Abstract: A method and system are provided for creating an investment vehicle associated with a geographic region, the investment vehicle including a plurality of securities issued by companies. That method comprises forming a set of securities based on inclusion criteria, and categorizing the securities according to geographic region, where the geographic region of a security may be determined based at least in part on the presence of a headquarters location of the issuing company in the geographic region. A predetermined number of securities associated with the geographic region of the investment vehicle are selected from the set of securities for inclusion in the investment vehicle, and the resulting investment vehicle is made available for trading.

Abstract: A business development corporation (BDC) is formed according to novel selection methods which organize investment according to investor definitions of technology application. For example, healthcare companies can be organized according to their involvement with particular therapeutic and diagnostic areas.