Taxonomy Distribution Report

Overview

• Total Concepts: 298
• Number of Taxonomies: 12
• Average Concepts per Taxonomy: 24.8

Distribution Summary

Category	TaxonomyID	Count	Percentage	Status
TRANSFORM	TRANSFORM	65	21.8%	✅
ANLYT	ANLYT	52	17.4%	✅
REG-COMP	REG-COMP	28	9.4%	✅
AGENTIC	AGENTIC	27	9.1%	✅
VALMET	VALMET	26	8.7%	✅
DATA-GOV	DATA-GOV	24	8.1%	✅
AI-GOV	AI-GOV	20	6.7%	✅
IR-OPS	IR-OPS	15	5.0%	✅
IR-FOUND	IR-FOUND	12	4.0%	✅
INVEST	INVEST	11	3.7%	✅
AI-TECH	AI-TECH	10	3.4%	✅
AI-CONT	AI-CONT	8	2.7%	ℹ️ Under

Visual Distribution

TRANSFORM ██████████  65 ( 21.8%)
ANLYT  ████████  52 ( 17.4%)
REG-COMP ████  28 (  9.4%)
AGENTIC ████  27 (  9.1%)
VALMET ████  26 (  8.7%)
DATA-GOV ████  24 (  8.1%)
AI-GOV ███  20 (  6.7%)
IR-OPS ██  15 (  5.0%)
IR-FOUND ██  12 (  4.0%)
INVEST █  11 (  3.7%)
AI-TECH █  10 (  3.4%)
AI-CONT █   8 (  2.7%)

Balance Analysis

✅ No Over-Represented Categories

All categories are under the 30% threshold. Good balance!

ℹ️ Under-Represented Categories (<3%)

• AI-CONT (AI-CONT): 8 concepts (2.7%)
• Note: Small categories are acceptable for specialized topics

Category Details

TRANSFORM (TRANSFORM)

Count: 65 concepts (21.8%)

Concepts:

• 1. Evaluating AI Vendors
• 1. Vendor Due Diligence
• 1. Procuring AI Solutions
• 1. Build vs. Buy Choices
• 1. Selecting AI Tools
• 1. Proof of Concept Design
• 1. Designing Pilot Programs
• 1. Change Management Plans
• 1. Change Management Models
• 1. Stakeholder Identification
• 1. Stakeholder Mapping
• 1. Cross-Functional Teams
• 1. C-Suite Communications
• 1. Storytelling with Data
• 1. Developing Narratives
• ...and 50 more

ANLYT (ANLYT)

Count: 52 concepts (17.4%)

Concepts:

• 1. Sentiment Analysis Tools
• 1. Natural Language Processing
• 1. Text Mining Methods
• 1. Monitoring Social Media
• 1. News Sentiment Analysis
• 1. Analyst Report Insights
• 1. Analyzing Feedback
• 1. Sentiment Scoring Models
• 1. Real-Time Sentiment Data
• 1. Predictive Analytics
• 1. Forecasting Investor Behavior
• 1. Predicting Market Response
• 1. Modeling Investor Behavior
• 1. Trading Pattern Analysis
• 1. Algorithmic Trading Impact
• ...and 37 more

REG-COMP (REG-COMP)

Count: 28 concepts (9.4%)

Concepts:

• 1. Material Information
• 1. Nonpublic Information
• 1. Regulation Fair Disclosure
• 1. Reg FD Compliance
• 1. Preventing Selective Disclosure
• 1. Sarbanes-Oxley Act
• 1. SOX Section 302
• 1. SOX Section 404
• 1. Internal Control Systems
• 1. Disclosure Controls
• 1. SEC Filing Requirements
• 1. Form 10-K Overview
• 1. Form 10-Q Essentials
• 1. Form 8-K Summary
• 1. XBRL Reporting Standards
• ...and 13 more

AGENTIC (AGENTIC)

Count: 27 concepts (9.1%)

Concepts:

• 1. Agentic AI Systems
• 1. Autonomous AI Agents
• 1. Agent Orchestration
• 1. Multi-Agent Coordination
• 1. Agent-Based IR Workflows
• 1. Model Context Protocol
• 1. MCP Architecture Overview
• 1. MCP Security Standards
• 1. MCP Integration Paths
• 1. Agents for Data Retrieval
• 1. Integrating Live Data
• 1. AI Briefing Generation
• 1. Automated Report Tools
• 1. AI-Driven Dashboards
• 1. Designing Dashboards
• ...and 12 more

VALMET (VALMET)

Count: 26 concepts (8.7%)

Concepts:

