Patent ID: 8756098

Claim:
A computer system for grading active money managers for potential relative performance, wherein the money managers are classified into one or more investing categories based on the money managers' investing styles, the computer system comprising: a data store that stores data about the money managers; and at least one processor in communication with the data store, wherein the at least one processor is programmed to compute scores for the money managers based on the data stored in the data store, wherein the scores are computed based on data for multiple successive time periods, and where the at least one processor computes the scores by performing steps that comprise: computing, based at least on data stored in the data store, a baseline point total that is computed based on a point total for each of the time periods for each of the one or more investing categories, wherein the point totals for the time periods are based on levels of two or more return-related statistical measures in the time periods indicative of an adverse environment for money managers to have returns that outperform a return of a relevant benchmark index for the money managers, wherein the relevant benchmark indexes for the money managers are based on the investing categories for the money managers, wherein computing the baseline point total comprises: computing a cumulative point total for each money manager based on the returns of the money managers over the time periods; and setting the baseline point total to the cumulative point total of the one or more money managers with the greatest cumulative point total; and computing, based at least on data stored in the data store, the scores for the money managers by awarding fractions of the baseline point total to each money manager based on: a percentile ranking of the money manager for a first metric among the other money managers, wherein the first metric is indicative of how closely the money manager's investments match constituents of the relevant benchmark index for the money manager; and a percentile ranking of the money manager for a second metric among the other money managers, wherein the second metric is indicative of how closely the money manager's return is to the relevant benchmark index for the money manager.