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1. 发明授权

US07953652B1 Profit model for non-execution services 有权
标题翻译：非执行服务的利润模型
公开(公告)号：US07953652B1
公开(公告)日：2011-05-31
申请号：US11450994
申请日：2006-06-12
申请人： Barry S. Hurewitz
发明人： Barry S. Hurewitz
IPC分类号： G06Q40/00
CPC分类号： G06Q40/02 , G06Q30/04 , G06Q40/00 , G06Q40/12
摘要： Methods of pricing non-execution services provided by a firm comprising an execution service provider and a non-execution service provider. The methods may comprise the steps of accruing a payment for execution and non-execution services from an external client and allocating a first portion of the payment to an execution service provider and a second portion of the payment to a non-execution service provider. The methods may also comprise the steps of calculating a cost of providing the non-execution services, and calculating a profit of the non-execution service provider considering the cost of providing the non-execution services and the second portion of the payment.
摘要翻译：定价包括执行服务提供商和非执行服务提供商的公司提供的非执行服务的方法。所述方法可以包括以下步骤：从外部客户端执行对执行和非执行服务的支付，并且将支付的第一部分分配给执行服务提供商，并将支付的第二部分分配给非执行服务提供商。该方法还可以包括以下步骤：计算提供非执行服务的成本，以及考虑提供非执行服务的成本和支付的第二部分来计算非执行服务提供商的利润。

2. 发明授权

US08694413B1 Computer-based systems and methods for determining interest levels of consumers in research work product produced by a research department 有权
标题翻译：基于计算机的系统和方法，用于确定研究部门制作的研究工作产品中消费者的兴趣水平
公开(公告)号：US08694413B1
公开(公告)日：2014-04-08
申请号：US13402998
申请日：2012-02-23
申请人： Barry S. Hurewitz , Vaughn S. Harvey , Robert Treder , Scott Solomon , Omar Moustafa , Thami Rachidi
发明人： Barry S. Hurewitz , Vaughn S. Harvey , Robert Treder , Scott Solomon , Omar Moustafa , Thami Rachidi
IPC分类号： G06Q40/00
CPC分类号： G06Q40/00
摘要： Computer-based systems and methods that determine interest profiles of contacts of work product. The contact interest profiles may indicate the contacts' interests in particular topics of research work product and/or analyst teams within the research department that produced the research work product. The contacts' interest profiles may be determined based on research work product accessed by the contacts according to topic and/or analyst team that produced the research work product, the interaction of the contacts with the research department, and any other reliable information indicative of the contacts' topic and/or team interests. Also, research work product items produced by the entity may be rated for each contact based on, for example, the topic(s) of the research work product items and the analyst teams that produced the research work product items, as well as the contacts' topic and/or analyst team interests.
摘要翻译：基于计算机的系统和方法来确定工作产品联系人的兴趣情况。联系兴趣简介可以表明联系人在制作研究工作产品的研究部门内的研究工作产品和/或分析师团队的特定主题的兴趣。联系人的兴趣简档可以基于根据产生研究工作产品的主题和/或分析师团队联系人访问的研究工作产品，联系人与研究部门的互动以及指示该研究工作产品的任何其他可靠信息联系人的主题和/或团队兴趣。此外，可以根据例如研究工作产品项目的主题和产生研究工作产品的分析师团队以及联系人为每个联系人评估实体产生的研究工作产品项目主题和/或分析师团队的兴趣。

