9.1 Investment Research Use Cases
Fundamental Analysis
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Analyse Investment Themes from Annual Reports
Earnings Call Analysis: Automated extraction of key metrics, guidance, and management sentiment from earnings transcripts
Financial Statement Comparison: Side-by-side analysis of financial statements across multiple periods or companies
Management Commentary Tracking: Monitoring changes in executive language and focus areas over time
Competitive Intelligence: Identifying competitive positioning, market share discussions, and strategic shifts
Risk Factor Evolution: Analyzing how disclosed risks change over reporting periods
Capital Allocation Insights: Tracking management discussions on dividends, buybacks, and investment priorities
Guidance Pattern Recognition: Identifying patterns in how companies guide vs. actual performance
Quantitative Research
Sentiment Analysis for Trading Signals: Extracting sentiment indicators from large document sets
ESG Factor Extraction: Quantifying ESG metrics mentioned across company documents
Supply Chain Relationship Mapping: Identifying supplier-customer relationships from disclosures
Alternative Data Integration: Combining alternative data with document intelligence
Event-Based Backtesting: Historical analysis of market reactions to specific document disclosures
Peer Group Construction: Data-driven identification of true competitors beyond standard classifications
Portfolio Management
Portfolio Company Monitoring: Automated alerts on key developments across holdings
Thematic Exposure Analysis: Measuring portfolio exposure to emerging themes or trends
Risk Concentration Detection: Identifying common risk factors across portfolio companies
Investment Committee Preparation: Automated briefing materials for investment decisions
Due Diligence Acceleration: Rapid analysis of target company documents for M&A or investment
Post-Investment Monitoring: Tracking KPIs and performance metrics after investment
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