RMS | Sentieo

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,…

April 2022 Release Highlights

April 13, 2022
Author: Sentieo

This month’s release focuses on creating better integrated workflows while also helping customers get proprietary data off their desktops and into the Sentieo platform to unlock powerful insights. In our latest release, we are introducing: Sentieo Connect to Leverage the Power of Your Firm’s Data Sentieo Connect is a powerful new feature that allows users…

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.

November 2021 Release Highlights

November 16, 2021
Author: Sentieo

Integration, flexibility, and control continue to be important criteria for institutional investors that are choosing the Sentieo platform as the central hub for analysts to do their work. In our latest release, we are introducing: Microsoft Teams Integration In our continued effort to integrate Sentieo with popular cloud storage and collaboration services, we are rolling…

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…

How to Turn Investment Research into Competitive Advantage: Putting AI Tools Into Action

July 21, 2021
Author: Sentieo

In the first two blogs in this series on turning investment research into competitive advantage, based on a briefing paper we sponsored with the Harvard Business Review, we discussed some of the challenges analysts face when researching opportunities and how tools leveraging artificial intelligence (AI) can provide a solution. In this final blog, we explore…

How to Turn Investment Research into Competitive Advantage: Leveraging AI

July 15, 2021
Author: Sentieo

We recently published a briefing paper with the Harvard Business Review about how artificial intelligence (AI) can turn investment research into competitive advantage. In the first post of a series summarizing the findings, we discussed some of the challenges analysts face due to information overload. Technology may have contributed to this overload, but it can…

How to Turn Investment Research into Competitive Advantage

July 6, 2021
Author: Sentieo

Sentieo recently partnered with the Harvard Business Review (HBR) to publish a briefing paper explaining how research powered by artificial intelligence (AI) can provide a source of competitive advantage for investment firms. The paper highlighted how inefficient research processes can hinder a firm’s pursuit of alpha and while technology is part of the cause, intensifying…

A New Approach to ESG Research Integration

February 25, 2021
Author: Annie Eissler

The State of ESG Research Management With public, investor, and regulatory pressures rising to integrate environmental, social, and governance (ESG) principles and transparency into investment research and decisions, institutional investors are struggling to find, analyze, and centralize the deluge of information provided by companies and ratings organizations. In fact, research conducted by McKinsey in 2019…