Wealth Management Firm Data Overview
With assets under management (AUM) in the multi-trillions, the world’s top wealth management firms constitute a prestigious lineup—UBS, Morgan Stanley, Bank of America, J.P. Morgan, Goldman Sachs, Citi, Wells Fargo, among others.
These firms serve a vast clientele of institutional investors, corporations, high-net-worth individuals, and private organizations. In addition to their extensive investment and financial planning services, leading wealth management firms produce highly sought after industry, company, and economic research.
Companies turn to these coveted research findings to gain a holistic understanding of a market landscape, industry trends, company insights, and macroeconomic factors. Ultimately, the information gleaned from these reports guides strategic decisions, competitive positioning, investor relations, and investment decisions.
AlphaSense’s Wall Street Insights® aggregates research offerings from 1,500+ sources, including Goldman Sachs and Citi, to enhance due diligence and help firms gain a deep understanding of the market landscape. By running a thematic search across all broker research in the AlphaSense platform, users can easily get a sense of analyst perspectives on a key topic or trend.
For corporate users, our aftermarket research provides valuable insights into metrics such as operational performance, market size, market share, profitability, growth rate and potential, and competitive position.
For investment managers, equity research coverage in the platform includes:
- Company coverage initiation and ongoing reports
- In-depth Industry reports
- Regional outlooks
- Macroeconomic reviews
- Senior Management Perspectives
- Other exclusive information
Putting Wealth Management Firm Data to Use
The most tactical business and investment decisions stem from comprehensive sources of intel, which include earning transcripts, trade journal articles, and even calls with sector experts. While these sources can alert of a market movement or industry trend, they often lack the necessary context to conduct deeper competitive analyses, evaluate mergers and acquisitions (M&A), and improve product and distribution plans.
With a market intelligence platform like AlphaSense, our Wall Street Insights® offering puts analyst findings into perspective, so you can stay informed and capitalize on opportunities at the most critical times.
Making Better Strategic Business Decisions
For corporations, Wall Street research provides the foundation for strategic plans and product decisions, competitive analysis, and M&A deal sourcing or due diligence.
The research procured from our platform delivers insights including:
- Market dynamics (e.g. market size, market share, market growth/forecasts)
- Explanations of emerging technologies/science and detailed technology roadmaps
- Competitive analysis
- Input of industry experts (separate from research analysts) and leading consultants
- Survey data and other extensive proprietary data
With these insights, companies can accomplish a range of activities: conduct a total addressable market (TAM) assessment, monitor competitors and market share trends, identify and evaluate companies for M&A due diligence and benchmarking, prepare for earnings calls and investor meetings, and quickly get up to speed on industry trends.
Identifying Opportunities and Risks
AlphaSense has helped both corporate and financial services clients shift from a reactive to a proactive strategy approach, as a result of leveraging our premium content and AI insights. Our platform eliminates the need to spend extensive amounts of time manually gathering and scouring through research reports, attempting to locate relevant information.
With Wall Street Insights®, all the most sought-after broker research is centralized and accessible in one location, with AI-generated streamlined insights. This not only frees up countless hours to allocate for more strategic and analytical tasks, but also surfaces higher quality insights quicker and equips teams with features such as alerts to ensure they never miss a report or insight in real-time.
Identifying risks and surfacing opportunities is streamlined with a market intelligence platform like AlphaSense that delivers comprehensive, 360-degree insights in a fraction of the time that would be spent on traditional research methods.
Utilizing Research Findings for In-Depth Reporting
With AlphaSense’s AI-driven capabilities, compiling research findings to drive actionable insights is easier than ever. Our cutting-edge features, layered onto a library of exclusive, premium content enable corporate and investment teams to pinpoint and cite the insights they need to make smarter, more confident recommendations for their business or portfolio strategy.
Our platform can sift through thousands of documents in seconds to pull the most valuable information based on search terms and user preferences. Exportable reports eliminate the need to build spreadsheets from scratch and the risk of human error affecting research accuracy. The result: vetted, timely, and needle-moving results that can be presented to any board or investment committee with confidence.
Key platform features that help you get the most value out of analyst research include:
- Our proprietary generative AI tool, Smart Summaries, generates the most relevant insights across broker research including:
- Upgrades and downgrades – Highlights which brokers have upgraded/downgraded a company within the last 90 days and why
- SWOT analysis – Covers the topics/trends identified as strengths/opportunities or threats/weaknesses from across broker reports about a company
- Competitive landscape – Features the competitive landscape for a company from across broker reports
- Smart Synonyms™ – An exclusive AlphaSense feature that recognizes the intent behind every search and delivers results for both the exact search terms and related keywords. The technology also recognizes when results are not relevant and automatically filters them out, removing unnecessary noise and eliminating extra hours of research to get the insights you need.
- Automated alerts and watchlists are highly customizable and give users real-time notifications and alerts to keep them updated on new trends, emerging news, and market and company movements.
- Notebook+ to collect, organize, and share insights and analysis from the platform to streamline findings—whether it’s an interesting data point from a 10K filing, a press release quote, or a bullet point from an earnings call summary.
