SYSTEM, METHOD AND COMPUTER READABLE MEDIUM CONTAINING INSTRUCTIONS FOR EVALUATING AND DISSEMINATING SECURITIES ANALYST PERFORMANCE INFORMATION
Patent №
US 7,546,263
Granted
2009-06-09
Filed 2001
Owner
THOMSON FINANCIAL INC.
+3 more
Lab
—
AI components
2
kr · planning
Assignment
Recorded
Dataset
AIPD
2023_r1 edition
Application
09829439
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.
AI classification
Ownership
THOMSON FINANCIAL INC.
assignment · 120860103
THOMSON REUTERS (MARKETS) LLC
namechg · 357040468
THOMSON REUTERS GLOBAL RESOURCES
assignment · 358210399
THOMSON REUTERS GLOBAL RESOURCES UNLIMITED COMPANY
namechg · 442700994
Assignors
COLUMBUS, CRAIG E.
On an employer assignment, the assignors are typically the inventors.