EP1738320A2 - Portfolio selection for (healthcare) technology investment - Google Patents
Portfolio selection for (healthcare) technology investmentInfo
- Publication number
- EP1738320A2 EP1738320A2 EP05712064A EP05712064A EP1738320A2 EP 1738320 A2 EP1738320 A2 EP 1738320A2 EP 05712064 A EP05712064 A EP 05712064A EP 05712064 A EP05712064 A EP 05712064A EP 1738320 A2 EP1738320 A2 EP 1738320A2
- Authority
- EP
- European Patent Office
- Prior art keywords
- entities
- investment
- investment vehicle
- liquidity
- adjusted
- Prior art date
- Legal status (The legal status is an assumption and is not a legal conclusion. Google has not performed a legal analysis and makes no representation as to the accuracy of the status listed.)
- Withdrawn
Links
Classifications
-
- G—PHYSICS
- G06—COMPUTING; CALCULATING OR COUNTING
- G06Q—INFORMATION AND COMMUNICATION TECHNOLOGY [ICT] SPECIALLY ADAPTED FOR ADMINISTRATIVE, COMMERCIAL, FINANCIAL, MANAGERIAL OR SUPERVISORY PURPOSES; SYSTEMS OR METHODS SPECIALLY ADAPTED FOR ADMINISTRATIVE, COMMERCIAL, FINANCIAL, MANAGERIAL OR SUPERVISORY PURPOSES, NOT OTHERWISE PROVIDED FOR
- G06Q40/00—Finance; Insurance; Tax strategies; Processing of corporate or income taxes
- G06Q40/06—Asset management; Financial planning or analysis
Definitions
- the present invention relates to selection of portfolios and their management and
- the present invention has general applicability
- portfolios may be drawn according to generally agreed upon criteria. As examples, portfolios may be drawn
- Managed investment vehicles known in the art include but are not limited to UITs (unit investment trusts) ETFs (exchange traded funds), private equity funds such as venture investment pools, mutual funds etc.. Generally such vehicles allow investors to buy small pieces of the vehicle as "units" or shares. A purchaser of such units or shares seeks to gain from management of the vehicle and the ability to diversify at relatively small scale. Managed investment vehicles may be listed on an exchange and trade just like stocks. They are not usually a vehicle for capital formation but rather a derivative investment. However they may also be used for capital formation. In creating such vehicles, segmentation of the universe of possible investments is commonly used to attempt differentiation of the vehicle for marketing purposes as well as portfolio structure and management knowledge and expertise.
- the objects of the present invention are to provide for a novel method of selecting
- portfolios from those selected by other means are portfolios from those selected by other means.
- Current practice for portfolio creation and management includes segmentation or analysis of the space consisting of possible
- the present invention concerns a novel method of definition of a principal axis or regional boundary within such space for analysis, selection and management purposes.
- segmentation such as horizontal healthcare delivery portfolios (e.g. hospital industry) or vertical portfolios such as 'the surgical supply chain'.
- Specific diseases defined as a 'vertical'
- the present invention can be implemented in conjunction with any portfolio selection,
- management and trading system is not restricted to public securities or any type of portfolio management or trading structure. It may be implemented via direct or indirect
- Fig. 1 shows a flow chart for forming an investment vehicle according to the preferred embodiment
- Fig. 2 shows a schematic diagram of a system for implementing the preferred
- Fig. 1 shows a flow chart of the method steps used in forming an investment vehicle
- step 102 companies are selected by involvement
- step 104 the selection of companies is restricted to additional criteria such as
- Steps 102 and 104 can be performed through a database search on a
- step 106 the selected set is organized according to the requirements of an
- investment vehicle such as a mutual fund, a private portfolio, or a portfolio that is the basis of
- step 108 the investment vehicle is managed or made available to a trading system.
- this axis for portfolio selection. For simplicity this axis will be referred to as a 'vertical' hereafter.
- Advantages include market differentiation, portfolio size restriction and the ability to create portfolio management tools that are specific to value drivers related to underlying technology development. 2- If a portfolio of companies selected in the manner described in '1' is created with the further restriction that only companies which have not yet brought products to the specific designated markets are included, a development-stage portfolio can be created. A portfolio of companies selected in the manner described in '1' is created with the further restriction that only companies which have not yet brought products to the specific designated markets are included, a development-stage portfolio can be created.
- a portfolio of companies selected in the manner described in '1' is created with the further restriction that only companies which have not yet brought products to the specific designated markets are included, a development-stage portfolio can be created.
- Such portfolios may be selected according to stage of development or other
- portfolios are selected, and the boundaries and shape of a region may be varied significantly.
