Systems and methods for analysis of portfolio returns and trade cost measurement based on fiduciary roles

Number of patents in Portfolio can not be more than 2000

United States of America Patent

PATENT NO 7739170
SERIAL NO

10372436

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ATTORNEY / AGENT: (SPONSORED)

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Abstract

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Preferred embodiments of the present invention comprise, for example, a method for measuring trade costs, comprising (1) capturing trade data over a predetermined time period; (2) capturing time stamp data corresponding to said trade data, wherein said time stamp data comprises open events and close events, data regarding when an order is received by a buy-side trading desk from a portfolio manager; data regarding when execution of said order is completed, and data regarding when a manager decides to engage in trading regarding said order; and (3) performing an investment level analysis based on said trade data and said time stamp data. Further embodiments comprise systems and software for implementing the above method (and others) and utilizing information obtained therefrom.

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Patent Owner(s)

Patent OwnerAddress
ANCERNO LTDONE BATTERY PARK PLAZA NEW YORK NY 10004

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Inventor(s)

Inventor Name Address # of filed Patents Total Citations
Noser, Eugene New York, US 4 95
Stewart, Bruce New York, US 5 213
Thomas, John T New York, US 3 110

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