When to Hold, When to Exit: Monitoring Portfolios Through Earnings Season

Earnings season often brings unexpected results that can quickly reshape investor outlooks and portfolio exposures. In this webinar, we’ll examine the key surprises and stories from the current reporting season and explore their potential impact on investment strategies. Beyond identifying buying opportunities, we’ll discuss how to recognize when a stock may no longer merit a place in your portfolio.

To conclude, we’ll demonstrate practical tools on S&P Capital IQ Pro—such as AI-powered capabilities and Portfolio Analytics—that help you monitor earnings surprises and accelerate analysis, including:

• Integrating portfolios into Capital IQ Pro to track daily performance and market-moving events
• Analyzing historical returns, risk measures, and sector exposures with Portfolio Analytics
• Identifying top and bottom performers and determining when a security no longer fits your portfolio
• Using generative AI to accelerate transcript and broker note review with Document Intelligence and ChatIQ
• Run scenario analysis by simulating performance with and without specific securities, integrating sustainability metrics, and automating reporting