- An important emergent property of such portfolios relates to their relevance to the
- the present invention is not limited to healthcare. It can be used to create investment
- segmentation by technology could yield
- inventions can be generalized to any form of portfolio such as private equity, mutual fund, unit
- the invention also permits selecting and managing an investment portfolio in a
- specific (the healthcare) sector comprising: selection of companies according to their
- the invention permits creating investment portfolios which have a specific relevance
- trading information concerning the investment vehicles is loaded onto a
- server 202 which is accessible over the Internet 204 by traders using personal computers 206
- Fig. 2 has utility in carrying
- server 202 can be configured to implement
Landscapes
- Engineering & Computer Science (AREA)
- Business, Economics & Management (AREA)
- Finance (AREA)
- Accounting & Taxation (AREA)
- Development Economics (AREA)
- Operations Research (AREA)
- Game Theory and Decision Science (AREA)
- Human Resources & Organizations (AREA)
- Entrepreneurship & Innovation (AREA)
- Economics (AREA)
- Marketing (AREA)
- Strategic Management (AREA)
- Technology Law (AREA)
- Physics & Mathematics (AREA)
- General Business, Economics & Management (AREA)
- General Physics & Mathematics (AREA)
- Theoretical Computer Science (AREA)
- Financial Or Insurance-Related Operations Such As Payment And Settlement (AREA)
Abstract
Description
Claims
Applications Claiming Priority (3)
Application Number | Priority Date | Filing Date | Title |
---|---|---|---|
US53933104P | 2004-01-28 | 2004-01-28 | |
US92026704A | 2004-08-18 | 2004-08-18 | |
PCT/US2005/002443 WO2005072357A2 (en) | 2004-01-28 | 2005-01-26 | Portfolio selection for (healthcare) technology investment |
Publications (2)
Publication Number | Publication Date |
---|---|
EP1738320A2 true EP1738320A2 (en) | 2007-01-03 |
EP1738320A4 EP1738320A4 (en) | 2008-12-24 |
Family
ID=34830478
Family Applications (1)
Application Number | Title | Priority Date | Filing Date |
---|---|---|---|
EP05712064A Withdrawn EP1738320A4 (en) | 2004-01-28 | 2005-01-26 | Portfolio selection for (healthcare) technology investment |
Country Status (8)
Country | Link |
---|---|
EP (1) | EP1738320A4 (en) |
JP (1) | JP2007522552A (en) |
AU (1) | AU2005208883A1 (en) |
CA (1) | CA2554699A1 (en) |
IL (1) | IL177134A0 (en) |
MX (1) | MXPA06008549A (en) |
NZ (1) | NZ549438A (en) |
WO (1) | WO2005072357A2 (en) |
Families Citing this family (2)
Publication number | Priority date | Publication date | Assignee | Title |
---|---|---|---|---|
EP1939805A1 (en) * | 2006-12-22 | 2008-07-02 | X-Shares Advisors LLC | Portfolio selection for custom indices of public securities based on state of domicile of issuing company |
US9034105B2 (en) | 2008-01-10 | 2015-05-19 | American Air Liquide, Inc. | Solid precursor sublimator |
Family Cites Families (4)
Publication number | Priority date | Publication date | Assignee | Title |
---|---|---|---|---|
US4752877A (en) * | 1984-03-08 | 1988-06-21 | College Savings Bank | Method and apparatus for funding a future liability of uncertain cost |
US5742775A (en) * | 1995-01-18 | 1998-04-21 | King; Douglas L. | Method and apparatus of creating financial instrument and administering an adjustable rate loan system |
US5978778A (en) * | 1996-12-30 | 1999-11-02 | O'shaughnessy; James P. | Automated strategies for investment management |
JP2003162639A (en) * | 2001-11-28 | 2003-06-06 | Fujitsu Ltd | Stock name selection supporting device |
-
2005
- 2005-01-26 WO PCT/US2005/002443 patent/WO2005072357A2/en active Application Filing
- 2005-01-26 JP JP2006551431A patent/JP2007522552A/en active Pending
- 2005-01-26 NZ NZ549438A patent/NZ549438A/en unknown
- 2005-01-26 MX MXPA06008549A patent/MXPA06008549A/en not_active Application Discontinuation
- 2005-01-26 CA CA002554699A patent/CA2554699A1/en not_active Abandoned
- 2005-01-26 EP EP05712064A patent/EP1738320A4/en not_active Withdrawn
- 2005-01-26 AU AU2005208883A patent/AU2005208883A1/en not_active Abandoned
-
2006
- 2006-07-27 IL IL177134A patent/IL177134A0/en unknown
Non-Patent Citations (2)
Title |
---|
No Search * |
See also references of WO2005072357A2 * |
Also Published As
Publication number | Publication date |
---|---|
CA2554699A1 (en) | 2005-08-11 |
AU2005208883A1 (en) | 2005-08-11 |
EP1738320A4 (en) | 2008-12-24 |
WO2005072357A3 (en) | 2007-02-22 |
JP2007522552A (en) | 2007-08-09 |
IL177134A0 (en) | 2006-12-10 |
MXPA06008549A (en) | 2007-03-15 |
WO2005072357A2 (en) | 2005-08-11 |
NZ549438A (en) | 2008-12-24 |
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