System, method and computer readable medium containing instructions for evaluating and disseminating securities analyst performance information

Number of patents in Portfolio can not be more than 2000

United States of America Patent

PATENT NO 7546263
APP PUB NO 20020022988A1
SERIAL NO

09829439

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ATTORNEY / AGENT: (SPONSORED)

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Abstract

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An analyst's performance is evaluated by utilizing information pertaining to at least one revision issued by the analyst involving at least one investment. This evaluation includes determining a conditional performance score indicative of the analyst's performance relative to other investors. The performance score is determined at least in part by considering an average historical performance of the investment, following the revision. In addition, the performance score is also determined using a historical consistency of the analyst's performances with respect to revisions involving the investment, and a number of revisions made by the analyst. Then, the performance score may be adjusted according to one or more adjustments, including adjustments for accentuating a number of issued revisions and a return amount, to generate a final performance score.

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Patent Owner(s)

  • THOMSON REUTERS GLOBAL RESOURCES UNLIMITED COMPANY;THOMSON HOLDINGS LLC

International Classification(s)

  • [Classification Symbol]
  • [Patents Count]

Inventor(s)

Inventor Name Address # of filed Patents Total Citations
Bettis, J Carr Scottsdale, US 4 74
Columbus, Craig E Scottsdale, US 4 74

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