specific calculation formula of the technology update module is as follows:

[0050] Obtain the real-time data processing demand value L;

[0051] Get the performance benchmark value K of the system in the current time period;

[0052] Obtain the update priority value L of each update point in the integrated management and control system of the investment project;

[0053] Arrange the update priority values ​​L from large to small, and perform optimization and update in the order of arrangement.

[0054] Preferably, the specific method of obtaining the performance benchmark test value K is as follows:

[0055] Determine key performance indicators (KPIs), obtain new standard KPIs and current system KPIs;

[0056] Benchmark existing systems and record KPIs.

[0057] Compare test results with new technical standards and calculate gaps,

[0058] Preferably, the specific method of obtaining the update priority value L is as follows:

[0059] The update priority value L is calculated and obtained according to the formula L=(K*δ)+(L*γ)+(U*ε), wherein δ, γ and ε are preset proportional coefficients.

[0060] Beneficial effects: It helps investors make decisions and provides data governance services to small and medium-sized enterprises to help them overcome deficiencies in funding, talent, technology, etc. It can integrate a variety of different business systems to avoid data management chaos caused by the lack of mature data governance policies and processes. At the same time, it adapts to the rapid development of technology and constantly updates to maintain competitiveness. By identifying potential high-return investment opportunities and evaluating the risk level of these opportunities, the combination of the two can be used to optimize the investment portfolio. BRIEF DESCRIPTION OF THE DRAWINGS

[0061] Figure 1 It is a flow chart of the present invention. DETAILED DESCRIPTION

[0062] like Figure 1 As shown, the present invention proposes an integrated management and control system for investment projects, including a data integration module, a decision analysis module, a policy formulation module and a technology update module; it should be noted that the enterprise investment data processing system is a comprehensive system that aims to improve the efficiency and accuracy of enterprise investment through digital management. It is mainly used to process and analyze relevant data of enterprises in environmental, social and governance evaluations to help investors make decisions. At the same time, it can provide data governance services for small and medium-sized enterprises to help them overcome deficiencies in funds, talents, technology, etc.; however, due to the particularity of small and medium-sized enterprises, such as the unique business processes and needs of each enterprise in small and medium-sized enterprises, the use of a variety of different business systems, the data formats and interfaces of these systems may be incompatible, resulting in difficulties in data integration, and the lack of mature data governance policies and processes may lead to chaotic data management, making it difficult to ensure the accuracy and consistency of data, and with the increasingly stringent data protection regulations, small and medium-sized enterprises may face compliance challenges. At the same time, the rapid development of technology means that enterprise investment data processing systems need to be constantly updated to maintain competitiveness, but small and medium-sized enterprises may find it difficult to keep up with this rapid pace of updates;

[0063] This technical solution addresses the above issues by taking comprehensive considerations of SMEs, including finding cost-effective solutions;

[0064] The data integration module is used to integrate data from different business systems to achieve data unification and standardization; it should be noted that by integrating data from different business systems, it is possible to reduce the incompatibility of existing data formats and interfaces, and the problem of difficulty in ensuring data accuracy and consistency;

[0065] The decision analysis module includes an analysis unit and an investment support unit. The analysis unit is used to evaluate the environmental, social and governance performance of the enterprise based on the data of the data integration module, specifically:

[0066] According to the formula Calculate and obtain the comprehensive evaluation value Q of the enterprise in terms of environment, society and governance, where n is the number of key indicators of the comprehensive evaluation value Q, x is i represents the value of the i-th key indicator, ω i is the weight coefficient of the i-th key indicator; it should be noted that, in this embodiment, the key indicators include carbon emissions, energy efficiency, water resource management, employee satisfaction, gender diversity, board independence, community participation and supply chain management; the score of each key indicator can be obtained by The actual performance value, as well as the minimum and maximum values ​​of the key indicators are obtained through the data integration module. It should also be noted that, in this embodiment, the corresponding weights of carbon emissions, energy efficiency, water resource management, employee satisfaction, gender diversity, board independence, community participation and supply chain management are 0.128, 0.092, 0.168, 0.221, 0.029, 0.298, 0.049 and 0.015 respectively;

[0067] Transmitting the comprehensive evaluation value Q to the investment support unit;

[0068] The investment support unit is used to provide decision support according to the data analysis results of the analysis unit; it should be noted that, in this embodiment, the decision support includes risk assessment and investment return prediction.

[0069] The decision analysis module can help investors make decisions and provide data governance services to small and medium-sized enterprises to help them overcome their deficiencies in funding, talent, technology, etc.

[0070] The technology update module is used to track technology development trends and regularly update the functions of the decision analysis module and the policy formulation module to adapt to new data processing requirements and technical standards. It should be noted that the technology update module can enable small and medium-sized enterprises to keep up with technology updates and maintain competitiveness.

[0071] As an optional embodiment: the specific working mode of the data integration module is as follows:

[0072] Demand analysis: It should be noted that in this embodiment, the data requirements and data sources of different business systems are determined, and the data format, interface type and data update frequency are understood;

[0073] Data source identification: It should be noted that, in this embodiment, all data sources that need to be integrated are specifically listed, and the accessibility and permission requirements of the data sources are determined;

[0074] Data extraction: It should be noted that, in this embodiment, data is extracted from various data sources using ETL tools or custom scripts;

[0075] Data conversion: It should be noted that in this embodiment, the data format is converted to match the target data model, including data type conversion, unit conversion, etc.;

[0076] Data integration: It should be noted that in this embodiment, the converted data is specifically merged into a unified data warehouse or data lake;

[0077] Interface standardization: It should be noted that in this embodiment, a standardized data access interface is specifically designed and implemented to support interaction between different systems;

[0078] Data synchronization. It should be noted that in this embodiment, a real-time or periodic synchronization mechanism for data is implemented to ensure the timeliness of data; it should also be noted that data from a variety of different business systems can be integrated to avoid the situation where the data formats and interfaces of these systems may be incompatible, resulting in difficulties in data integration.

[0079] As an optional embodiment: the data integration module further includes a data verification unit, and the data verification unit is used to verify and clean the data obtained by the data integration module, specifically:

[0080] Data evaluation: It should be noted that in this embodiment, the data quality and integrity are initially evaluated to determine the scope of data that needs to be cleaned. Specifically, data exploratory analysis (EDA) can be used to identify data distribution, abnormal points, etc.

[0081] Data review: It should be noted that, in this embodiment, specifically to check outliers, inconsistencies and errors in the data, the specific outlier detection can use box plot analysis, where an outlier is usually defined as a value less than the first quartile minus 1.5 times the interquartile range or greater than the third quartile plus 1.5 times the interquartile range;

[0082] Data deduplication: It should be noted that in this embodiment, an algorithm or tool is used to identify and delete duplicate data records. Deduplication usually does not involve complex calculations, but identifies duplicate items by comparing the similarity of records. For example, a hash table can be used to quickly identify duplicate records.

[0083] Data correction: It should be noted that in this embodiment, it specifically refers to correcting obvious errors in the data, such as spelling errors, format errors, etc.;

[0084] Missing value processing: It should be noted that in this embodiment, the specific processing strategy for missing values ​​is determined, such as filling, deleting, or estimating missing values ​​using statistical methods;

[0085] Data standardization: It should be noted that in this embodiment, the data is specifically converted into a unified format and unit to facilitate analysis and comparison;

[0086] Data validation: It should be noted that in this embodiment, data validation rules are implemented to ensure that data meets specific business rules and logic, and to verify whether the data meets specific rules, which usually involves writing conditional statements or using regular expressions to check the format and range of the data;

[0087] Data quality scoring: It should be noted that in this embodiment, a quality scoring standard is specifically defined for the data set, and the data quality is regularly evaluated;

[0088] Feedback loop. It should be noted that, in this embodiment, specifically based on the result of data cleaning,

[0089] Provide feedback to data providers to improve the data input and collection process; It should also be noted that, based on the results of data cleaning, if it is a minor error that does not affect the overall quality of the data, such as occasional spelling errors, inconsistent formats, etc., then informal notification: send a brief reminder via email or instant messaging system; Online help documents: Update the help documents to clarify the correct data input format and standards; Individual guidance: Provide one-on-one guidance or suggestions to individual data providers who repeatedly make minor errors;

