Expert Analyst Research

Expert (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, conference presentations, interviews and other public statements.

Business Intelligence Advisors provides unique investment research based on behavioral analysis. BIA’s methodology systematically measures and analyzes corporate disclosures to help our clients guard against bias, identify hidden risks, build conviction and identify market-uncorrelated alpha-generating investment insights.

BIA Expert Analyst research is -produced by BIA’s experienced TBA analysts and provide an in-depth analytical perspective and detailed follow-up questions appropriate for evaluations of both long and short positions, deep diligence and complex situations that require an adept behavioral lens.

Expert-produced investment research is used to analyze a wide range of company disclosures including earnings calls, press releases, broadcast interviews and other management commentary to filter out critical information from even the most carefully crafted corporate spin or rehearsed communications. By identifying where management communications are incomplete or lack transparency, BIA generates qualitative insights that help clients round out their fundamental analysis for a deeper understanding of the companies they invest in, strengthen their conviction in their investment theses and heighten their objectivity and alertness to potential risks.

Tactical Behavior Assessment

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 Expert Analyst research services provide in-depth analytical perspectives and apply an unbiased behavioral lens typically used for: 

BIA clients use Expert-produced analysis at all stages of their investment decision processes from initial evaluation to portfolio monitoring. At clients’ request, BIA will also evaluate company disclosures over time as well as compare disclosures from multiple companies within the same industry or sector. BIA Investment Research is offered through an entirely customized model, analyzing only those company disclosures selected by clients for their use.

How does Expert Research compare to Automated Research?
EXPERT ANALYST PREPARED RESEARCH AUTOMATED RESEARCH​
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: 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:
  • 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
  • Multiple concerns identified per question
  • Primary/single to the most behaviorally noteworthy exchanges
  • 2-7 Targeted follow-up questions per Q&A (incorporating perspective from the entire call)
  • 1-3 Suggested follow-up questions to the most behaviorally noteworthy exchanges
  • 2-3 days turnaround (from transcript availability)
  • 1-2 hours turnaround (from transcript availability)