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Global deal activity for Q1 2024 rose approximately 30% from the same period a year ago. It also presents a timely opportunity to review best practices and processes for conducting duediligence. Below, we outline the most relevant qualitative and quantitative criteria to cover on your duediligence checklist.
Acting on such false information can lead to misguided allocations, bring risk to your portfolio, and break duediligence protocols. Furthermore, the model is trained on specific tasks that our customers have to do daily, such as earnings analysis, SWOT analysis, competitive landscaping, and more.
From opportunity identification and duediligence to investment decision-making and portfolio management, AI is now a key tool for most asset managers. One of the most impactful factors has been the proliferation of artificial intelligence (AI) and generative AI (genAI) in the asset management space.
The former senior director of global marketing at Molson Coors emphasizes the need for intentionality in brand campaigns and the importance of testing when running campaigns targeted at specific demographics. I think brands need to be intentional. You can’t take actions like these lightly. You need to understand the total consequence.
SWOT analysis. Conduct a SWOT analysis of your strengths, weaknesses, opportunities and threats - do the same for competitors. Threats are outside forces or external factors that put your business at risk - like economic downturn and susceptibility global pandemic, for example, or the entry of a disruptive new competitor.
Companies and professionals rely on Hebbia to streamline and automate their research and duediligence processes, without compromising on accuracy. Our external content sources include trade journals, news, and SEC and global filings. AlphaSense users also have access to two premium and proprietary content offerings.
With Smart Summaries, you can glean instant earnings insights—reducing time spent on research during earnings season, quickly capture company outlook, and generate an expert-approved SWOT analysis straight from former competitors, partners, and employees.
Our external content sources include trade journals, news, and SEC and global filings. These are: Wall Street Insights® – A collection of broker research from Wall Street’s leading firms, covering global sector themes, industries, and companies from 1,000+ sell-side and independent firms, available within the AlphaSense platform.
Our external content sources include trade journals, news, regulatory documents, earnings transcripts, and SEC and global filings. Additionally, the platform offers real-time access to global news and market updates, keeping users informed of relevant economic developments, regulatory changes, and competitive actions.
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