IPR Strategies | About
Patents represent the willingness of companies to invest in innovation and future technology. They represent a future legal monopoly on certain inventions and, thereby, a legal competitive advantage. Patents are intangible assets that are mostly invisible on balance sheets. These assets turn into measurable value in terms of revenue and profit within the following years; thus, they are an early indicator of a future positive value as long as the patents are of high quality and high value. We call them “innovation premium.”
Our philosophy is to find companies with high future potential based on their intellectual property rights (IPR) asset situations and derive investment strategies for investors, fund managers, quantitative analysts, etc. Based on our comprehensive IPR value knowledge of all (listed) companies worldwide in combination with fundamental company data, we offer strategies based on the missing IPR-factor to our clients.
See our examples of (simulated) indices or funds using certain IPR-related filters and rulesets as well as their amazing outperformances.
Patents are also suitable to detect the ESG* (Enviromental, Social and Governance) capabilities of a certain company by analysing their patents focussing on technologies and processes that address the UN SDGs (Sustainable Development Goals).
So far, IPR-Strategies is the only supplier that delivers ESG patent value factors, the missing link for sustainable investing.
Our solution has been implemented by asset managers with over 35 billion euros in assets under management (References available upon request).
Based on the patent-value datasets, different strategies can be applied using patent values, their growth, single or multiple key figures we include in our datasets, ESG or SDG key figures, combinations thereof or their growth.
We implemented the simplest strategy, the top 30 most valuable patent owners (where we only use the most recent patent portfolio values of companies worldwide) in one index -the Q-IPR30 index- that is live tracked since summer 2020. So far, it outperforms all benchmarks (see green chart to the right) with lower volatility and lower drawdowns.
IPR Strategies | What We Do
We develop 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 fundamental factor, measuring the hidden assets of a company.
We deliver insight regarding a company's technological roadmap and can determine risks and opportunities.
We believe that patents are the most important early indicator of the prognosis of growth and sustainability of the revenue an profit of a technology company.
Companies with high value patent portfolios - A new asset class
The aim is to provide investors with maximum stability and security in earnings based on (longterm) strategies worldwide.
The value analysis of the patent portfolios of different top high-tech companies worldwide in almost all sectors enables different
investment strategies for funds, family offices, or private equity investors. Backtestsings as well as live trackings show that all benchmarks can be outperformed for companies listed on stock markets. In addition, non-listed companies can be valued.
LOOKING BEHIND THE SCENES OF COMPANIES
Deep inside the technical analysis of a company's intellectual properties (patents and their values)
NEW INVESTMENT STRATEGIES
Based on a company's hidden assets and future potential represented by their patent values, and patent value trend
Innovative companies are recognized by their IP activities
Different studies have shown that companies that are active in IP (applying patents and utility models) are more innovative and better prepared for the future than others. Quantity is not quality, of course, only highly valuable patents, the total IP value, and its development over time indicate really innovative activities. This shows a major potential for the future of a company, compared to their competitors, for example. These are tomorrow´s outperformers.
* ESG Patents primary address the environmental part of the ESG spectrum