IPR Strategies

IPR Strategies develops quantitative factors and investment strategies based on the monetary value of the patent portfolio of a company. We support investors in enhancing their existing strategy with an additional, alpha generating fundamental factor, measuring the hidden assets of a company. We deliver insight regarding a company's technological roadmap and can determine risks and opportunities. Our solution has been implemented by asset managers with over 35 billion euros in assets under management.

Subscription Details

90 days free trial of the complete dataset (after signing NDA)

Update Granularity

monthly

Downloadable Assets

None

Price

$50-100K

Request Info

Collection Methodology

Dataset type 
Patent value, Patent indicators – fundamental data measuring intangible assets of a company

Data frequency: 4 times per year (working on monthly updates)

Data history from year 2007

Data delivery API, FTP

Entity mapping Yes, mapped to Tickers, ISIN & LEI

Feed type Structured, Multiple Signals per equity, Report upon request

Asset classes Public Equity, Private Equity

Regions Global

Universe coverage All global publicly listed companies

Sectors All

Trial details Yes, 90 days free trial

Regional Coverage

Global

History

First valuation from Dec. 2007

Cadence

4 times per year

Themes Covered

B2B

Known Biases

We have a low technology bias

Granularity of Data

Country Country, where the company is registered

IPC_Sector Industrial sector by IPC (international patent classification) value distribution in the portfolio 

TotalIPQuality Summarized key figure composed of

EA/Bench_EA key figure "Market attractiveness" (patent value indicators that represent the activity of the market and the change in activity trend) compared to the Benchmark "Market attractiveness"

EC/Bench_EC key figure "Market coverage" (total amount, size and relevance of the legally covered and protected countries/economies for the invention) compared to the Benchmark 
"Market coverage"

T/Bench_T key figure "Technology Value" (patent value indicators representing the technical quality oft he invention, e.g. the differentiation of the state art, or the relevance for other technologies) compaared to the Benchmark "Technology Value" 

PatentVal Average of upper and lower total portfolio value interval border; calculated value of the patent portfolio in EUR

NumberOfFamilies Amount of patent families 

Patent Leverage IP Leverage (0-100) - the importance of patents for the business activities based on the total patent value and the total assets fundamental factor measurement of profitability= Grossprofit / Total Assets

Patentalpha Patentalpha= Patent Leverage*fundamental factor; the higher the Patentalpha value the more profitable the IP stock

Ticker Bloomberg ticker

LEI Legal Entity Identifier

TechnologySpec Sector of the most representative IPC Class (in most cases also the most valuable one);

Sectors / Companies

All sectors