3. 发明申请

US20120265571A1 MATCHING RESOURCES OF A SECURITIES RESEARCH DEPARTMENT TO ACCOUNTS OF THE DEPARTMENT 审中-公开
标题翻译：证券研究部门对部门帐目资金的匹配
公开(公告)号：US20120265571A1
公开(公告)日：2012-10-18
申请号：US13530977
申请日：2012-06-22
申请人： Barry S. Hurewitz
发明人： Barry S. Hurewitz
IPC分类号： G06Q10/06
CPC分类号： G06Q10/06 , G06Q40/00 , G06Q40/06 , G06Q40/12
摘要： Systems and methods for allocating limited resources of a securities research department to accounts of the department are disclosed. According to various embodiments, the system includes an account scoring module and a resource matching module. The account scoring module is for generating a score for each account, and the resource matching module is for matching the resources of the department to the accounts based on the scores for each account.
摘要翻译：披露了证券研究部门有限资源分配给部门账户的制度和方法。根据各种实施例，系统包括帐户评分模块和资源匹配模块。帐户评分模块用于为每个帐户生成分数，资源匹配模块用于根据每个帐户的分数将该部门的资源与帐户进行匹配。

4. 发明授权

US08209253B2 Matching resources of a securities research department to accounts of the department 有权
标题翻译：将证券研究部门的资源与部门账户相匹配
公开(公告)号：US08209253B2
公开(公告)日：2012-06-26
申请号：US12706054
申请日：2010-02-16
申请人： Barry S. Hurewitz
发明人： Barry S. Hurewitz
IPC分类号： G06Q40/00
CPC分类号： G06Q10/06 , G06Q40/00 , G06Q40/06 , G06Q40/12
摘要： Systems and methods for allocating limited resources of a securities research department to accounts of the department are disclosed. According to various embodiments, the system includes an account scoring module and a resource matching module. The account scoring module is for generating a score for each account, and the resource matching module is for matching the resources of the department to the accounts based on the scores for each account.
摘要翻译：披露了证券研究部门有限资源分配给部门账户的制度和方法。根据各种实施例，系统包括帐户评分模块和资源匹配模块。帐户评分模块用于为每个帐户生成分数，资源匹配模块用于根据每个帐户的分数将该部门的资源与帐户进行匹配。

5. 发明授权

US07752103B2 Systems and methods for auctioning access to securities research resources 有权
标题翻译：拍卖获取证券研究资源的系统和方法
公开(公告)号：US07752103B2
公开(公告)日：2010-07-06
申请号：US10939087
申请日：2004-09-10
申请人： Barry S. Hurewitz
发明人： Barry S. Hurewitz
IPC分类号： G06Q40/00 , G06F17/50
CPC分类号： G06Q30/08 , G06Q40/00 , G06Q40/04
摘要： Methods and systems for auctioning units of securities research resources from a supplier of securities research services to potential consumers of the supplier's securities research are disclosed. According to various embodiments, the method includes the steps of receiving from a plurality of the potential consumers at least one bid for at least one unit of the securities research resources services of the supplier in at least one bidding stage, and allocating units of securities research resources services of the supplier to certain of the potential consumers (i.e., winning bidders) based on the received bids of the potential consumers. The units may be, for example, research time units of a research team of the supplier of the securities research. Also, the units may be a preferred service access level to a member of a research team of the supplier of the securities research. The preferred access level may entitle a holder thereof to direct enhanced consultative contact with the member of the research team.
摘要翻译：披露了从证券研究服务供应商向供应商证券研究潜在消费者拍卖证券研究资源单位的方法和制度。根据各种实施例，该方法包括以下步骤：在至少一个投标阶段从多个潜在消费者接收至少一个供应商的证券研究资源服务单元的投标，以及分配证券研究单位基于收到的潜在消费者的投标，供应商的某些潜在消费者（即获胜投标人）的资源服务。单位可能是例如证券研究供应商研究团队的研究时间单位。此外，这些单位可能是证券研究供应商研究团队成员的首选服务访问级别。优选的访问级别可以使其持有者有权指导与研究团队成员的增强的咨询联系。

