Asset allocation optimization system

• Main Authors: LIAO, TZUING, LIN, HSIENI, WANG, CHIEN-HAO, PU, GUAN-JI, LYU, GUAN-SIAN, CHIU, TAING, CHEN, YIN, CHEN, IING
• Format: Patent
• Language: Chinese; English
• Published: 01.12.2023
• Subjects: CALCULATING; COMPUTING; COUNTING; DATA PROCESSING SYSTEMS OR METHODS, SPECIALLY ADAPTED FORADMINISTRATIVE, COMMERCIAL, FINANCIAL, MANAGERIAL, SUPERVISORYOR FORECASTING PURPOSES; PHYSICS; SYSTEMS OR METHODS SPECIALLY ADAPTED FOR ADMINISTRATIVE,COMMERCIAL, FINANCIAL, MANAGERIAL, SUPERVISORY OR FORECASTINGPURPOSES, NOT OTHERWISE PROVIDED FOR

An asset allocation optimization system includes a commodity servo system, an asset allocation servo system electrically connected to the commodity servo system, and a combined optimization servo system electrically connected to the commodity servo system and the asset allocation servo system. The combined optimization servo system performs a combined optimization program on a customer inventory combination of a customer, so that the asset allocation servo system performs an asset matching program on all investment targets to generate a first asset matching combination. The combined optimization servo system then selects at least one of the first asset matching combination to generate non-overlapping N candidate permutations, so that the asset allocation servo system to performs the asset matching program on each candidate permutation to generate N second asset matching combinations and then determines a most suitable asset matching combination.