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Integration of data sets into the Sentieo platform is a top priority for us. Today we are excited to announce that our customers can now access Sustainalytics‘ ESG Risk Ratings reports directly from the Sentieo platform they already use every day. Institutional investors are incorporating ESG information into their investment processes more than ever to: mitigate…
We are excited to continue the evolution of our integrations to support enterprise-class research platform deployments. With the Sentieo V4.6 release, we are launching Sentieo Platform Integrations, a suite of existing (e.g., Slack, Evernote, Microsoft Office) and new ways to integrate with Sentieo. “We are seeing increased demand for large-scale, enterprise deployments of modern investment…
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For the next few days, we will review Q1 calls across a variety of industries using our machine learning and natural language call transcript application, Smart SummaryTM. Today we will focus on UPS. We released the first version of Smart Summary last July to rave reviews. This was followed up by an in-depth expansion of many of the machine learning…
Whether you’re traveling to conferences or simply need to take your research with you to another room, your work doesn’t need to skip a beat with our Mobile Apps. If you have an iPhone or iPad, you can take Sentieo with you wherever you are. In this post, we’ll be highlighting some of the main…
In the evaluation of a new strategic project, companies must perform a variety of initial due diligence depending on the type of opportunity: are we making an acquisition, co-selling, developing joint technology, or something else? Depending on the opportunity at hand, the initial evaluation may require insights on a technology, business, competitive landscape, or macroeconomic…
Sentieo’s AI-driven Document Search solution is now available for RSS Feeds. Whether you are looking to save time by consolidating all of your important content in one place or trying to identify unique insights by searching more specialized sources, RSS Feeds are a great way to customize and round out your Sentieo content. Use Sentieo’s…
Workiva, the largest third-party filer with the SEC (an estimated 78% of all iXBRL facts filed in 2019 were done through the Workiva platform!) is always looking for ways to provide customers with the best technology solutions that reduce risk, increase transparency, and create efficiencies. Last Fall, they entered into a partnership with Sentieo to…
The Sentieo Dashboard has gained significant adoption across our user base, with many using it as their home screen for absorbing real-time information across their portfolios. For many users, however, we did notice one key barrier to adoption: investors have a multitude of use cases, and it was difficult to see how Dashboard could fit…
Subsequent to our Capital Allocation Trends Webinar “Cash Hoarding During The Time of Love and COVID,” we’re providing updated and incremental insights to the total dollars hoarded. We’ve added US Small Cap companies (Sub $1bn mkt cap but over $100mm excluding financials, real estate and utilities) to our dataset. The COVID dollar impact across our…
Our latest release continues to build on our transcript sentiment tool with Smart Summary™ enhancements to help you save time and get more insights–faster. We’ve even added a Coronavirus category to help you zero in on what matters most this earnings season. Updated Classification Framework Our classification framework has been improved, including updates to our…
In this post, we will highlight several COVID-monitoring dashboards that we like. As many of you know, we released a sizable COVID monitoring dashboard for clients, combining numerous data sets, including financial, alternative and doc search data (blog and webinar). We surfaced some of the charts and some of the search results in a public…
Our latest release, Sentieo v4.1, is now available and includes more data sources, an enhanced Smart SummaryTM email report, new dashboard templates, and greater feature parity in our mobile apps. New Data Sources Expand your source of insights with more data and documents, including: Support for RSS Feeds Regulatory content from the Whitehouse, Energy Department,…
In our Coronavirus Market Impact Newsletters, we’ve explored what global public companies are doing in regards to capital allocation during a period of volatility unseen since 2008 – 2009. We’ve specifically explored the impact across: Credit: Drawing down on credit facilities or raising incremental capital without a clear use of proceeds Dividend policy: Dividend suspensions…
The Federal Reserve has moved decisively in the last few weeks, rolling out a number of new programs aimed at stabilizing the fixed income markets, and, potentially, preventing the epidemic shutdowns from turning into a full-blown credit crisis. As a side note, recently we have enjoyed the in-depth analyses of the Fed moves on this…
