Valuation indifferent non-capitalization weighted index and portfolio
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United States of America Patent
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Sep 7, 2010
Grant Date -
Aug 4, 2005
app pub date -
Oct 12, 2004
filing date -
Feb 4, 2004
priority date (Note) -
In Force
status (Latency Note)
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Abstract
A passive investment system based on indices created from various metrics is disclosed. The indexes may be built by selecting and weighting securities by an objective measure of scale such as accounting metrics rather than market capitalization weighting, price weighting or equal weighting. Various financial, accounting, and non-financial metrics may be used to build an index. Additionally, a combination of financial non-market capitalization metrics may be used along with non-financial metrics to create passive investment systems. Once the index is built, it may be used as a basis to purchase securities for a portfolio.
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