MATCHING RESOURCES OF A SECURITIES RESEARCH DEPARTMENT TO ACCOUNTS OF THE DEPARTMENT

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United States of America Patent

SERIAL NO

13530977

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Abstract

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Systems and methods for allocating limited resources of a securities research department to accounts of the department are disclosed. According to various embodiments, the system includes an account scoring module and a resource matching module. The account scoring module is for generating a score for each account, and the resource matching module is for matching the resources of the department to the accounts based on the scores for each account.

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Patent Owner(s)

Patent OwnerAddress
MORGAN STANLEY1585 BROADWAY NEW YORK NY 10036

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Inventor(s)

Inventor Name Address # of filed Patents Total Citations
Hurewitz, Barry S New York, US 15 78

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