This month’s release focuses on enhancing integrated features and user experiences as well as improved transparency/accessibility for content on the platform.

New Calendar Functionality

Improving the Sentieo Calendar experience takes a step forward this month to create a more integrated user experience. We’re rolling out several Calendar feature enhancements, including the ability to sync your Google or Outlook calendar events in Sentieo.

Addition of Industry Filter Capabilities for Sector Searches

One of the benefits Sentieo offers users is a multitude of ways to create more targeted search results. To that end, we’ve added an Industry filter layer (GICS Level 3) to our Sector filters to provide greater flexibility for users who view coverage areas through that lens.

If you are a current Sentieo user, log into Sentieo to read the August 2022 release notes. If you’d like to learn more about the Sentieo Platform, contact us today to meet with a solution executive.

The post August 2022 Release Highlights appeared first on Sentieo.

1. Three levels of synonyms

• Synonyms/acronyms ON  

• OFF but keep stemming (i.e. gerunds, possessives, plurals) 

• “Exact match” 

You would have missed 36 out of 44 relevant results on the most recent DAL call with Ctrl-F!

2. Read multiple documents on one screen with Snippets view.

3. Search for number types, like currency, percentage, volume, or dosage, with or without keywords.

4. Control the distance between your query words: keep them as close or as far as needed.

5. Save your searches and have them come to you as alerts, or on your Dashboards.

6. Compare what management or members of management are saying, versus what the analysis are asking about with Speaker Search.

7. Sort by Relevance or by Hits for recent, but higher “density”, documents.

8. Add multiple document types in the query box with the IN: shortcut as you go.

9. Search titles across corporate, research, regulatory, and news documents for specific issues of importance.

10. Combine multiple tickers and watchlists for your searches: here we are picking up news and filings for our US Airlines watchlist members.

11. You don’t even have to search: enter a ticker and go to that company’s Documents Homepage, where all important corporate documents are lined up, while all recent news, research reports, and more are on the left. 

12. Do you have internal content? Make it searchable, too, with our integrations with many popular internal doc tools, or through direct manual or automatic uploads.

13. Use ! to exclude a company from the results. For example, !AAPL !MSFT will exclude AAPL and MSFT documents. Use it to gauge product adoption by other companies! 

14. Like a section or a document? Highlight with a topic, or bookmark, write a comment, tag a coworker!  It is all saved and searchable in our integrated Research Management System.

15. Searchable investor presentations? Of course! Select Presentations or just use the IN:PPT shortcut.
Here we are searching MDLZ for Oreo.

16. Search sell side reports by bank: select specific banks, or use IN:RR: for a list of banks in the shortcuts, like IN:RR:GS for reports from GS or IN:RR:MS for reports from MS.

To learn more about how you can do this in our platform, and liberate yourself from CTRL-F watch our basic and advanced Document Search webinars. You can also check out our full video library.

The post 16 Tips on How to Search Better with Sentieo’s award-winning AI-Powered Search! appeared first on Sentieo.

Throughout 2022, we’ve been working to expand our fixed-income research sources. This month’s release continues that journey with exciting news about a new content partner on the platform.

Expanding Credit Research with S&P

We are thrilled to enter into a new partnership with S&P Credit Research. We are now able to provide their leading Credit Markets research reports to our mutual user base. Coverage areas include credit, regional and sector insights, and macroeconomic themes.  

If you are a current Sentieo user and want to learn more about our new partnership with S&P or additional new features launching in July, log into Sentieo to read the July 2022 release notes. To learn more about the Sentieo Platform, contact us today to meet with a solution executive.

The post July 2022 Release Highlights appeared first on Sentieo.

This month’s release is reflective of one of life’s important facts: context matters. To help provide greater context for you in your research process, we’ve added audio replay functionality to call transcripts.

Transcript Audio Files Now Available

It’s not surprising that transcripts are one of our most used content sources on the Sentieo platform. They offer great value by providing you a direct line into the thinking of management.

