Traditional equity research often focuses on "the horse" (the company) while overlooking "the jockey" (the CEO). Today, we are formalizing CEO Analytics—a proprietary dataset built to provide quantified transparency into CEO performance for S&P 500 companies.
Our methodology includes three core metrics and the underlying data that powers them:
- CEORaterScore™: A 0-100 composite rating of overall CEO effectiveness.
- AlphaScore: A 0-100 measure of a CEO's ability to generate market outperformance or "alpha".
- CompScore: An A-F grade measuring compensation efficiency relative to Total Stock Return ("TSR").
CEO Analytics for People and Machines
To ensure our CEORater data and analytics are accessible across both fundamental and quantitative workflows, we have launched two distinct delivery channels:
CEORater Web offers a high-touch research experience. It features a native AI chat powered by Anthropic, allowing analysts to query CEO performance through natural language. Subscriptions are $99 per user per month and include a 7-day free trial.
CEORater API provides identical programmatic access to CEORater data and analytics. Designed for direct integration into institutional factor models and custom research engines, the API is available for $99 per user per month.
Driven by Superior Returns
Superior CEO performance leads to superior TSR and alpha. By quantifying CEO performance, CEORater provides investors the tools to identify leadership-driven alpha opportunities.
You can explore our full analytical framework and view our overview video on our Methodology Page.