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  • All HBS Web  (4)
    • Faculty Publications  (3)

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    • All HBS Web  (4)
      • Faculty Publications  (3)

      Robo-analysts Remove Robo-analysts →

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      • September 2022
      • Article

      Human Versus Machine: A Comparison of Robo-Analyst and Traditional Research Analyst Investment Recommendations

      By: Braiden Coleman, Kenneth J. Merkley and Joseph Pacelli
      We provide the first comprehensive analysis of the properties of investment recommendations generated by “Robo-Analysts,” which are human analyst-assisted computer programs conducting automated research analysis. Our results indicate that Robo-Analyst recommendations...  View Details
      Keywords: Fintech; Analysts; Robo-analysts; Investment Recommendations; Investment; Information Technology; Performance
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      Coleman, Braiden, Kenneth J. Merkley, and Joseph Pacelli. "Human Versus Machine: A Comparison of Robo-Analyst and Traditional Research Analyst Investment Recommendations." Accounting Review 97, no. 5 (September 2022): 221–244.
      • January 2022 (Revised March 2022)
      • Teaching Note

      New Constructs: Disrupting Fundamental Analysis with Robo-Analysts

      By: Charles C.Y. Wang and Albert Shin
      Teaching Note for HBS Case No. 118-068.  View Details
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      Wang, Charles C.Y., and Albert Shin. "New Constructs: Disrupting Fundamental Analysis with Robo-Analysts." Harvard Business School Teaching Note 122-059, January 2022. (Revised March 2022.)
      • February 2018 (Revised June 2021)
      • Case

      New Constructs: Disrupting Fundamental Analysis with Robo-Analysts

      By: Charles C.Y. Wang and Kyle Thomas
      This case highlights the business challenges associated with a financial technology firm, New Constructs, that created a technology that can quickly parse complicated public firm financials to paint a clearer economic picture of firms, remove accounting distortions,...  View Details
      Keywords: Fundamental Analysis; Machine Learning; Robo-analysts; Financial Statements; Financial Reporting; Analysis; Information Technology; Accounting Industry; Financial Services Industry; Information Technology Industry; North America; Tennessee
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      Wang, Charles C.Y., and Kyle Thomas. "New Constructs: Disrupting Fundamental Analysis with Robo-Analysts." Harvard Business School Case 118-068, February 2018. (Revised June 2021.)
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