6. 发明申请

US20130054487A1 COMPUTER-BASED SYSTEMS AND METHODS FOR COMPUTING MARKET-ADJUSTED ELASTICITIES FOR ACCOUNTS 有权
公开(公告)号：US20130054487A1
公开(公告)日：2013-02-28
申请号：US13564077
申请日：2012-08-01
申请人： Barry S. Hurewitz , Vaughn Harvey , Thami Rachidi , Scott Solomon
发明人： Barry S. Hurewitz , Vaughn Harvey , Thami Rachidi , Scott Solomon
IPC分类号： G06Q40/06
CPC分类号： G06Q40/06
摘要： Relating resources expended by a securities research entity to revenue received by a financial services firm including the securities research entity. A computer system may receive account revenue data indicative of revenue received by the financial services firm from a first customer investment account for at least securities trade execution by the financial services firm for the first customer investment account. The computer system may also receive account expense data indicative of expenses incurred by the securities research entity on behalf of the first customer investment account. The computer system may determine a market condition-adjusted elasticity for the first customer investment account. The market condition-adjusted elasticity, determined based on at least one market condition for securities, may indicate a relationship between the expenses incurred by the research entity on behalf of the first customer investment account and the revenue received by the financial services firm from the first customer investment account.

7. 发明授权

US07904364B2 Systems and methods for auctioning access to securities research resources 有权
标题翻译：拍卖获取证券研究资源的系统和方法
公开(公告)号：US07904364B2
公开(公告)日：2011-03-08
申请号：US12784787
申请日：2010-05-21
申请人： Barry S. Hurewitz
发明人： Barry S. Hurewitz
IPC分类号： G06Q40/00 , G06F17/50
CPC分类号： G06Q30/08 , G06Q40/00 , G06Q40/04
摘要： Methods and systems for auctioning units of securities research resources from a supplier of securities research services to potential consumers of the supplier's securities research are disclosed. According to various embodiments, the method includes the steps of receiving from a plurality of the potential consumers at least one bid for at least one unit of the securities research resources services of the supplier in at least one bidding stage, and allocating units of securities research resources services of the supplier to certain of the potential consumers (i.e., winning bidders) based on the received bids of the potential consumers. The units may be, for example, research time units of a research team of the supplier of the securities research. Also, the units may be a preferred service access level to a member of a research team of the supplier of the securities research. The preferred access level may entitle a holder thereof to direct enhanced consultative contact with the member of the research team.
摘要翻译：披露了从证券研究服务供应商向供应商证券研究潜在消费者拍卖证券研究资源单位的方法和制度。根据各种实施例，该方法包括以下步骤：在至少一个投标阶段从多个潜在消费者接收至少一个供应商的证券研究资源服务单元的投标，以及分配证券研究单位基于收到的潜在消费者的投标，供应商的某些潜在消费者（即获胜投标人）的资源服务。单位可能是例如证券研究供应商研究团队的研究时间单位。此外，这些单位可能是证券研究供应商研究团队成员的首选服务访问级别。优选的访问级别可以使其持有者有权指导与研究团队成员的增强的咨询联系。

8. 发明授权

US07774709B2 Interactive user interface for displaying correlation 有权
标题翻译：用于显示相关性的交互式用户界面
公开(公告)号：US07774709B2
公开(公告)日：2010-08-10
申请号：US12539221
申请日：2009-08-11
申请人： Barry S. Hurewitz
发明人： Barry S. Hurewitz
IPC分类号： G06F3/00 , G06F3/14
CPC分类号： G06Q40/00 , Y10S707/99945 , Y10S707/99948
摘要： Methods and systems described herein may comprise determining, for each of a plurality of potential related companies, a correlation factor of a related company metric of the potential related company relative to a focal company metric and selecting at least one related company having a correlation factor relative to the focal company within a first range. The methods may also comprise displaying a focal company field listing an identifier of the focal company and displaying a correlation field listing identifiers for the at least one related company, where certain of the identifiers comprise a hyperlink. When one of the hyperlinks is activated, the company corresponding to the activated hyperlink may become the new focal company. The correlation field may list identifiers for at least one new related company having a related company metric with a correlation factor relative to the focal company metric of the new focal company within the first range.
摘要翻译：本文描述的方法和系统可以包括为多个潜在相关公司中的每一个确定潜在相关公司相对于焦点公司度量的相关公司度量的相关系数，并且选择至少一个具有相关因子相关性的相关公司到焦点公司在第一范围内。所述方法还可以包括显示列出所述焦点公司的标识符的焦点公司字段，并且显示关联字段列出所述至少一个相关公司的标识符，其中某些标识符包括超链接。当其中一个超级链接被激活时，对应于激活的超链接的公司可能成为新的重点公司。相关领域可以列出具有相关公司度量的至少一个新的相关公司的标识符，其具有相对于第一范围内的新焦点公司的焦点公司度量的相关系数。

