Investment Management

Practical Cloud Solutions for Innovation Leaders at Investment Firms

June 8, 2022
Author: Sentieo

We don’t envy the challenges investment management firms face daily. Complex regulatory requirements. Data-intensive business models. Competitors introducing disruptive technologies. Legacy system incompatibility and sprawl. It’s enough to cause stressful days and sleepless nights for leaders tasked with driving innovation and solutions around these issues. Many cloud-based technologies provide frameworks that allow innovation leaders, CIO’s,…

Q1 2022 Themes in 11 Charts

May 9, 2022
Author: Nick Mazing

With the Q1 2022 reporting season coming to an end, excessively rocky markets, and an aggressive tightening by global central bankers, these are the major themes that stood out to us. Sentieo clients can request our customizable Risk Monitoring dashboard (short video walk-through) for their accounts which covers multiple indicators, from volatility to credit spreads…

Design Research Workflows to Better Leverage Technology Benefits

February 7, 2022
Author: Sentieo

This is the third and final part of our series exploring how technology has created (and is solving) challenges for investment research and how firms can build a competitive advantage in this environment. So far, we’ve explored how vast information landscapes have led to information overload and how AI is helping cut through the noise….

Overcoming Information Overload: 5 Ways AI is Helping

February 7, 2022
Author: Sentieo

AI, machine learning, and natural language processing have led to the development of tools analysts can use to overcome research process efficiency challenges and supercharge the hunt for alpha. While none of these tools replace humans, they augment the decision-making process and ultimately help to build more robust investment cases.

Information Overload

February 7, 2022
Author: 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.

Macroeconomic and Credit Topics Dashboards in Sentieo

October 26, 2021
Author: Nick Mazing

Sentieo’s powerful and flexible Dashboards have grown dramatically in both client adoption and functionality since we introduced them two and a half years ago. Showcasing the depth of the research platform, the Dashboards bring together documents, document search, research management/research monitoring, financial and alternative data, data visualizations, Tableaus, iFrames, and much more, through over 50…

Guide to Financial Data Visualization and Analysis card

Introducing Sentieo’s New Interactive Guide to Financial Data Visualization and Analysis

October 20, 2021
Author: Nick Mazing

Creating compelling visualizations is now a must for a wide range of knowledge professionals, from investment analysts to portfolio managers to consultants and executives. Data visualizations help create stories across investor presentations and letters, internal benchmarking reports, public presentations, and more. Sentieo’s data visualization tool Plotter combines financial, valuation, macro, alternative and internal data sets,…

Oil and Gas: “Higher for Longer” after Years of Underinvestment

October 14, 2021
Author: Nick Mazing

The recent spike in energy prices across Europe and Asia has been well documented in the press: however, it has been in the making for years. In this blog post, we will share some data on capex trends in the industry. We do anticipate that hydrocarbon energy prices will stay “higher for longer”. For a…

Sentieo Expands Across EMEA; Doubles Staff in London to Support Growth

October 7, 2021
Author: Sentieo

Following record revenues in 2020, global demand for our AI-driven financial research platform continues to grow. To support that momentum, today we’ve announced an expanded presence in the European market. With more than 50 active customers in the region, including Schroders, Kames, S.W. Mitchell, Cape Capital, Amiral Gestion and Ownership Capita, we’ve doubled our team…

Risk Monitoring Dashboard in Sentieo

October 6, 2021
Author: Nick Mazing

Sentieo’s powerful and flexible Dashboards have grown dramatically in both client adoption and functionality since we introduced them two and a half years ago. Showcasing the depth of the research platform, the Dashboards bring together documents, document search results, research management/research monitoring, financial and alternative data, data visualizations, Tableaus, iFrames, and much more, through over…

Freight Woes Threaten The Holiday Shopping Season

September 30, 2021
Author: Nick Mazing

Global supply chains are under significant pressure from COVID and other disruptions. In this blog, we look at inventory levels across leading US retailers, shipping company dynamics, as well as transcript color from recent conference calls. TIP: If you plan on doing holiday shopping this year, do it now. We have been monitoring inventory levels…