Patent ID: 7885881
Filing Date: 2011-02-08
Classification: G06Q

Abstract:
1. A method of estimating a wallet share for one or more advisors for investment banking deals involving equity-related products that occurred during an evaluation time period, the method comprising: storing, in a database of a computer system, data regarding the deals involving equity-related products during the evaluation time period, wherein the data includes an identification of the one or more advisors for each of the deals involving equity-related products during the evaluation time period, a role of the one or more advisors in the deals involving equity-related products during the evaluation time period, and a plurality of parameters for the deals involving equity-related products, wherein the plurality of parameters comprise: determining, by the computer system, a fee estimate for the one or more advisors for the deals involving equity-related products during the evaluation time period, wherein the fee estimate for the one or more advisors for each deal is determined based on one or more look-up tables specific to the type of equity-related product and the geographic region for the deal, and wherein the one or more look-up tables indicate a fee estimate for the one or more advisors based on the deal size, the number of advisors, and the role of the one or more advisors; and determining, by the computer system, a wallet share for the one or more advisors over the evaluation time period based on an aggregation of the fee estimates for the one or more advisors during the evaluation time period, wherein the computer system comprises a processor and a computer-readable medium that stores instructions that are executed by the processor.