Yen-Feng Lee, Wei-Tsong Wang

Proceedings of the 15th International Multi-Conference on Complexity, Informatics and Cybernetics: IMCIC 2024, pp. 159-163 (2024); https://doi.org/10.54808/IMCIC2024.01.159

Yen-Feng Lee
Department of Industrial and Information Management, National Cheng Kung University, Tainan City, Taiwan

Wei-Tsong Wang
Department of Industrial and Information Management, National Cheng Kung University, Tainan City, Taiwan

Cite this paper as:
Lee, Y., Wang, W. (2024). The Model on Patent Investment Strategy of Technology Portfolio and Industrial Research. In N. Callaos, S. Hashimoto, N. Lace, B. Sánchez, M. Savoie (Eds.), Proceedings of the 15th International Multi-Conference on Complexity, Informatics and Cybernetics: IMCIC 2024, pp. 159-163. International Institute of Informatics and Cybernetics. https://doi.org/10.54808/IMCIC2024.01.159

The concept of portfolio theory is widely applied in financial investment, which would like to search the most valuable result or the lowest risk. In the recent years, some scholars suggest the portfolio theory within technology investment into Technology Portfolio. This article examines the impact of different portfolio strategies with Modified Sharpe Index to examine the values of internal/external technologies investment of companies. Moreover, we surveyed and arranged those research models from journal papers involved technology portfolio to illustrate the paths that technology portfolio theories developed.
Innovative approach of valuing intellectual property is proposed to estimate how technology portfolios may influence product values. Accordingly, technology portfolio strategies of companies can be utilized to identify the standards of product pricing, as well as to improve its sales volume or numbers with appropriate promotion. In this study, the technology portfolio is evaluated by suggested Modified-Sharpe-Index (MSI) function. Portfolio theory in financial is adopted with the concepts of technology development, which also combines the value of tangible and intangible assets along with risk and strategic factors, to evaluate the performance of a technology portfolio. The simulated experimental results may explain technology adoption and diffusion of management and strategies of companies in different industries.