Patent ID: 8825539
Filing Date: 2014-09-02
Classification: G06Q

Abstract:
1. A computer-implemented method for relating resources expended by a securities research entity to revenue received by a financial services firm including the securities research entity, the method comprising: receiving, by a computer system, account revenue data indicative of revenue received by the financial services firm from a first customer investment account for at least securities trade execution by the financial services firm for the first customer investment account, wherein the computer system comprises at least one processor and operatively associated memory; receiving, by the computer system, account expense data indicative of expenses incurred by the securities research entity on behalf of the first customer investment account; determining, by the computer system, a market condition-adjusted elasticity for the first customer investment account, wherein the market condition-adjusted elasticity indicates a relationship between the expenses incurred by the research entity on behalf of the first customer investment account and the revenue received by the financial services firm from the first customer investment account, wherein the market condition-adjusted elasticity is determined based on at least one market condition for securities, and wherein determining the market condition-adjusted elasticity for the first customer investment account comprises determining, by the computer system, a lag between changes in the expenses incurred by the securities research entity on behalf of the first customer investment account and corresponding changes in the revenue received by the financial services firm from the first customer investment account for at least securities trade execution by the financial services firm for the first customer investment account.