Alternative Data Newsletter – November 16th, 2017

1. Upcoming Events: Meet 50 data vendors at our event in NYC, attend a one-day event for equity investors in London (final call for early bird tickets).

2. Thought Leadership: Lessons from working with geo-location data.

3. Bespoke Projects: How can alternative data sources be used to see whether a company is gaining traction in overseas markets?

4. Data Insights: We have observed an accuracy of 80% across ten reports incorporating email receipt data published by Eagle Alpha’s Data Insights team. The signals also captured material stock moves on the day of earnings announcement.

5. Data Sourcing: Featured dataset – sentiment data provider.

6. Featured articles: 1) Hedge fund managers embracing innovation amid industry challenges and increased competition, says EY survey; 2) WorldQuant – Big Data: Power Is Nothing Without Control; 3) IHS Markit sees ‘alternative’ data fueling growth, president says.

 

 

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Alternative Data Newsletter – November 9th, 2017

1. Upcoming Events: Meet 50 data vendors at our event in NYC, attend a one-day event for equity investors in London.

2. Thought Leadership: Lessons from working panel data.

3. Bespoke Projects: What does consumer transaction data tell us about trends in jewelry sales at Nordstrom’s and Macy’s?

4. Data Insights: We correctly predicted Q3 results of Square using email receipt and job listings data and Q3 results of Pandora using online search data. 

5. Data Sourcing: Featured dataset – job listings data provider.

6. Your questions: Ask us any question about alternative data.

7. Featured articles: 1) Bank of America Merrill Lynch has signed on with a quant firm — and it shows where Wall Street is headed; 2) The big problem with DIY quants; 3) How should CCOs deal with alternative data risks.

1. Upcoming Events

  • November 16th – We will be giving a presentation on alternative data at the JP Morgan COO conference in London.

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Alternative Data Newsletter – November 2nd, 2017

Alternative Data >>> Your Weekly Newsletter

1. Upcoming Events: Meet 50 data vendors at our event in NYC, attend a one-day event for equity investors in London.

2. Thought Leadership: Lessons from working with email receipt data.

3. Bespoke Projects: What can Eagle Alpha’s employment dataset tell us about demand for workers who are skilled in working with Tableau or Adobe software products?

4. Data Insights: Our reports achieve 89% accuracy three weeks into earnings season.

5. Data Sourcing: Featured dataset – sentiment and emotions analytics.

6. Featured articles: 1) The asset management industry is going to boom in the next decade — but it’s set for ‘seismic changes’; 2) When Silicon Valley came to Wall Street; 3) Data Assets Strategy and Int-Data.

 

 1. Upcoming Events

  • November 16th – We will be giving a presentation on alternative data at the JP Morgan COO conference in London.

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Alternative Data Newsletter – October 26th, 2017

Alternative Data >>> Your Weekly Newsletter

1. Upcoming Events: The early bird rate for our London event “Alternative Data for Equity Investors” ends tomorrow.

2. Thought Leadership: Working with in-store and street level location data.

3. Research question for a Bespoke Project: How can alternative data provide insights into usage trends of PayPal and Square payments?

4. Case study of the week: Job listings data provides early signal of weak momentum at Chipotle.

5. Featured dataset: Credit score data provider.

6. Featured articles: 1) Deloitte: Alternative data for investment decisions; 2) Traders have long way to go in use of AI, panelists say; 3) The secrets of highly successful data analytics teams.

 

 1. Upcoming Events

  • November 16th – We will be giving a presentation on alternative data at the JP Morgan COO conference in London.
  • November 29th – We are presenting at a one-day event in London dedicated to satellite data.

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Alternative Data Newsletter – October 19th, 2017

Alternative Data >>> Eagle Alpha’s Weekly Newsletter

1. Two new datasets. We are bringing two new datasets to market in early November: a consumer transaction dataset and a geo-location dataset.

2. Upcoming events: The early bird rate for our BIG data showcase event ends tomorrow.

3. Featured dataset: Satellite imagery and IoT data provider.

4. Data Insights report of the week: Email receipt data used to forecast GrubHub’s revenues.

5. Experts: Interview with Mike Madarasz, social media data expert.

6. Research question for a Bespoke Project: According to Eagle Alpha’s U.S. employment dataset, which industrials companies are most active in hiring for IoT product development?

7. Featured articles: 1) How AXA’s equity boutique uses data to find firms doing good; 2) EU-US data deal passes one year test; 3) Artificial intelligence is disrupting asset management jobs now. Don’t get left behind.

