Automated Research

AI Generated reports provide investors a fast-turnaround assessment of management behaviors within each question and answer exchange of an earnings call to focus on the areas where management teams are not being fully candid.

BIA’s Automated Research provides a fast turnaround evaluation of quarterly earnings calls that is delivered within 1-2 hours of transcript availability. BIA’s automated research leverages BIA’s proprietary Tactical Behavior Assessment® (TBA™) methodology and dataset of question and answer exchanges to produce quick access reports most suitable for use in situations which call for an early read and basic follow-up questions, potentially across a large group of companies.

BIA research identifies behavioral red flags present in earnings calls of company executives, spokespeople and management teams.

Tactical Behavior Assessment

BIA’s proprietary Tactical Behavior Assessment® (TBA™) model was initially developed by the United States Intelligence Community (IC) and has been refined by BIA since 2001 while serving the world’s premier investment firms. Through its unique TBA methodology BIA evaluates the completeness and reliability of verbal and textual corporate disclosures. Using behavioral analysis, the TBA™ model deciphers the nuances of phrasing, word choice and level of shared detail that can better tell the story being shared with the public to reveal areas of hidden risk and information contained in public disclosures that others miss.

BIA’s automated research services provide investors a quick look at management behaviors within each question and answer exchange to focus on the areas where management teams are not being candid and apply a behavioral lens typically used for:

BIA’s automated research can be complementary to our Expert Analyst research, providing a quick look across a range of tickers while Expert Analysis delivers a deeper look at individual companies, calls, or issues over time.

Automated research
How does Automated Research compare to Expert Research?
AUTOMATED RESEARCH​ EXPERT ANALYST PREPARED RESEARCH
AI Generated reports provide investors a fast-turnaround assessment of management behaviors of each question and answer exchange to focus on the areas where management teams are not being fully candid. These reports include: Human Generated reports provide in-depth analytical perspectives of management behaviors and complex situations to provide an overall picture of management’s mindset to identify what investors may be missing on earnings calls. These reports include:
  • Overall Call Rating
  • Overall Call Rating
  • Executive Summary
  • Executive Summary
  • Opening Statement Analysis
  • Behavioral Concern Ratings for each question and answer
  • Behavioral Concern Ratings for each question and answer
  • Documented Analysis of each question & answer exchange
  • Documented Analysis of each question & answer exchange
  • Focused look at key takeaways (KTAs) from the analysis
  • Focused look at key takeaways (KTAs) from the analysis
  • Primary/single concern identified per question
  • Multiple concerns identified per question
  • 1-3 Suggested follow-up questions to the most behaviorally noteworthy exchanges
  • 2-7 Targeted follow-up questions per Q&A (incorporating perspective from the entire call)
  • 1-2 hours turnaround (from transcript availability)
  • 2-3 days turnaround (from transcript availability)