WO2002071188A3 - Proxy asset system and method - Google Patents

Proxy asset system and method Download PDF

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Publication number
WO2002071188A3
WO2002071188A3 PCT/US2002/006328 US0206328W WO02071188A3 WO 2002071188 A3 WO2002071188 A3 WO 2002071188A3 US 0206328 W US0206328 W US 0206328W WO 02071188 A3 WO02071188 A3 WO 02071188A3
Authority
WO
WIPO (PCT)
Prior art keywords
proxy
value
assets
account
proxy asset
Prior art date
Application number
PCT/US2002/006328
Other languages
French (fr)
Other versions
WO2002071188A2 (en
Inventor
Allan N Weiss
Original Assignee
Case Shiller Weiss Inc
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 Case Shiller Weiss Inc, Allan N Weiss filed Critical Case Shiller Weiss Inc
Priority to AU2002244221A priority Critical patent/AU2002244221B2/en
Priority to CA002443278A priority patent/CA2443278A1/en
Priority to EP02709752A priority patent/EP1390887A4/en
Priority to NZ528555A priority patent/NZ528555A/en
Publication of WO2002071188A2 publication Critical patent/WO2002071188A2/en
Publication of WO2002071188A3 publication Critical patent/WO2002071188A3/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
    • G06Q40/06—Asset management; Financial planning or analysis

Abstract

A new form of security designated the proxy asset provides risk management capabilities, such as liquid interests in illiquid assets and economic indicators, without the deficiencies associated with other types of financial instruments. A proxy assets set is defined to respond to one or more indices. Each proxy asset (1112A, 1112B) has a share value and a number of shares. The proxy assets (1112A, 1112B) have a proxy assets set account value equal to a sum over all proxy assets of the products of the share value and the number of shares. At least one proxy asset account value per share is a function of an index. The function is called an account formula. The account value for the entire set of proxy assets (1112A, 1112B) is constrained by a value of a resources pool. The proxy asset account value is reevaluated according to the account formula upon occurrence of each event of a plurality of predetermined events.
PCT/US2002/006328 2001-03-01 2002-03-01 Proxy asset system and method WO2002071188A2 (en)

Priority Applications (4)

Application Number Priority Date Filing Date Title
AU2002244221A AU2002244221B2 (en) 2001-03-01 2002-03-01 Proxy asset system and method
CA002443278A CA2443278A1 (en) 2001-03-01 2002-03-01 Proxy asset system and method
EP02709752A EP1390887A4 (en) 2001-03-01 2002-03-01 Proxy asset system and method
NZ528555A NZ528555A (en) 2001-03-01 2002-03-01 Proxy asset system and method

Applications Claiming Priority (2)

Application Number Priority Date Filing Date Title
US27262501P 2001-03-01 2001-03-01
US60/272,625 2001-03-01

Publications (2)

Publication Number Publication Date
WO2002071188A2 WO2002071188A2 (en) 2002-09-12
WO2002071188A3 true WO2002071188A3 (en) 2003-12-11

Family

ID=23040593

Family Applications (1)

Application Number Title Priority Date Filing Date
PCT/US2002/006328 WO2002071188A2 (en) 2001-03-01 2002-03-01 Proxy asset system and method

Country Status (6)

Country Link
EP (1) EP1390887A4 (en)
AU (1) AU2002244221B2 (en)
CA (1) CA2443278A1 (en)
NZ (1) NZ528555A (en)
RU (1) RU2316819C2 (en)
WO (1) WO2002071188A2 (en)

Families Citing this family (2)

* Cited by examiner, † Cited by third party
Publication number Priority date Publication date Assignee Title
US20080168002A1 (en) * 2007-01-05 2008-07-10 Kagarlis Marios A Price Indexing
CN109636617B (en) * 2018-11-29 2021-07-30 深圳市金证科技股份有限公司 Bin adjusting method and device for fund combined product

Citations (6)

* Cited by examiner, † Cited by third party
Publication number Priority date Publication date Assignee Title
US5950175A (en) * 1994-10-14 1999-09-07 Merrill Lynch, Pierce, Fenner & Smith Incorporated System for managing real estate SWAP accounts
US5987435A (en) * 1997-10-30 1999-11-16 Case Shiller Weiss, Inc. Proxy asset data processor
US6070151A (en) * 1993-04-22 2000-05-30 Fibonacci Corporation System for the creation and collateralization of real estate mortgage investment conduit securities
JP2002007691A (en) * 2000-06-26 2002-01-11 Junji Iwasaki System for converting real estate into securities
US20020082903A1 (en) * 2000-06-22 2002-06-27 Seiichiro Yasuzawa Real estate net-market system
US20020091623A1 (en) * 2000-12-04 2002-07-11 Daniels Alan F. System and methods for an electronic real estate trading environment

Family Cites Families (1)

* Cited by examiner, † Cited by third party
Publication number Priority date Publication date Assignee Title
US5126936A (en) * 1989-09-01 1992-06-30 Champion Securities Goal-directed financial asset management system

Patent Citations (6)

* Cited by examiner, † Cited by third party
Publication number Priority date Publication date Assignee Title
US6070151A (en) * 1993-04-22 2000-05-30 Fibonacci Corporation System for the creation and collateralization of real estate mortgage investment conduit securities
US5950175A (en) * 1994-10-14 1999-09-07 Merrill Lynch, Pierce, Fenner & Smith Incorporated System for managing real estate SWAP accounts
US5987435A (en) * 1997-10-30 1999-11-16 Case Shiller Weiss, Inc. Proxy asset data processor
US20020082903A1 (en) * 2000-06-22 2002-06-27 Seiichiro Yasuzawa Real estate net-market system
JP2002007691A (en) * 2000-06-26 2002-01-11 Junji Iwasaki System for converting real estate into securities
US20020091623A1 (en) * 2000-12-04 2002-07-11 Daniels Alan F. System and methods for an electronic real estate trading environment

Non-Patent Citations (1)

* Cited by examiner, † Cited by third party
Title
See also references of EP1390887A4 *

Also Published As

Publication number Publication date
RU2316819C2 (en) 2008-02-10
EP1390887A2 (en) 2004-02-25
WO2002071188A2 (en) 2002-09-12
CA2443278A1 (en) 2002-09-12
AU2002244221B2 (en) 2008-10-30
NZ528555A (en) 2006-02-24
EP1390887A4 (en) 2007-07-18
RU2003129533A (en) 2005-04-27

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