Thomson Financial LLC

Thomson Holdings LLC

J Carr Bettis

Craig E Columbus

An investor's performance is evaluated by utilizing information pertaining to at least one transaction made by the investor, such as an individual or entity, involving at least one investment. This evaluation includes determining a performance score indicative of the investor's performance relative to other investors. The performance score is determined at least in part by considering an average historical performance of the investment, following the transaction. In addition, the performance score is also determined by a historical consistency of the investor's performances with respect to transactions involving the investment, and the number of transactions made by the investor. Then, the performance score of the investor may be compared against the performance scores of other investors. Advantageously, this performance score may be used to produce a ranked list of investors in a particular industry, as well as with investors in different industries.

System, method and computer readable medium containing instructions for evaluating and disseminating investor performance information

An analyst's performance is evaluated by utilizing information pertaining to at least one revision issued by the analyst involving at least one investment. This evaluation includes determining a conditional performance score indicative of the analyst's performance relative to other investors. The performance score is determined at least in part by considering an average historical performance of the investment, following the revision. In addition, the performance score is also determined using a historical consistency of the analyst's performances with respect to revisions involving the investment, and a number of revisions made by the analyst. Then, the performance score may be adjusted according to one or more adjustments, including adjustments for accentuating a number of issued revisions and a return amount, to generate a final performance score.

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Scottsdale, AZ, United States of America

J Carr Bettis