Gather with a source hierarchy
Organise evidence from preferred sources and make gaps visible to the reviewing analyst.
← All work
AI Research and Modelling Engine
Give investment research a repeatable starting point.
Combine quantitative evidence with forward-looking research in an explainable assessment for expert review.
Investment research teams
Illustrative workflow
An assessment with its reasoning attached.
01Gather evidence
02Test the thesis
03Expert review
Historical evidenceReturns and downside
Forward-looking contextPeople, portfolio and price
Counter-caseWhat would change the view?
Outputs are intended for expert review. Sample investment calls are not presented here as current advice.
The question behind the work.
Research teams can scale quantitative screening more easily than qualitative assessment. Manager continuity, portfolio fundamentals, valuation and counter-evidence require a process that can gather context consistently.
How we approached it.
We built an agentic workflow that gathers public evidence, applies quantitative and forward-looking analysis, and structures the investment case alongside counter-cases and decision triggers. A sample multicap report demonstrated the depth of this approach.
The decisions that matter.
Test the investment case
Consider manager changes, fundamentals, valuation and macro context alongside historical results.
Keep judgment accountable
Present counter-cases, confidence and decision triggers for human review before an assessment informs an investment or investor communication.
What the work made possible.
A working example of an AI research teammate: documented assessments that an investment team can inspect, challenge and develop. An organisation's methodology and house views can shape a subsequent implementation.
Discuss a similar challenge →