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Asset Management

From earnings call to alpha opportunity in minutes

Accelerate portfolio monitoring and idea generation with domain-focused AI. From quarterly holdings analysis to thematic research, AlphaSense delivers the insights asset managers need to outperform.

Asset Management

AlphaSense customers trust us to keep them up to speed, securely

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Product Use Cases

Portfolio Monitoring & Holdings Analysis

01Portfolio Monitoring & Holdings Analysis

Continuously track 30+ core positions and 120+ watchlist names with automated insights.

  • Extract key metrics from earnings calls: revenue growth, margins, guidance changes
  • Monitor management sentiment shifts and competitive positioning updates
  • Automate quarterly model refreshes with verified data from filings and transcripts
  • Track institutional ownership changes and activist investor positions across holdings
Idea Generation & Thesis Development

02Idea Generation & Thesis Development

Transform themes into investable opportunities with comprehensive research automation.

  • Map market landscapes from initial thesis to shortlist of alpha opportunities
  • Validate investment hypotheses through expert insights and comprehensive analysis
  • Build conviction with synthesized research from trusted financial sources
  • Accelerate investment committee memo preparation with cited, traceable insights
Risk Management & ESG Screening

03Risk Management & ESG Screening

Proactively identify risks and ESG factors before they impact portfolio performance.

  • Monitor regulatory developments and litigation risks across concentrated positions
  • Conduct ESG due diligence with automated screening and red flag detection
  • Track supply chain disruptions and competitive threats to core holdings
  • Set automated alerts for earnings surprises and analyst rating changes
Performance Attribution & Client Reporting

04Performance Attribution & Client Reporting

Generate institutional-grade analysis with full transparency for stakeholder communication.

  • Create performance attribution reports with supporting fundamental research
  • Build client-ready materials with synthesized insights from premium sources
  • Automate monthly commentary with portfolio-specific market developments
  • Ensure fiduciary compliance through auditable research trails and source verification
Portfolio Monitoring & Holdings Analysis
Associate
I used AlphaSense when looking at new deals and monitoring existing companies within the portfolio through setting up specific alerts. We are running with an investment thesis based on what we found in AlphaSense.
Portfolio Manager
AlphaSense helped us identify a major competitive threat three weeks before it became public knowledge. The automated monitoring across our watchlist companies gave us time to adjust positions and protect client assets.
Senior Research Analyst
We cut our quarterly earnings prep time by 60% while actually improving the depth of our analysis. The AI pulls key metrics and sentiment shifts across all our holdings automatically — it's like having three additional analysts.
Generative Search With Source Citations

01Generative Search With Source Citations

Query complex, fundamental investment topics and receive synthesized insights from earnings calls, expert interviews, and research reports — all cited and traceable.

Research-Grade Content & Security

02Research-Grade Content & Security

Access only institutional-quality sources your compliance team approves. No training on customer data, and SOC 2 certified, with over 500 million premium documents.

AI Agents for Workflow Automation

03AI Agents for Workflow Automation

Streamline comprehensive due diligence with AI agents from market mapping to competitive analysis while portfolio managers focus on alpha generation and client strategy.

Generative Search With Source Citations

Transform research workflows across every asset management strategy

  • Hedge Funds

    Real-time signal detection for concentrated long/short strategies

  • Mutual Funds

    Scalable research for diversified portfolio construction

  • ETF Management

    Systematic monitoring for index and active ETF strategies

  • Pension Funds

    Institutional research for long-term asset allocation

  • Family Offices

    High-conviction research for concentrated wealth strategies

Ready to accelerate your research process?

Join 6,000+ leading financial institutions who trust AlphaSense for decision-grade insights. Get the AI platform that helps asset managers generate alpha while meeting institutional research standards.