Patent assignee · US · COMPANY

Research Affiliates, LLC

18Patents
16Active
18Granted
45Portfolio score

Filing activity: Sep 23, 2002 → Aug 23, 2012 · 11 expiring within 5 years

Most-cited patents

PatentTitleAreaCited byStatus
US7587352B2 Method and apparatus for managing a virtual portfolio of investment objects Physics 45 Active
US8005740B2 Using accounting data based indexing to create a portfolio of financial objects Physics 31 Active
US7117175B2 Method and apparatus for managing a virtual mutual fund Physics 29 Expired
US7620577B2 Non-capitalization weighted indexing system, method and computer program product Physics 26 Active
US7747502B2 Using accounting data based indexing to create a portfolio of assets Physics 22 Active
US8694402B2 Using accounting data based indexing to create a low volatility portfolio of financial objects Physics 18 Active
US7792719B2 Valuation indifferent non-capitalization weighted index and portfolio Physics 18 Active
USRE44362E1 Using accounting data based indexing to create a portfolio of financial objects General 15 Active
US8374937B2 Non-capitalization weighted indexing system, method and computer program product Physics 15 Active
US8374951B2 System, method, and computer program product for managing a virtual portfolio of financial objects Physics 12 Active
USRE44098E1 Using accounting data based indexing to create a portfolio of assets General 10 Active
US7778905B2 Separate trading of registered interest and principal of securities system, method and computer program product Physics 10 Active
US8560414B2 Synthetic ultralong inflation-protected separate trading of registered interest and principal of securities system, method and computer program product Physics 7 Active
US8533081B2 System and method for dynamic value added attribution Physics 7 Active
US8589276B2 Using accounting data based indexing to create a portfolio of financial objects Physics 6 Active
US8380604B2 System, method and computer program product for using a non-price accounting data based index to determine financial objects to purchase or to sell Physics 4 Active
US8374939B2 System, method and computer program product for selecting and weighting a subset of a universe to create an accounting data based index and portfolio of financial objects Physics 3 Active
US8620789B2 Using accounting data based indexing to create a low volatility portfolio of financial objects General 0 Revoked

Source: USPTO / EPO open patent data. Counts and citation impact are objective bibliographic measures.