[0090] If there are issues that affect data quality but do not have a significant impact on the analysis results, such as missing data or data inconsistency, a formal report containing problem details and improvement suggestions will be generated; workshops or training will be organized to provide solutions and best practices for the problems found;

[0091] If there are issues that have a significant impact on data quality and analysis results, such as large amounts of missing data, key data errors, data security issues, etc., then: provide a detailed data audit report, including root cause analysis of the problem and urgent improvement measures; if the problem involves the process or system level, senior management intervention and support may be required.

[0092] As an optional embodiment: the specific working mode of the investment support unit is as follows:

[0093] It should be noted that corporate investment decisions usually involve a trade-off between risk and return. A predicted high return may be accompanied by high risk, and vice versa. Multi-dimensional risk assessment helps investors understand this trade-off relationship. This technical solution can identify potential high-return investment opportunities and assess the risk level of these opportunities at the same time. The combination of the two can be used to optimize the investment portfolio.

[0094] According to the formula Get the expected return on investment U, where Z i is the observed return rate for the ith time, N is the number of observations,

[0095] Predict the return on investment of the enterprise and obtain the risk-adjusted return on investment U. It should be noted that the return on investment U is used to help the enterprise understand the expected return under certain risks;

[0096] According to the formula Obtain the risk measure for the return on investment;

[0097] According to the formula Obtain the risk-return rate F1 of this investment;

[0098] According to the formula F2=F1*τ, the attractiveness score F2 of the investment is obtained; it should be noted that, in this embodiment, the weight of τ comprehensive investment scale can be 1.023;

[0099] According to the formula The comprehensive score F3 of the investment is obtained; it should be noted that m is a preset market factor, and its value in this embodiment is 0.293. represents the partial derivative of the expected return on investment U with respect to the variable m;

[0100] A threshold value of the comprehensive score is set in advance. If the comprehensive score F3 is greater than the threshold value, it is determined that the investment can be carried out. Otherwise, the investment is suspended.

[0101] As an optional embodiment: the specific working method of the investment support unit also includes:

[0102] Obtain the median Y of the comprehensive evaluation value of the enterprise in the current period; it should be noted that in this embodiment, the period is 7 days, the comprehensive evaluation value is calculated once a day, and the median Y is the median of the 7 groups of comprehensive evaluation values

[0103] According to the formula P=R+β*(QY), the risk premium value P of the enterprise in the next cycle is obtained, and the risk premium value P is brought into the basic investment of the enterprise to complete the risk adjustment, wherein R is the basic risk premium, and β is a preset proportional coefficient, which is used to adjust the risk premium according to the level of the ESG score; it should be noted that in this embodiment, the value of β is obtained according to different ESG performance scenarios. If β is a positive number, a lower ESG score will lead to a higher risk premium; if β is a negative number, the opposite is true;

[0104] Set a threshold of investment return rate in advance, compare the risk-adjusted investment return rate U with the investment return rate threshold, and provide decision support based on the comparison results.

[0105] As an optional embodiment: the specific method of obtaining the preset proportionality coefficient β is as follows:

[0106] A threshold range of a comprehensive evaluation value is set in advance; it should be noted that, in this embodiment, the threshold range of the comprehensive evaluation value may be obtained by obtaining the historical average value of the comprehensive evaluation value ±1;

[0107] Compare the comprehensive evaluation value Q with the threshold range of the comprehensive evaluation value. If the comprehensive evaluation value Q is greater than the threshold range of the evaluation value, it is judged as a high ESG scenario. If the comprehensive evaluation value Q is within the threshold range of the comprehensive evaluation value, it is judged as a medium ESG scenario. If the comprehensive evaluation value Q is less than the threshold range of the evaluation value, it is judged as a low ESG scenario.

