Capital Insight
Capital Access
Script Insight
Sustainability
Capitals
100

How often is new trading data added to the Trading Analysis chart?

Weekly

100

What type of users have access to the Targeting workflow in Capital Access?

All users

100

What type of document do we have historical scores available for?

Earnings Call Transcripts

100

What does ESG stand for?

Environmental, Social, and Governance

100

Name the 3 Issuer Solutions digital platforms that begin with “Capital”

Capital IQ, Capital Access, Capital Insight

200

How often is the prediction model of Capital Insight updated?

Daily

200

What is the 3-word tagline for the core workflow in Capital Access?

Target, Engage, Measure

200

Name one of the three metrics that Script Insight can score:

Net Positivity (sentiment), Numerical Transparency, Language Complexity

200

Where can you view the E, S, and G related business involvement screens for an investor?

On the Sustainability Focus card in Investor Profiles

200

What is the Capital of North Carolina?

Raleigh

300

Which feature in Capital Insight leverages real market trading data?

Trading Analysis chart

300

What page includes information on share change based on a selected date range?

Measure

300

What does “NLP” stand for?

Natural Language Processing

300

What can the Fund ESG Weighted Average Metric (WAM) card help you understand?

ESG performance of a portfolio based on the fund's underlying holdings

300

What is the new name of the Advisory product that offers share tracking between 13F statements?

Capital Surveillance

400

Which feature(s) in Capital Insight include aggregated sector data?

Buyers and Sellers cards

400

Where should you direct users who rely on the BSIQ card in BD Corporate?

Investor Profile and/or Report

400

(Activist Model) What data input is required for the model to currently run and significantly impacts predictions?

DTC/Custodian Data

400

On March 6th, the SEC mandated that all public companies with a float >$700M disclose what, specifically?

Scope 1 and 2 emissions. (Also: climate related risks that have a material impact and mitigation strategy)

400

What DC Hockey Team won its first Stanley Cup in 2018?

The Washington Capitals

500

Where in Capital Insight can you find and export more detailed prediction data?

Predicted Movements Table

500

Where can you find the Aggregate Value data point on the Industry and Peer level?

Equity Portfolio Card (Profile)

500

What does “TDA” stand for?

Textual Data Analytics

500

What does CSRD or TCFD stand for? (pick one)

Corporate Sustainability Reporting Directive or Task Force on Climate-Related Financial Disclosures

500

Which financial ratio assesses a company’s efficiency in allocating funds to profitable investments?

ROIC (Return On Invested Capital)

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