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A common misconception in the investment world is that firms can easily build their own AI research capabilities using widely available large language models. Our recent webinar with industry leaders revealed why this approach often falls short.

 "Many clients underestimate these challenges," explained our AI expert. "Implementing AI on a larger scale, such as analyzing thousands of companies or screening the entire market for interesting investment opportunities, presents a much bigger data engineering problem."

While building a proof of concept might be relatively straightforward, scaling it becomes exponentially more difficult. The panelists emphasized that data engineering "is not an area where you can simply throw in GPUs and servers and expect everything to work magically."

 Generic AI models can produce unreliable results when applied to specialized investment analysis. The solution isn't just about having a model but ensuring it receives the right information and follows structured logic.

"Most of the effort goes into curating documents and unstructured data stores," noted one speaker. This curation process – collecting, organizing, and preparing millions of documents in multiple languages – represents the hidden iceberg beneath the surface of successful AI implementation.

 Investment firms must weigh the cost and time required to build internal solutions against partnering with specialized providers. One fund manager shared that their payback time was "maybe four months, maybe less" when working with an established AI research partner.

For firms evaluating the build-versus-buy decision, the webinar highlighted that successful AI implementation requires three key components: high-quality data sources, powerful language models, and sophisticated systems to connect them – a combination that's challenging to develop internally without significant specialized resources.

 to hear our expert panel's detailed analysis.

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The Myth of the DIY AI Solution: Why Build vs. Buy Matters for Investment Research

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“The pace of regulatory change, across global markets, is an on-going challenge for Asset Managers. With ISC’s regulatory expertise, combined with the Orbit GenAI and data gathering capability, we are delivering a unique proposition to deliver clarity and transparency across the global regulatory landscape – we look forward to working with ISC in this exciting partnership.”

“We are very excited to work in partnership with Orbit, their cutting-edge AI skills complement our deep experience in Regulatory Change and consultancy, together providing the perfect solutions for our Investment Management clients' Regulatory Horizon Scanning.”

Orbit Financial Technology utilises a comprehensive set of AI models to streamline unstructured data sourcing, cleansing and tagging at scale - empowering a multitude of Financial Services Use Cases.

Recognising the untapped potential of unstructured data across financial Services, Orbit has been focused on harnessing this power since 2015. We were aware of the complexity, significant manual effort, and costs associated with this task, so we set out with a straightforward aim - to help organisation's master unstructured data by harnessing AI and providing instant access to a depth of unique and reliable alternative data sets.

Our platform is designed to meet a wide range of use cases, out-the-box’, from GenAI powered investment research, quant-based data generation to ESG due diligence with full transparency to underlying sources.

For more information about Orbit, please visit  

Founded in 2005, ISC are a firm of talented consultants providing end to end change and transformation services to the Investment Management community. Our passion is to help Investment Managers maximise the efficiency and effectiveness of their business models - enabling them to deliver greater value to their clients.

ISC has innovative product and service offerings focused on - regulatory change, product, and transformation – that, when combined with our deep investment management knowledge, allows us to deliver transformative change programmes that enhance the capabilities of our clients and enables their Digital Transformation.

We continually strengthen our deep and broad knowledge of Investment Management whilst cultivating strong relationships with technology vendors and service providers to enhance our offering to our clients.

For more information about ISC, please visit 

Enquiries regarding this announcement should be addressed to: 
 

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January 2024: Investment Solutions Consultants (ISC) and Orbit Financial Technology are pleased to announce that they have entered into a strategic partnership, combining ISC’s extensive Regulatory change expertise with Orbit’s industry leading AI platform. The partnership aligns Orbit’s skills in working with unstructured data with ISC’s knowledge of regulatory change to create an innovative approach to Regulatory Horizon Scanning tailored to the individual investment manager.

Orbit Financial Technology and Investment Solutions Consultants announce a strategic partnership to provide Regulatory Horizon Scanning Services powered by Orbit AI to Investment Managers

Orbit and ISC announce a strategic partnership

ESG Due Diligence: Faster, Smarter, and More Transparent

Navigating the complexities of ESG (Environmental, Social, and Governance) data can often feel like chasing shadows. Slow processes, unreliable data, and a lack of transparency have long plagued the industry—until now. With Orbit, ESG due diligence becomes a seamless, precise, and fully transparent process, giving you the confidence to act on insights that truly matter.

