Double-blind financial services information marketplace
View Patent ↗An information marketplace is provided in which information items are received from various sources. Each item and the item providers carry descriptors that identify various attributes of the information being provided and by whom it is being provided. Requests for information are received from information consumers that are also tagged with attributes describing the consumer and the information being requested. A subset of the information available in the marketplace is provided to the consumer based on a degree of match among the characteristics describing the information, the attributes associated with the provider of the information, and the attributes associated with the consumer without identifying the actionable investment opportunity to the information consumer or identifying the information consumer to the information provider.
1. A computer-implemented method for facilitating the exchange of investment research information among information providers and information users, the method comprising:
receiving, at a client messaging server, a plurality of research information items from a plurality of information providers, each item comprising information describing an actionable investment opportunity and one or more characteristics describing the actionable investment opportunity;
attributing, at an application server using a matching engine, one or more seller attributes to each of the information providers;
receiving, at the client messaging server, a request for research information from a consumer of research information, the information consumer having one or more consumer attributes associated therewith and wherein the request is limited to non-self-describing values such that the request does not reveal a specific interest of the information buyer submitting the request;
providing, via the client messaging server, a subset of the research information items to the information consumer based in part on a degree of match among the characteristics describing the actionable investment opportunity, the request, the attributes associated with the information provider and the attributes associated with the information consumer without identifying the actionable investment opportunity to the information user or identifying the identity of the information consumer to the information provider.
2. The method of claim 1 further comprising facilitating an economic transaction between the information provider and the information consumer such that the information user provides payment to the information provider in exchange for receiving the actionable investment opportunity.
3. The method of claim 2 further comprising exposing the actionable investment opportunity to the information consumer upon completion of the economic transaction.
4. The method of claim 1 wherein the information providers comprise sell-side financial institutions and the information consumer comprises a buy-side financial institution.
5. The method of claim 1 wherein the information providers comprise sell-side financial institutions.
6. The method of claim 3 further comprising withholding the identity of the information user from the information provider subsequent to exposing the actionable investment opportunity to the information consumer.
7. A system for facilitating the exchange of investment research information among information providers and information consumers, the method comprising:
a client messaging server for receiving (i) research information items from a plurality of information providers, each item comprising information describing an actionable investment opportunity and one or more characteristics describing the actionable investment opportunity and (ii) a request for research information from a research information consumer, the information consumer having one or more buyer attributes associated therewith and wherein the request is limited to non-self-describing values such that the request does not reveal a specific interest of the information consumer submitting the request;
a matching engine for matching one or more seller attributes to each of the information providers;
an application server for identifying a subset of the research information items to be provided to the information consumer based in part on a degree of match among the characteristics describing the actionable investment opportunity, the request, the attributes associated with the information provider and the attributes associated with the information consumer without identifying the actionable investment opportunity to the information consumer or identifying the information consumer to the information provider.
8. The system of claim 7 further comprising a payment processing module for facilitating an transaction between the information provider and the information user such that the information consumer provides payment to the information provider in exchange for receiving the actionable investment opportunity.