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S& Global Platts Crude & Refined Products Market
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Questioning the Answers: LLMs enter the Boardroom
Duration: 1 hour
Join the Quantitative Research & Solutions (QRS) team at S&P Global for a deep dive into the practical application of LLMs and generative AI in alpha generation, using machine-readable earnings call transcripts.
In their Questioning the Answers research, the QRS team analyzes the Q&A dialogue between sell-side analysts and company executives. When analysts raise topics not covered in prepared remarks, it can reveal blind spots — or deliberate omissions. The nature of executives' responses—clear vs. evasive—offers further insight into corporate behavior.
Using LLM-derived vector embeddings from 192,000 earnings calls, the team developed two novel factors:
- Proactiveness – How well the prepared remarks anticipated analyst questions.
- On-Topic Alignment – How directly executives responded to questions.
Together, these behavioral signals delivered compelling performance:
- On-topic executives outperformed off-topic peers by +390 bps/year
- Proactive executives outperformed reactive peers by +170 bps/year
- A combined strategy yielded +506 bps/year in a long/short portfolio
Speakers
Daniel Sandberg
Global Head of Quantitative Research & Solutions
S&P Global Market Intelligence
Andrew Innes
Head of Data & Research Sales, Pacific
S&P Global Market Intelligence
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Questioning the Answers: LLMs enter the Boardroom
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