Systems and Methods for Ranking Investors and Rating Investment Positions

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United States of America Patent

SERIAL NO

12420043

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Abstract

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Systems and methods for rating a plurality of investment positions are described. The rating comprises identifying a set of investors corresponding to each investment position of a plurality of investment positions. An investor is one who owns the investment position. The rating comprises, for each set of investors, generating a rank score for each investor, the rank score categorizing the investors for a time period of a plurality of time periods. The rating comprises, for each set of investors, generating an average rank score for the period of time. The rating comprises, for each set of investors, generating a trailing rank score by averaging the rank scores across the plurality of periods of time. The rating comprises generating a stock rating score for each investment position by combining the average rank score and the trailing rank score of the set of investors corresponding to the investment position.

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Patent Owner(s)

Patent OwnerAddress
MORGAN STANLEY SERVICES GROUP INC1633 BROADWAY NEW YORK NY 10019

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Inventor(s)

Inventor Name Address # of filed Patents Total Citations
Carpenter, Steven A San Francisco , US 16 1135
Junkergard, Sven San Francisco , US 9 972
Sharma, Manu San Francisco , US 79 1544

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