WO2002095639A8 - Indexing method for investment data management - Google Patents

Indexing method for investment data management

Info

Publication number
WO2002095639A8
WO2002095639A8 PCT/IB2002/003349 IB0203349W WO02095639A8 WO 2002095639 A8 WO2002095639 A8 WO 2002095639A8 IB 0203349 W IB0203349 W IB 0203349W WO 02095639 A8 WO02095639 A8 WO 02095639A8
Authority
WO
WIPO (PCT)
Prior art keywords
data management
indexing method
investment data
investment
indexing
Prior art date
Application number
PCT/IB2002/003349
Other languages
French (fr)
Other versions
WO2002095639A2 (en
Inventor
Kenneth Yip
Original Assignee
Kenneth Yip
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 Kenneth Yip filed Critical Kenneth Yip
Priority to AU2002325490A priority Critical patent/AU2002325490A1/en
Priority claimed from DE10222249A external-priority patent/DE10222249A1/en
Priority claimed from PCT/US2002/015783 external-priority patent/WO2002093322A2/en
Publication of WO2002095639A2 publication Critical patent/WO2002095639A2/en
Publication of WO2002095639A8 publication Critical patent/WO2002095639A8/en

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
    • G06Q40/04—Trading; Exchange, e.g. stocks, commodities, derivatives or currency exchange

Landscapes

  • Business, Economics & Management (AREA)
  • Accounting & Taxation (AREA)
  • Finance (AREA)
  • Engineering & Computer Science (AREA)
  • Development Economics (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)
PCT/IB2002/003349 2001-05-16 2002-05-16 Indexing method for investment data management WO2002095639A2 (en)

Priority Applications (1)

Application Number Priority Date Filing Date Title
AU2002325490A AU2002325490A1 (en) 2001-05-16 2002-05-16 Indexing method for investment data management

Applications Claiming Priority (7)

Application Number Priority Date Filing Date Title
US29147401P 2001-05-16 2001-05-16
US10/147,718 2001-05-16
IBPCT/US02/15783 2001-05-16
US60/291,474 2001-05-16
DE10222249A DE10222249A1 (en) 2001-05-16 2002-05-16 Indexing method for investment data management e.g. for computers, which involves selecting clusters into which the selected assets are organized, and periodically re-balancing the investment assets
PCT/US2002/015783 WO2002093322A2 (en) 2001-05-16 2002-05-16 Methods and systems for preference-based dynamic passive investing
US10/147,718 US20030065602A1 (en) 2001-05-16 2002-05-16 Methods and systems for preference-based dynamic passive investing

Publications (2)

Publication Number Publication Date
WO2002095639A2 WO2002095639A2 (en) 2002-11-28
WO2002095639A8 true WO2002095639A8 (en) 2003-06-05

Family

ID=32180553

Family Applications (1)

Application Number Title Priority Date Filing Date
PCT/IB2002/003349 WO2002095639A2 (en) 2001-05-16 2002-05-16 Indexing method for investment data management

Country Status (1)

Country Link
WO (1) WO2002095639A2 (en)

Cited By (3)

* Cited by examiner, † Cited by third party
Publication number Priority date Publication date Assignee Title
USRE44098E1 (en) 2002-06-03 2013-03-19 Research Affiliates, Llc Using accounting data based indexing to create a portfolio of assets
USRE44362E1 (en) 2002-06-03 2013-07-09 Research Affiliates, Llc Using accounting data based indexing to create a portfolio of financial objects
US8694402B2 (en) * 2002-06-03 2014-04-08 Research Affiliates, Llc Using accounting data based indexing to create a low volatility portfolio of financial objects

Families Citing this family (1)

* Cited by examiner, † Cited by third party
Publication number Priority date Publication date Assignee Title
AU2010201745B1 (en) * 2010-01-03 2010-08-26 Lerida Creek Consultancy Pty Ltd System for Providing a Tailored Investment Option for Apaththic Investors

Cited By (3)

* Cited by examiner, † Cited by third party
Publication number Priority date Publication date Assignee Title
USRE44098E1 (en) 2002-06-03 2013-03-19 Research Affiliates, Llc Using accounting data based indexing to create a portfolio of assets
USRE44362E1 (en) 2002-06-03 2013-07-09 Research Affiliates, Llc Using accounting data based indexing to create a portfolio of financial objects
US8694402B2 (en) * 2002-06-03 2014-04-08 Research Affiliates, Llc Using accounting data based indexing to create a low volatility portfolio of financial objects

Also Published As

Publication number Publication date
WO2002095639A2 (en) 2002-11-28

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