Time is critical when evaluating ESG factors, and Orbit ensures you’re never left waiting. Our platform eliminates the sluggish pace often associated with ESG research, delivering instant meeting engagement reports and on-the-fly insights. Say goodbye to second-guessing and hello to confident, data-driven decisions.

At Orbit, we understand that no two organisations have the same ESG priorities. That’s why our platform doesn’t just provide global industry standard data—it delivers the exact insights you need, customisable to your unique frameworks, models, and objectives. It’s ESG research on your terms, not just ours.

ESG decision-making requires trust in the data, and Orbit ensures every detail checks out. With our seamless due diligence tools, you can instantly verify companies on restricted lists and watch lists, validating key ESG claims. It’s accuracy you can rely on, with zero guesswork.

With Orbit, ESG research and due diligence are no longer obstacles—they’re opportunities. From automating mundane tasks to delivering unparalleled transparency, our platform helps you move faster, make smarter decisions, and build trust at every step.

Ready to transform your ESG strategy? Let Orbit take you there.

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Sustainibility

Orbit revolutionises ESG research with fast, accurate, and fully traceable data solutions. Automate workflows, customise insights, and integrate ESG metrics seamlessly into risk models for smarter, data-driven decisions.

Transform ESG Due Diligence with Orbit: Speed, Precision, Transparency

Sustainability with Orbit

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Orbit and FundSense join forces to develop a unique Anti-Greenwashing and SDR solution, designed to optimize KPIs and reporting. This innovative approach helps financial institutions comply with the latest sustainability regulations. 

London, UK -  February 12, 2025 – Orbit,

 the leading AI provider of financial data analysis, data automation and insights, and 

FundSense, leaders in intelligent automation for financial services,

 announce a strategic partnership to deliver an integrated 

Anti-Greenwashing bot and SDR management and document production solution,

 enabling financial institutions to meet the stringent requirements of the 

UK's  Sustainable Disclosure Regulation (SDR) in place since July 2024 implementation for funds and ahead of model portfolio regulation.

 This UK-made partnership signals the AI technology revolution, centred around efficiency, security, and compliance.

The partnership combines Orbit's sophisticated AI technology and extensive historical data, with FundSense's deep regulatory expertise and workflow and reporting automation to create a comprehensive solution for Asset Managers and Financial Institutions. This innovative platform will streamline the complex process of the SDR regulation and sustainability compliance verification.

With this partnership, institutions will have automated GenAI monitoring of fund documents via Orbit to scan for anti-greenwashing flags, combined with FundSense's extensive expertise for SDR KPI and reporting. This combination enables thorough, compliance-focused analysis of fund documentation, significantly reducing technical debt and manual processing costs. Users can securely upload fund documents through Orbit's platform and manage their end-to-end fund labelling process within the FundSense environment, ensuring alignment with SDR's strict criteria for sustainability claims and anti-greenwashing requirements.

Commenting on the significance of the partnership, Samantha Cone, Director at FundSense said: “By teaming up with industry experts, we're bringing the power of AI, intelligent automation, and RPA to the fund community—helping to streamline tedious tasks. Our partnership means smarter automation, smoother integration, and staying ahead of the focus on transparency and accessibility in sustainable investing”

Terri Morgan, Director of Partnerships and Fintech at Orbit said, “We believe that joining forces with Industry experts will bring the benefits of AI to the Fund community to help transform some of their labour-intensive processes. Thanks to our partnership, there will be an automated, seamless integration of data and technology bringing cost benefits, scale and value”.

The integrated solution will be available from Q1 2025, helping financial institutions prepare for and maintain compliance with both the SDR fund labelling requirements and the FCA's anti-greenwashing rule.

Orbit is a sophisticated AI-powered financial services platform designed to empower informed, data-driven decision-making ahead of the curve. Orbit’s extensive coverage, coupled with rigorous quality control measures, ensures access to reliable and timely information. Orbit facilitates automated workflows and comprehensive data analysis, streamlining research processes and uncovering critical insights. By committing to data integrity and clarity, Orbit enables users to confidently navigate complex financial landscapes and make strategic decisions with precision. For more information visit 

The FundSense platform enables asset managers & wealth managers to maximise their efficiency, productivity and data accuracy. Our Digital Toolkit includes workflow tools for fund launches, reporting & data management; a powerful document analyser to extract and verify any information in Factsheets, KIIDs, contracts etc. and chatbots / web portals for staff, advisers and customers. Incorporating Robotic Process Automation, Business Process Management & Artificial Intelligence, our solutions are fully customisable to ensure that every process is optimised for both organisation and user. FundSense eliminates manual processes, error-prone tasks and over-reliance on spreadsheets / inefficient systems, enabling improved governance and compliance across the entire organisation.

