FactSet's Bi-Weekly Newsletter

FactSet Releases Transcript Assistant, A Game-Changing Tool for Earnings Call Analysis

?? Exciting News! FactSet has launched Transcript Assistant, a game-changing tool for analyzing earnings call transcripts.

Powered by GenAI, Transcript Assistant offers interactive features, robust search capabilities, intelligent summaries, and seamless integration to enhance the investment research process within the FactSet Workstation.

Learn more: https://bit.ly/3v67I4m

Using Machine Learning Models to Uncover Historical US Recession Risk

Using historical data and a machine learning model we built, we estimated the two-month forward recession probability between 1999 and 2024.

Check out the full analysis, which also highlights the relative influence of popular leading economic indicators in increasing or decreasing the likelihood of a recession.

Read the full article here: https://bit.ly/3wO1PsO

Listen In as FactSet and KBW Discuss Key Themes in Banking and the Financial Sector

What are the lessons learned in the year since the SVB collapse?

FactSet and Keefe, Bruyette & Woods (KBW) investment bank reflect and discuss that topic and more for the industry today and in the near term. Power up your favorite headphones and settle in for an illuminating conversation!

Listen to the episode here with host Sean Ryan, featuring Tom Michaud: https://bit.ly/3IB52i8

AI Strategies Series: The Legal and Ethical Landscape of Generative AI

Generative AI offers great potential, and at the same time, there are material aspects to consider across use cases in the legal and ethical landscape.

The latest FactSet blog article from Lucy Tancredi highlights risk mitigation, intellectual property, and ethics, and she wraps up the series with a top 10 strategies toolbox for safer and more effective use of generative #AI.

Read it here: https://bit.ly/3Tn0IcE

How to Drive Faster Earnings Analysis and Research with a Generative AI Assistant

We’ve turbocharged earnings season!

With the release of Transcript Assistant, our first interactive generative #AI solution available to all firm types, clients can quickly and accurately mine valuable investment insights from hundreds of earnings calls and transcripts every quarter.

In a two-way chat format, they can use pre-populated prompts or ask their own questions, similar to talking with a colleague.

Check out the demo video and see how it works: https://bit.ly/43c4vwN

Latest Earnings Article

Discover John Butters' most recent Earnings Insight:

?? 179 S&P 500 companies cited the term "AI" on Q4 earnings calls.

?? This was the 2nd highest number over the past 10 years.

?? The Information Technology sector had the highest number (52) and percentage (85%) of companies citing "AI" on earnings calls.

Read it here: https://bit.ly/43k8qri