Portfolio construction support equipment, portfolio construction support method, and program

摘要

PROBLEM TO BE SOLVED: To propose a portfolio in consideration of risk values different by life event even to the same customer.;SOLUTION: This portfolio construction support device is provided with: a request profit ratio calculation part for calculating a request profit ratio for acquiring necessary funds from working funds in a scheduled period for every customer identification information and event identification information input by an event input part; and a financial product presentation part for calculating the combination and rate of a plurality of financial product included in the portfolio and the predicted risk value of the portfolio for every customer identification information and event identification information by referring to a financial product storage part wherein the expected profit ratio of the portfolio acquired by combining the plurality of financial products stored in the financial product storage part is larger than a request profit rate calculated by the request profit ratio calculation part, and the predicted risk value of the portfolio based on covariance is much lower, and for presenting the calculated predicted risk value in association with the life event.;COPYRIGHT: (C)2009,JPO&INPIT