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Orbit and FundSense announce a strategic partnership to deliver an AI-powered Anti-Greenwashing and SDR compliance solution, helping financial institutions meet UK Sustainable Disclosure Regulation (SDR) requirements efficiently.

Orbit & FundSense Partner to Revolutionize Fund Labelling for UK SDR Compliance

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Orbit and FundSense Partner to Transform the Fund Labelling Market for the UK Sustainable Disclosure Regulation (SDR)

The innovative platform tracks the impact of tariffs on companies and countries in real-time, delivering critical intelligence to help investment teams, corporate strategists, and researchers identify risks and opportunities amid unprecedented trade policy shifts.

, the leading AI provider of financial data analysis, automation, and insights, today announced the launch of the 

, an advanced AI-powered solution designed to help investment 

professionals navigate the complex impact of global tariff developments 

on markets, sectors, and individual companies. In an unprecedented move, Orbit is making this sophisticated tool available 

free of charge to support the investment community during a period of historic market volatility

The Trade Tariff Monitor addresses critical challenges faced by portfolio managers, risk analysts, and corporate decision-makers tracking the multifaceted impacts of tariff policies. The platform utilizes Orbit's advanced AI technology to analyze news, filings, and transcripts across 150,000+ companies in over 80 countries, providing real-time assessment of how trade tensions affect business operations and market performance.

"In today's environment of rapid policy shifts and heightened trade tensions, investment professionals need more than just data—they need structured, actionable intelligence delivered in real-time," said 

Da Wei, Founder & Chief Executive Officer at Orbit

. "By offering the Trade Tariff Monitor free of charge, we're demonstrating our commitment to supporting the investment community during this challenging period of market adjustment."

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 delivers comprehensive insights through six distinct metrics at both company and country levels:

Leading investment firms and multinational corporations have been given access to the Trade Tariff Monitor to identify portfolio vulnerabilities, anticipate sector rotation opportunities, and benchmark their holdings against peers with different tariff exposure profiles.

The Trade Tariff Monitor features an intuitive dashboard highlighting critical alerts, sentiment distribution, and most-impacted companies and countries. Users can access detailed company profiles, historical impact trends, and peer comparison tools to benchmark competitor responses.

 underscores Orbit's ongoing commitment to providing sophisticated, data-driven solutions that transform unstructured information into structured intelligence for informed decision-making.

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Orbit is a sophisticated AI-powered financial services platform designed to empower informed, data-driven decision-making. Founded in 2015, Orbit processes over 70 million documents annually across 150,000+ companies in 80 countries, delivering unmatched market intelligence and regulatory insights. Our platform combines comprehensive data coverage with advanced AI capabilities to transform unstructured data into actionable intelligence for asset managers, hedge funds, data vendors, exchanges, and software platforms. For more information, visit 

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Orbit releases free Trade Tariff Monitor providing real-time intelligence on tariff impacts across top international companies and 80+ countries. The AI-powered tool helps investment professionals, corporate strategists, and researchers navigate market volatility with actionable insights on supply chains, financial markets, and trade policy effects.

Orbit Launches Free AI-Powered Trade Tariff Monitor Amid Global Market Shifts

Orbit Launches Free AI-Powered Trade Tariff Monitor for Investment Professionals Navigating Global Market Shifts

In the dynamic landscape of sustainable investing, where environmental, social, and governance (ESG) factors are gaining paramount importance, the need for data transparency has never been more critical. As asset managers strive to align their portfolios with ethical and sustainable practices, the demand for reliable, traceable data becomes the bedrock of responsible investment decisions.

One key challenge in the realm of sustainable investing is the diversity and complexity of data points involved—emissions data, water usage, social impact metrics—the list goes on. To navigate this maze successfully, asset managers will need to rely on data vendors to provide a clear audit trail and data lineage. This ensures that every reported data point can be meticulously traced back to its official underlying source. Such transparency is not merely a bureaucratic formality; it is the linchpin for robust due diligence.

Investment Management & Company Interactions

Looking at this from a company perspective, in a 2023 Willis Tower Watson Risk Manager Survey*, 74% of respondents stated that improving their ‘ESG Score’ is a core focus for their business, however, the report indicates that the magnitude of frameworks and ESG data relevance to their industry is making this task ever more complex.