One thing written transcripts can often lack: context such as tone. To help solve that issue, we’ve now added audio files for the conversations that underlie the transcript. This provide a more robust perspective on transcript discussions.

If you are a current Sentieo user and want to learn more about accessing transcript audio, log into Sentieo to read the June 2022 release notes. If you’d like to learn more about the Sentieo Platform, contact us today to meet with a solution executive.

The post June 2022 Release Highlights appeared first on Sentieo.

This month’s release reflects one of our constant pursuits: making sure our users have access to the types of source content that can help them deliver better insights.

In our latest release, we are introducing:

Fixed Income Research Comes to the Sentieo Platform

This month, we’re thrilled to be adding content from two leading fixed-income research providers, expanding the range of research sources available to Sentieo users.

We’ve partnered with Fitch Solutions and Moody’s Investors Service to provide research reports to mutual users. The availability of these insights opens up new avenues for users who use credit or macro research as part of their analysis process.

New Expert Network Insights Added with GLG

We also continue to grow our diverse offering of expert network content with the addition of GLG as a provider in Sentieo. GLG represents the world’s largest and most varied source of first-hand expertise. Shared Sentieo/GLG users now have access to thousands of teleconference transcripts covering a wide range of industries and themes.    

If you are a current Sentieo user, log into Sentieo to read the May 2022 release notes. If you’d like to learn more about the Sentieo Platform, contact us today to meet with a solution executive.

The post May 2022 Release Highlights appeared first on Sentieo.

Quarterly calls by publicly traded companies are usually relatively staid affairs, with corporate executives delivering carefully prepared remarks and answering highly detailed questions by their Wall Street coverage analysts. 

So when we released our white paper on the increase in expletives on conference calls earlier this year, it caused somewhat of a sensation in the media:

• The Wall Street Journal: Sure, Work Makes Us Want to Swear. But Should You?
• Investor Relations Magazine: Oh %&#@!: Record year for swearing on conference calls in 2021
• Business Insider: The most successful teams swear and gossip
• LinkedIn News: white paper highlight and poll with over 39,000 votes
• Axios: Axios Closer 
• Inc. Magazine: Swearing at work was up 60%
• Morning Brew: Daily Newsletter  
• Workiva (NYSE:WK) corporate podcast: @!$% My CEO Says: Conference Call Cursing
• FT journalist discussion on Twitter

Who says that our award-winning AI search has to be used only for serious purposes? You can see how we use our Deal Hunter Dashboard to find free food, free admissions to events, and sweepstakes, and how we used other parts of the platform to track the surge in Plan B contraceptive searches following Valentine’s Day, as well as the never-ending popularity of pumpkin spice lattes.  

You can download the original white paper here (no email required), with all the stats and selected anonymized quotes. 

Finally, we have some good news, or bad news, depending on your perspective: the trend is still up in Q1 2022. There were 50 transcripts in Q1 2022 that contained expletives, versus 42 in Q1 2021. 

The CEO of a US retailer gave this perspective on his career in March: “I just don’t think there’s a lot of people in business today, except for Warren Buffett and Charlie Munger and, I don’t know, George Soros and just a handful. If you had wisdom in 1980, you kind of get into your years of wisdom in your 50s and start to get wise. If I look back and go to my ’30s, I really didn’t do anything. I just like worked really hard. In my 40s, I just got better. I could get (expletive) done and kind of see a bigger picture. In my 50s, I started seeing a much bigger picture. And in my late 50s and 60s, I think I’ve kind of gained a lot of wisdom, and I can see a much bigger playing field than I could.”

The CEO of an industrial company explained the danger of customer concentration in March as well: “You have to have very little customer concentration. We don’t want to deal with 1 or 2 customers that can just beat the (expletive) out of you and control what you do, we want to control what we do.”

