System and method for estimating transaction costs related...

G - Physics – 06 – Q

Patent

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G06Q 40/00 (2006.01)

Patent

CA 2523515

A method for creating a peer group database includes a step of collecting security transaction data for a preselected period of time, for a plurality of investment institutions. The transaction data includes identity of securities being traded, transaction order sizes, execution prices and execution times. The transaction data is grouped into a plurality of orders. A plurality of cost benchmarks are calculated for each of the orders. Transaction costs are estimated for each investment institution relative to the cost benchmarks. The data is stored.

Procédé de création d'une base de données relatives à des groupes d'homologues, consistant à recueillir des données sur des transactions de titres pendant une période prédéterminée pour une pluralité de sociétés de placement. Les données sur les transactions portent sur l'identité des titres échangés, l'importance des ordres de transaction, les prix et les durées d'exécution. Les données sur les transactions sont regroupées en une pluralité d'ordres. Pour chaque ordre, on calcule des points de repère. Les coûts des transaction s sont estimés pour chaque société de placement en fonction de ces repères. Ces données sont stockées.

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