Fund builds virtual analyst to do ‘grunt work’

Equities unit at Principal Global Investors wants its analysts analysing, not rooting through email and research reports


A global fund manager has come up with a clever way to keep its fundamental analysts from wasting time digging through email or scanning reports: it’s built a virtual analyst to do it for them.

“I don’t want fundamental analysts reading every single sell-side research report,” said Mark Nebelung, who co-heads systematic investing at Principal Global Equities. “I want them reading those that are most relevant for our investment process.”

The virtual analyst “ingests” company financial reports,

To continue reading...

You need to sign in to use this feature. If you don’t have a account, please register for a trial.

Sign in
You are currently on corporate access.

To use this feature you will need an individual account. If you have one already please sign in.

Sign in.

Alternatively you can request an individual account here: