Patents by Inventor Paul C. Wood
Paul C. Wood has filed for patents to protect the following inventions. This listing includes patent applications that are pending as well as patents that have already been granted by the United States Patent and Trademark Office (USPTO).
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Publication number: 20130117199Abstract: A system, method and computer program product creates an index based on accounting data, or a portfolio of financial objects based on the index where the portfolio is weighted according to accounting data. Indexes may be built with metrics other than market capitalization weighting, price weighting or equal weighting. Financial and non-financial metrics may be used to build indexes to create passive investment systems. A combination of financial non-market capitalization metrics may be used with non-financial metrics to create passive investment systems. Once built, the index may be used as a basis to purchase securities for a portfolio. Specifically excluded are widely-used capitalization-weighted and price-weighted indexes, in which price of a security contributes in a substantial way to calculation of weight of that security in the index or the portfolio, and equal weighting weighted indexes. The indexes may be constructed to minimize volatility.Type: ApplicationFiled: August 23, 2012Publication date: May 9, 2013Applicant: Research Affiliates, LLCInventors: Robert D. Arnott, Feifei Li, Paul C. Wood
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Patent number: 8374951Abstract: A system, method and/or computer program product for managing an index or portfolio of one or more financial object is disclosed. An index (or portfolio) may be created, including selecting object based on accounting data or weighting the object based on accounting data. Investment managers may manage accounts for investors. The investors may directly hold assets in the accounts so the investors may take advantage of any benefits generated by transactions using the assets in the accounts. Investor(s) may have account(s) and manager(s). A manager may have one or more investors and account(s) to manage. Virtual mutual fund manager may use a holdings matrix and lot matrix to track asset lots in the accounts. When a manager wishes to make a trade affecting an investor, virtual mutual fund manager may determine which asset lots held by the investor should be used to execute the trade.Type: GrantFiled: September 7, 2009Date of Patent: February 12, 2013Assignee: Research Affiliates, LLCInventors: Robert D. Arnott, Paul C. Wood
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Publication number: 20120215717Abstract: A system, method and computer program product creates an index based on accounting based data, as well as a portfolio of financial objects based on the index where the portfolio is weighted according to accounting based data. A passive investment system may be based on indices created from various metrics. The indexes may be built with metrics other than market capitalization weighting, price weighting or equal weighting. Non-financial metrics may also be used to build indexes to create passive investment systems. Additionally, a combination of financial non-market capitalization metrics may be used along with non-financial metrics to create passive investment systems. Once the index is built, it may be used as a basis to purchase securities for a portfolio.Type: ApplicationFiled: August 23, 2011Publication date: August 23, 2012Applicant: Research Affiliates, LLCInventors: Robert D. Arnott, Paul C. Wood
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Patent number: 8005740Abstract: A system, method and computer program product creates an index based on accounting based data, as well as a portfolio of financial objects based on the index where the portfolio is weighted according to accounting based data. A passive investment system may be based on indices created from various metrics. The indexes may be built with metrics other than market capitalization weighting, price weighting or equal weighting. Non-financial metrics may also be used to build indexes to create passive investment systems. Additionally, a combination of financial non-market capitalization metrics may be used along with non-financial metrics to create passive investment systems. Once the index is built, it may be used as a basis to purchase securities for a portfolio.Type: GrantFiled: October 31, 2007Date of Patent: August 23, 2011Assignee: Research Affiliates, LLCInventors: Robert D. Arnott, Paul C. Wood
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Publication number: 20100287116Abstract: An investment system based on indices created from various metrics is disclosed. The indexes may be built by selecting from a universe of assets, a subset using selection metrics primarily substantially independent of market capitalization weighting, price weighting or equal weighting. These metrics may include, but are not limited to book value, sales, revenue, debt to equity adjusted sales, earnings, earnings per share, EBITDA, income, income growth rate, any dividends, any dividends per share, any dividend yield, any distribution to holders, buybacks, cumulative retained cashflow, earnings before interest, tax, depreciation and amortization, employees, demographics, etc. Non-financial metrics may also be used to build indexes, which may be used to create investment systems. Additionally, a combination of financial non-market capitalization metrics may be used along with non-financial metrics to create passive investment systems.Type: ApplicationFiled: November 16, 2009Publication date: November 11, 2010Applicant: Research Affiliates, LLCInventors: Robert D. Arnott, Paul C. Wood
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Publication number: 20100262563Abstract: A system, method and computer program product creates an index based on accounting based data, as well as a portfolio of financial objects based on the index where the portfolio is weighted according to accounting based data. A passive investment system may be based on indices created from various metrics. The indexes may be built with metrics other than market capitalization weighting, price weighting or equal weighting. Non-financial metrics may also be used to build indexes to create passive investment systems. Additionally, a combination of financial non-market capitalization metrics may be used along with non-financial metrics to create passive investment systems. Once the index is built, it may be used as a basis to purchase securities for a portfolio.Type: ApplicationFiled: June 19, 2010Publication date: October 14, 2010Applicant: Research Affiliates, LLCInventors: Robert D. Arnott, Paul C. Wood
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Publication number: 20100191628Abstract: A system, method and computer program product creates an index based on accounting based data, as well as a portfolio of financial objects based on the index where the portfolio is weighted according to accounting based data. A passive investment system may be based on indices created from various metrics. The indexes may be built with metrics other than market capitalization weighting, price weighting or equal weighting. Non-financial metrics may also be used to build indexes to create passive investment systems. Additionally, a combination of financial non-market capitalization metrics may be used along with non-financial metrics to create passive investment systems. Once the index is built, it may be used as a basis to purchase securities for a portfolio.Type: ApplicationFiled: April 1, 2010Publication date: July 29, 2010Applicant: Research Affiliates, LLCInventors: Robert D. Arnott, Paul C. Wood
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Publication number: 20100063942Abstract: A system, method and/or computer program product for managing an index and/or a portfolio of financial objects. An index may be created, which may include selecting financial objects based on accounting data and/or weighting the financial objects based on accounting data. A portfolio may be created based on the index. A plurality of investment managers may manage a plurality of accounts for a plurality of investors. The investors may directly hold assets in the accounts so that the investors may take advantage of any tax benefits generated by transactions using the assets in the accounts. An investor(s) may have one or more accounts and thus one or more managers. A manager may have one or more investors and thus one or more accounts to manage. A virtual mutual fund manager may use a holdings matrix and a lot matrix to track the asset lots in the accounts.Type: ApplicationFiled: September 7, 2009Publication date: March 11, 2010Applicant: Research Affiliates, LLCInventors: Robert D. Arnott, Paul C. Wood
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Publication number: 20080288416Abstract: A system, method and computer program product creates an index based on accounting based data, as well as a portfolio of financial objects based on the index where the portfolio is weighted according to accounting based data. A passive investment system may be based on indices created from various metrics. The indexes may be built with metrics other than market capitalization weighting, price weighting or equal weighting. Non-financial metrics may also be used to build indexes to create passive investment systems. Additionally, a combination of financial non-market capitalization metrics may be used along with non-financial metrics to create passive investment systems. Once the index is built, it may be used as a basis to purchase securities for a portfolio.Type: ApplicationFiled: October 31, 2007Publication date: November 20, 2008Applicant: Research Affiliates, LLCInventors: Robert D. Arnott, Paul C. Wood
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Patent number: RE44098Abstract: A system, method and computer program product creates an index based on accounting based data, as well as a portfolio of financial objects based on the index where the portfolio is weighted according to accounting based data. A passive investment system may be based on indices created from various metrics. The indexes may be built with metrics other than market capitalization weighting, price weighting or equal weighting. Non-financial metrics may also be used to build indexes to create passive investment systems. Additionally, a combination of financial non-market capitalization metrics may be used along with non-financial metrics to create passive investment systems. Once the index is built, it may be used as a basis to purchase securities for a portfolio.Type: GrantFiled: August 8, 2012Date of Patent: March 19, 2013Assignee: Research Affiliates, LLCInventors: Robert D. Arnott, Paul C. Wood
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Patent number: RE44362Abstract: A system, method and computer program product creates an index based on accounting based data, as well as a portfolio of financial objects based on the index where the portfolio is weighted according to accounting based data. A passive investment system may be based on indices created from various metrics. The indexes may be built with metrics other than market capitalization weighting, price weighting or equal weighting. Non-financial metrics may also be used to build indexes to create passive investment systems. Additionally, a combination of financial non-market capitalization metrics may be used along with non-financial metrics to create passive investment systems. Once the index is built, it may be used as a basis to purchase securities for a portfolio.Type: GrantFiled: August 17, 2012Date of Patent: July 9, 2013Assignee: Research Affiliates, LLCInventors: Robert D. Arnott, Paul C. Wood
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Patent number: D1022789Type: GrantFiled: January 21, 2020Date of Patent: April 16, 2024Assignee: Vista Outdoor Operations LLCInventors: Paul N. Smith, Troy E. Lance, Oscar C. Woods, Daniel D. Sereday, Christopher J. Michael
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Patent number: D1023289Type: GrantFiled: August 12, 2022Date of Patent: April 16, 2024Assignee: Quip NYC, Inc.Inventors: Jonathan Henry Fratti, Eric Glenn Harsh, Steffany V. Tran, Nathan A. Herrmann, Simon J. M. Enever, William May, Sean James Wilson, James C. Krause, Maxwell R. Wood-Lee, Paul B. Koh
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Patent number: D1023829Type: GrantFiled: June 11, 2020Date of Patent: April 23, 2024Assignee: Vista Outdoor Operations LLCInventors: Paul N. Smith, Troy E. Lance, Oscar C. Woods, Daniel D. Sereday, Christopher J. Michael