Buyside Newsletter

1. The BIG Alternative Data Showcase Event.

2. Update on Eagle Alpha’s Data Sourcing Package.

3. Experts: Interview with Min Kim, trade data expert.

4. Case study: App data could indicate a positive inflection in HBO revenue growth.

5. Research question for a Bespoke Project: What are the trends in customer service track records of low-cost carriers compared to major airlines?

6. Vendor access: Trade nowcasting data provider doing meetings in Boston (September 8th) and NYC (September 11th – 14th).

7. Did you know? LinkedIn’s loss in a case vs. hiQ Labs is a major milestone regarding the legal considerations of web crawling.

8. Featured articles: 1) Boats, Quotes, and Automobiles: Alternative Data for Municipal Bond Investors; 2) Maersk Tankers invests in quant hedge fund CargoMetrics; 3) Bloomberg Markets: Tudor to Start Macro Fund Using AI.

9. Contribute to our newsletter.

1. The BIG Alternative Data Showcase Event.

2. Featured dataset: Geo-location data provider.

3. Case study: Eagle Alpha predicted Weak Q2 for Starbucks using email receipt and Google search data.

4. Research question for a Bespoke Project: What are the trends in customer service track records of low-cost carriers compared to major airlines?

5. Vendor access: Labor market data provider planning a roadshow in the UK week starting September 11th.

6. Did you know? According to the Barclays survey, asset managers already allocate 10% of the headcount and 3-5% of revenues to data initiatives.

7. Featured articles: 1) LinkedIn loses legal right to protect user data from AI scraping; 2) Baillie Gifford to leverage AI for fund performance boost; 3) Hedge funds tap smartphone data to sniff out profits.

8. Contribute to our newsletter.

9. Update on Eagle Alpha’s solution.

1. The BIG alternative data showcase event.

2. Featured dataset: sentiment and emotions analytics.

3. Dataset advisory: examples of typical questions we get asked.

4. Case study: online retail data pointed to Fitbit’s strong Q2 results.

5. Vendor access: labor market data provider doing meetings in Europe in September.

6. Did you know? A survey of buyside firms highlighted crawled data as having the most legal risk. 

7. Featured articles: 1) Quants Are Clamoring for Data, Causing Soul Searching at Large Banks; 2) Big Investors ‘Missing Out’ on Big Data Opportunities; 3) Quantopian Brings QuantCon Back To Singapore September 28-30.

8. Contribute to our newsletter.

9. Update on Eagle Alpha’s solution.

1. Featured dataset: Global trade nowcasting data.

2. Dataset advisory: Examples of typical questions we get asked.

3. Case study: We recently started to leverage email receipt data in our Data Insight reports. Our signal proved accurate for three of the four companies featured in the reports.

4. Experts: Interview with Ray Colwell and William Gorfein, over-the-top data experts.

5. Events: In early December 2017, we will host a data showcase event in NYC with up to 20 alternative data companies presenting and up to 50 exhibiting.

6. Did you know? Eagle Alpha has a dialogue with 226 asset managers around the world (as at end July 2017). We think this is an interesting bottoms-up statistic regarding the number of firms currently using, and are interested in, alternative data.

7. Featured articles: 1) Secret Formula: Sequencing the Genome of Data Scientists; 2) Hedge funds turn to dark web to gain an edge; 3) LinkedIn Case Tests Whether Firms Can Use Your Data.

8. Update on Eagle Alpha’s solution.

1. Dataset of the week: Credit and debit card transaction data.

2. Dataset advisory: Examples of typical questions we get asked.

3. Case study of the week: Eagle Alpha predicted PayPal’s strong Q2 with the use of email receipt data.

4. Events: Detailed synopsis of our two events this week (recruitment, legal) will be available to clients of our Thought Leadership package. 

