Alternative Data Newsletter – September 14th, 2017

1. Featured dataset: China auto industry data provider.

2. Experts: Interview with Ross Martinez, social media data expert.

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

4. Speaker announcement: Chris Petrescu will join us as one of the experts on our data procurement panel at the BIG Alternative Data Showcase Event in NYC on December 5th.

5. Did you know? Shipping data and auto registration data could be used when analyzing municipal bond issuers.

6. Featured articles: 1) Greenwich Associates: Putting Alternative Data to Use in Financial Markets; 2) Fintech has transformed payments but not savings, says BlackRock’s chief executive; 3) Citi PB consulting head takes on new big data role.

7. Contribute to our newsletter.

 

1.Featured dataset: China auto industry data provider.

Vendor Overview: With the largest market share in the autos segment in China, this provider’s key data products take 60% market share, which reaches 80% market share in JV automakers. Among the 40+ manufacturers served by this vendor, 70% are using more than 3 of their data products. A unique panel consisting of over 1,300 contributing co-operating Chinese dealerships has been assembled.

Dataset Description:

  • Transaction Price: Average transaction price of automobiles at a model, sub-model & version level (dealership sourced). National/ city level breakdown.
  • Rebate: Manufacturer promotion data, includes a breakdown of all promotional activity by OEM’s (dealership sourced).
  • Showroom Indicators: (1) Inventory Indicator, (2) Order Indicator, (3) Customer Intention Indicator.
  • Volume: CPCA volume data, adjusted using dealership data to provide sales volume mix at a version level. (Imported Models NOT Included).

Dataset Overview:

  • History: Since 2012.
  • Geography: China.
  • Delivery: API or CSV.

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

Our database has 518 providers. Contact us for more information –enquiries@eaglealpha.com.

2. Experts: Interview with Ross Martinez, social media data expert.

Digimind is a social media monitoring and competitive intelligence company that provides information on brands and products in more than 200 languages. We arranged this interview with Digimind Director Ross Martinez to better understand how asset managers could use social media data.

The below is an excerpt from our interview with Mr. Martinez. The full interview is available to clients of our Thought Leadership package.

Please talk about some case studies demonstrating how your data could be actionable.

Here are some examples of how analysts have used Digimind’s data to gain key insights, for several different scenarios.

Real-Time Opportunity & Trend Detection: Monitor companies, products, industries, key opinion leaders, economic terms and get alerted in real-time when an opportunity arises. Digimind has a rule-based alert system, making it extremely customizable for any company or industry they’re tracking.

Crisis Monitoring: Get crucial information about potential terrorist attacks, strikes and threats to understand particular ecosystems.

Consumer Insights: Better understand product popularity and customer expectations on social media to use this information to buy or sell.

Sentiment Tracking: Monitor sentiment based on location, sector or any criteria to identify opinions, rumors and predict a market rise or fall.

Are there any biases in your data (e.g. demographic, sampling)?

Analysts can choose to segment the data by demographic info (gender, age etc.), geographic source location, time of post, media type, language etc. etc., and export data with numerous filters applied.


3. 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.
  • September 29th – We are speaking at Quantopian’s Algorithmic Trading and Quantitative Finance event in Singapore.
  • November 30th – We are hosting a one-day event in London where we will discuss all aspects of incorporating alternative data into an investment process. The event will also include guest speakers along with a data practitioners panel.
  • December 5th – We are handpicking up to 50 alternative data vendors to pitch to buyside firms in New York. This is a must attend event for buyside professionals interested in alternative data. Contact us to learn more.


4. Speaker announcement

We are delighted to announce Chris Petrescu as one of the experts on our data procurement panel at the BIG Alternative Data Showcase Event in NYC on December 5th. Find out more here

5. Did you know?

Municipal bond investors focus on answering questions pertaining to economic, political and social considerations. Give that audited financials for a municipal bond issue are often reported only annually, asset managers start using alternative data sources to aid their decision-making in this environment of wide gaps between reporting periods.

In a recent article published on FactSet, IHS Markit’s Director and Co-Head of fixed income pricing research Chris Fenske demonstrated how shipping data and auto registration data could be used when analyzing municipal issuers.

6. Featured articles

Greenwich Associates: Putting Alternative Data to Use in Financial Markets.

Fintech has transformed payments but not savings, says BlackRock’s chief executive.

Citi PB consulting head takes on big data, machine learning, AI and predictive analytics role.

7. 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