Invention Grant
- Patent Title: System and method for banking market analysis
- Patent Title (中): 银行市场分析系统与方法
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Application No.: US10835811Application Date: 2004-04-30
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Publication No.: US07689486B2Publication Date: 2010-03-30
- Inventor: Yunlei Zhang
- Applicant: Yunlei Zhang
- Applicant Address: US NY New York
- Assignee: Morgan Stanley
- Current Assignee: Morgan Stanley
- Current Assignee Address: US NY New York
- Agency: K&L Gates LLP
- Main IPC: G06Q40/00
- IPC: G06Q40/00

Abstract:
Methods of estimating a fee earned by one or more advisors from various types of investment banking deals and transactions are disclosed. The deals or transactions may be a merger or acquisition, an initial public offering, an offering of convertible securities, a secondary offering, a block trade of securities, an offering of investment-grade debt securities and/or an offering of high-yield securities. The advisors may be investment banks performing on the roles of the various tiers of a syndicate, such as book runner, lead manager, co-lead manager, or co-manager. The method comprises retrieving data regarding the financial deal or deals of interest. The data may include an identification of the one or more advisors, the role of those advisors, and a parameter of the deal, such as the size of the deal, the geographic region for the deal, or the maturity date when the deal involves the issuance of debt securities.
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Information query