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System and method for banking market analysis

机译:银行市场分析系统和方法

摘要

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.
机译:为在评估时间段内发生的涉及股票相关产品的投资银行交易,为一个或多个顾问评估钱包份额的系统和方法。该方法可以包括在评估时间段内确定涉及股票相关产品的交易的一个或多个顾问的费用估计,其中,基于一个或多个查找确定每个交易的一个或多个顾问的费用估计。特定于股票相关产品类型和交易地理区域的表格,其中一个或多个查询表根据交易规模,顾问数量和一个或多个顾问指示费用估算一个或多个顾问的角色。方法还可以包括基于在评估时间段内对一个或多个顾问的费用估计的汇总来确定在评估时间段内一个或多个顾问的钱包份额。

著录项

  • 公开/公告号US7885881B2

    专利类型

  • 公开/公告日2011-02-08

    原文格式PDF

  • 申请/专利权人 YUNLEI ZHANG;

    申请/专利号US20100726417

  • 发明设计人 YUNLEI ZHANG;

    申请日2010-03-18

  • 分类号G06Q40/00;

  • 国家 US

  • 入库时间 2022-08-21 18:07:35

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