WO2004081723A3 - Common index securities - Google Patents

Common index securities Download PDF

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Publication number
WO2004081723A3
WO2004081723A3 PCT/US2004/006714 US2004006714W WO2004081723A3 WO 2004081723 A3 WO2004081723 A3 WO 2004081723A3 US 2004006714 W US2004006714 W US 2004006714W WO 2004081723 A3 WO2004081723 A3 WO 2004081723A3
Authority
WO
WIPO (PCT)
Prior art keywords
common index
entities
pool
shares
index
Prior art date
Application number
PCT/US2004/006714
Other languages
French (fr)
Other versions
WO2004081723A2 (en
Inventor
Allan N Weiss
Original Assignee
Allan N Weiss
Priority date (The priority date is an assumption and is not a legal conclusion. Google has not performed a legal analysis and makes no representation as to the accuracy of the date listed.)
Filing date
Publication date
Application filed by Allan N Weiss filed Critical Allan N Weiss
Priority to EP04718002A priority Critical patent/EP1606746A4/en
Publication of WO2004081723A2 publication Critical patent/WO2004081723A2/en
Publication of WO2004081723A3 publication Critical patent/WO2004081723A3/en

Links

Classifications

    • G—PHYSICS
    • G06—COMPUTING; CALCULATING OR COUNTING
    • G06Q—INFORMATION AND COMMUNICATION TECHNOLOGY [ICT] SPECIALLY ADAPTED FOR ADMINISTRATIVE, COMMERCIAL, FINANCIAL, MANAGERIAL OR SUPERVISORY PURPOSES; SYSTEMS OR METHODS SPECIALLY ADAPTED FOR ADMINISTRATIVE, COMMERCIAL, FINANCIAL, MANAGERIAL OR SUPERVISORY PURPOSES, NOT OTHERWISE PROVIDED FOR
    • G06Q40/00—Finance; Insurance; Tax strategies; Processing of corporate or income taxes
    • G06Q40/02—Banking, e.g. interest calculation or account maintenance
    • G—PHYSICS
    • G06—COMPUTING; CALCULATING OR COUNTING
    • G06Q—INFORMATION AND COMMUNICATION TECHNOLOGY [ICT] SPECIALLY ADAPTED FOR ADMINISTRATIVE, COMMERCIAL, FINANCIAL, MANAGERIAL OR SUPERVISORY PURPOSES; SYSTEMS OR METHODS SPECIALLY ADAPTED FOR ADMINISTRATIVE, COMMERCIAL, FINANCIAL, MANAGERIAL OR SUPERVISORY PURPOSES, NOT OTHERWISE PROVIDED FOR
    • G06Q20/00—Payment architectures, schemes or protocols
    • G06Q20/08—Payment architectures
    • G06Q20/10—Payment architectures specially adapted for electronic funds transfer [EFT] systems; specially adapted for home banking systems
    • G—PHYSICS
    • G06—COMPUTING; CALCULATING OR COUNTING
    • G06Q—INFORMATION AND COMMUNICATION TECHNOLOGY [ICT] SPECIALLY ADAPTED FOR ADMINISTRATIVE, COMMERCIAL, FINANCIAL, MANAGERIAL OR SUPERVISORY PURPOSES; SYSTEMS OR METHODS SPECIALLY ADAPTED FOR ADMINISTRATIVE, COMMERCIAL, FINANCIAL, MANAGERIAL OR SUPERVISORY PURPOSES, NOT OTHERWISE PROVIDED FOR
    • G06Q40/00—Finance; Insurance; Tax strategies; Processing of corporate or income taxes
    • G—PHYSICS
    • G06—COMPUTING; CALCULATING OR COUNTING
    • G06Q—INFORMATION AND COMMUNICATION TECHNOLOGY [ICT] SPECIALLY ADAPTED FOR ADMINISTRATIVE, COMMERCIAL, FINANCIAL, MANAGERIAL OR SUPERVISORY PURPOSES; SYSTEMS OR METHODS SPECIALLY ADAPTED FOR ADMINISTRATIVE, COMMERCIAL, FINANCIAL, MANAGERIAL OR SUPERVISORY PURPOSES, NOT OTHERWISE PROVIDED FOR
    • G06Q40/00—Finance; Insurance; Tax strategies; Processing of corporate or income taxes
    • G06Q40/03—Credit; Loans; Processing thereof
    • G—PHYSICS
    • G06—COMPUTING; CALCULATING OR COUNTING
    • G06Q—INFORMATION AND COMMUNICATION TECHNOLOGY [ICT] SPECIALLY ADAPTED FOR ADMINISTRATIVE, COMMERCIAL, FINANCIAL, MANAGERIAL OR SUPERVISORY PURPOSES; SYSTEMS OR METHODS SPECIALLY ADAPTED FOR ADMINISTRATIVE, COMMERCIAL, FINANCIAL, MANAGERIAL OR SUPERVISORY PURPOSES, NOT OTHERWISE PROVIDED FOR
    • G06Q40/00—Finance; Insurance; Tax strategies; Processing of corporate or income taxes
    • G06Q40/04—Trading; Exchange, e.g. stocks, commodities, derivatives or currency exchange
    • G—PHYSICS
    • G06—COMPUTING; CALCULATING OR COUNTING
    • G06Q—INFORMATION AND COMMUNICATION TECHNOLOGY [ICT] SPECIALLY ADAPTED FOR ADMINISTRATIVE, COMMERCIAL, FINANCIAL, MANAGERIAL OR SUPERVISORY PURPOSES; SYSTEMS OR METHODS SPECIALLY ADAPTED FOR ADMINISTRATIVE, COMMERCIAL, FINANCIAL, MANAGERIAL OR SUPERVISORY PURPOSES, NOT OTHERWISE PROVIDED FOR
    • G06Q40/00—Finance; Insurance; Tax strategies; Processing of corporate or income taxes
    • G06Q40/06—Asset management; Financial planning or analysis

