Alternative Data Newsletter #65 – April 5th, 2018

1. Events: Our next Data Showcase event is in London on April 11th.

2. Dataset Sourcing: One of the most popular datasets receiving 1on1 requests at the moment is an employment data provider.

3. Data Analytics: Analyzing bank card data, we show key spending metrics in the Chinese auto market continue to deteriorate in 2018.

4. Bespoke Projects: How can alternative data sources be leveraged to get real-time information on U.S. oil and gas production?

5. Data Forum: We published a 105-page report regarding the use cases of alternative data.

6. Featured Articles: 1) Schroders: Harnessing the information revolution; 2) If Your Data Is Bad, Your Machine Learning Tools Are Useless.

1. Events 

Upcoming calendar:

  • April 10th, online meeting to discuss working with panel data.
  • April 11th, London: Our data showcase event of hand-picked EMEA vendors.
  • April 24th, NYC: Meeting to discuss mapping datasets.
  • April 26th, NYC: A business insights data provider is meeting funds on a roadshow.
  • May 15th, online meeting to discuss testing datasets for quality.
  • May 30th, NYC: Our first data forum conference.
  • May 31st, NYC: Our data showcase event of hand-picked US vendors.

Register your interest by emailing enquiries@eaglealpha.com.


2. Data Sourcing

There are four parts to our Data Sourcing offering:

A. Database (Online & API).

The datasets that received the most 1on1s during March are:

  • An employment data provider.
  • A sentiment analytics data provider.
  • A web crawling data provider.

B. Exclusive Datasets: Clients get access to our semi-proprietary datasets e.g. we are launching a RevCast dataset in Q2 2018. Eagle Alpha’s RevCast indicators are company level revenue indicators, designed to predict quarterly revenues for major US consumer companies.

C. Advisory Service.

Examples of client requests:

  • What are the best alternative data providers for the media sector?
  • What are the best datasets for upcoming IPOs?
  • What are the best sentiment analysis data providers?

D. Events & Roadshows.

  • April 11th, London: Our data showcase event of hand-picked EMEA vendors.
  • April 26th, NYC: A business insights data provider is meeting funds. This vendor provides over 250 metrics and 10 predictive factors covering almost all U.S. public companies. All metrics are based on verified & audited filings submitted by the companies themselves to the IRS and Department of Labor. The filings pertain to employee benefit plans, which include retirement (e.g., 401k) and welfare (e.g., healthcare).

Contact us to speak to our data hunting team: enquiries@eaglealpha.com.


3. Data Analytics

There are four parts to our Data Analytics offering:

A. Tools: A web queries tools allows clients to get analytics on unstructured text.

B. Indicators: Google-based indicators to measure demand for 50 US stocks.

C. Reports: Actionable (and educational) reports for 50 US stocks.

Analyzing bank card data, we show key spending metrics in the Chinese auto market continue to deteriorate in 2018. Weakness has been driven by a YoY slowdown in the number of transactions.

Eagle Alpha’s latest reports:

D. Analyst Access: Leverage our 5 years of experience.

Contact us to speak to our analysts: enquiries@eaglealpha.com.


4. Bespoke Projects

There are four steps to Eagle Alpha’s Bespoke Projects:

A. Data acquisition.

B. Data engineering.

C. Data analysis.

D. Predictive modeling.

Eagle Alpha does Bespoke Projects for clients that are relevant to specific research questions. For example, how can alternative data sources be leveraged to get real-time information on U.S. oil and gas production?

Contact us to receive examples of how alternative data can address this research question –enquiries@eaglealpha.com. 


5. Data Forum

There are four parts to our Data Forum offering:

A. Meeting and Conferences: Meetings (online and offline) and conferences to discuss alternative data topics.

  • April 10th, online meeting to discuss working with panel data.
  • April 24th, NYC: Meeting to discuss mapping datasets.
  • May 15th, online meeting to discuss testing datasets for quality.
  • May 30th, NYC: Our first data forum conference.

B. Working Groups: Small groups of buyside firms will form working groups to tackle specific topics. An example topic is the standardization of trial agreements.

C. Advisory Service: Clients benefit from bespoke service through monthly calls and/or a Teach-In (for those starting out).

D. Knowledge Center: In September 2015 we set up online resources. It includes meeting notes, case studies, white papers and expert interviews.

Today we published a 105-page report regarding the use cases of alternative data. This report is the fourth of a series of reports published by Eagle Alpha where we detail the best applications and case studies of alternative data, based on our five years of experience. Please click here to obtain the report.

6. Featured articles

Schroders: Harnessing the information revolution.

If Your Data Is Bad, Your Machine Learning Tools Are Useless.


Since 2012 Eagle Alpha has enabled asset managers to obtain alpha from alternative data – contact us to discuss your needs.