“With First Coverage, we can track stock performance, score broker input, and pin down the value of the brokers that are giving us their best, high-conviction ideas. Those are the brokers we do business with.”

Scott Johnston, Chairman & Chief Investment Officer, Sterling Johnston Capital Management

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For Buy-side Professionals

First Coverage knows that with limited time and resources, you need the ultimate efficiency tool – a single user interface to monitor trade ideas, manage your meetings and help you understand what The Street and the media are thinking and saying about your securities and companies of interest.

The Community is the ultimate efficiency tool for investment professionals, combining the features and functionality of an alpha capture system, a media sentiment engine and a meeting management tool.

Sell-Side Data Media Sentiment Meeting Management Quant Feeds & APIs

Sell-Side Information, Discovery and Evaluation
Who has the best information? Who should I be talking with? Who has a different opinion that I should know about? How does this information fit into the bigger picture? All these questions can only be answered in the “Ideas” component of The Community where everybody is held accountable for every idea they send to you.

Sort, organize and track all sell-side individuals and information based on what matters most to you (e.g., conviction levels, average rate of returns, best industries, etc.). Effortlessly keep track of what the people you know and those you don’t are really thinking about the companies and sectors that matter most to you.
Spend less time searching for information that is relevant to you, and put the onus back on the sell-side to highlight their information and ideas that are most critical to your portfolio.
Ensure you’re dealing with the right people by finding new sell-side participants in The Community and objectively evaluating their potential, so you can maximize your coverage to include only people who truly add value and have the potential to generate alpha.
Spend your limited time talking with those who have real information of interest to you.
Get immediate alerts and know when your coverage posts important data based on the variables you select (e.g., changes in target prices, new information, modifications to conviction levels, movements in overall sentiment, etc.)
Receive your data via end-of-day summaries, within the platform, or with real-time e-mails – never miss something relevant just because you’re not at your desk.
Objectively and transparently identify and compensate your coverage based on the value they bring to your investment process and the alpha they generate.

Media Sentiment
First Coverage uses a customized, state-of-the-art Natural Language Processing (NLP) engine that scans thousands of mainstream media outlets and blogs. The NLP uses a proprietary financial terms dictionary and configurable scoring system to determine if any article, posting or analysis is negative or positive in nature.

Using this information, you can:

Leverage sentiment ratings to quickly identify extremely positive or negative media commentary most likely to impact your holdings.
Understand public opinion, sentiment shifts, and changes in the tone of the media, and infuse these variables, which are clearly moving the market, into your investment process for a more holistic perspective.
Create alerts to receive real-time news based on your criteria including sentiment levels.
Read an article, click a link and connect directly with individuals from Wall Street who have relevant opinions or trade ideas.
Be better informed, generate alpha and avoid surprises by efficiently processing information previously ignored or lost in the noise.

Meeting Management
Access to corporate management and analysts is important to how investment professionals do business today. More effective planning, management and evaluation of these meetings can increase tremendously the value they offer to your investment process, while saving you time and money, and ensuring you don’t miss important opportunities.

Using First Coverage, you can:

Streamline your firm’s ability to organize corporate and sell-side meetings. Record and track meetings in one Web-based easy-to-access location.
Automate communication of agenda, notes and action items, search meetings by sector, firm, ticker, or location and assign rankings based on the criteria that matter to you.
Quickly identify and compensate the firms that offer the best value when it comes to providing you with access to the organizations and people that matter most.

Quantitative Feeds and APIs
If you’re a quantitative fund or are looking to incorporate raw data, First Coverage data feeds and APIs integrate seamlessly with your backend systems. For the first time ever, you can systematically capture the sum of information being pushed by thousands of sell-side brokers to their institutional buy-side clients or the details of the information being pushed to you by your own coverage.

Receive hundreds of new data points culled from high-conviction, action-oriented research
Capture an average 650 basis points of market outperformance
Receive real-time or end of trading day feeds, broken down by 5-35 tags
Integrate seamlessly with backend systems to facilitate quantitative engineering, customized reporting, compliance and trend analysis
Understand crowd think, sentiment shifts, degrees of conviction, and tone of sell-side and media commentary – generate alpha from this “subjective” information previously ignored or lost in the “noise”

Feeds are available that incorporate both aggregated data that represents the highest-conviction, action-oriented research, which historically has dramatically outperformed the market, as well as media sentiment. All data is broken down and delivered in customized formats, including XML feeds, end-of-day FTP files and end-of-day Excel files.

Want to be smarter, safer and more efficient?

You don’t have time to manage all the research, news, meetings, phone calls and e-mails you’re inundated with every day and in this way you’re not unlike the majority of portfolio managers. The portfolio managers who have decided to start using the First Coverage Platform however are no longer facing many of these issues. Our comprehensive system helped them quiet the noise to focus on the people and the data that matter most so that they can make more informed investment decisions and capture greater alpha.

We can help you, too.

FC MARKET SENTIMENT

What First Coverage users say…

What First Coverage users say…

What First Coverage users say…

What First Coverage users say…

What First Coverage users say…

What First Coverage users say…

For Buy-side Professionals