Method for allocating a fund investment and server and computer readable recording medium using the same

2015 
The purpose of the present invention is to promote fund investment with an optimized profit rate and riskiness through an analysis of a fund style through property allocation setting and fund allocation setting and a fund investment allocation result. A method for allocating fund investment comprises: an asset group setting step of setting an asset group to be an investment target by selecting an index; an asset allocation plan elicitation step of inducing an allocation plan for an asset by optimizing an expected profit rate and risk with respect to a structure of the asset group; a target portfolio and fund universe setting step of setting a fund style by selecting a portfolio having a purpose regarding the asset allocation plan and selecting fund collection to be a target of a style analysis; a style analysis step of finding an asset group combination capable of analyzing a past profit rate of the selected fund to create a style portfolio and calculate a style index between the style portfolio and the fund; a primary fund filtering step of satisfying a style of the target portfolio and filtering funds, which are included in a preset range regarding riskiness and a performance rate, of the fund group from a fund group of a fund universe; a secondary fund filtering step of grouping the primarily filtered funds in the maximum number of investment funds and then, re-filtering the funds to form a final investment fund collection; and a fund allocation plan inducement step of finding a fund allocation plan having a minimum tracking error in a given target alpha level.
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