[0108] In the low ESG scenario, a higher β value is needed to increase the risk premium, thereby reducing the risk premium value P;

[0109] In the medium ESG scenario, the β value is the preset normal value;

[0110] In the high ESG scenario, a lower β value is needed to reduce the risk premium, and a lower risk premium increases the risk premium value. It should be noted that in this embodiment, in the medium ESG scenario, the β value can be 1.022, in the low ESG scenario, the β value can be 1.602, and in the high ESG scenario, the β value can be 0.702.

[0111] As an optional embodiment: the specific manner of providing decision support is as follows:

[0112] If the return on investment U is greater than the return on investment threshold, it means that the expected return on investment is higher than the minimum acceptable return set by the investor;

[0113] If the return on investment U is less than the return on investment threshold, it means that the expected return on investment does not meet the investor's minimum requirements and the investment is stopped.

[0114] As an optional embodiment: the specific calculation formula of the technology update module is as follows:

[0115] The real-time data processing demand value L is obtained; it should be noted that, in this embodiment, the new data processing demand is determined through market research and data analysis, and is completed through questionnaires, user feedback and demand analysis reports. In this embodiment, the value of the real-time data processing demand value L is any integer from 1 to 10;

[0116] Get the performance benchmark value K of the system in the current time period;

[0117] Obtain the update priority value L of each update point in the integrated management and control system of the investment project;

[0118] Arrange the update priority values ​​L from large to small, and optimize the update in the order of arrangement. It should be noted that through this method, enterprises can ensure that technology update decisions are based on comprehensive analysis and strategic considerations, rather than just intuition or a single factor, which helps ensure that limited resources are prioritized for the most valuable update projects.

[0119] As an optional embodiment: the specific method of obtaining the performance benchmark test value K is as follows:

[0120] Determine the key performance indicator KPI, and obtain the new standard KPI and the current system KPI; it should be noted that, in this embodiment, the new standard KPI and the current system KPI are specifically obtained by the comprehensive processing speed, data throughput and response time of the staff.

[0121] Benchmark existing systems and record KPIs.

[0122] Compare test results with new technical standards and calculate gaps,

[0123] As an optional embodiment: the specific method of obtaining the update priority value L is as follows:

[0124] According to the formula L=(K*δ)+(L*γ)+(U*ε), the update priority value L is calculated and obtained, wherein δ, γ and ε are preset proportional coefficients. It should be noted that in this embodiment, the values ​​of δ, γ and ε are 0.192, 0.283 and 0.625 respectively.

[0125] How it works

[0126] It helps investors make decisions and provides data governance services to small and medium-sized enterprises to help them overcome deficiencies in funding, talent, technology, etc. It can integrate a variety of different business systems to avoid data management chaos caused by the lack of mature data governance policies and processes. At the same time, it adapts to the rapid development of technology and constantly updates to maintain competitiveness. By identifying potential high-return investment opportunities and evaluating the risk level of these opportunities, the combination of the two can be used to optimize the investment portfolio.

[0127] The above are only preferred implementations of the present invention. The protection scope of the present invention is not limited to the above embodiments. All technical solutions under the concept of the present invention belong to the protection scope of the present invention. It should be pointed out that for ordinary technicians in this technical field, some improvements and modifications without departing from the principle of the present invention should also be regarded as the protection scope of this template.

Claims

1. An integrated management and control system for investment projects, characterized in that: Including data integration module, decision analysis module and technology update module; The data integration module is used to integrate data from different business systems to achieve data unification and standardization; The decision analysis module includes an analysis unit and an investment support unit. The analysis unit is used to evaluate the environmental, social and governance performance of the enterprise based on the data of the data integration module, specifically: According to the formula Calculate and obtain the comprehensive evaluation value Q of the enterprise in terms of environment, society and governance, where n is the number of key indicators of the comprehensive evaluation value Q, x is i represents the value of the i-th key indicator, ω i is the weight coefficient of the i-th key indicator; Transmitting the comprehensive evaluation value Q to the investment support unit; The investment support unit is used to provide decision support according to the data analysis results of the analysis unit; The technology update module is used to track technology development trends and regularly update the functions of the decision analysis module and the policy formulation module to adapt to new data processing requirements and technical standards.

