发明名称 Collectively analyzing holdings across multiple fixed income products
摘要 Systems, methods, and computer-readable mediums (i.e., utilities) for use in enabling corporate treasurers, money managers, and other investors to view and analyze consolidated credit risk on individual investments across multiple money market products (MMPs) and/or multiple accounts. In one aspect, the utilities may generate a database of MMP and related holding information that may be used to research and analyze one or more MMPs and/or underlying securities even if the same MMP or security is associated with different identifiers. In another aspect, the securities or holdings of the MMPs of actual or sample accounts may be aggregated (e.g., by common identifier, sponsor, issuer, etc.) either within MMPs and/or across multiple MMPs and subsequently analyzed to generate inferences and to obtain numerous types of information which may be presented to corporate treasurers and/or other users on a display (e.g., text, charts, graphs, etc.) for use in gauging a company's or other entity's credit exposure and in making decisions based on what is displayed.
申请公布号 US8700509(B2) 申请公布日期 2014.04.15
申请号 US201113156234 申请日期 2011.06.08
申请人 HEYNER MARK A.;KNIGHT THOMAS C.;ZHAO DAI;HAZARD, IV VICTOR JAMES;RAMOS SEBASTIAN;INSTITUTIONAL CASH DISTRIBUTORS TECHNOLOGY, LLC 发明人 HEYNER MARK A.;KNIGHT THOMAS C.;ZHAO DAI;HAZARD, IV VICTOR JAMES;RAMOS SEBASTIAN
分类号 G06Q40/00 主分类号 G06Q40/00
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