• 1. Stock Price Volatility
• 1. Market Liquidity Trends
• 1. Trading Volume Metrics
• 1. Ownership Concentration
• 1. Shareholder Base Analysis
• 1. Peer Benchmarking Tools
• 1. Valuation Multiples
• 1. P/E Ratio Insights
• 1. Enterprise Value Metrics
• 1. Shareholder Return Metrics
• 1. Market Capitalization
• 1. Trading Volume Analysis
• 1. Analyst Coverage Metrics
• 1. Peer Valuation Benchmark
• 1. Market Cap Fluctuations
• ...and 11 more

DATA-GOV (DATA-GOV)

Count: 24 concepts (8.1%)

Concepts:

• 1. Data Governance Basics
• 1. Managing Data Quality
• 1. Tracking Data Lineage
• 1. Financial Data Privacy
• 1. Protecting Personal Data
• 1. Data Security Standards
• 1. Encryption Best Practices
• 1. Access Control Models
• 1. Role-Based Access
• 1. Audit Trail Requirements
• 1. Managing Audit Logs
• 1. Compliance Monitoring
• 1. RegTech Applications
• 1. Compliance Automation
• 1. Automated Risk Monitoring
• ...and 9 more

AI-GOV (AI-GOV)

Count: 20 concepts (6.7%)

Concepts:

• 1. AI Governance Models
• 1. Developing AI Policy
• 1. Responsible AI Practices
• 1. AI Ethics for Finance
• 1. Recognizing Hallucinations
• 1. Detecting Hallucinations
• 1. Reducing Hallucinations
• 1. Recognizing AI Bias
• 1. Bias in Financial Data
• 1. Mitigating AI Bias
• 1. Algorithmic Bias Risk
• 1. Detecting Model Drift
• 1. Managing Model Drift
• 1. Monitoring AI Models
• 1. Compliance AI Monitors
• ...and 5 more

IR-OPS (IR-OPS)

Count: 15 concepts (5.0%)

Concepts:

• 1. Earnings Reporting Process
• 1. Investor Targeting Methods
• 1. Q&A Preparation Techniques
• 1. Proxy Season Management
• 1. Annual General Meetings
• 1. Investor Presentations
• 1. Roadshow Planning
• 1. Earnings Call Scripts
• 1. Press Release Drafting
• 1. Earnings Guidance Strategy
• 1. Guidance Withdrawal Risks
• 1. Setting Guidance Ranges
• 1. Beat-and-Raise Tactics
• 1. Apple Earnings Strategy
• 1. Berkshire AGM Lessons

IR-FOUND (IR-FOUND)

Count: 12 concepts (4.0%)

Concepts:

• 1. Investor Relations Function
• 1. Corporate Valuation Strategy
• 1. Market Communication Strategy
• 1. Shareholder Engagement
• 1. Key Performance Indicators
• 1. IR Engagement Metrics
• 1. Tracking Investor Outreach
• 1. Meeting Effectiveness
• 1. Response Time Analytics
• 1. Tesla IR Case Study
• 1. Amazon Letter Insights
• 1. WeWork IPO Analysis

INVEST (INVEST)

Count: 11 concepts (3.7%)

Concepts:

• 1. Institutional Investors
• 1. Retail Investors
• 1. Hedge Funds
• 1. Mutual Funds
• 1. Pension Funds
• 1. Sovereign Wealth Funds
• 1. Buy-Side Analysts
• 1. Sell-Side Analysts
• 1. Investment Bank Relations
• 1. Analyst Coverage Review
• 1. Consensus Estimates

AI-TECH (AI-TECH)

Count: 10 concepts (3.4%)

Concepts:

• 1. AI Fundamentals
• 1. Machine Learning Basics
• 1. Large Language Models
• 1. Generative AI Tools
• 1. Prompt Engineering Skills
• 1. Enterprise LLM Usage
• 1. Reinforcement IR Learning
• 1. Supervised Data Models
• 1. Unsupervised Clustering
• 1. Model Training Datasets

AI-CONT (AI-CONT)

Count: 8 concepts (2.7%)

Concepts:

• 1. AI for Content Creation
• 1. GenAI Earnings Reports
• 1. AI-Enhanced Press Releases
• 1. Drafting Investor Memos
• 1. Narrative Consistency
• 1. Tone Analysis Tools
• 1. Compliance Review Tools
• 1. Generative Script AI

Recommendations

• ✅ Good balance: Categories are reasonably distributed (spread: 19.1%)
• ✅ MISC category minimal: Good categorization specificity

Educational Use Recommendations

• Use taxonomy categories for color-coding in graph visualizations
• Design curriculum modules based on taxonomy groupings
• Create filtered views for focused learning paths
• Use categories for assessment organization
• Enable navigation by topic area in interactive tools

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Report generated by learning-graph-reports/taxonomy_distribution.py