Robert P Treder

US Patent:

8566146, Oct 22, 2013

Filed:

May 10, 2012

Appl. No.:

13/468348

Inventors:

Barry S. Hurewitz - New York NY, US
Scott Solomon - New York NY, US
Thami Rachidi - Bayonne NJ, US
Lauren Fleming - New York NY, US
Omar Moustafa - Brooklyn NY, US
Robert Treder - New York NY, US
Vaughn S. Harvey - New York NY, US

Assignee:

Morgan Stanley & Co. LLC - New York NY

International Classification:

G06Q 10/00

US Classification:

705 738, 705 739, 705 741

Abstract:

Computer-based systems and methods for computing a score (a “target score”) for the contacts of a research department. The target score may be computed for each contact for each analyst team of the research department. The target score indicates how resources should be deployed by the research department to maximize revenue for the research department. The target score is computed based on a number of metrics. These metrics can include both analyst-team-specific contact metrics that relate to the contact-analyst team combination, as well as account metrics that pertain to the investment accounts associated with each of the contacts. Weights for the metrics may be determined using an optimization algorithm.