Screening and idea generation are both essential tasks for narrowing down your list of prospects and prioritizing which set of entities you want to target with additional analysis before making investment decisions. This often involves the use of advanced tools and data analytics, but with Research Assistant, our generative AI powered solution, you can streamline these processes, all with one simple prompt.
Research Assistant can help you streamline your screening and idea generation by transforming the following workflows:
Accelerate your initial screening across organizations or rating activities based on your specified criteria
Identify prospective targets using firmographic and demographic information, financials and ratings metrics
Ramp up on a sector quickly with a quantitative overview compiled from across Moody’s data estate, including medians across a group of entities
Let's explore practical uses of how you can leverage Research Assistant to enhance your workflows:
Banking
Initial screening across organizations, and monitoring portfolios to assess creditworthiness is a daily task that can be simplified with the use of Research Assistant.
For example, a correspondent banker can use Research Assistant to screen and identify new clients with strong financial health and low risk profiles. With a single prompt, a user can generate a customized table, based on specific criteria, to analyze and compare entities’ ratings, and key financials, helping them with trend identification and ensuring that they are selecting the most reliable clients to do business with.
Try it out in the Advanced Query workspace:
Prompt example:
"Provide me with a list of rated banks operating in Peru, Chile, and Colombia. Sort by Country and Total Assets in descending order. For each bank, include the following key financial indicators from 2020 to most recent: Problem Loans to Gross Loans Ratio, Cost to Income Ratio, Liquid Banking Assets to Tangible Banking Assets"
Ratings Advisors
Ratings advisors play a pivotal role in evaluating creditworthiness to make informed recommendations, and Research Assistant can aid in this process by providing detailed comparisons of companies that fit specific criteria.
For example, a ratings advisor looking to make recommendations to a new client can use Research Assistant to filter through a vast database of firms, identifying those with similar financial metrics, industry positioning, and growth potential. They can also get a quick understanding of what specific drivers caused recent downgrades, to better make a recommendation to their client. This targeted approach not only saves time but also enhances the accuracy of recommendations, leading to better client outcomes.
Try it out in the Advanced Query workspace:
Prompt example:
"List entities in the @Technology sector that have been downgraded at least twice in the last 24 months. In a column, include the most recent credit opinion.”
Take it a step further with a follow-up prompt to drill into more details -
Prompt example:
"What are implications of [Entity’s] most recent downgrade and how is the entity expected to perform moving forward?"
Asset Managers
Asset managers are constantly looking to generate investment ideas to maximize returns and mitigate risks, and this task can be streamlined with Research Assistant.
Research Assistant leverages Moody’s data estate, and with one prompt, asset managers can identify entities that meet specific investment mandates based on ratings, financials, key indicators, ESG scores and other relevant metrics. Users can prompt Research Assistant to calculate metrics like medians, means, min/max within a specific group, and compare adjusted net debt/EBITDA against the median for a nuanced understanding of a company’s financial health relative to its peers.
Try it out in the Advanced Query workspace:
Prompt example:
“List US Pharmaceutical companies with net debt/EBITDA at least 10% above the most recent LTM adjusted median. Include the median net debt/EBITDA, adjusted net debt/EBITDA, % difference, rating, outlook, and domicile.”
Streamlining the screening and idea generation process is just one of the numerous functionalities that Research Assistant provides. Research Assistant also supports other use cases, including portfolio monitoring, client prospecting, conducting thematic research, performing in-depth credit analysis, and generating reports.