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1. WO2007146793 - MANDATAIRES POUR FONDS ACTIVEMENT GÉRÉS

Numéro de publication WO/2007/146793
Date de publication 21.12.2007
N° de la demande internationale PCT/US2007/070743
Date du dépôt international 08.06.2007
CIB
G06Q 40/00 2012.01
GPHYSIQUE
06CALCUL; COMPTAGE
QSYSTÈMES OU MÉTHODES DE TRAITEMENT DE DONNÉES, SPÉCIALEMENT ADAPTÉS À DES FINS ADMINISTRATIVES, COMMERCIALES, FINANCIÈRES, DE GESTION, DE SURVEILLANCE OU DE PRÉVISION; SYSTÈMES OU MÉTHODES SPÉCIALEMENT ADAPTÉS À DES FINS ADMINISTRATIVES, COMMERCIALES, FINANCIÈRES, DE GESTION, DE SURVEILLANCE OU DE PRÉVISION, NON PRÉVUS AILLEURS
40Finance; Assurance; Stratégies fiscales; Traitement des impôts sur les sociétés ou sur le revenu
CPC
G06Q 30/0609
GPHYSICS
06COMPUTING; CALCULATING; COUNTING
QDATA PROCESSING SYSTEMS OR METHODS, SPECIALLY ADAPTED FOR ADMINISTRATIVE, COMMERCIAL, FINANCIAL, MANAGERIAL, SUPERVISORY OR FORECASTING PURPOSES; SYSTEMS OR METHODS SPECIALLY ADAPTED FOR ADMINISTRATIVE, COMMERCIAL, FINANCIAL, MANAGERIAL, SUPERVISORY OR FORECASTING PURPOSES, NOT OTHERWISE PROVIDED FOR
30Commerce, e.g. shopping or e-commerce
06Buying, selling or leasing transactions
0601Electronic shopping
0609Buyer or seller confidence or verification
G06Q 40/00
GPHYSICS
06COMPUTING; CALCULATING; COUNTING
QDATA PROCESSING SYSTEMS OR METHODS, SPECIALLY ADAPTED FOR ADMINISTRATIVE, COMMERCIAL, FINANCIAL, MANAGERIAL, SUPERVISORY OR FORECASTING PURPOSES; SYSTEMS OR METHODS SPECIALLY ADAPTED FOR ADMINISTRATIVE, COMMERCIAL, FINANCIAL, MANAGERIAL, SUPERVISORY OR FORECASTING PURPOSES, NOT OTHERWISE PROVIDED FOR
40Finance; Insurance; Tax strategies; Processing of corporate or income taxes
G06Q 40/025
GPHYSICS
06COMPUTING; CALCULATING; COUNTING
QDATA PROCESSING SYSTEMS OR METHODS, SPECIALLY ADAPTED FOR ADMINISTRATIVE, COMMERCIAL, FINANCIAL, MANAGERIAL, SUPERVISORY OR FORECASTING PURPOSES; SYSTEMS OR METHODS SPECIALLY ADAPTED FOR ADMINISTRATIVE, COMMERCIAL, FINANCIAL, MANAGERIAL, SUPERVISORY OR FORECASTING PURPOSES, NOT OTHERWISE PROVIDED FOR
40Finance; Insurance; Tax strategies; Processing of corporate or income taxes
02Banking, e.g. interest calculation, credit approval, mortgages, home banking or on-line banking
025Credit processing or loan processing, e.g. risk analysis for mortgages
G06Q 40/04
GPHYSICS
06COMPUTING; CALCULATING; COUNTING
QDATA PROCESSING SYSTEMS OR METHODS, SPECIALLY ADAPTED FOR ADMINISTRATIVE, COMMERCIAL, FINANCIAL, MANAGERIAL, SUPERVISORY OR FORECASTING PURPOSES; SYSTEMS OR METHODS SPECIALLY ADAPTED FOR ADMINISTRATIVE, COMMERCIAL, FINANCIAL, MANAGERIAL, SUPERVISORY OR FORECASTING PURPOSES, NOT OTHERWISE PROVIDED FOR
40Finance; Insurance; Tax strategies; Processing of corporate or income taxes
04Exchange, e.g. stocks, commodities, derivatives or currency exchange
G06Q 40/06
GPHYSICS
06COMPUTING; CALCULATING; COUNTING