More recently, in April, the founder and CEO of a tech company discussed infosec buyer preferences: “They don’t want the suites. They don’t want to bundle because they know that in a bundle might be 7 products, but 2 or 3 of them are (expletive) anyway.”

Want to see how we used the Sentieo Financial Intelligence Platform to conduct this research and try it for yourself? Get in touch.

The post Go Ahead And Say It: Expletives Are On The Rise In Conference Calls appeared first on Sentieo.

Communication Services Sector 

“We are well on track to our capital markets targets to take unit deployment costs down 25% on a like-for-like basis, inflation is not affecting us, we have long-term contracts.”

Timotheus Hottges, Deutsche Telekom AG – Chairman of Management Board, CEO & Member of the Data Privacy Advisory Board (February 2022)

“Nobody should like inflation at the levels we’re seeing in the United States right now. That approach or policy that ultimately doesn’t get that contained quickly is not going to be good for anybody, my company or any other company. And our focus right now as a country, our focus from a policy perspective, our focus on everything we should be doing is about getting that genie back in the bottle and dealing with in an aggressive way, it’s not healthy for anything.”

John T. Stankey, AT&T Inc. – CEO, President & Director (January 2022)

Industrials Sector 

“On the right-hand side, watch items have not changed since our last Capital Market Day: traffic recovery pace, obviously; recruitment and wage inflation; supply chain monitoring. And this is going to be, let’s say, the main watch items, I’d like to say: cost inflation; shortage of materials and components.”

Olivier Andries, Safran SA – CEO & Director (February 2022)

“Because when we talk about these inflationary pressures, we may have a supplier taking advantage of these capacity constraints to play the price card. We may just run out of access to a component.”

H. Lawrence Culp, General Electric Company – Chairman & CEO (February 2022)

“So we expect to be able to continue to leverage that pricing ability as we work through the inflationary challenges that we face in the new year.”

Michael F. Roman, 3M Company – Chairman & CEO (February 2022)

“And in a situation where inflation is popping up very quickly and to a very high number, that’s quite of a challenge”

Guillaume M.J.D Faury, Airbus SE – CEO & Executive Director (February 2022)

“And today, we believe we are able to secure trucks at a lower cost than the vast majority of the industry, both in an inflationary market on the right, and a deflationary market on the left.”

Lior Ron, Uber Freight LLC – CEO (February 2022)

“However, if we operate in a sustained higher inflation environment, it’s quite possible that the rate of that decline per unit will adjust to be a slightly less steep decline, which then is an effective relative price increase relative to the rate of decline we’ve had in the past..”

Erik Engstrom, RELX PLC – CEO & Executive Director (February 2022)

“As a leader, a technology leader, we are confident to balance cost inflation with pricing actions over time. All in all, this led to another excellent performance across all financial metrics.”

Roland Busch, Siemens Aktiengesellschaft – President, CEO & Member of Management Board (February 2022)

“I think it’s fair to say the single biggest pressure that the law firms face is that wage inflation.”

Stephen John Hasker, Thomson Reuters Corporation – President, CEO & Director (February 2022)

“The inflation that we’ve experienced in our Americas businesses and our U.S.-based businesses has been significantly higher than what we’ve seen in other markets around the world.”

Craig Arnold, Eaton Corporation plc – Chairman & CEO (February 2022)

“These swift pricing actions allow us to stay ahead of the inflation curve, driving a 5% increase year-over-year on top line and yielding approximately 50 basis points of margin expansions net of inflation.”

Darius E. Adamczyk, Honeywell International Inc. – Chairman of the Board & CEO (February 2022)

“Yes, it was a challenge in going into Q3 in North America and with the labor market, big volumes, component shortage and all that and also on the inflation of commodities and components and so on.”

Bjorn Klas Otto Rosengren, ABB Ltd – CEO (February 2022)

“As 2022 kicks off, we’re fully focused on recovering inflationary cost increases through our pricing programs and through the aggressive management of our cost structure.”

