Why your firm needs a new age research management system
By: Visible Alpha
With the rise of passive investments and increasing regulatory and cost pressures, investment research analysts and portfolio managers are on an eager (and somewhat frantic) search for alpha-generating insights. However, when inundated with research at all hours of the day from all angles, it’s not easy. Buy-side analysts are constantly heads-down in their search for the most relevant and insightful research reports, models and corporate access events to create an edge.
How do investment teams manage the inordinate amount of research they receive, cut through the noise and discover new sources of alpha?
One answer comes in the form of a collaborative and modern research management system.
Estimates data then and now
By: Visible Alpha
An analyst’s estimates are arguably the most important inputs when attempting to value a company. Investment managers rely heavily on estimates to evaluate company performance, and as informational needs and technology advances, estimates data has evolved to be more detailed and accessible.
Improve buy-side collaboration to increase performance
By: Visible Alpha
A few simple tips, techniques and tools can improve buy-side collaboration within your firm, which might just be the key to increasing portfolio performance. By working together internally, investment professionals can surface insights faster, cut through the noise and create an edge in the investment selection process. However, historically institutional investment teams have seen little to no collaboration within their own firms. Why?
Time-saving tips for equity analysts
By: Visible Alpha
Buy-side analysts deal with a lot of money and a lot of stress, which leads to a lot of pressure. Under pressure, it often feels like there isn’t enough time in the day to accomplish everything that needs to be done. However, there are ways buy-side analysts can save time and be more efficient throughout their day. Here are a few time-saving tips for equity analysts:
What are investors really trying to figure out ahead of a company’s earnings report?
We can think of it from two perspectives: 1) Where are investor expectations for the company, and 2) Where are my own views? Using these two perspectives, investors are able to take appropriate action on a company ahead of its earnings announcement. In this post, we’ll highlight how Visible Alpha can help investors achieve these goals.
4 Ways to Streamline Your Investment Analysis Year Round
By: Visible Alpha
Make the Most of Your Time: Before, During and After Earnings
Staying on top of your coverage universe requires executing on a variety of activities before, during and after earnings season. In this case study, we explore four of these important activities and the tools that can streamline carrying them out.
1. Review Current Expectations
Situation #1:
Your company is about to release earnings and you need to know what analysts are expecting.
Maximize Your Post-Earnings Work in 4 Steps with Visible Alpha
By: Visible Alpha
Using Visible Alpha, we took a four step process to evaluate Verizon Communications after their earnings announcement on Tuesday.
The onset of earnings season can fill both the buy-side and sell-side with a bit of dread, but also with some excitement. As a former sell-side analyst, I recall the season as not only a time to update numerous Excel models and compose earnings notes, but also as an opportunity to learn. It could be a something new about the companies we covered, or an insight that could help us reevaluate our perspective on the industry or across other industries.
