发明名称 PORTFOLIO SELECTION FOR CUSTOM INDICES OF PUBLIC SECURITIES BASED ON STATE OF DOMICILE OF ISSUING COMPANY
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.
申请公布号 US2008306881(A1) 申请公布日期 2008.12.11
申请号 US20070962451 申请日期 2007.12.21
申请人 X-SHARES ADVISORS LLC 发明人 FELDMAN JEFFREY L.
分类号 G06Q40/00 主分类号 G06Q40/00
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