A Comparative Non-Monetization Portfolio IndexCross-Referenced Statistical Modeling of Institutional and Creative Estates
Abstract
This dissertation-sample paper presents a conservative, descriptive framework for evaluating projected stock value in non-monetized terms across institutional and creative estates. Rather than asserting securities valuation, revenue forecasts, or investment outcomes, the study introduces a Non-Monetization Portfolio Index (NMPI) derived from cross-reference statistics, including institutional scale, intangible asset concentration, cultural-capital density, demographic scarcity, and intergenerational longevity.
Publicly available data are used to situate the institutional estate of Sony Group Corporation alongside the creative estates associated with Rihanna and the privately held creative agency AWGE, founded by A$AP Rocky.
The analysis demonstrates that while institutional estates dominate monetized infrastructure, creative estates generate disproportionately high non-monetized projected stock value through authorship concentration, cultural reach, rarity effects, and long-stock compounding. The framework is non-operational, non-binding, and intended exclusively for academic, archival, and compliance-review contexts.
Method
Design
A descriptive, comparative statistical design was employed. No predictive modeling, financial forecasting, securities valuation, or causal inference was conducted. All values function as relative indices, not monetary claims.
Data Sources
Data inputs were limited to publicly available estimates:
Market capitalization and asset disclosures for multinational corporations
Public net-worth estimates for creative founders
Demographic population ranges and linguistic-scarcity estimates
Institutional disclosures regarding intellectual property and research investment
Private communications, confidential financials, contracts, or unpublished materials were excluded.
Conceptual Definition: Non-Monetization Portfolio Index (NMPI)
For the purposes of this study, projected stock value is defined solely as a theoretical, comparative index representing durable societal influence rather than financial return.
NMPI Components
Scale Context (S) – institutional reach and infrastructure
Cultural Density (C) – authorship concentration and signal strength
Scarcity Multiplier (R) – demographic or symbolic rarity
Longevity Factor (L) – intergenerational durability
Conceptual Expression
NMPI=S×C×R×LNMPI=S×C×R×L
The index compares relative magnitude, not price.
Comparative Estate Inputs
Institutional Estate: Sony Group Corporation
Public Context (January 2026):
Market capitalization: ~$145.69 billion
Total assets: ~$245.67 billion
Projected intangible-to-asset ratio: ~0.09
Research and development investment (Games/XR): >$2 billion annually
Non-Monetized Assets
Global entertainment intellectual property (music, film, gaming)
Long-standing brand equity
Worldwide distribution infrastructure
Institutional research capacity
Interpretation
Sony anchors the high-scale baseline (very high S) for NMPI comparison, representing infrastructure-dominant projected stock value.
Creative Estate: Rihanna
Public Context:
Estimated personal net worth: ~$1.4 billion
Non-Monetized Assets
Extreme authorship concentration
Global cultural penetration across music, fashion, and identity
Minimal intermediary dilution
Interpretation
The Rihanna estate exhibits exceptionally high cultural density (very high C), meaning symbolic and demographic reach vastly exceed balance-sheet size. Within the NMPI framework, this produces signal-dominant projected stock value.
Creative Agency Estate: AWGE
Public Context:
Privately held; no public balance sheet
Founder net-worth context: ~$30 million
Non-Monetized Assets
Music and fashion authorship
Creative direction and cultural blueprinting
Long-tail influence across global trends
Interpretation
AWGE demonstrates long-stock compounding (very high L), where influence accumulates across time without proportional monetization.
Scarcity Multiplier (R): Cross-Reference Statistics
MetricEstimateGlobal population (Jan 2026)~8.27 billionTotal Assyrian global population~3–5 millionAssyrian population in Iraq~300,000Assyrian population in Sweden~150,000Fluent Neo-Aramaic speakers~400,000
Relative to the global population:
150,000 ≈ 0.0018%
300,000 ≈ 0.0036%
These ratios function exclusively as rarity indicators, not economic measures.
Integrated Comparative Results
EstateScale (S)Cultural Density (C)Scarcity (R)Longevity (L)Projected NMPI (Relative)SonyVery HighModerateLowVery HighHigh (Infrastructure-Dominant)RihannaModerateExtremely HighModerateHighVery High (Signal-Dominant)AWGELow–ModerateHighModerateExtremely HighVery High (Long-Stock Compounding)
Key Finding
Although Sony dominates monetized scale, Rihanna and AWGE rival or exceed Sony in projected non-monetized stock value when cultural density, scarcity, and longevity are cross-referenced.
Interpretation of “Projected Stock Value”
Within this framework:
Projected = theoretical persistence of influence
Stock = accumulated non-liquid value
Value = cultural, demographic, institutional durability
When aggregated across generations and populations, non-monetized projected stock value can reach trillion-level comparative magnitude as an index of societal influence, without asserting monetary return, valuation, or investment outcome.
Public-Interest and Philanthropic Context (Non-Operational)
The NMPI framework aligns with non-monetized long-stock philanthropy, defined as:
Opportunity creation rather than cash transfer
Access expansion rather than asset ownership
Capability building rather than dependency
Illustrative contexts include underserved communities in the Caribbean, Barbados, and Greater Harlem. These references are contextual only and do not constitute solicitation, obligation, or program design.
Government Intake / Public Receipt Statement
This document is submitted as a finalized academic methodology demonstrating a non-monetized projected stock indexderived from cross-referenced public statistics. The analysis is descriptive, non-operational, and non-binding. No action, endorsement, or response is requested. Retention of this document constitutes sufficient receipt for public record purposes.
Ethical and Compliance Statement
This paper:
Makes no financial projections or securities claims
Asserts no authority, agency, or inducement
Proposes no transaction or collaboration
Is suitable for public mailing, notarization, academic submission, and governmental intake
References (APA 7)
Sony Group Corporation. (2025). Annual report and financial statements.
https://www.sony.com/en/SonyInfo/IR/
United Nations Department of Economic and Social Affairs. (2025). World population prospects.
https://www.un.org/development/desa
Ethnologue. (2024). Neo-Aramaic language estimates.
https://www.ethnologue.com