Product

How the Right Content Leads to Better Insights and Decisions

AlphaSense

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June 17, 2022


Everyone is being inundated with reams and reams of information and data in today’s world. Unfortunately, this is compounded because the most readily available ubiquitous details are often the least useful and most time-consuming. All of this makes it hard to stay focused, separate the signal from the noise, and find the information that you truly need.

Fortunately, there is a better way.

AlphaSense allows users to access a curated, and exclusive collection of content sources, specifically brought together with one purpose: helping professionals make better decisions. In other words, giving professionals access to the key content they need to find the insights that fuel the best decisions.

How do we do this? AlphaSense combines content from the four essential market perspectives in one powerful platform. Only by accessing all of these four essential perspectives, can users see the complete picture of a company, industry, watchlist, market, or trend.

These four perspectives are:

  • The company voice
  • The analyst’s voice
  • The journalists & regulatory voice
  • The expert’s voice

So why use AlphaSense to mine these four perspectives?

First, there is the problem of content access. Freely available information, the type you can find using a search engine is often basic (e.g., news around a company or topic), and sometimes unvetted (i.e., articles from non-experts). When expert information (e.g. industry reports or research) is available, it is usually behind a paywall, where you need to arrange access to each particular content source.

Secondly, once you have the right content, you still need an efficient way to find the insights you need. Simply having the right access is not enough. Now you have to mine each piece of content to find the exact information you need. Relying on CTRL+F takes a lot of time and patience, and also carries a significant risk of missing critical information.

AlphaSense not only gives you access to content from the four critical market perspectives (oftentimes exclusive access), but pairs this access with proprietary AI to help you quickly and confidently identify the insights you need — so you can build a complete picture and ensure you never miss anything important.

What do the four perspectives look like?

Let’s now take a look at each perspective in turn, and see them in action together:

The company voice

What is it: These are documents published by a company such as 10Qs, earnings calls, press releases, and more.

Companies produce all kinds of documents and content that help you understand how they are performing, gives you clues as to their strategy, and helps explain changes and events in the company’s life.

Why it matters: This is how you get the company’s official view.

Examples in AlphaSense: Company filings, presentations, earnings transcripts, press releases, and ESG reports.

The analyst’s voice

What is it: Research published by expert analysts.

In-depth research is produced by Wall Street researchers, who leverage years of experience to dive deep into companies, industries, and markets.

Why it matters: Having extensive research and analysis already completed for you, at your fingertips.

Examples in AlphaSense: Company reports, market reports, industry reports, macro reports, and market research.

The journalist & regulator voices

What is it: Content published in news and trade journals alongside government agency and NGO publications.

See how the wider world, including industry experts, government agencies, and NGOs, are reacting to events, topics, and news, as well as updates from government agencies.

Why it matters: Get the outside world view.

Examples in AlphaSense: Business news, market news, general news, trade publications, macroeconomic organizations, healthcare & life sciences, energy, regional & global government agencies, and NGOs.

The expert’s voice

What is it: Largely exclusive first-hand accounts from the experts who were there.

Hear directly from the people who were there. From former employees talking about company/competitor dynamics, to customers and channel partners reacting to service/product updates, and competitors giving their perspective on the market landscape.

Why it matters: Experienced interviewers get detailed, first-hand intel from experts.

Examples in AlphaSense: Former employee, customer, competitor, channel partner, reseller, industry expert, and more.

Let’s see the perspectives in action

Each perspective brings with it, a unique view or vantage point on a particular subject, and only by piecing all of the four together, can someone truly understand the situation.

Let’s say I am interested in the commercial aircraft space, and specifically in two companies, Boeing and Airbus. In the course of my regular monitoring of these companies, I become aware they are both planning on significant demand from China to help fuel growth:

From these press release announcements, It is clear that both companies have big hopes for Chinese demand for commercial airplanes. So with this in mind, I want to start to validate and understand what the other perspectives think of this likelihood, and what might the barriers or risks be.

First of all, I want to look at the analyst’s perspective. After all, these are expert researchers in the space and have already compiled significant research in this area. When we look at analyst sources, we start to get a mixed picture:

  • On the one hand, there seems to be an expectation that orders from China will begin shortly
  • And on the other, a question mark of the short, and long-term demand from China

It seems that the analyst’s viewpoint is a bit more complex than each of the two company’s own view. While there is an expectation for demand from Chinese airlines for new aircraft, it is unclear where and when this demand will be filled. So I need to find out more, and I start to look for information on the capability of the Chinese airline industry itself.

Information from journalists and regulatory sources start to support the idea that China is indeed developing its airline industry – which might have the impact of softening demand Chinese demand for Boeing and Airbus:

From what I can tell so far, China is in the process of developing its own commercial aircraft industry. However I have not been able to uncover details around the Chinese strategy, and what is happening on the ground in China to support the production of commercial airplanes in China itself. Fortunately, I can turn to expert transcript calls. Here I get first-hand insight and knowledge from a former executive, who spent decades in China working in the industry.

Through this expert interview, I now understand the long-term strategy that has played out (i.e. how we got to this point), and further, this expert is able to underline the ultimate goal that exists, namely to build commercial aircraft in China:

Only by taking all of these four key perspectives into account, can I tell the full picture, and understand what is happening on the ground. Now I have critical information, as well as grounding to continue my research as needed. The varied perspectives provide a more comprehensive view so I can better estimate the risks involved.

Want to get in the platform and see for yourself? Unlock a free trial of AlphaSense here.

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