Equity Research Outsourcing: AI for Outsourced Investment Research

The number of asset classes that an investment manager has to understand can seem enormous, especially for resource constrained firms. To provide the best returns for your client's and generate alpha as an investment manager you need to understand public equity, private equity, real estate (REITs, CMOs, FNMA, FMAC, GNMA), cryptocurrency, commodities, index-linked instruments, CLOs, CDOs, index CDX, and the list goes on and on. With these resource constraints and the overwhelming places to look AI for outsourced investment research can be a gamechanger for your firm.

AI is giving humans new time and making the 100x Employee, the 100x CEO, the 100x Portfolio Manager:

People's number one asset is time and we often can't find enough of it. Walking a client through their portfolio, prospecting new clients, making investment decisions all use valuable time, but conducting research, running complex equations, sourcing new investment opportunities, initial due diligence on an investment take hours and days away from humans when they could be completed in seconds with AI tools. That is where AI makes us cyborgs.

By using AI for outsourced investment research and analysis you could begin to reach a new paradigm in investment management. Imagine being able to conduct thorough research on all of the S&P 500, select a few names you find undervalued from additional macroeconomic research you conducted, and executing these trades all within one day. Now imagine doing it as a one person team. That is the leverage you get by using equity research outsourcing tools like Zillion: the AI for finance. Here is a quick demo on what this can do:

What can you start doing with our outsourced AI for finance:

• Outsourced Investment Due Diligence: Anytime you have due diligence on a current holding or a new security you need to conduct underwriting on, our AI can conduct that due diligence for you. It has automated stock intrinsic value calculations, can automatically access financial information to conduct analysis, and can access current news and articles to assess investment thesis based on what is happening in the market.

• Outsourced Economic Research: You can also automate the investment research phase and ask the AI to collect the necessary information you need to make a decision. A few examples is it can collect and consolidate information to know the yield curve changes in Europe, or about the recent FOMC rate decision, or about how the outcome of the Brazilian election will impact your Brazilian fixed income holdings. The automated investment research is a great way to grow your investment firm. It provides you with a team of analysts at a very cost efficient price. Permanent talent allowing you to scale.

• Automated Investment Memo Preparation: Preparing investment memos can be quite time consuming too. Zillion can also consolidate all of the research and due diligence it has done to help you write your investment memo and provide a document you can share with your team internally.

  • AI Spreadsheets/Presentation Preparation: The AI can create interactive charts for you to include in your investment memo and can handle spreadsheets in case you wanted to show your findings in a spreadsheet instead.
    

While there are many options for outsourcing equity investment research, Zillion separates itself by being the only AI native investment research outsourcing product. Buy-side and sell-side firms could increase their headcount and add their unique processes by using these AI analysts. They are much more cost effective than overseas firms and Zillion's incentives are completely aligned with yours on providing accurate outputs, saving your entire organization time, lowering your overhead expenses, and increasing your output by making you a 100x investment manager.