We use a hybrid algorithm+analyst approach to calculate dividend forecast data for over 32,000 securities globally.
‘Hybrid’ = ‘best of both worlds’: the key to both our fast growth and sustained success.
Working with our partner EDI, we receive their global corporate actions dataset 4x daily into our system. This contains every publicly listed company in the world - and for each we have all dividend payment history, all recent dividend declarations, plus other relevant data fields (ticker changes, mergers and acquisitions etc.).
Using our initial five years’ experience (2011 - 2016) of manual dividend forecasting, we created our proprietary algorithm to apply itself to this underlying dataset - reviewing what has happened before and projecting forwards.
The algorithm automates a huge number of calculations, enabling accuracy at scale, and delivering instant responses to new input data.
Our London and New York based analysts work with the algorithm - accessed via our internal ‘priority system’ - to review specific estimates. In some cases they will review and manually overwrite, in other cases they will review and leave as-is.
With so much of the ‘heavy lifting’ handled by our tech, our London and New York based analysts are able to focus more efficiently on three key areas:
The result is a highly-structured and machine-readable dataset that offers strong accuracy, global coverage, low-latency updating and flexible delivery.
To read more about our forecast methodology we’re happy to share our Algorithm Methodology Document with you on request.