James C. Fish, Waste Management, Inc. – President, CEO & Director (February 2022)

“The external environment is challenging due to the ongoing impacts of the pandemic, labor tightness, upstream supply chain jams and rising inflation.”

Carol B. Tome, United Parcel Service, Inc. – CEO & Director (February 2022)

“As you know, we implemented price increases during 2021. We’re taking further action in 2022 with the intent to offset the impact of underlying inflation.”

D. James Umpleby, Caterpillar Inc. – Chairman of the Board & CEO (January 2022)

“While we expect to drive further efficiencies in 2022, our plan reflects the impact of increased inflation, any number of discrete strategic investment opportunities.”

James M. Foote, CSX Corporation – President, CEO & Director (January 2022)

Consumer Staples Sector 

“We continue to refresh our core portfolio. And while we’ve talked to you about this for several years, it becomes even more important during times of raw material inflation.”

Noel R. Wallace, Colgate-Palmolive Company – Chairman, CEO & President (February 2022)

“So we have inflation now across the board, but we’ve been dealing with inflation for many years in developing markets, and our revenue management toolkit is being very helpful over the years, but it’s almost like we are in a 2.0 version with data that we have in hand now.”

Michel Dimitrios Doukeris, Anheuser-Busch InBev SA/NV – CEO (February 2022)

“In addition, unprecedented levels of inflation across nearly all components of cost of goods and cost to serve necessitated multiple pricing actions across the industry, most of which lagged inflation in terms of timing in the market..”

Robert J. Gamgort, Keurig Dr Pepper Inc. – Executive Chairman, President & CEO (February 2022)

“So obviously, we’re dealing with a number of unknowns. Where exactly inflation is going? How much pricing we can get away with?”

Ulf Mark Schneider, Nestle S.A. – CEO, Member of Executive Board & Director (February 2022)

“We’re working closely with our suppliers to manage inflation, finding a few places where we can roll back prices, and we’re paying close attention to how we manage our opening price point items.”

C. Douglas McMillon, Walmart Inc. – President, CEO & Director (February 2022)

“And I think you have to recognize as well that the cost inflation pressures also hitting private label. So I think you’re going to see that too play itself out.”

Laxman Narasimhan, Reckitt Benckiser Group plc – Group CEO & Executive Director (February 2022)

“As we continue to take this quite assertive price increases, as we are saying in the context of very high generic consumer inflation, energy bills, the big question is, indeed, whether disposable incomes will be hit to the point that it will dampen overall consumer spend and beer spend as well.”

Rudolf Gijsbert Servaas van den Brink, Heineken N.V. – Chairman of the Executive Board & CEO (February 2022)

“Price elasticity is still strong in the U.S. There’s a lot of moving parts at the moment in terms of price of gas, employment and inflation and everything. I mean we’ll take it step by step.” 

Jack Marie Henry David Bowles, British American Tobacco p.l.c. – CEO, Member of Management Board & Director (February 2022)

“Further recovery in 2022 will be determined by macro factors, including overall consumer sentiment as well as supply chain challenges; labor shortages; and of course, the inflationary pressures and interest rates.”

James Robert B. Quincey, The Coca-Cola Company – Chairman & CEO (February 2022)

“2022 has started well. But the biggest challenge we’ll face this year is navigating a further step-up in input cost inflation… Pricing stepped up to its highest level in the decade as we responded to the significant inflation that we’re seeing across commodities and other input costs.”

Alan W. Jope, Unilever PLC – CEO & Executive Director (February 2022)

Health Care Sector 

“We have a formal inflation task force that we’ve established, with multiple different pillars within that and dedicated groups, working on everything from rethinking our logistics chain, and that includes looking at alternative shipping partners in a number of areas.”

Thomas E. Polen, Becton, Dickinson and Company – President, CEO & Chairman (February 2022)

“At this particular point in time, our book of business for 2022 is pretty much accomplished and part of ’23 is accomplished. But we’re building in some flexibility to reflect the inflationary pressures that might exist, and we’ll continue to work through those as we work through our contract portfolio with the different payers.”