2. An integrated investment project management and control system according to claim 1, characterized in that: The specific working mode of the data integration module is as follows: Demand Analysis: Data Source Identification: Data extraction: Data conversion: Data Integration: Interface standardization: Data synchronization.

3. An integrated investment project management and control system according to claim 2, characterized in that: The data integration module also includes a data verification unit, which is used to verify and clean the data obtained by the data integration module, specifically: Data evaluation: Data Review: Data deduplication: Data correction: Missing value handling: Data Standardization: Data Validation: Data quality rating: Feedback loop.

4. The integrated management and control system for investment projects according to claim 1 is characterized in that: The specific working method of the investment support unit is as follows: According to the formula Get the expected return on investment U, where Z i is the observed return rate for the ith time, N is the number of observations, Predict the enterprise's investment return and obtain the risk-adjusted investment return rate U; According to the formula Obtain the risk measure for the return on investment; According to the formula Obtain the risk-return rate F1 of this investment; According to the formula F2=F1*τ, the attractiveness score F2 of the investment is obtained; According to the formula Obtain the comprehensive score F3 of this investment; A threshold value of the comprehensive score is set in advance. If the comprehensive score F3 is greater than the threshold value, it is determined that the investment can be carried out. Otherwise, the investment is suspended.

5. An integrated management and control system for investment projects according to claim 4, characterized in that: The specific working methods of the investment support unit also include: Obtain the median Y of the comprehensive evaluation value of the enterprise in the current period; According to the formula P=R+β*(QY), the risk premium value P of the enterprise in the next cycle is obtained, and the risk premium value P is brought into the basic investment of the enterprise to complete the risk adjustment, where R is the basic risk premium and β is the preset proportional coefficient, which is used to adjust the risk premium according to the ESG score; Set a threshold of investment return rate in advance, compare the risk-adjusted investment return rate U with the investment return rate threshold, and provide decision support based on the comparison results.

6. An integrated management and control system for investment projects according to claim 5, characterized in that: The specific method of obtaining the preset proportionality coefficient β is as follows: A threshold range of a comprehensive evaluation value is set in advance; Compare the comprehensive evaluation value Q with the threshold range of the comprehensive evaluation value. If the comprehensive evaluation value Q is greater than the threshold range of the evaluation value, it is judged as a high ESG scenario. If the comprehensive evaluation value Q is within the threshold range of the comprehensive evaluation value, it is judged as a medium ESG scenario. If the comprehensive evaluation value Q is less than the threshold range of the evaluation value, it is judged as a low ESG scenario. In the low ESG scenario, a higher β value is needed to increase the risk premium, thereby reducing the risk premium value P; In the medium ESG scenario, the β value is the preset normal value; In a high ESG scenario, a lower beta value is needed to reduce the risk premium, and a lower risk premium increases the risk premium value.

7. The integrated management and control system for investment projects according to claim 5 is characterized in that: The specific methods of providing decision support are as follows: If the return on investment U is greater than the return on investment threshold, it means that the expected return on investment is higher than the minimum acceptable return set by the investor; If the return on investment U is less than the return on investment threshold, it means that the expected return on investment does not meet the investor's minimum requirements and the investment is stopped.

8. The integrated management and control system for investment projects according to claim 1 is characterized in that: The specific calculation formula of the technology update module is as follows: Obtain the real-time data processing demand value L; Get the performance benchmark value K of the system in the current time period; Obtain the update priority value L of each update point in the integrated management and control system of the investment project; Arrange the update priority values ​​L from large to small, and perform optimization and update in the order of arrangement.

9. An integrated management and control system for investment projects according to claim 8, characterized in that: The specific method of obtaining the performance benchmark value K is as follows: Determine key performance indicators (KPIs), and obtain new standard KPIs and current system KPIs; Benchmark existing systems and record KPIs. Compare test results with new technical standards and calculate gaps, 10. An integrated investment project management and control system according to claim 9, characterized in that: The specific method of obtaining the update priority value L is as follows: The update priority value L is calculated and obtained according to the formula L=(K*δ)+(L*γ)+(U*ε), wherein δ, γ and ε are preset proportional coefficients.

Citation Information

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