Borealis Global Advisory has recently completed the 3rd iteration of its patent application for a “Semi-active Equity Portfolio and a Device for Tactical Allocation Changes”. It sounds a bit like an academic paper and to some degree the patent application is. Our patent application describes a process where an index (or portfolio) can be created based on a factor or groups of factors and then weighted in a way that is different from a commonly used index such as the S&P 500, Dow Jones, NASDAQ and many others.
