发明名称 System and method for banking market analysis
摘要 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.
申请公布号 US7689486(B2) 申请公布日期 2010.03.30
申请号 US20040835811 申请日期 2004.04.30
申请人 MORGAN STANLEY 发明人 ZHANG YUNLEI
分类号 G06Q40/00 主分类号 G06Q40/00
代理机构 代理人
主权项
地址