Invention Grant
US07885881B2 System and method for banking market analysis 有权
银行市场分析系统与方法

  • Patent Title: System and method for banking market analysis
  • Patent Title (中): 银行市场分析系统与方法
  • Application No.: US12726417
    Application Date: 2010-03-18
  • Publication No.: US07885881B2
    Publication Date: 2011-02-08
  • 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
System and method for banking market analysis
Abstract:
System and method of estimating a wallet share for one or more advisors for investment banking deals involving equity-related products that occurred during an evaluation time period. Method may comprising determining a fee estimate for the one or more advisors for the deals involving equity-related products during the evaluation time period, wherein the fee estimate for the one or more advisors for each deal is determined based on one or more look-up tables specific to the type of equity-related product and the geographic region for the deal, and wherein the one or more look-up tables indicate a fee estimate for the one or more advisors based on the deal size, the number of advisors, and the role of the one or more advisors. Method may also comprise determining a wallet share for the one or more advisors over the evaluation time period based on an aggregation of the fee estimates for the one or more advisors during the evaluation time period.
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