发明名称 PLATFORM FOR MANAGING RESOURCES
摘要 A framework enables the automated and coherent analysis of the management of resources. Such resources may include impact resources. As such, the framework provides an integrated overview of various impacts of a resource portfolio, resource fund, manager of a fund, or other resource management instrument. The framework generates detailed reports at the portfolio, fund, manager, or firm levels. The reports provide an overview and a robust data set of metrics, scores, and other analytics regarding the impact of a particular resource management thesis, including at least an impact strategy score and an execution risk score. By determining a quantified and standardized measurement of the social and/or environmental benefits or impacts of various resource management instruments, the framework provides a user an aggregated overview of the various impacts at both the level of user's portfolio and the various funds, managers, or firms that the user holds within their portfolio.
申请公布号 US2016371614(A1) 申请公布日期 2016.12.22
申请号 US201615184462 申请日期 2016.06.16
申请人 The CAPROCK Group, Inc. 发明人 Weatherley-White Matthew Richard;Gustafson Mark Kenneth;Flores Nicolas Michael;Jewell Jefferson Richard
分类号 G06Q10/06;G06Q40/06 主分类号 G06Q10/06
代理机构 代理人
主权项 1. A method for managing a resource with a network computer that includes one or more processors that perform actions, comprising: employing one or more resource management engines that perform actions, including: providing one or more portfolio data structures for the resource based on one or more impact strategies for the resource, wherein the one or more portfolio data structures include records that are self-referential;providing building block distribution data for the resource based on the one or more portfolio data structures for the resource;providing a resource impact strategy score based on the building block distribution data and one or more impact factor ratings for the resource;providing a resource execution risk score based on the one or more building block distribution data and one or more risk ratings for the resource;providing one or more impact milestones for the resource based on an impact performance of the resource;updating the resource execution risk score based on the one or more impact milestones of the resource;providing one or more resource impact performance reports for the resource that include at least one of the resource impact strategy score, one or more impact milestones, or the resource execution risk score; andstoring the one or more resource management impact performance reports in a non-transitory storage memory.
地址 Boise ID US