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Alternative Data Newsletter – October 12th, 2017

1. Upcoming Events: The early bird rate for our BIG data showcase event ends on Friday next week.

2. Featured dataset: Geo-location data provider.

3. FREE monthly Data Insights report: Alternative data pointing to revenue acceleration for Tableau.

4. Did you know? We found over time that Search Signals based with a shorter moving average, such as retail and restaurant stocks, are more accurate and easier to measure than longer timeline signals across software stocks.

5. Research question for a Bespoke Project: What does consumer transaction data tell us about trends in jewelry sales at Nordstroms and Macy’s?

6. Featured articles: 1) Is inflation lying to you? No say alternative data; 2) Idea Graveyard: Ground Truth Aggregation; 3) How AI makes sense of the media’s Big Data.

7. Contribute to our newsletter.

 

 1. Upcoming Events

  • October 20th – We are on an alternative data panel at the JP Morgan quant conference in London.

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Alternative Data Newsletter – October 5th, 2017

1. Eagle Alpha’s 5th birthday.

2. Events: Observations from seven alternative data events.

3. Featured dataset: Sentiment data provider.

4. Upcoming Events: We are hosting a one-day event in London (Nov 30) where we will discuss all aspects of incorporating alternative data into an investment process.

5. Did you know? Satellite imagery data has the potential to overcome traditional sources of bias such as demographic sampling errors.

6. Featured articles: 1) Morgan Stanley’s big new guide to jobs in quant funds; 2) The coming war over your financial data; 3) J.P. Morgan wants to hire PhDs who can master machine learning – and markets.

7. Contribute to our newsletter.

 

1. Eagle Alpha’s 5th birthday.

We started Eagle Alpha five years ago. This year the alternative data space is finally taking off! Thank you to our great team (colleagues,

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Alternative Data Newsletter – September 28th, 2017

1. Featured dataset: Trade data provider.

2. Case study: Corporate hiring activity offers insight into company fundamentals. Palo Alto Networks (PANW).

3. Events: We are speaking at Quantopian’s Algorithmic Trading and Quantitative Finance event in Singapore on September 29th.

4. The BIG Alternative Data Showcase Event: Eagle Alpha is delighted to announce our final lineup for our world class data procurement panel.

5. Eagle Alpha is looking for a Head of Data Science to lead a team of quantitative analysts and data scientists.

6. Featured articles: 1) The Massive Hedge Fund Betting on AI; 2) Clifton Global: Alternative Data – An Opaque but Golden Frontier; 3) Capital Markets Enter New Era of Data.

7. Contribute to our newsletter.

 

1. Featured dataset: Trade data provider.

Vendor Overview: This vendor delivers high frequency and comprehensive South Korea export data.

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Alternative Data Newsletter – September 21st, 2017

1. FactSet teams with Eagle Alpha to provide alternative data solutions.

2. Featured dataset: Consumer credit data provider.

3. Thought Leadership – Lessons Learnt: SpaceKnow outlines the lessons learnt from working with satellite imagery data.

4. Events: We are speaking at a FactSet event in Hong Kong on September 26th.

5. Panelist announcement: Mitchell Ulman, CFA from Two Sigma will join us as one of the experts on our data procurement panel at the BIG Alternative Data Showcase Event in NYC on December 5th.

6. Eagle Alpha is looking for a Head of Data Science to lead a team of quantitative analysts and data scientists.

7. Featured articles: 1) How to Efficiently Put Alternative Data to Use; 2) Fear and Greed in Alternative Data; 3) The Lasting Importance Of Human Perception In The Fleeting World Of Alternative Data.

8. Contribute to our newsletter.

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Alternative Data Newsletter – September 14th, 2017

1. Featured dataset: China auto industry data provider.

2. Experts: Interview with Ross Martinez, social media data expert.

3. Events: We are speaking at a Citi event in London where 5 data vendors will showcase their datasets to the buyside (September 15th).

4. Speaker announcement: Chris Petrescu will join us as one of the experts on our data procurement panel at the BIG Alternative Data Showcase Event in NYC on December 5th.

5. Did you know? Shipping data and auto registration data could be used when analyzing municipal bond issuers.

6. Featured articles: 1) Greenwich Associates: Putting Alternative Data to Use in Financial Markets; 2) Fintech has transformed payments but not savings, says BlackRock’s chief executive; 3) Citi PB consulting head takes on new big data role.

7. Contribute to our newsletter.

 

1.Featured dataset: China auto industry data provider.

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