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METHODS FOR EVALUATING THE FINANCIAL STRENGTH OF A HOLDING IN COMPARISON TO OTHER HOLDINGS
METHODS FOR EVALUATING THE FINANCIAL STRENGTH OF A HOLDING IN COMPARISON TO OTHER HOLDINGS
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机译：与其他控股公司相比对控股财务实力进行评估的方法
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摘要
The present invention is directed to systems and methods for evaluating thefinancial strength of a holding in comparison to other holdings of aportfolio. In one embodiment, a method of evaluating holdings of a portfolioconsists of identifying the holdings that comprise the portfolio andidentifying a set of Filters that that are to be used in evaluating theholdings, obtaining financial information for each of the holdings,identifying financial metrics that are to be used in evaluating the holdingsand determining the values of the financial metrics for each of the holdings.The Filter values for each holding are then determined and each holding isthen ranked for each Filter. Each holding is assigned a positional score foreach Filter based upon its ranking for that Filter. An overall fundamentalstrength score is then generated for each Holding based upon all of the intra-Filter positional scores that it was assigned. In addition to an overallfundamental strength score, the methods and systems described herein can alsogenerate other fundamentals strength scores based upon any combination of theFilters. In another embodiment, a holding is compared against a backgroundportfolio to generate an overall fundamental strength score and additionalfundamental strength scores based upon any combination of the Filters may alsobe generated.
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