Alternative Data Newsletter #163 – April 9th, 2020

Key Highlights

  • COVID-19 Resources: we are delighted to launch the new COVID-19 related portal within Eagle Alpha’s Data Strategy offering. White papers, case studies, video recordings from our conferences and workshops are all available on this new portal. Clients can access it via this link.
  • COVID-19 Whitepaper: we published the 2nd edition of the report exploring how alternative datasets can help track the economic impact of COVID-19. The report features the key takeaways from the COVID-19 data conference we hosted on March 31st. You can download it here – https://eaglealpha.com/resource-whitepaper-coronavirus/
  • Conference Videos: three videos from our COVID-19 conference are openly available on our website – https://eaglealpha.com/resource-covid-19-videos/
    • Fireside chat with Robin Wigglesworth.
    • Dr. Chih-Hung Jason Wang on lessons from Taiwan.
    • Robert Marsh on how COVID-19 will impact ESG investing.
  • APAC Conference: we hosted our APAC data conference on April 2nd. Some of the main topics discussed are presented below. Reach out to discuss takeaways – enquiries@eaglealpha.com.
    • The alternative data market has matured over the last 12 months. Sellers are more sophisticated and buyers are more discerning.
    • Since December, the majority of inbound client requests for data have been related to quantifying the economic impact of COVID-19.
    • ESG datasets, with emphasis on granular time series which can be used to create a bespoke signal.
    • Legal & compliance: The increased emphasis globally on protecting consumer data is a short term headwind. Tailwind: We believe that exhaust data from corporations will be a key driver of new data looking forward in 2020 and beyond.
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Quality Testing

Eagle Alpha, in collaboration with J.P. Morgan, hosted a DeepFin workshop on Data Quality for the APAC region on Friday. This 3 hour workshop featured a deep dive into seven Eagle Eye data quality reports that Eagle Alpha’s Data Science team has produced recently. Reports discussed at the DeepFin workshop included highly relevant reviews of what data buyers should be looking for when assessing geolocation, employment, and consumer transaction datasets, categories seeing significant and urgent interest given the ongoing impact of the COVID-19 pandemic.

Prioritization

The latest Alpha Capture sheet is now live and the majority of ideas have a significant focus on the impact of COVID-19 on companies, sectors and the economy. Some of the ideas were discussed at our COVID-19 conference last week. Clients of our Data Strategy offering can access the recording of this session via this link.

Discovery

This vendor provides intelligence on the numbers of licensed beds, staffed beds, ICU beds, and the bed utilization rate for hospitals in the United States. Our Data Sourcing clients can view the full profile here.

 

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Dashboards

COVID-19 Dashboard – Eagle Alpha launched the COVID-19 dashboards at our conference on March 31st. Incorporating a broad array of alternative datasets, these dashboards will enable users track how the consumer, businesses and the broader economy are being impacted by COVID-19 in near real-time.

Legal & Compliance

Installation of root certificate privileges is restricted by both Google and Apple, given the security risks they create. Sensor Tower’s apps were highlighted to bypass the root restrictions by prompting users to install a certificate through an external website after an app is downloaded. Following Avast’s Jumpshot controversy, this is another example of vendors collecting user data without properly notifying consumers.

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Alpha Workshops

  • April 23rd: Workshop on IoT Data.
  • May 14th: Workshop on traditional datasets.

Upcoming Events

Eagle Alpha’s Alternative Data Conferences:

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