EP1738320A4 - Selection de portefeuille pour l'investissement technologique (de soins de sante) - Google Patents

Selection de portefeuille pour l'investissement technologique (de soins de sante)

Info

Publication number
EP1738320A4
EP1738320A4 EP05712064A EP05712064A EP1738320A4 EP 1738320 A4 EP1738320 A4 EP 1738320A4 EP 05712064 A EP05712064 A EP 05712064A EP 05712064 A EP05712064 A EP 05712064A EP 1738320 A4 EP1738320 A4 EP 1738320A4
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Withdrawn
Application number
EP05712064A
Other languages
German (de)
English (en)
Other versions
EP1738320A2 (fr
Inventor
Jeffrey L Feldman
Current Assignee (The listed assignees may be inaccurate. Google has not performed a legal analysis and makes no representation or warranty as to the accuracy of the list.)
Individual
Original Assignee
Individual
Priority date (The priority date 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 date listed.)
Filing date
Publication date
Application filed by Individual filed Critical Individual
Publication of EP1738320A2 publication Critical patent/EP1738320A2/fr
Publication of EP1738320A4 publication Critical patent/EP1738320A4/fr
Withdrawn legal-status Critical Current

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

La présente invention a trait à un véhicule d'investissement formé selon de nouveaux procédés de sélection qui assurent l'organisation d'investissement selon les définitions d'investisseur d'application technologique. Par exemple, des entreprises de soins de santé peuvent être organisées selon leur participation concernant certaines maladies telle que le cancer prostatique.
EP05712064A 2004-01-28 2005-01-26 Selection de portefeuille pour l'investissement technologique (de soins de sante) Withdrawn EP1738320A4 (fr)

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 (fr) 2004-01-28 2005-01-26 Selection de portefeuille pour l'investissement technologique (de soins de sante)

Publications (2)

Publication Number Publication Date
EP1738320A2 EP1738320A2 (fr) 2007-01-03
EP1738320A4 true EP1738320A4 (fr) 2008-12-24

Family

ID=34830478

Family Applications (1)

Application Number Title Priority Date Filing Date
EP05712064A Withdrawn EP1738320A4 (fr) 2004-01-28 2005-01-26 Selection de portefeuille pour l'investissement technologique (de soins de sante)

Country Status (8)

Country Link
EP (1) EP1738320A4 (fr)
JP (1) JP2007522552A (fr)
AU (1) AU2005208883A1 (fr)
CA (1) CA2554699A1 (fr)
IL (1) IL177134A0 (fr)
MX (1) MXPA06008549A (fr)
NZ (1) NZ549438A (fr)
WO (1) WO2005072357A2 (fr)

Families Citing this family (2)

* Cited by examiner, † Cited by third party
Publication number Priority date Publication date Assignee Title
EP1939805A1 (fr) * 2006-12-22 2008-07-02 X-Shares Advisors LLC Sélection de portefeuille pour indices personnalisés de sécurités publiques basées sur l'état du domicile de l'entreprise d'émission
US9034105B2 (en) 2008-01-10 2015-05-19 American Air Liquide, Inc. Solid precursor sublimator

Family Cites Families (4)

* Cited by examiner, † Cited by third party
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 (ja) * 2001-11-28 2003-06-06 Fujitsu Ltd 銘柄選択支援装置

Non-Patent Citations (1)

* Cited by examiner, † Cited by third party
Title
No Search *

Also Published As

Publication number Publication date
EP1738320A2 (fr) 2007-01-03
IL177134A0 (en) 2006-12-10
NZ549438A (en) 2008-12-24
WO2005072357A3 (fr) 2007-02-22
AU2005208883A1 (en) 2005-08-11
CA2554699A1 (fr) 2005-08-11
JP2007522552A (ja) 2007-08-09
WO2005072357A2 (fr) 2005-08-11
MXPA06008549A (es) 2007-03-15

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