Expedite Your Research: New MS Office Plugins

With the new v4.0 release, Sentieo users can now install MS Office plugins for Outlook, Word and Powerpoint, enabling seamless sending of documents to our Research Management System. The ability to ingest documents and make them searchable by your team is one of the core benefits of modern research systems, whether they are created on the platform or elsewhere. A lot of our users already forward industry emails, attach PDFs and Excel models to their notes and theses. The new plugins make the process even easier. Just like our Excel plugin, Sentieo users can find and download the new plugins from the support center. 

The Outlook plugin allows for manual upload of single or multiple emails, automatic uploads, and it works with emails and drafts. 

With a manual upload, users can change the title of the Sentieo note (the default is doc or email name), tag the note with tickers (includes autocomplete for faster tagging and reduction of errors), works with general tags (including your existing tags), users can tag other users, and add comments. 

After sending the email to the Notebook, it will appear just like a new note. 

Bulk uploading allows for simultaneous or individual tagging. 

To save users even more time, users can also define automatic uploads (AutoSend). The controls for the AutoSend, as well as the Manual Send, can be found in Settings. 

The Sync Status shows users the upload progress and the history of all uploads. 

The PowerPoint and Word plugins allow for single document uploads right from the app.

These new plugins enable faster contributions into your Research Management System from more places, ensuring that no important documents are lost or unavailable to your team.  

To find out how Sentieo can help your research workflow, please get in touch.

 

Productivity as an Edge in Equity Research

Investing is an ever-evolving industry. In recent years, we have seen the rise of indexing, quantitative strategies, an explosion of alternative data, and fee compression. Specific tools and data sets have delivered some improvements, for example, the addition of alternative data to analysts’ resources; however, the research workflow has remained relatively static and anchored to last generation tools from the legacy data terminal providers, or make-shift solutions through consumer-grade apps. 

Simply put: the workflow used for investment analysis has simply not kept up with the reality of the structured and textual data that must be parsed to produce a thesis with the potential to deliver alpha. At the same time, the adoption of homegrown or empty shell RMS solutions has failed to deliver substantive improvements in the investment research workflow. With costly document integration, poor user experience, and missed insights, the time has come for a new approach. 

While the need to “research different” to maintain an edge is greater than ever, there is one thing all successful investors do: correctly identify trends. Building alternative data into the research workflow empowers investors, so they can stop relying on hunches, intuition, or biased views and start quantifying and visualizing trends in seconds by overlaying relevant financial metrics—and ultimately generate alpha faster. However, repeatability is also important here. IP Security and compliance documentation are imperative to winning at scale. It’s why simplifying the research workflow and improving productivity is the key to longterm success. 

By bringing together each of the historically separate capabilities of equity and market data, document search, analytics and modeling, collaboration, and an auditable RMS into a single, integrated solution investment leadership enables their analysts to discover uncharted insights that they would not have been able to find with isolated tools. 

Want to learn how some investors are already applying this approach? Listen to CEO Alap Shah and me as we discuss this approach with Senvest Analyst King van den Berg in our on-demand webinar “Productivity as an Edge in Equity Research”.