METHODS AND SYSTEMS FOR MEASURING PERFORMANCE OF A SECURITY ANALYST

A method of measuring performance of a security analyst includes selecting an analyst that covers a set of securities, and a performance measurement time period. A value add is created by subtracting a return of a benchmark portfolio from a return of a simulated portfolio. The return of the benchmark portfolio is derived exclusively from a selected set of securities that are included in the set of securities covered by the analyst. The simulated portfolio has constituents and weights that are a function of the analyst's recommendations on the securities in the selected set.