1958088-MI-DVA-CN Dividend Forecasting Webinar-27022024-MKTO1200x250.png

Featured Index TV

Heading Line

Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua. Ut enim ad minim veniam, quis nostrud exercitation ullamco laboris nisi ut aliquip ex ea commodo consequat.

Register

Hero Card Banner Image

S& Global Platts Crude & Refined Products Market

Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod

Learn More

Banner Card Img

Lorem Ipsum

Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua. Ut enim ad minim veniam, quis nostrud exercitation ullamco laboris nisi ut aliquip ex ea commodo consequat.

Col1Img
Head Line 1

Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua. Ut enim ad minim veniam, quis nostrud exercitation ullamco laboris nisi ut aliquip ex ea commodo consequat.

  • Lorem ipsum 1
  • Lorem ipsum 2
  • Lorem ipsum 3
Learn More

Col2Img
Head Line 2

Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua. Ut enim ad minim veniam, quis nostrud exercitation ullamco laboris nisi ut aliquip ex ea commodo consequat.

  • Lorem ipsum 1
  • Lorem ipsum 2
  • Lorem ipsum 3
Learn More

Col3Img
Head Line 3

Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua. Ut enim ad minim veniam, quis nostrud exercitation ullamco laboris nisi ut aliquip ex ea commodo consequat.

  • Lorem ipsum 1
  • Lorem ipsum 2
  • Lorem ipsum 3
Learn More

Col4Img
Head Line 4

Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua. Ut enim ad minim veniam, quis nostrud exercitation ullamco laboris nisi ut aliquip ex ea commodo consequat.

  • Lorem ipsum 1
  • Lorem ipsum 2
  • Lorem ipsum 3
Learn More

Register


Lorem Ipsum

Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua. Ut enim ad minim veniam, quis nostrud exercitation ullamco laboris nisi ut aliquip ex ea commodo consequat.

Head Line 1

Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua. Ut enim ad minim veniam, quis nostrud exercitation ullamco laboris nisi ut aliquip ex ea commodo consequat.

  • Lorem ipsum 1
  • Lorem ipsum 2
  • Lorem ipsum 3
Learn More
Head Line 2

Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua. Ut enim ad minim veniam, quis nostrud exercitation ullamco laboris nisi ut aliquip ex ea commodo consequat.

  • Lorem ipsum 1
  • Lorem ipsum 2
  • Lorem ipsum 3
Learn More
Head Line 3

Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua. Ut enim ad minim veniam, quis nostrud exercitation ullamco laboris nisi ut aliquip ex ea commodo consequat.

  • Lorem ipsum 1
  • Lorem ipsum 2
  • Lorem ipsum 3
Learn More
Head Line 4

Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua. Ut enim ad minim veniam, quis nostrud exercitation ullamco laboris nisi ut aliquip ex ea commodo consequat.

  • Lorem ipsum 1
  • Lorem ipsum 2
  • Lorem ipsum 3
Learn More

Questioning the Answers: LLMs enter the Boardroom


Duration:  1 hour

Deep dive into the Practical Application of LLMs & Generative AI tools for Quantitative Alpha Research utilising S&P’s Machine Readable Earnings Call Transcripts. In their Questioning the Answers Research the Quantitative Research & Solutions (QRS) team analyses the earnings call Q&A dialogue between executives and sell-side analysts. When analysts ask about topics not addressed in the prepared remarks, it may suggest that executives either overlooked these issues or chose to avoid them. The way executives respond in these moments is equally revealing. Transparent answers build trust. Evasive answers raise concerns. Large Language vector embeddings of 192,000 earnings calls were used to score executives on: (1) proactiveness, proxied by how well the prepared remarks addressed analysts' questions, and (2) on-topic alignment, proxied by whether executives’ responses remained on-topic to the question.

  • Firms with on-topic executives outperformed off-topic peers by 390 bps/year in a long/short portfolio.
  • Proactive executives outperformed reactive peers by 170 bps/year in a long/short portfolio.
  • Combining both factors yielded 506 bps/year in a long/short portfolio.

Agenda:

  • Opening Remarks and webinar outline – Daniel Sandberg
  • Methodology outline for executive behavioural signal construction and alpha results – Liam Hynes
  • LLM, Vector Embedding & Signal Construction Coding Tutorial using S&P’s Machine Readable Transcripts – Henry Chiang
  • Topic Analysis and thematic trends utilising S&P’s Pronto NLP – Ronen Feldman


Speakers

Daniel Sandberg-quant.jpeg
Daniel Sandberg (Moderator)

Global Head of Quantitative Research & Solutions
S&P Global Market Intelligence


Row2Img
Liam Hynes

Head of New Product Development – Public Markets
S&P Global Market Intelligence


Row3Img
Henry Chiang

Quantitative Researcher at Quantitative Research & Solutions
S&P Global Market Intelligence


Ronen-Feldman-headshot-200x200.jpg
Ronen Feldman

Head of Technology, Quantitative Signals
S&P Global Market Intelligence


Register On-Demand

Questioning the Answers: LLMs enter the Boardroom

Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua.

Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua.

Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua.