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    • 4. 发明申请
    • Using Conflict of Interest [COI] Method and System in Creating Investment Portfolio
    • 使用利益冲突[COI]方法和系统创建投资组合
    • US20100070347A1
    • 2010-03-18
    • US12172240
    • 2008-07-13
    • William Chen
    • William Chen
    • G06Q40/00G06Q90/00G06Q10/00G06F17/30
    • G06Q40/00G06Q40/06G06Q99/00
    • In the past, the practice of creating investment portfolio has been focused on the diversification of investment without specifically identifying investment risks. This invention is related to a method of diversification which considers the level of potential for conflict of interest (COI) risk as part of a diversification process. The COI has its origin in the interaction among market participants, market structure, business arrangement and practice. The advantage of the present invention is that the COI becomes a primary factor in creating the portfolio. This method provides a direct analysis of the COI risk that associates with entire investment process and the manager, and it is further integrated into the portfolio creation process. The COI Method opens new paths to perform risk analysis and could be integrated into decision process in other fields of investment.
    • 过去,投资组合的做法一直侧重于投资的多样化,而无需专门确定投资风险。 本发明涉及多元化的方法,其考虑到利益冲突潜在程度(COI)风险作为多元化过程的一部分。 COI的起源于市场参与者之间的相互作用,市场结构,业务安排和实践。 本发明的优点是COI成为创建投资组合的主要因素。 该方法直接分析与整个投资流程和经理相关联的COI风险,并进一步整合到投资组合创建过程中。 COI方法打开了进行风险分析的新途径,可以纳入其他投资领域的决策过程。
    • 6. 发明授权
    • Technology evaluation system and method
    • 技术评价体系及方法
    • US07558749B2
    • 2009-07-07
    • US10189562
    • 2002-07-08
    • William Chen
    • William Chen
    • G06Q10/00
    • G06Q10/06G06Q40/00G06Q40/06
    • An evaluation system generating a predicted value of a technology is provided. The evaluation system is primarily based on the R&D Value and the Patent Value to generate the predicted value of a technology. The evaluation system comprises a first database, a second database, an intangible asset pricing device, a factor producing device, an input device, and an analytic device The first database stores a set of stock prices of each company of a group of reference companies. The second database stores a set of net asset values, corresponding to the set of stock prices of each company of the group of reference companies. The intangible asset pricing device produces a set of intangible asset predicted values of each company of the group of reference companies according to the set of stock prices and the set of net asset values of each company of the reference companies. The factor producing device, responsive to a first predetermined condition, divides the group of reference companies into N compared subgroups, and the factor producing device also produces a set of referred factors of each of the N compared subgroups according to the N compared subgroups and the set of intangible asset predicted values of each company of the group of reference companies. The input device is for inputting a predetermined time and a predetermined cost of the technology needed for launch. The analytic device then maps the technology to one corresponding subgroup of the N compared subgroups, and then the analytic device, according to the predetermined time, the predetermined cost and the set of referred factors of the corresponding subgroup, produces the predicted value of the technology.
    • 提供了产生技术的预测值的评估系统。 评估体系主要是基于研发价值和专利价值来产生技术的预测价值。 评估系统包括第一数据库,第二数据库,无形资产定价装置,因素产生装置,输入装置和分析装置。第一数据库存储一组参考公司的每个公司的一组股票价格。 第二个数据库存储一组净资产值,与一组参考公司的每家公司的股票价格相对应。 无形资产定价装置根据参考公司各组别的股票价格和一组资产净值产生一组参考公司各公司的无形资产预测值。 因子产生装置响应于第一预定条件将参考公司组划分为N个比较子组,并且因子产生装置还根据N个比较子组产生N个比较子组中的每一个的一组参考因子,并且 一组参考公司各公司的无形资产预测值。 输入装置用于输入预定时间和发射所需技术的预定成本。 然后,分析装置将该技术映射到N个比较子组的一个对应子组,然后根据预定时间,分析装置预定成本和对应子组的参考因子集合产生该技术的预测值 。