5. Vendor access: Eagle Alpha is working on a major data showcase event to be held in New York.

6. Did you know? Using App data we found that iOS data correlates better with company revenues compared to Android data.

7. Articles of the week: 1) WorldQuant: Discovering the hidden world of alternative data; 2) DataSift and LinkedIn: A new angle for social media analytics; 3) The science of artificial intelligence and alternative data isn’t fiction anymore.

8. Update on Eagle Alpha’s solution.

1. Dataset of the week: Geo-location data provider.

2. Case study of the week: Google Trends Anticipated Increase in Burberry’s Same Store Sales.

3. Events: How to build and integrate teams – NYC 25th July, Legal considerations regarding alt data – London 26th July.

4. Dataset access: Global trade nowcasting data provider is doing meetings in Zurich until mid-August.

5. Did you know? A useful method to isolate consumer comments in Twitter data, and eliminate corporate accounts or bots, is to exclude tweets that include links.

6. Articles of the week: 1) Quants look to image recognition to process alternative data; 2) FOMO And The Adoption Of AI In Finance; 3) NY hedge fund body thinks quant funds best fundamental investing.

7. Update on Eagle Alpha’s solution.

1. Dataset of the week: Chinese consumer transaction data.

2. Data Insights report of the week: Email receipts data points to strong Q2 for PayPal, in-line quarter for Square.

3. Experts: Interview with Alvaro Kurth, KYC and compliance expert.

4. Events: How to build and integrate teams – NYC 25th July, Legal considerations regarding alt data – London 26th July.

5. Vendor access: Data showcase events in NYC and London regarding geolocation datasets to be held in September.

6. Articles of the week: 1) Under Armour Stock Nosedives Nearly 7%, Search Trend Continues ‘Steep Downtrend’; 2) Machines taking over hedge funds despite lack of evidence they outperform humans; 3) Accenture reveals secret sauce for AI and machine learning.

7. Update on Eagle Alpha’s solution.

1. Dataset of the week: China autos data.

2. Data Insights report of the week: Online data points to improving Q2 trends for Fitbit.

3. Events: How to build and integrate teams – NYC 25th July, Legal considerations regarding alt data – London 26th July.

4. Dataset access: UK consumer transaction dataset is doing meetings in London next week.

5. Did you know? Setting up an automated crawl that pulls in information on a regular basis is quite challenging due to several factors, e.g. the ever-evolving formats of online marketplaces.

6. Articles of the week: 1) The role of data in gaining valuable financial insights; 2) Can small quant shops compete with the big dogs? 3) Putting biases to work can be a strategy for better investment decision-making.

7. Update on Eagle Alpha’s offering.

Data beats opinion >>> weekly update on alternative data

1. Dataset of the week: Email receipts data.

2. Lessons Learnt: Constructing predictive macro indices based on Google search data.

3. Events: Discussion of recruitment trends in relation to alternative data will be held on 25th July in New York.

4. Dataset access: UK consumer transaction dataset is doing meetings in London next week.

5. Did you know? The General Data Protection Regulation (GDPR), to be implemented in May 2018, does not prohibit the use of automated profiling, but individuals will have the right to opt out.

6. Articles of the week: 1) Barclays on machine learning in hedge funds; 2) Investors using satellite and cell phone data; 3) The U.S. slowly submitting to the EU’s 2018 privacy law; 4) Citadel hired a new head of AI from Microsoft.

7. Update on Eagle Alpha’s solution.

Data beats opinion >>> weekly update on alternative data

1. Dataset of the week: U.K. consumer transaction data.

2. Case study of the week: Online data points to weakness for sportswear retailers and manufacturers.

3. Events: Discussion of legal and compliance considerations will be held on 26th July in London.

4. Dataset access: A global trade nowcasting data provider is doing meetings in London on 26-30th June.

5. Articles of the week: 1) Data scraper’s case v. LinkedIn; 2) How finance exploits news, sentiment and alternative data; 3) The machine learning regulatory challenge.

6. Update on Eagle Alpha’s solution.