Quantitative stock investment research for US asset managers and financial advisors by Ziggma Analytics

Ziggma provides an institutional-grade, quantitative equities investing solution, driven by algorithm-enabled data analytics. Our proprietary methodology comprises unbiased, granular fundamental analysis on thousands of stocks and millions of data points, powered by cutting-edge data processing technology. It delivers an absolute ranking of stocks within 32 industries on a scale of 0-100 based on a variety of KPI metrics for the categories growth, profitability, valuation and financial position, including custom KPIs applying to certain industries, such as banking, real estate and insurance. Thanks to our relative ranking of stocks, our clients can immediately identify the best stocks in each industry in order to build a well-diversified portfolio of high potential stocks/companies. This type of quantitative investment approach and research was previously reserved to high-powered hedge funds. Applying Ziggma’s stock scoring methodology over the period 2011 – Nov. 2020 to US equities generated a significant outperformance relative to the S&P 500 (8% per annum). Ziggma’s proprietary stock scores provide several major advantages for asset managers and financial advisors. 1. Institutional-grade research: Access to high-quality, algorithm-driven equities analysis developed by a team of seasoned financial analysts. 2. Unbiased: Our quantitative approach eliminates the potential for human judgement errors in stock selection. 3. Time savings: Our stock scores enable clients to immediately focus on the best stocks, freeing up time for other business activities. 4. Dynamic: Thanks to daily updates, we capture movements in stock prices, estimate revisions and earnings events faster than the rest of the market. 5. Risk mitigation: By saving time on stock research our clients are able to manage larger, more diversified portfolios. 6. Experienced team with a highly complementary skill-set: Our team combines extensive experience in financial analysis at leading asset managers and cutting-edge programming expertise. We routinely deliver bespoke solutions for specific client needs integrating ESG scores, momentum or custom key performance metrics. About our team: The proprietary Ziggma stock scoring methodology has been developed by a team of financial analysts with extensive experience working at leading asset managers, such as AXA Investment Managers or Cohen & Company Asset Management, as well as private equity firms, such Ardian Private Equity or Brockett Tamny & Co. The technical implementation is carried out by a team of highly talented engineers and developers with a keen interest in finance and fintech.

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背景概述

该数据集由Ziggma Analytics提供，专为美国资产管理者和金融顾问设计，采用量化股票评分方法对数千只股票进行跨32个行业的绝对排名（0-100分），基于增长、盈利能力、估值和财务状况等关键绩效指标。它旨在帮助客户快速识别各行业优质股票，以构建多元化投资组合，并提供机构级、无偏见且每日更新的研究支持。