Abstract

A common index fund system and method enables investment in entities that is indexed to a common index, rather than individual company performance. For small business entities, the creation, issuance, trading and management of fund shares as a liquid investment may be accomplished with, for example, a relatively stable industry-based risk. The entities receive value from a pool and in return make payments into the pool in an amount that varies according to the index, which causes a corresponding change in the value of the shares.
PCT/US2004/006714 2003-03-07 2004-03-05 Common index securities WO2004081723A2 (en)

Priority Applications (1)

Application Number Priority Date Filing Date Title
EP04718002A EP1606746A4 (en) 2003-03-07 2004-03-05 Common index securities

Applications Claiming Priority (2)

Application Number Priority Date Filing Date Title
US45307503P 2003-03-07 2003-03-07
US60/453,075 2003-03-07

Publications (2)

Publication Number Publication Date
WO2004081723A2 WO2004081723A2 (en) 2004-09-23
WO2004081723A3 true WO2004081723A3 (en) 2005-08-11

Family

ID=32990722

Family Applications (1)

Application Number Title Priority Date Filing Date
PCT/US2004/006714 WO2004081723A2 (en) 2003-03-07 2004-03-05 Common index securities

Country Status (3)

Country Link
US (3) US7155468B2 (en)
EP (1) EP1606746A4 (en)
WO (1) WO2004081723A2 (en)

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Also Published As

Publication number Publication date
EP1606746A4 (en) 2008-01-23
US7155468B2 (en) 2006-12-26
WO2004081723A2 (en) 2004-09-23
US7716106B2 (en) 2010-05-11
EP1606746A2 (en) 2005-12-21
US20100211526A1 (en) 2010-08-19
US20040254871A1 (en) 2004-12-16
US8484117B2 (en) 2013-07-09
US20070043644A1 (en) 2007-02-22

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