1. New Report “Alternative Data: Applications & Case Studies” by Eagle Alpha.

2. Featured dataset: Satellite-based radar data.

3. Case study: Email receipt data revealed Square’s improving fundamentals.

4. Vendor access: Trade nowcasting data provider doing meetings in Boston (September 8th) and NYC (September 11th – 14th).

5. Events: We are speaking at a Citi event in London where 5 data vendors will showcase their datasets to the buyside (September 15th).

6. Featured articles: 1) Report: Alternative Data to boost active manager profit margins by up to 35%; 2) FX traders going ‘quantamental’; 3) Big data experts talk about text, Twitter and turning quantamental.

7. Contribute to our newsletter.

  

1. New Report “Alternative Data: Applications & Case Studies” by Eagle Alpha.

Today Eagle Alpha published an 81-page report titled “Alternative Data: Applications & Case Studies”.

Eagle Alpha was identified as a leader in the alternative data space in recent primers from three bulge bracket banks. These reports were well received by asset managers seeking to gain an understanding of the rapidly evolving alternative data space.

To complement these reports we have detailed the best applications and case studies of alternative data, based on our five years of experience.

Please click here for the report.

2. Featured dataset: Satellite-based radar data.

Vendor overview: This provider’s satellite-based radar data delivers global economic intelligence to energy and financial organizations. Daily, weekly and custom services are available. Current examples include: a weekly oil storage report for 77% of China’s above-ground crude oil, a weekly oil storage report for 90% of the Caribbean’s above-ground crude oil, refinery damage monitoring, refinery construction monitoring and custom event-driven monitoring services.

Dataset Overview:

  • History: Since 2015.
  • Geography: Global.
  • Delivery: CSV, Excel, JSON.
  • Frequency: Weekly.

The rest of this dataset profile is available to clients of our Data Sourcing package.

Our database has 515 providers. Contact us for more information – enquiries@eaglealpha.com


3. Case study: Email receipt data revealed Square’s improving fundamentals.

Square held an analyst day in May 2017 where the company gave details on the company’s growth strategies. Two key parts for future growth are to move the company up market to get larger merchants, or sellers, to use Square devices and secondly to grow and retain existing merchants. Larger sellers are users that have greater than $125k in annualized gross payment volume (GPV).In the June quarter of 2017, Square reported stronger than expected revenue. Adjusted revenue ticked up sequentially to 41% YoY growth, from 39% in the March quarter.

In an August 25th 2017 report from Eagle Alpha’s Data Insights team entitled “Email Receipt Data Reveals Improving Seller Fundamentals”, Eagle Alpha analyst Brendan Furlong examined historical trends for Square sellers and dollar spend at sellers using an email receipt dataset. Square does not disclose seller metrics in annual or quarterly reports. Furlong’s analysis of the email receipt data indicated that the growth in number of sellers has been in decline since the first quarter of 2016. This has been the primary driver of slowing revenue growth for Square over this period (Fig. 1).


Contact us to learn more about this dataset and our Data Insights offering.

4. Research question for a Bespoke Project: How can alternative data help track consumer adoption of Oculous Rift & Touch going into and throughout the holiday season?

Contact us to receive a document outlining the answer.

5. Vendor access

  • Roadshow: Trade nowcasting data provider doing meetings in Boston (September 8th) and NYC (September 11th – 14th). Contact us to learn more.
  • Roadshow: Labor market data provider doing meetings in London (September 11th – 13th). No more availability, contact us to learn about this data provider.


6. Events

  • September 15th – We are speaking at a Citi event in London where 5 data vendors will showcase their datasets to the buyside.
  • September 19th – We are speaking at Citi’s Equity Derivatives Conference in Charleston.
  • September 26th – We are speaking at a FactSet event in Hong Kong.
  • September 28th – We are speaking at a FactSet event in Singapore.
  • December 5th – We are handpicking up to 50 alternative data vendors to pitch to buyside firms on Tuesday 5th December 2017 in New York. This is a must attend event for buyside professionals interested in alternative data. Contact us to learn more.

7. Featured articles

Report: Alternative Data to boost active manager profit margins by up to 35%.

FX traders going ‘quantamental’.

Big data experts talk about text, Twitter and turning quantamental,


8. Contribute to our newsletter

We work with domain experts to promote their expertise to investment managers worldwide. Contact us to get featured in our newsletter which is distributed to 3,700+ people on the buyside – enquiries@eaglealpha.com.

Data beats opinion,

Eagle Alpha