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Which Investment?
When?
Why?

A Financial Analyst
provides insightful
recommendations

But it takes news
events research

from Associates




Investment News Research Management


Executive Intelligence has the edge over all known existing* data based and robotic machine learning based competition in Investment Research Management.


Basic Competition Robotic Competition Executive Intelligence


Research Repository
Stores assigned research in searchable catalog database

Archive Summary
Summarizes past assignments and analyst coverage

Apply Precedent
Take advantage of past work to propose current assignments

Infer Precedent
When past work is unclear or contradictory from multiple reseachers or analysts

Adapt Precedent
When past work no longer reflects current changing trends

Create Precedent
When there is insufficient approved work to establish clear precedence





*Based on collaborative and evaluation work in partnership with Harvard University, Massachusetts Institute of Technology, Boston University, and major financial industry partners in Boston, MA.






Learn how to manage a team of Research Associates:

Guided Demo












This is a sample guided demo with the primary intelligence portion removed. Even so, it still provides a sense of the competitive capabilities in managing research associates with Executive Intelligence.
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