“Nobody knows a company better than its employees. As a firm grows or loses ground to a competitor, employees will change their savings behavior, gain or lose benefits and potentially react by voting with their feet.”
"As a leading provider of audited firmographics and financial metrics on U.S. companies, BizQualify bring transparency to a historically opaque market, and in partnership we empower better insight and decision making around corporate actions for financial and corporate strategy professionals."
Leon Saunders Calvert, Global Head,
Capital Markets and Advisory, Thomson Reuters
Source: BattleFin Group
Disclaimer: Out/in sample testing results may not be indicative of future performance. The success of an investment very much depends on reliable financial models. These complex models should be developed carefully by experienced specialists in order to avoid wrong decisions and unnecessary costs.
"BattleFin tested BizQualify's factors for the S&P 500 over the time period 2013 - 2016 creating long/short portfolios with a holding period of one month. Backtested results found an average of 25% annualized returns with a Sharpe ratio of 3. Whereas backtested performance is never indicative of future performance, BattleFin is excited about these results and plans to launch a strategy with live capital based solely on BQ's factors that will be funded by internal capital from BattleFin."
Tim Harrington, CEO, BattleFin Group
"Nobody knows a company better than its employees. As a firm grows or loses ground to a competitor, employees will change their savings behavior, gain or lose benefits and potentially react by voting with their feet."
Yin Luo et al.,
Deutsche Bank Report on BizQualify, page 1
BizQualify aggregates Form 5500 plan-level data to make inferences about companies and industries:
Public company analysis:
for the equity analyst, quant, or institutional investor
Private company analysis:
for the investment banker, PE professional, or VC
Sales & KYC:
For the sales professional or data officer
Monthly updates & historical data back to 2010. The data is:
250+ financial metrics derived from IRS filings, including: