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    • 7. 发明申请
    • System and method for facilitating the selection of security analyst research reports
    • 用于促进选择安全分析师研究报告的系统和方法
    • US20050080695A1
    • 2005-04-14
    • US10681286
    • 2003-10-09
    • Joseph Gatto
    • Joseph Gatto
    • G06Q30/00G06F17/60
    • G06Q30/06G06Q40/00
    • A system and method for facilitating the selection of security analyst research reports is provided. Investors (or other users) seeking to efficiently target and access only those security analyst research reports most likely to assist in an investment-related decision may access an application. The application may enables users to simultaneously view (e.g., via a graphical user interface) current predictions of security analysts (or other contributors), research report objects associated with the predictions, and data, metrics, or other information corresponding to the historical performance of predictions made by the analysts. By simultaneously displaying historical performance data for contributors, along with their current predictions and research report objects associated with their current predictions, users are provided with objective criteria by which to guide their selection of research reports.
    • 提供了一种便于选择安全分析师研究报告的系统和方法。 寻求有效瞄准和访问那些最有可能协助投资相关决策的安全分析师研究报告的投资者(或其他用户)可以访问应用程序。 应用程序可以使用户能够同时查看(例如,通过图形用户界面)安全分析人员(或其他贡献者)的当前预测,与预测相关联的研究报告对象,以及数据,指标或与历史性能相对应的其他信息 分析师做出的预测。 通过同时显示贡献者的历史绩效数据,以及与当前预测相关的当前预测和研究报告对象,向用户提供客观标准,以指导他们选择研究报告。
    • 8. 发明授权
    • Methods and systems for measuring performance of a security analyst
    • 用于衡量安全分析师绩效的方法和系统
    • US07636680B2
    • 2009-12-22
    • US10194940
    • 2002-07-12
    • Joseph Gatto
    • Joseph Gatto
    • G06Q40/00
    • G06Q40/06G06Q40/00
    • 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.
    • 一种衡量安全分析师绩效的方法包括选择覆盖一组证券的分析师以及表现测量时间段。 通过从模拟投资组合的回报中减去基准投资组合的回报创建增值。 基准组合的回报完全来自分析师所涵盖的一组证券中所选择的一组证券。 模拟投资组合的成分和权重是分析师对所选集合中证券的建议的函数。