发明名称 |
Using Commercial Share of Wallet To Rate Investments |
摘要 |
Commercial size of spending wallet (“CSoSW”) is the total business spend of a business including cash but excluding bartered items. Commercial share of wallet (“CSoW”) is the portion of the spending wallet that is captured by a particular financial company. A modeling approach utilizes various data sources to provide outputs that describe a company's spend capacity. A mutual fund rating company can use this CSoW/CSoSW modeling approach to predict the performance of funds that invest in a particular industry or sector. In addition, since mutual funds often provide guidelines for selecting stocks, rating companies can use this modeling approach to predict the performance of companies in a fund's portfolio.
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申请公布号 |
US2010274739(A1) |
申请公布日期 |
2010.10.28 |
申请号 |
US20100833741 |
申请日期 |
2010.07.09 |
申请人 |
AMERICAN EXPRESS TRAVEL RELATED SERVICES COMPANY INC. |
发明人 |
HAGGERTY KATHLEEN;LYON CHARLES CHRISTOPHER;OKOH BENEDICT O.;PHELAN ROBERT E.;RUTERMAN JON KEVIN;TURNER GERALDINE A.;YUAN CHAO M.;BISWAS ARNAB |
分类号 |
G06Q40/00 |
主分类号 |
G06Q40/00 |
代理机构 |
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代理人 |
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主权项 |
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