Neomoney TAMSTotal Asset Management System Model Portfolio

摘要

PURPOSE: A model portfolio for neo-money synthetic assets management is provided to diagnose investment commodities of domestic financial institution based on data inputted by client using internet and to optimally reconstruct asset management portfolio of client according to the result. CONSTITUTION: A model portfolio for neo-money synthetic assets management is composed the steps of;providing a basic model based on life cycle;providing a detailed model portfolio according to selection type;selecting a corresponding matters according to selection type;providing a corresponding portfolio among one hundred and fifty of model on the type;inputting propensity to save and portfolio of client;diagnosing the portfolio of client;and constructing the optimal portfolio of client.