Every CFA must consider

CFAs, are you still building models by hand? Still going through those 10-Ks? Is that fun? How good do you think you are at it? Is it where you want to spend your time? Is that where you make your money? Is that what clients want to see? Is that how you impress clients? What if I told you there was an AI out there that could do it as well as any human, probably better, certainly more at scale? What if I told you it was proven? What if I told you that there were Bloomberg live-traded indices that show dramatic alpha and outperforming the market Based on the data directly from filings. It's true. That's what we do. We started building a technology 20 years ago specialized in pulling data directly out of corporate filings, 10-Ks and 10-Qs, not just financial statements, but especially the footnotes. And guess what? Harvard Business School and MIT Sloan professors wrote a 70-page paper proving the market is missing footnotes. How do they know it's missing it? Because we had it. And when they picked stocks based on our footnotes-adjusted earnings metrics, they saw abnormal returns or idiosyncratic alpha, what they called novel alpha. So don't build those models by hand. Get the better data from us and have a better model. Be a happier person. Spend more time with your clients. Do the things that you know the clients care most about.