Alternative Data Newsletter #116 – May 3rd, 2019

Key Highlights

  • May 15th Event: our conference in New York is now reaching capacity with 550 people registered. We have 100 data exhibitors and over 190 individual funds confirmed on the day. A limited number of tickets are left. If you would like to attend please register your interest here.
  • Eagle Alpha Expanding Its NYC Presence: after the opening of our New York office in March 2018, Eagle Alpha continues its US presence with the arrival of Jay Goldenstein and Neil Schwartz to the Eagle Alpha team to focus on our US expansion across the Buyside and Corporate verticals. This brings us to 5 team members in the US and we will expand further in May.

Prioritization

  • Datasets Getting Traction:
    • Quant: this vendor provides aggregated revenue signal, deep fundamental cohort analysis and/or granular transaction-level data feeds with unparalleled metadata. Advantages: shortened latency (T+4), better panel representativeness (9M+ daily panel), and metadata integration such as demographics (at cardholder level). Our Data Sourcing clients can view the full profile here.
    • Discretionary: this vendor provides audience-based social media measurements for buyside firms that want to understand the impact and effectiveness of marketing and social media campaigns on their portfolio investment firms. The vendor captures the social media actions of more than 2 billion consumers and parses them across 700+ metrics into its global taxonomy of over 475,000 brands, publishers, TV shows, influencers, and celebrities going back to January 2013 on platforms including Facebook, Twitter, Instagram, Pinterest and more. Our Data Sourcing clients can view the full profile here.
    • New Dataset: this vendor helps synthesize insights by integrating social listening data with tracking surveys, qualitative research, and retail measurements, enabling a well-rounded view of brand health. Sentiment and semantic (topic) accuracy at over 80%, calculated and verified by clients and partners and also third parties. Our Data Sourcing clients can view the full profile here.
  • Proprietary Analytics 

Finding Alpha

  • Research Analysts Thoughts: this week we are talking about demand trends, pricing, and channel strategy, for Capri and Tapestry using pricing and online search data. We also note Samsung’s comments on strong units sales for the Galaxy S10, as we predicted in our report from 5th March. Please contact us to learn more – enquiries@eaglealpha.com.
  • Our Next Alpha Focus Session: alpha focus session on the Business Insights category on May 30th. Email dataforum@eaglealpha.com for more details.

Proprietary Datasets

  • We are offering one-on-one meetings at our event in NYC on May 15th to discuss our upcoming proprietary dataset. This dataset is an indicator built using online search data that provides insight into the Russell 1000 using a number of proprietary search terms. Contact mark.vaughan@eaglealpha.com if you are interested in booking a meeting slot.

Events You Should Attend

  • Eagle Alpha’s Event Calendar:
    • Boston Meetup: we are hosting the first alternative data meetup in Boston on May 8th. To join email emmett.kilduff@eaglealpha.com.
    • May 15th Event: our conference in New York is now reaching capacity with 550 people registered. We have 100 data exhibitors and over 190 individual funds confirmed on the day. A limited number of tickets are left. If you would like to attend please register your interest here.
    • London in October. Register your interest at events@eaglealpha.com.
    • NYC in December. Register your interest at events@eaglealpha.com.
  • Data Forum Webinars:
  • Upcoming Roadshows:
    • Sentiment data provider is meeting funds in NYC on May 13th and 14th.
    • Housing market data provider is meeting funds in NYC on May 13thand 14th.
    • Investment technology firm is meeting funds in NYC on May 13thand 14th.
    • App data provider is meeting funds in NYC on May 21st and 22ndand in London on May 23rd.

Notable News in the Alternative Data Space