Use Case

Automating Investment Screening and ESG Reporting using Generative AI for Asset Managers 

/ Discovery, ESG, Valuelytics

ESG Investing Trends  The practice of investing in companies or funds with sustainable operations and sound governance is not new – however, the emphasis on businesses that are both profitable and making considerable social and environmental impact is gaining more popularity than ever before among institutional investors, according to Morgan Stanley.  Among asset owners surveyed, […]

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Digitizing your knowledge by making virtual data rooms smarter with AI technology 

/ Adnoto, Knowledge Management

Data Room is a virtual space used to store and share confidential files and information securely. Usually created by companies, law firms, investment banks, and other organizations to share sensitive documents and information, such as financial statements, contracts, patents, and other important documents with potential buyers, investors, lawyers, and key stakeholders in business transactions, such

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Unveiling the Power of Equity Research: Guiding Investors Amidst Market Complexity

/ Discovery, Equity Research, Filingseer, Valuelytics

In the dynamic world of finance, equity research emerges as an indispensable tool for investors navigating the complexities of the stock market. With its focus on evaluating listed companies, determining their valuation, and providing expert recommendations, equity research plays a pivotal role in informed investment decision-making. Therefore, the ability to conduct thorough and diligent research

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Streamlining Precedent Search Workflow: Enhancing Capital Markets Transaction Research

/ Compliance, Filingseer

In the context of capital markets, precedent search plays a crucial role in interpreting and applying legal principles to transaction terms. It involves a meticulous analysis of prior transactions to identify relevant legal precedents that can serve as guiding principles in ongoing deals. Having a thorough understanding of how to conduct an effective precedent search

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Formulating New Thematic Funds with the assistance of AI and NLP

/ Discovery, Technology

Introducing Thematic Investing Thematic investing is a top-down investment approach that capitalizes on emerging trends relating to macroeconomics, geopolitics, and technology. These trends encompass long-term, structural shifts arising from innovative business models, disruptive technologies, and changing consumer preferences and behaviors—megatrends that have the potential to change whole industries and shape the way we will live,

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Navigating the increasingly complex post-listing disclosure requirements with AI

/ Compliance, Diligence, ESG

The journey of listing a company can be a complex and challenging endeavor, requiring the submission of various documents and participation in numerous hearings. As an issuer, you understand the significance of accurate and credible public filings in building trust and attracting investors. The Significance of Verified Reports When it comes to annual reports and

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