Abstract: A method, system and computer program product for evaluating and rating an asset management business and their associated investment funds, including both traditional and alternative managers (i.e., hedge funds) is disclosed. The evaluation of an asset management business and associated investment funds is performed by extracting experiential infrastructure and investment performance data that exists on the computer systems of asset management firms and their outsourced service providers. Experiential infrastructure and investment data includes qualitative and quantitative information compiled or derived from operating systems, databases, applications, electronic files and records that relate to the asset manager's investment and infrastructure performance. Investment and infrastructure performance data also includes transactional and computational records as well as security and portfolio information supporting investment activity and infrastructure business processes.

Abstract: A method, system and computer program product for evaluating and rating counterparty risk as it relates to counterparty financial strength and performance is disclosed. The evaluation of counterparty risk begins with the extraction of financial and experiential business process performance data that exists on the computer systems of investment businesses and their outsourced service providers. Financial data includes financial disclosures, reports and other statistical information, supporting the financial condition and ratings of a counterparty. Experiential business process performance data includes qualitative and quantitative information compiled from operating systems, databases, applications, workflows, electronic files and records that relate to: 1) the counterparties doing business with the investment business and 2) the investment business' operating infrastructure.

Abstract: A method for evaluating and quantifying the risk, performance and potential of a business is disclosed. Experiential data generated by the business' activities is extracted and used as source data in evaluating the business. Experiential data includes both qualitative and quantitative information compiled from operating systems, databases, interviews, paper-based files and financial records. Business activities are measured individually and then collectively to understand the business as a whole. A set of metrics and a series of algorithms are used to measure the risk, performance and potential of the business drawing from the outset on the experiential data collected and a comparison to industry best practices.

Abstract: A method for evaluating and quantifying the risk, performance and potential of a business is disclosed. Experiential data generated by the business' activities is extracted and used as source data in evaluating the business. Experiential data includes both qualitative and quantitative information compiled from operating systems, databases, interviews, paper-based files and financial records. Business activities are measured individually and then collectively to understand the business as a whole. A set of metrics and a series of algorithms are used to measure the risk, performance and potential of the business drawing from the outset on the experiential data collected and a comparison to industry best practices.

Abstract: A method, system and computer program product for evaluating and quantifying the risk, performance and potential of an asset management business are disclosed. Experiential data generated by the business' processes is extracted and used as source data in evaluating the business. Experiential data includes both qualitative and quantitative information compiled from operating systems, databases, applications, workflows, interviews, paper-based files and financial records. Business processes are measured individually and then collectively to understand the business as a whole. A set of metrics and a series of algorithms are used to measure the risk, performance and potential of the business drawing from the outset on the experiential data collected and a comparison of the business process workflows to quality control checks.

Abstract: A method for evaluating and quantifying the risk, performance and potential of a business is disclosed. Experiential data generated by the business' activities is extracted and used as source data in evaluating the business. Experiential data includes both qualitative and quantitative information compiled from operating systems, databases, interviews, paper-based files and financial records. Business activities are measured individually and then collectively to understand the business as a whole. A set of metrics and a series of algorithms are used to measure the risk, performance and potential of the business drawing from the outset on the experiential data collected and a comparison to industry best practices.