Samuel N. Hazen, HCA Healthcare, Inc. – CEO & Director (January 2022)

“Another area, obviously, on the macro side is supply chains and inflation challenges that every company is facing, and obviously, kind of currency headwinds. So I’d say those are all challenges that are facing a lot of medtech companies, companies in health care, and quite frankly, a lot of companies outside of our sector.”

Robert B. Ford, Abbott Laboratories – Chairman of the Board, President & CEO (January 2022)

“We do see inflationary pressure on our own costs. Certainly, hospitals are going to be seeing it in their cost, labor costs and otherwise. And what that implies for us going forward, we’ll work to balance.”

Gary S. Guthart, Intuitive Surgical, Inc. – President, CEO & Director (January 2022)

Materials Sector 

“We had to absorb inflation and minimize the impact. We had, of course, to swallow EUR 2 billion increase in energy costs.”

Benoit Potier, L’Air Liquide S.A. – Chairman & CEO (February 2022)

“This was required to compensate for significant incremental costs from supply constraints and much high inflation pressure on our raw material and freight costs, discussed by close to 20% in the fourth quarter, nearly double the rate we saw in the third.”

Christophe Beck, Ecolab Inc. – President, CEO & Director (February 2022)

“However, I do have some concerns on the economic backdrop driven by continued COVID challenge, the impact of supply chain constraints, inflation, energy costs and geopolitical tensions.”

Seifollah Ghasemi, Air Products and Chemicals, Inc. – Chairman, President & CEO (February 2022)

“Even with the increase in consolidated sales, we were not able to fully overcome the impacts of raw material and other cost inflation, raw material availability and the Omicron variant in the year.”

John G. Morikis, The Sherwin-Williams Company – Chairman of the Board, President & CEO (January 2022)

Information Technology Sector 

“So I think, as Prashanth said, cost inflation, we’re in the post-Moore’s Law era, cost inflation, I think, is going to be a long-term facet of the economic dynamic of the semiconductor business. So I expect that cost increases will moderate, but there will be inflation, I think, for the medium to long term here.”

Vincent T. Roche, Analog Devices, Inc. – President, CEO & Director (February 2022)

“So I think that clearly, we have customers who are definitely trying to buy ahead of price increases.”

Charles H. Robbins, Cisco Systems, Inc. – Chairman & CEO (February 2022)

“So inflation is affecting our business in a different way than it would be the overall CPI. So if you have inflation expecting rent, while that’s generally not running through our rails to a large extent. So that could again be a very different picture. Taking all of that into account, fundamentally, notwithstanding the impact that inflation has that it could be negative on consumers, on businesses and so forth. There is an impact on GDV if it’s moderate inflation that would be showing in our numbers.”

Michael Miebach, Mastercard Incorporated – CEO, President & Director (January 2022)

“Further, we’d say, over time, we think we have a structurally superior margin model for our business where I think everybody is seeing acute inflation and foundry costs and others in the industry where our factory network will give us a lot more opportunities to create a more balanced cost structure that others in the industry will not be able to accomplish.”

Patrick P. Gelsinger, Intel Corporation – CEO & Director (January 2022)

Utilities Sector

“About half of our operating margin is automatically protected from inflation as a result of regulatory frameworks and contracts within the excess prices. And for the remainder, we expect market prices to reflect increase in cost. In addition, our major supply contract for 2022 are already closed with fixed or hedged prices protecting ourselves from any potential duration of price shock in the global supply chains.”

Jose Ignacio Sanchez Galan, Iberdrola, S.A. – Executive Chairman & CEO (February 2022)

“In terms of inflation, we are seeing labor inflation as the one thing I would point to.”

