PORTFOLIO RISK INFORMATION PROVIDING DEVICE, SERVER

PROBLEM TO BE SOLVED: To provide a portfolio risk information providing device for supporting to reconstruct a customer's portfolio by presenting risk information which has high interpretability and is easy for investors to understand about the customer's portfolio and a fund portfolio of a fund provider. SOLUTION: A risk analyzing means 113 selects a risk factor corresponding to fund sorting (investment strategy), and obtains risk sensitivity of a fund portfolio by a multiple regression analysis. A customer's portfolio risk calculating means 115 calculates risk sensitivity of a customer's portfolio on the basis of the risk sensitivity obtained by the risk analyzing means 113, and a customer's portfolio risk presenting means 117 performs three-stage risk information presentation. A replacement simulation means 119 for adding/eliminating the customer's portfolio simulates a change in risk information and a change in performance caused by fund addition/elimination, and presents the simulated changes to the customer. COPYRIGHT: (C)2010,JPO&INPIT