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Multi-factor investment fund rating scoring system and method
Multi-factor investment fund rating scoring system and method
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机译:多因素投资基金评级评分系统与方法
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摘要
A system of and method for generating investment fund rating scores using a number of factors including criteria related to risk factors, performance, and qualitative factors. Historical weighting is provided to minimize the effect of short-term fluctuations, and the various factors are also weighted to establish the relative contributions of each of the evaluated factors. The ratings can be used to select, evaluate, and monitor mutual funds.
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