Fund of the Future

An earnings process tool designed to train new team members on the teams earnings process. It holds Analysts and Associates accountable to doing the detailed work, guides them through the pertinent work flows, and provides feedback to improve hit rates and slugging percentages. It also increases the breadth and depth of the earnings work flow by using machine learnings and AI to pre-populate parts of the work flow.
A real-time tool that allows a manager to receive stock specific signals from a wide range of potential participants. It is designed as a precursor to the Portfolio Constructor & Performance Evaluator in that it focuses on individual idea performance. It can also be used to measure relative performance using the auto hedging feature. The tool can be also be configured to create a competitive league if desired.
This product is designed to be used as a stand alone tool or integrated with partner platforms for efficient set-up.

Fundamental Equity Process Implementation