From Hypothesis driven iterative approach to Data driven iterative approach

1. Franq
User Guide
Jean Meilhoc Ricaume

2. 1 Lazard Asset Management
New approach
Communication
Traditional Approach New Approach
Traditional Approach
Hypothesis driven iterative approach
 Labor intensive / Time consuming / Expensive
 More Data / Complexity = More cost, more time,
and missed opportunities
 Reliant on specialized individuals asking the right
question of the data
New Approach
Data driven iterative approach
 Data-driven / Fast / Cheaper
 More Data / Complexity = Deeper, more comprehensive
insights
 Works with combined complex data structure

3. 2 Lazard Asset Management
Heatmap
Navigation button (benchmarks)
Profile
Methodology
Legend (quadrant in
heatmap)
Sub Industry
groupings
Sub Region
groupings
Home
Screening buttons (stock level)
Sub Region chart links
Sub Industry chart links
Heatmap Heatmap legend
Date

4. 3 Lazard Asset Management
Heatmap
Country split
Sub Industry by Sub Region
Global median
Sub Region chart
links
Sub Industry chart links
Heatmap legendIndustry split
Grey means no data

5. 4 Lazard Asset Management
Charts
Navigation button (benchmarks)
Stock level
buttons
Median metrics
Zscore
Home
Charts
Laptop/Desktop versionsChart tools

6. 5 Lazard Asset Management
Charts
Navigation button (benchmarks)
Charts
Median metrics
Zscore
Home
Chart tools
Number of stocks
Threshold: 30 stocks
Threshold: -2 std
Threshold: +2 std
Minimum:5 stocks per
buckets

7. 6 Lazard Asset Management
Chart tools
PanResize Box zoom Wheel zoom Zoom in Zoom out Reset Save Undo Redo Crosshair Hover
Chart tools

8. 7 Lazard Asset Management
Chart tools
PanResize Box zoom Wheel zoom Zoom in Zoom out Reset Save Undo Redo Crosshair Hover
Chart tools

9. 8 Lazard Asset Management
Table
1 month returnHome
Search bar
Zscores
Excel upload
Metrics usedGearing
For Company Name