Lynn J. Good, Duke Energy Corporation – Chairman, President & CEO (February 2022)

Real Estate Sector 

“There are different types of price increases. We’re actually implementing some baseline, sort of new pricing for new deals because of a broader set of inflationary characteristics and a deep confidence in the value that we deliver to customers. Those I view as more structural. But then in other markets, there are more temporal pricing adjustments associated directly with the utility volatility. And I wouldn’t expect those to be permanent.”

Charles J. Meyers, Equinix, Inc. – President, CEO & Director (February 2022)

“The other thing is that I think if you’re uncertain about the inflation outlook, which is what a lot of the discussion is, is it inflation, is it supply chain, is it short term, is it long term, not a bad thing to own modestly leveraged real estate in an asset class that’s in the equilibrium, actually better than equilibrium, a couple of hundred basis points tighter than equilibrium, when you have replacement costs that give you that buffer. So we have the buffer of the mark-to-market in the 30% range that Tom talked about. But we also have the buffer of replacement costs going up, which Gene talked about. That’s just the future buffer that we haven’t started talking about yet.”

Hamid R. Moghadam, Prologis, Inc. – Co-Founder, Chairman & CEO (January 2022)

“We have escalators built into our contracts internationally. They’re largely driven tying to inflation. Our land, which is our biggest cost, has fixed escalators largely in the United States and again, kind of the same basis internationally. And our payer role is the next largest expense, which is somewhat controllable as well. So I don’t really look at the inflation as being — having a significant impact on our business.”

Thomas A. Bartlett, American Tower Corporation – President, CEO & Director (January 2022)

Energy Sector 

“We are confident EOG’s innovative and technology-driven culture can offset inflationary pressures this year.”

Ezra Y. Yacob, EOG Resources, Inc. – CEO & Director (February 2022)

“So what you’ve seen or what you hear from Joel is that we have very little exposure to inflation in terms of our operating costs.”

Francois Lionel Poirier, TC Energy Corporation – CEO, President & Director (February 2022)

“In procurement with developing long-term supply agreements, like we would have our long-term relationships, like we would have in the oil and gas business. So it’s one of the things that I think we’re working with them on to these frame agreements that we’ve traditionally used in oil and gas, to see if they can develop long-term relationships, Jason, there. So — and some of these megawatts that we’re flipping on at the moment look like they’re not being impacted by inflation prices. They seem to be very attractive.”

Bernard Looney, BP p.l.c. – CEO & Director (February 2022)

“Yes, we see some price inflation as well. Of course, most of the price inflation that is being talked about today is, of course, in cost of living and clearly driven also by energy prices. If you look into our supply chain, though, it’s a slightly different story. I think probably where we see most of the supply chain cost inflation is actually in the renewable space. So wind turbines, significantly up, but also battery costs, we see the raw materials there also being significantly affected by inflation and supply chain. That’s something that we are watching very carefully because, of course, quite often, you bid on projects where you have to take a view on how costs then subsequently will develop as well. And that’s probably the most significant part.”

Ben Van Beurden, Shell plc – CEO & Director (February 2022)

Financials Sector 

“But just to put it into context, it’s hard to predict how inflation will move forward over the next year or 2, but there’s likely to be inflation there.”

Noel P. Quinn, HSBC Holdings plc – Group CEO, Member of the Group Management Board & Executive Director (February 2022)

“And as you know, we have been very clear that we have believed that, particularly in Europe, interest rate policy and QE have been by far wrong because it was trying to drive certain effects that never materialized, higher investments and others. So now it’s really high time that we increase interest rates. We have minus 5% to 6% interest rates in Germany now, which is basically robbery of private people’s money and the forecast from the Central Bank will all wrong, right? So last year, they said there is no inflation, then the inflation would be very short, and then there was what now. People have come to recognize that it’s there… You can have very negative effects on spread widening that are unintended.”

