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.

Knowledge representationPlanningG06Q 10/10G06Q 10/06398G06Q 40/02G06Q 40/06

AI classification

Planning0.98
Knowledge representation0.97
Machine learning0.40
AI hardware0.06
Natural language0.05
Evolutionary computation0.00
Speech0.00
Vision0.00

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.

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