发明名称 On-demand defined securitization methods and systems
摘要 Methods for creating and providing securities for investors and other market-interested parties involve creating investment entities with associated assets and corresponding securities, such as shares in the investment entities, in a time effective manner and in response to an investor's demand. The assets of the investment entity may be formed as an exchange traded fund ("ETF") and may include shares of stock, bonds, options, convertibles, currencies, warrants, futures, commodities, real estate, other hard or soft assets and/or other items of value. An investment entity may be formed in any suitable legal structure, such as, but not limited to, a corporation, organization, business trusts, partnerships or the like, that is capable of holding the assets of the investment entity. An investment entity may hold one or more portfolios of common stocks, bonds, or other assets. In some example embodiments of the present invention, the (or at least one) portfolio in the investment entity's assets may be designed to track one or more indices by investing in at least a representative, e.g., proportional, sample of securities that are included in the particular indices to be tracked.
申请公布号 US2005038726(A1) 申请公布日期 2005.02.17
申请号 US20040911308 申请日期 2004.08.04
申请人 EWT, LLC 发明人 SALOMON DAVID BELA;VIOLA VINCENT
分类号 G06F;G06Q40/00;(IPC1-7):G06F17/60 主分类号 G06F
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