Oliver Bate, Allianz SE – Chairman of the Management Board & CEO (February 2022)

“Rates. You’ve heard some of the rhetoric. We believe that rates will continue to trend above expected loss costs with an inflation buffer in there. We saw in the fourth quarter where there was concern and fear around Property, and Property turned back. And I call out not only to ourselves but to everybody on this call, how we thought there would be deceleration in 2021, but there was a respect in the industry and a reflection in the industry on inflation costs, and the market is reacting rationally to that. And we think that will continue into 2022.”

David Hughes McElroy, American International Group, Inc. – Executive VP & CEO of General Insurance (February 2022)

“We also think that scale matters everywhere in business. And there’s going to be continued consolidation, continued repositioning activity. And the environment that we’re shifting into, given we’re moving into an environment with probably above trend inflation for a period of time, actually is going to force companies to think about their strategic positioning differently, and we’ll benefit from that… Inflation has the risk of being a real headwind to growth.”

David Solomon, The Goldman Sachs Group, Inc. – Chairman & CEO (February 2022)

“The only incremental color I’d give is, if anything, we’re seeing more interest in real assets with yield. So anything with some inflation protection, so think infrastructure and real estate. As we see inflation expectations go up, we’re finding even more interest in those asset classes.”

Scott C. Nuttall, KKR & Co. Inc. – Co-CEO & Director (February 2022)

“What are the uncertainties? Obviously, on the one hand, it’s the policy era in the sense that you wind up with massive increases in interest rates, which take economies into recession. We’ve not factored that into our outlook. At this point in time, though we think it’s unlikely, even if there are 7 or 8 rate hikes, that would take rates up to about 2% levels, and 2% levels are still manageable. If the Central Banks find that inflation is too sticky, and therefore, rates get back to 3%, 3.5%, 4% level, then that’s another story.”

Piyush Gupta, DBS Group Holdings Ltd – CEO & Executive Director (February 2022)

The post Inflation: Here is What 55 CEOs Said During the Q4 Earnings Season appeared first on Sentieo.

As a member of Sentieo’s customer success team, I hear this all the time from the analysts that use Sentieo. And I get excited to show them how to use Sentieo’s “save search” functionality to automate ticket or topic surveillance with just a few clicks, preserving valuable research hours so you can focus on deeper and wider coverage. 

Step 1: Define your Search and Run

Sentieo’s AI-powered search engine allows you to quickly search across thousands of documents within a variety of content sources customized to your preferences. You can even contextualize your search by adding ticker(s), watchlist(s) and/or keywords. Query operators enable additional precision and specificity for your search. 

Step 2: Save your Search

Once you’re happy with the search criteria, save it and create alerts to automate surveillance. You can even customize the frequency, time of day, and method of how you want to receive your alerts.

Step 3: Monitor Relevant Results

If you want to take your custom-search monitoring beyond automated surveillance alerts, you can add a “saved search” widget to your custom dashboard to stay up-to-date when new documents or mentions appear.

If you need help automating your ticker or topic surveillance in Sentieo, reach out to us via email or the in-app chat feature.

If you are not yet using Sentieo and want to learn how you can save 100s of hours to reinvest in deeper and wider coverage, contact us for a quick consultation.

The post Automated Ticker or Topic Surveillance is 3 Steps Away appeared first on Sentieo.

Greater flexibility and control over their research process and improved insights are key elements our customers are looking to get from their Sentieo experience and are the focus of this month’s release.

In our latest release, we are introducing:

Expanded Document Search Functionality 

We have streamlined the Table Explorer interface making it easier than ever to improve productivity with Sentieo.

To aid users in getting up and running faster, we’ve added the new Broker Research Manager. This allows users to check the status of their entitlement requests in real-time so they can know which brokers that may need a nudge for approval.

Broader ESG Coverage

As part of our commitment to supporting ESG research moving forward, Sentieo is excited to announce the addition of content from 3BL Media and Denny Ellison to the platform.     

And in case you missed it earlier in the month, Sentieo has has added ESG Risk Scores, powered by Clarity AI, as a dashboard widget in the tool. For more information on the new widget, please see our previous post.

