April Releases

April was a milestone month for product updates - read about all of them below!

Fulvia Fernandez avatar
Written by Fulvia Fernandez
Updated over a week ago

Let us take a look at each of the releases:

FDIC Filings

The addition of Federal Deposit Insurance Corporation (FDIC) Filings includes periodic reports (e.g., 10K, 10Q, 8K), proxy soliciting material, and other securities disclosure documents that you can leverage to view and analyze granular reporting of FDIC-supervised banks, such as financial performance, securities disclosures, and material changes to shareholders.

ESG Filter Enhancement

We've updated our ESG content filter to make it easier to find ESG presentations and reports all in one place. ESG Presentations - previously found under Misc. Company Docs - and ESG Reports can now all be found under “ESG” within Company Docs in the Source Menu. This enhancement will provide more granular categorization and accessibility when filtering for ESG content.

Box Integration

As part of our ongoing effort to help users better integrate their internal content as a research source in AlphaSense, you can now integrate documents with your Box account. By syncing your Box content to AlphaSense, you'll save time and increase your confidence by searching across all your content sets in one platform.

Send a Saved Search

The new "Send a saved search" feature allows you to send a copy of any saved search you have created, along with any watchlist portfolios that are part of that search, to another user's account. Simply select “Send a Copy” in the Manage Save Searches menu.

Section Search Enhancement

We’ve now expanded Section Search beyond 10Ks, 10Qs, & event transcripts to include

S-1 Forms, Draft Registration Statements and Financial Statement Footnotes. Section search allows you to filter down to specific sections of filings and event transcripts, allowing you to reduce the time spent searching and pinpoint specific language.

Truist Research now available via Wall Street Insights

We’ve added Truist’s award-winning research to our Wall Street Insights® collection of equity research. Truist's team of 35 experienced industry professionals write in-depth research on 650+ small and mid-cap, high-growth companies in the following sectors: Energy, Consumer & Retail, ESG, Healthcare, and Technology.

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