9. 发明授权

US07769654B1 Systems and methods for determining fair value prices for equity research 有权
标题翻译：确定权益研究公允价值的制度和方法
公开(公告)号：US07769654B1
公开(公告)日：2010-08-03
申请号：US10856442
申请日：2004-05-28
申请人： Barry S. Hurewitz
发明人： Barry S. Hurewitz
IPC分类号： G06Q40/00
CPC分类号： G06Q40/06 , G06Q40/00
摘要： Methods for determining a range of fair value prices for equity research to be supplied by a sell-side firm to a buy-side firm. The range of fair value prices may be used, for example, to frame the discussions between the sell-side firm and the buy-side firm over the price of equity research supplied by the sell-side firm. For example, the parties may engage in discussion discussions as to which determined fair value price or prices are most appropriate to the parties' circumstances. A number of different pricing techniques are disclosed.
摘要翻译：确定卖方公司向买方公司提供的股权研究的公允价值范围的方法。例如，可以使用公允价值价格的范围，例如，通过卖方公司提供的股权研究的价格来制定卖方公司和买方公司之间的讨论。例如，双方可以就哪些确定的公允价值或价格最适合当事人的情况进行讨论。公开了许多不同的定价技术。

10. 发明申请

US20090327924A1 INTERACTIVE USER INTERFACE FOR DISPLAYING CORRELATION 有权
标题翻译：用于显示关联的交互式用户界面
公开(公告)号：US20090327924A1
公开(公告)日：2009-12-31
申请号：US12539221
申请日：2009-08-11
申请人： Barry S. Hurewitz
发明人： Barry S. Hurewitz
IPC分类号： G06F3/048
CPC分类号： G06Q40/00 , Y10S707/99945 , Y10S707/99948
摘要： Methods and systems described herein may comprise determining, for each of a plurality of potential related companies, a correlation factor of a related company metric of the potential related company relative to a focal company metric and selecting at least one related company having a correlation factor relative to the focal company within a first range. The methods may also comprise displaying a focal company field listing an identifier of the focal company and displaying a correlation field listing identifiers for the at least one related company, where certain of the identifiers comprise a hyperlink. When one of the hyperlinks is activated, the company corresponding to the activated hyperlink may become the new focal company. The correlation field may list identifiers for at least one new related company having a related company metric with a correlation factor relative to the focal company metric of the new focal company within the first range.
摘要翻译：本文描述的方法和系统可以包括为多个潜在相关公司中的每一个确定潜在相关公司相对于焦点公司度量的相关公司度量的相关系数，并且选择至少一个具有相关因子相关性的相关公司到焦点公司在第一范围内。所述方法还可以包括显示列出所述焦点公司的标识符的焦点公司字段，并且显示关联字段列出所述至少一个相关公司的标识符，其中某些标识符包括超链接。当其中一个超级链接被激活时，对应于激活的超链接的公司可能成为新的重点公司。相关领域可以列出具有相关公司度量的至少一个新的相关公司的标识符，其具有相对于第一范围内的新焦点公司的焦点公司度量的相关系数。

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