CASE STUDY

How we enabled a leading Asset Manager to form their view for a short-notice earnings call

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  • Business
    Asset Management
  • Function
    Head of Research
Quote
A number of these issuers delay earnings releases to prevent lenders from being able to deep dive ahead of the call. Cognitive Credit allows us to be fully prepared to hold management to account.

Head of Research
French Asset Manager

Introduction

The Head of Research at a large French Asset Manager consistently struggled to fully prepare for earnings calls scheduled at short notice. In some cases, issuers would release earnings 30 minutes in advance of a call, allowing barely enough time for a high level skim of the numbers. This limited understanding of the name and ability to ask deep dive questions during the call.

Our solution

Via our proprietary machine-reading technology, we delivered a full credit model to the Head of Research within 15 minutes of earnings release. This allowed the wider team to get full visibility of the numbers ahead of time (inc. restatements).

Additionally, the Data Visualization tools in our web app allowed them to quickly surface insights and identify key questions ahead of the call.

The outcome

With a fully populated model to hand, the Head of Research was better equipped to hold management to account. It also allowed the wider team to adapt their view faster based on the earnings call.

Enabled a deep dive view of a name within 15 minutes of earnings release

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