“We need to incorporate the contagion of narratives into economic theory. Otherwise, we remain blind to a very real, very palpable, very important mechanism for economic change, as well as a crucial element for economic forecasting. If we do not understand the epidemics of popular narratives, we do not fully understand changes in the economy and in economic behavior.”
― Robert J Shiller
Data and AI solutions for tracking Financial Narratives
As children we are taught to recognize and tell stories. Financial academics are recognizing more and more what old school investors already know for decades, that stories still matter as we become adults and drive capital markets.
By using our proprietary alternative dataset, sophisticated AI models and Natural Language Processing (NLP) Narrative-Investing.io can quantify these narratives. In this way we can leverage human intuition by quantitative metrics and hard data.
Whether your goal is to get a feeling in what the market is fearing, what is going to be the next hyped sector, stock or crypto, or to validate whether your investment thesis is gaining traction, Narrative-Investing offers the tools to gain an edge.
Our reports, models and data
Innovative ways of looking at financial markets
Some of our use cases...
our institutional clients
Who they are and how we add value
We know that human intuition and experience is invaluable for making the right investment. And we recognize that a “one size fits all approach” doesnt always really fit. Therefore our model is build to take hints from experienced investors. For example that perception of FED policy is now more important than ever, or that tensions in the Middle East help explain movement in oil prices. Tell us which narratives or risk factors you deem important for making your investment decisions and we will quantify them. In this way we can leverage invaluable human intuition and experience with AI and vast amounts of data.
How we work...
Explain us your narrative
Bring us the narrative and we will enhance it with alternative data and AI. Contact us with the financial narratives you would like to monitor
Wait for the numbers to be crunched
Based on your info we will provide time series of your narratives and (if needed) use AI to visualize relations between a specified ticker and the proposed narratives. All in a downloadable interactive dashboard.
Decide on the added value
Not surpisingly we believe that quantifying narratives helps making sound investment decisions. Having seen the output of your supplied narratives you can decide on whether you agree. If that is the case we will provide updates on the data with desired frequency.
How it helped
How to reach us...
We offer tailormade solutions. Have a look at the Investment solutions and Case studies sections to get an idea. Or just leave your email address to explore the possibilities.