PORTFOLIO SELECTION FOR CUSTOM INDICES OF PUBLIC SECURITIES BASED ON STATE OF DOMICILE OF ISSUING COMPANY
    2.
    发明申请
    PORTFOLIO SELECTION FOR CUSTOM INDICES OF PUBLIC SECURITIES BASED ON STATE OF DOMICILE OF ISSUING COMPANY 审中-公开
    基于发行公司国家的公共证券自定义指标的组合选择

    公开(公告)号:US20080306881A1

    公开(公告)日:2008-12-11

    申请号:US11962451

    申请日:2007-12-21

    IPC分类号: G06Q40/00

    CPC分类号: G06Q40/04 G06Q40/06

    摘要: A method and system are provided for creating an investment vehicle associated with a geographic region, the investment vehicle including a plurality of securities issued by companies. That method comprises forming a set of securities based on inclusion criteria, and categorizing the securities according to geographic region, where the geographic region of a security may be determined based at least in part on the presence of a headquarters location of the issuing company in the geographic region. A predetermined number of securities associated with the geographic region of the investment vehicle are selected from the set of securities for inclusion in the investment vehicle, and the resulting investment vehicle is made available for trading. According to other preferred aspects of the invention, the inclusion of a company in the investment vehicle may also be based in part on market capitalization, or on the number of employees within the geographic region, or based on whether the company is listed on a particular exchange.

    摘要翻译: 提供了一种用于创建与地理区域相关联的投资工具的方法和系统,所述投资工具包括由公司发行的多个证券。 该方法包括基于包含标准形成一组证券,以及根据地理区域对证券进行分类,其中可以至少部分地基于在发行公司的总部位置的存在来确定证券的地理区域 地理区域。 从投资车辆的一组证券中选择与投资工具的地理区域相关联的预定数量的证券,并且所得到的投资工具可用于交易。 根据本发明的其他优选方面,在投资工具中包括公司也可能部分地基于市值,或者在地理区域内的雇员数量上,或者基于公司是否在特定的公司上市 交换。