Alternative Data Newsletter #70 – 24th July

Key Highlights 

Eagle Alpha is working with one of the largest US investment banks on a report on alternative data. 10 themes will be focussed on in this report. We are inviting vendors to submit content for consideration.

The deadline for submissions to Brendan Furlong is cob Wednesday 29th July.

For more information continue reading

Feature In Report

We are working on a report on alternative data with one of the largest US investment banks. The report will focus on alternative data applications for the 10 themes below:

  1. ESG (Social impact)
  2. 5G rollout
  3. Default rates
  4. Supply chain (global to local)
  5. Autos (autonomous driving & electric vehicles)
  6. Remote working
  7. Cloud computing
  8. Fintech/payment apps
  9. IoT/smart everything
  10. Elections

We anticipate this could be one of the most-read alternative data papers of 2020, the report will be distributed to thousands of funds worldwide and we are inviting vendors to submit content for consideration. Ideal candidates will include a case study relevant to at least one theme above as well as backtesting demonstrating the value of their dataset. Note vendor names will be redacted in the report and they will be identified only as Eagle Alpha partners. But clearly we will funnel all prospects to vendors.

The deadline for submissions to Brendan Furlong is cob Wednesday 29th July.

July Vendor Solutions Webinar

Join our featured speakers for a discussion on the adoption of FISD Due Diligence Questionnaires and Trial Agreements.  By adopting these standards, we will review the benefits, particularly, on streamlining and shortening the sales cycle.

Chair:

Panelist

When: Thursday 30th July at 11.30 -12.30 ET

Ahead of the webinar if you have any questions for the panelists please write to dataenquiries@eaglealpha.com and submit your questions

Industry Intel

  • ‘The coronavirus has challenged many investors. How do you get unique insight into a company if you are restricted from visiting them or others in the supply chain? How do you stay ahead of economic or industry trends during such a turbulent time? To help, many are starting to use so-called alternative data, further driving a trend that was already happening.’ Click here to read the article.
  • ‘During normal times, traditional economic data work fine, offering reliable insight into growth, employment, prices and all sorts of other aspects of the U.S. economy. The drawback is that delays of as long as a month or even a quarter make some of the data of limited use during times like these, when a pandemic has thrown the entire economy off-kilter. So there’s a case to be made for the merits of alternative data — everything from new infection rates to apartment rental rates near college campuses — which can offer daily reads of the state of the economy, provided they are used with the appropriate caveats. ‘ Click here to read the article.
  • ‘Marshall Wace splits its equity investment strategies about equally between fundamental stock picking managed by humans and systematic mathematical trading run by computers. Marshall reckons the former will continue to be important, albeit with more reliance on the latter.’ Click here to read the article.

 Events You Should Attend

  • Vendor solutions webinar on 25th June at 11.30 – 12.30 ET
  • Virtual data conference on 8th, 9th, 10th of September,2020

Contact dataenquiries@eaglealpha.com to learn more.