Problem No framework to evaluate research and use it effectively in investment decisions Challenges in evaluation How does it impact investment workflows • Extracting actionable investment ideas from • Thousands of research pieces – not sure diverse sources and formats of research is which one to read. difficult. • How do I link macro research to micro • Currentsolutions (alpha capture platforms) are across different providers? stocks specific and don’t cover bonds, macro • How do I know which research impacts my ideas and other asset classes. portfolio holdings the most? • How do I identify unique trade ideas? 4.
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