Between the Lines

Using Agentic AI to Score Company Narratives

This Special Report, sponsored by STOXX, explores how agentic artificial intelligence could bridge the longstanding divide between qualitative fundamental analysis and quantitative systematic investing.

Drawing on proprietary research and featuring insights from Gopal Erinjippurath, Global Head of AI at ISS STOXX, the report examines the introduction of “Narrative Momentum”, a systematic signal that uses autonomous AI agents to interpret unstructured corporate information and score the positivity or negativity of company narratives.

Across key themes including point-in-time accuracy, leakage controls, auditability and factor complementarity, the report considers what this new translation layer could mean for investors. It highlights how rigorous data-retrieval protocols and structured audit trails can help address black-box concerns, while examining backtest results that suggest sentiment-driven momentum may complement rather than replace traditional price-based strategies.

Download the Special Report