From a stewardship standpoint, transparency is paramount for monitoring how companies are progressing towards their sustainable goals. It's not enough for companies to claim adherence to ESG principles; investors, regulators, and the public demand tangible evidence. Transparent data empowers asset managers to scrutinize the journey of each company in their portfolio, fostering accountability and trust.

Thus, there is a specific need for closer engagement between investment managers and underlying companies, however, this engagement needs to be supported with a scalable, AI supported process to drill into ESG disclosures in order to clearly discuss progress towards defined ESG goals.

For asset managers to truly meet regulations and deliver sustainable products to the market, data must be not only accurate but also cost-effective and consumption-based. This means having the flexibility to procure only the data that is pertinent to their investment strategies. In an era where resource efficiency is synonymous with sustainability, it is crucial that asset managers can access the information they need without unnecessary data license fees for a universe of data they may not actually need.

Consumption-based data models allow asset managers to be discerning in their choices, ensuring that they only pay and extract what they need, in line with their investment universe. This not only aligns with the principles of sustainability but also makes economic sense. It empowers asset managers to tailor their data procurement to the specific needs of their portfolios, avoiding unnecessary costs associated with surplus or irrelevant information.

In conclusion, the journey toward sustainable investing is intrinsically linked to the transparency and reliability of the data that guides it. From emissions data to social impact metrics, every piece of information must be traceable and accountable. With the rise of LLMs, the importance of cost-effective, consumption-based data models cannot be overstated.

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In the dynamic landscape of sustainable investing, where environmental, social, and
governance (ESG) factors are gaining paramount importance, the need for data transparency has never been more critical.

Navigating the Data Maze: The Imperative of Transparency within ESG Data

Navigating the Data Maze

In the ever-evolving landscape of investment research, the integration of Generative AI (GenAI) and Large Language Models (LLMs) heralds a new era of transformative possibilities. The key areas that require thought and focus across the financial services landscape is to ensure that these models are utilized in the right way, are being fed with tokenized data (not just throwing a PDF to ChatGPT) to ensure accuracy and alleviate hallucinations, as well as having a clearly defined set of tasks and outcomes to be performed by GenAI.

Picture this: it's 2023, and Generative AI has emerged as a game-changer, akin to the transformative impact of smartphones in the past. Companies like NVIDIA, OpenAI, Meta, and Microsoft lead the charge, marking significant milestones in market valuation. The introduction of GenAI into the financial services industry, particularly investment research, represents a paradigm shift towards a data-centric approach and strategic utilization of unstructured data.

The key to unlocking the power of GenAI and LLMs lies in their ability to streamline tasks, leverage unstructured data sources, and enhance the speed of delivering investment opportunities to market. While GenAI isn't a standalone solution, it acts as a facilitator, providing structured information for more efficient analysis. Analysts, once mired in manual data gathering, now have the opportunity to become architects of sophisticated strategies, refining models, and curating data sources for valuable insights.

But before the power of GenAI and LLM’s can be realized, significant thought needs to go into the underlying data that is feeding these models. Before fully harnessing GenAI and LLMs, two critical considerations come into play: the accuracy and reliability of underlying data and defining specific outcomes. The quality of input data is paramount, requiring meticulous attention to ensure reliability and accuracy. Converting unstructured data into a semi-structured, tagged state is essential for enhancing accuracy and extracting valuable insights efficiently.

The integration of LLMs into the investment research landscape has further expanded possibilities, particularly in analyzing unstructured data sources like news sentiment, corporate filings, and regulatory documents. Imagine automating the analysis of vast amounts of textual data in real-time, providing accurate and up-to-the-minute insights into market sentiment. LLMs excel in navigating regulatory documents, extracting pertinent information, and accelerating project timelines, empowering financial professionals with actionable insights.

Personalization is another hallmark of the GenAI and LLMs revolution. Analysts can now configure models to execute multi-stage screening tasks autonomously, tailored to their specific objectives. This level of personalization not only enhances efficiency but also elevates the quality of decision-making, ensuring no potential opportunity goes unnoticed.

Looking ahead, the journey towards fully automated investment research is just beginning. While the industry may currently be around the test phase in research automation, the roadmap laid out by GenAI promises a future marked by innovation, customization, and scalability.

As analysts embrace their roles as architects of sophisticated strategies, the landscape of investment research is set to undergo a significant overhaul, unlocking the full potential of GenAI and LLMs to create a future where financial analysis is accurate, personalized, and efficiently navigated.

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All you need to source, process and transform unstructured data into predictive indicators. Alternative datasets of global regulatory filings, corporate websites, China and digital assets. Bespoke data

Unlocking the Potential: How GenAI and LLMs Can Revolutionize Investment Research

Unlocking the potential: how GenAI and LLMs can revolutionise investment research

Compliance Due Diligence: Smarter, Faster, and More Reliable

Compliance due diligence has often been seen as a tedious, slow-moving process prone to human error and blind spots. Orbit changes that narrative entirely. Powered by cutting-edge AI, our platform delivers compliance analysis with an unprecedented combination of speed, accuracy, and personalisation—making the impossible, possible.

Effective compliance starts with trust in your data. Orbit leverages advanced AI to provide transparent and accurate insights into regulatory and compliance information. Whether you’re navigating complex regulations or evaluating partnerships, our platform ensures every analysis is clear, reliable, and actionable.

Orbit isn’t a one-size-fits-all solution—it’s a platform designed with your specific needs in mind. By tailoring the data and workflows to your organisation’s requirements, we allow you to focus on the areas that matter most. With Orbit, you’re in control, backed by tools that adapt to your unique challenges.

Why spend time on repetitive, routine tasks when automation can handle them for you? From compliance checks to regulatory monitoring, Orbit’s automation capabilities streamline the tedious processes, so your team can dedicate their time to high-value decision-making.

Orbit dives deep into the world of unstructured data, using advanced AI and Natural Language Processing (NLP) to uncover risks traditional methods often miss. By analysing regulatory filings, legal documents, market reports, and more, our platform provides a thorough view of your risk landscape—helping you anticipate vulnerabilities before they become problems.

Orbit simplifies and enhances due diligence processes by giving you direct access to detailed information from original documents.

Compliance and risk reporting shouldn’t be a chore. With Orbit, you can create reports tailored to your organisation’s specific parameters.

Staying compliant is an ongoing process, but Orbit makes it easier by continuously monitoring regulatory requirements and changes.

With Orbit, every piece of data can be traced back to its source, ensuring full transparency.

Compliance doesn’t have to be a bottleneck. With Orbit, you gain a partner that transforms due diligence into a streamlined, proactive process. From automating routine tasks to providing unparalleled accuracy and transparency, Orbit empowers your team to focus on what matters most—staying ahead in an ever-changing regulatory environment.

Ready to revolutionise your compliance approach? Orbit is here to help.

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Orbit simplifies compliance due diligence with AI-powered tools for risk identification, automated monitoring, and customisable reporting. Enhance transparency, streamline audits, and stay ahead of regulatory changes with ease.

Revolutionise Compliance Due Diligence with Orbit: Accurate, Fast, Transparent

Risk and Compliance with Orbit

Introducing our China A transcript app. We have over 5 years of historical data for all China A transcripts.

Use a range of parameters to provide accurate search results:

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Results are then displayed in list or block format:

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Open an individual result to see the full translated transcript with all relevant associated data and a dynamic event detector with stock position graph:

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Contact us and book a demo, if you’d like to know more about this or the wide range of problem-solving applications on offer through the Orbit Vision platform.

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China A Transcript App – Now available

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The financial sector is experiencing a quiet revolution. While markets continue their daily ebb and flow, a transformation is happening beneath the surface—driven not by new financial instruments, but by data. Specifically, unstructured data.

Unlike the neat rows and columns of traditional financial information, 

unstructured data exists in emails, conversations, news articles, earnings call transcripts, PDFs, and countless other text-heavy sources.

 This wealth of information has remained largely untapped until recent advances in artificial intelligence made it possible to extract meaningful insights at scale.

Financial institutions have always relied on data to drive decisions. Quantitative analysts pore over market figures, risk managers track precise metrics, and investment teams follow structured data points religiously. Yet these traditional sources tell only part of the story.

When a CEO hesitates before answering an analyst's question during an earnings call, or when regulatory language shifts subtly in a new filing, valuable signals emerge that numbers alone cannot capture. These qualitative elements often contain early indicators of market shifts, competitive threats, or emerging opportunities.

"The future of financial analysis lies at the intersection of structured and unstructured data,"

 says Dr. Elena Vasquez, a financial AI researcher at Columbia University. 

Discover how financial services can leverage unstructured data to drive insights, improve decision-making, and enhance customer experiences. Learn more with OrbitFin.

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