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 five years’ (2011 - 2016) experience 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 analysts are in the UK and supported by our team in Canada. They 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 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.
Ultimately it is our data that clients repeat buy - along with the benefits this brings them.
You can download a sample of our forecasts below, or let us know if you have a specific index or portfolio for which you’d like to see our current estimates.