If you are a current Sentieo user, log into Sentieo to read the February 2022 release notes. If you’d like to learn more about the Sentieo Platform, contact us today to meet with a solution executive.

The post February 2022 Release Highlights appeared first on Sentieo.

Some of these ideas came from our very popular white paper, 72 Consumer Trends for 2022, but we have been using stacked trends in our long-running blog series on pumpkin spice everything, where we chronicled sheer absurdities like pumpkin-spice spam and pumpkin-spice ramen noodles. We prematurely declared that pumpkin spice is over in 2019, only to admit defeat in 2021.

So how do stacked trends play into Valentine’s Day? We will show you three searches, and you can sequence what happens at scale. We spotted the Valentine’s Day seasonality for certain terms while doing work for our 72 Consumer Trends paper. 

Roses 

We can see that searches for roses exhibit a very clear seasonal spike in the week of Valentine’s Day. The secondary bump in May is around the US Mother’s Day, celebrated on the second Sunday in May. Rose price spikes around that time are a favorite topic for economists. Even the World Economic Forum has weighed in, presumably after their famous Davos conference.

Plan B

Plan B (a brand name for levonorgestrel) is an emergency oral contraceptive pill. We also see the Valentine’s Day seasonality there as well. The big December 2021 spike was linked, in our view, to a controversial Texas reproductive law. What is more interesting is that the spike follows the roses search by one week: for example, in 2021, roses spiked during the week of February 7th, while Plan B searches spiked during the week of February 14th.

Pregnancy Test 

Closing the loop, searches for pregnancy tests spike dramatically in the 2nd half of March. We are not going to count the weeks for you but you get the idea. (Watch us going over the Fundamental Xray Dashboard loaded with 10 years of financials for pregnancy test maker Church & Dwight here.)

Get in touch if you’d like to learn more about using the Sentieo platform in your research process.

The post People are So Predictable, Valentine’s Day Edition appeared first on Sentieo.

So far, we’ve explored how vast information landscapes have led to information overload and how AI is helping cut through the noise.

Today, we’re going to take a look at how a centralized research approach can help firms leverage technology to improve their workflows and transparency.

Power Up Research Workflows to Stay Ahead of the Pack

Today’s markets move on news at lighting speeds, so the ability to discover, digest, develop and deliver research insights can be the difference between generating alpha and dealing with performance lags.

The graphic below highlights some of the ways AI and other technologies are impacting and improving the research process.

Making the Case by Making a Plan

While AI tools may seem like the perfect solution to the information overload suffered by many analysts, poor implementation can add to the burden. As with any digital transformation project, firms must fully understand what problems they’re addressing and the capabilities of their people.

Additionally, having a sound change management strategy in place is important so analysts know why and how you’re introducing a new solution. A well-thought-out approach should also consider how to ease any analyst concerns about technology eventually replacing them.

If you’d like to learn more, we dive deeper about putting AI and technology to work in your research process in our blog post here or download the full briefing paper here.

The post Design Research Workflows to Better Leverage Technology Benefits appeared first on Sentieo.

Sentieo partnered with the Harvard Business Review (HBR) to publish a briefing paper that highlights how inefficient research processes can hinder a firm’s pursuit of alpha and while technology is part of the cause, intensifying the flow of information, it can also play a role in the solution. 

One of the key foundational themes of the paper: the challenges that analysts face when researching investment opportunities. For emerging funds, these challenges are often heightened due to their impacts on smaller research teams.

Download the full infographic.

But a good investment team knows that information inefficiencies present opportunities for alpha. As a result, if you can create a more efficient method for your analysts to move through the process from idea generation to investment recommendation, your firm can establish a competitive advantage.

Today, the evolving landscape of AI, machine learning and natural language processing technologies opens new paths for emerging investment funds to level the playing field with larger competitors. We’ll explore this in our next insight piece.

In the meantime, feel free to check out the blog post on this research or download the full briefing paper here.

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