Leveraging NLP in Asset Management

Session Summary: Managers look to provide a consistent edge above and beyond the broad markets by attempting to uncover differentiated insights around potential investments. They work to gain a deeper understanding of their investments, giving them more confidence in the companies or the securities they are interested in. To do this, portfolio managers are increasingly turning to new data sources and more sophisticated techniques to provide the edge they need to survive. This session will explore Natural Language Processing (NLP), a branch of artificial intelligence, that uses machine learning algorithms to analyze and understand human language, enabling asset managers to unlock insights and opportunities by analyzing large volumes of unstructured data.
 
Presenter:
Che Guan
Vice President, Data Scientist
AllianceBernstein

Credits: This course is worth 1.0 GAPPT CEC (Continuing Education Credit). It also qualifies for 0.1 IACET CEU (Continuing Education Unit).
Instructions: Participants must watch the session video presentation and pass the session assessment to earn GAPPT CECs and IACET CEUs.
Prerequisites: None.
Equipment Requirement: Computer, tablet or smartphone and internet access. To avoid issues, please use Google Chrome as your browser.

Cost: Member Registration: $60.00 / Non-Member Registration: $115.00
 

FAQ

In this session, participants will learn to:

  • Discuss the application of NLP in finance and identify the motivation for firms to leverage NLP to capitalize on these trends and drive better business outcomes.
  • Review the common NLP tasks used within finance and show how to extract intelligent insights from the abundance of available data and advanced techniques to prompt the "Next Best Action."
  • Discuss six case studies that bring to life various NLP tasks. These examples include extracting signals from earnings calls, identifying themes and risks in stocks, and extracting metrics from documents, among others.
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