QDATA PROCESSING SYSTEMS OR METHODS, SPECIALLY ADAPTED FOR ADMINISTRATIVE, COMMERCIAL, FINANCIAL, MANAGERIAL, SUPERVISORY OR FORECASTING PURPOSES; SYSTEMS OR METHODS SPECIALLY ADAPTED FOR ADMINISTRATIVE, COMMERCIAL, FINANCIAL, MANAGERIAL, SUPERVISORY OR FORECASTING PURPOSES, NOT OTHERWISE PROVIDED FOR
40Finance; Insurance; Tax strategies; Processing of corporate or income taxes
06Investment, e.g. financial instruments, portfolio management or fund management
G06Q 40/10
GPHYSICS
06COMPUTING; CALCULATING; COUNTING
QDATA PROCESSING SYSTEMS OR METHODS, SPECIALLY ADAPTED FOR ADMINISTRATIVE, COMMERCIAL, FINANCIAL, MANAGERIAL, SUPERVISORY OR FORECASTING PURPOSES; SYSTEMS OR METHODS SPECIALLY ADAPTED FOR ADMINISTRATIVE, COMMERCIAL, FINANCIAL, MANAGERIAL, SUPERVISORY OR FORECASTING PURPOSES, NOT OTHERWISE PROVIDED FOR
40Finance; Insurance; Tax strategies; Processing of corporate or income taxes
10Tax strategies
Déposants
  • FMR CORP. [US/US]; 82 Devonshire Street Boston, Massachusetts 02109, US (AllExceptUS)
  • JOHNSON, Ian, P. [US/US]; US (UsOnly)
  • FROSS, Stuart, Evan [US/US]; US (UsOnly)
  • WOLF, Ralph, Joseph [US/US]; US (UsOnly)
  • WALTERS, Brian [US/US]; US (UsOnly)
Inventeurs
  • JOHNSON, Ian, P.; US
  • FROSS, Stuart, Evan; US
  • WOLF, Ralph, Joseph; US
  • WALTERS, Brian; US
Mandataires
  • LICHAUCO, Faustino, A.; Fish & Richardson P.C. P.O. Box 1022 Minneapolis, Minnesota 55440, US
Données relatives à la priorité
11/449,95409.06.2006US
Langue de publication anglais (EN)
Langue de dépôt anglais (EN)
États désignés
Titre
(EN) PROXIES FOR ACTIVELY MANAGED FUNDS
(FR) MANDATAIRES POUR FONDS ACTIVEMENT GÉRÉS
Abrégé
(EN)
Among other things, receiving public information about an actively managed fund, selecting a group of financial assets, determining a group of weights corresponding to the group of financial assets thereby determining a weighted group of financial assets, the weights being determined based only on the public information, and publishing the contents of the weighted group of financial assets, wherein an expected valuation of the weighted group of financial assets is within a threshold percentage of an expected valuation of the actively managed fund.
(FR)
L'invention consiste notamment à recevoir des informations publiques concernant un fonds géré activement, à sélectionner un groupe d'actifs financiers, à déterminer un groupe de pondérations correspondant au groupe d'actifs financiers en déterminant ainsi un groupe pondéré d'actifs financiers, les pondérations étant déterminées exclusivement sur la base des informations publiques, et à publier le contenu du groupe pondéré d'actifs financiers, l'évaluation attendue du groupe pondéré d'actifs financiers rentrant dans un pourcentage limite d'une évaluation escomptée du fonds activement géré.
Dernières données bibliographiques dont dispose le Bureau international