Patent ID: 7937310

Claim:
A preferred financing system for matching one of a plurality of institutional lenders of investment securities and one of a plurality of entities that borrow investment securities, comprising: a processor and a memory that generate and store: a first set of lists of designated recipients and preferred types of recipients of securities made available for lending, the first set of lists including a qualified subset of the plurality of institutional lenders; a second set of lists of designated lenders and preferred types of lenders of securities made available for lending, the second set of lists including a qualified subset of the plurality of entities that borrow investment securities; a third set of lists, the third set of lists including a list for each of the plurality of lenders, each list in the third set of lists indicating one or more preferred characteristics of a potential borrower for one of the plurality of lenders; a fourth set of lists, the fourth set of lists including a list for each of the plurality of traders and investment companies, each list indicating one or more preferred characteristics of a potential lender for one of the plurality of investment companies, the preferred characteristics of a potential lender including a degree to which any prior defaults on a commitment to lend or to consummate a preferred type of securities lending transaction by a lender is important; the processor accessing the first through fourth set of lists in the memory to generate one or more suggested matches between one the plurality of lenders and one of the plurality of investment houses in accordance with information in the first list, in the second list, in the third list and in the fourth list; and a communication circuit that communicates the one or more suggested matches to an intermediary.