Morgan Stanley has been granted a patent for a system that retrieves ESG and financial data from databases to create an interactive GUI with modules like Screening, Ratings, Climate, and Sustainability. The GUI allows real-time updates based on user selections, enhancing data visualization and analysis. GlobalData’s report on Morgan Stanley gives a 360-degree view of the company including its patenting strategy. Buy the report here.

According to GlobalData’s company profile on Morgan Stanley, Retail trading platforms was a key innovation area identified from patents. Morgan Stanley's grant share as of January 2024 was 91%. Grant share is based on the ratio of number of grants to total number of patents.

Esg and financial data interactive graphical user interface

Source: United States Patent and Trademark Office (USPTO). Credit: Morgan Stanley

A recently granted patent (Publication Number: US11875163B1) describes a system that utilizes one or more processors and software to retrieve Environmental, Social & Governance (ESG) related data from databases, along with financial-related data. The system generates a dynamically interactive graphical user interface (GUI) with multiple modules, including Screening, Ratings, Climate, and Sustainability. The Screening module, for example, displays ESG and financial information in interrelated panes, updating in real-time based on user selections. Additionally, the system allows for user selections within specific panes to generate updated views in charts within different panes of the GUI.

Furthermore, the patent details how the system's GUI modules, such as Ratings, Climate, and Sustainability, also display ESG and financial information in interactive panes that update in real-time based on user selections. The system's innovative approach includes multivariate data visualization charts within the GUI, allowing users to select categories that retrieve specific database information and propagate derived information to other panes. This functionality enhances the user experience by providing comprehensive and dynamic insights into ESG and financial data, facilitating informed decision-making processes.

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GlobalData Patent Analytics tracks bibliographic data, legal events data, point in time patent ownerships, and backward and forward citations from global patenting offices. Textual analysis and official patent classifications are used to group patents into key thematic areas and link them to specific companies across the world’s largest industries.