Source: http://www.google.com/patents/US7792719?dq=6373188
Timestamp: 2015-04-25 12:53:45
Document Index: 203388733

Matched Legal Cases: ['Application No. 60', 'Application No. 03726210', 'application No. 0222239', 'application No. 0616163', 'Application No. 2006', 'application No. 200580000459']

Patent US7792719 - Valuation indifferent non-capitalization weighted index and portfolio - Google PatentsSearch Images Maps Play YouTube News Gmail Drive More »Sign inAdvanced Patent SearchPatentsA 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,...http://www.google.com/patents/US7792719?utm_source=gb-gplus-sharePatent US7792719 - Valuation indifferent non-capitalization weighted index and portfolioAdvanced Patent SearchPublication numberUS7792719 B2Publication typeGrantApplication numberUS 10/961,404Publication dateSep 7, 2010Filing dateOct 12, 2004Priority dateFeb 4, 2004Fee statusPaidAlso published asCA2530764A1, EP1733352A2, EP1733352A4, US20050171884, WO2005076812A2, WO2005076812A3Publication number10961404, 961404, US 7792719 B2, US 7792719B2, US-B2-7792719, US7792719 B2, US7792719B2InventorsRobert D. ArnottOriginal AssigneeResearch Affiliates, LlcExport CitationBiBTeX, EndNote, RefManPatent Citations (114), Non-Patent Citations (364), Referenced by (6), Classifications (10), Legal Events (2) External Links: USPTO, USPTO Assignment, EspacenetValuation indifferent non-capitalization weighted index and portfolio
US 7792719 B2Abstract
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.
The present application is a non-provisional application claiming priority to U.S. Provisional Patent Application No. 60/541,733 entitled, �Securities Indexing,� to Arnott, filed Feb. 4, 2004, the contents of which is incorporated herein by reference in its entirety.
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