Alternative Data Newsletter – September 8th, 2017

1. New Report “Alternative Data: Applications & Case Studies” by Eagle Alpha.

2. Featured dataset: Satellite-based radar data.

3. Case study: Email receipt data revealed Square’s improving fundamentals.

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

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

6. Featured articles: 1) Report: Alternative Data to boost active manager profit margins by up to 35%; 2) FX traders going ‘quantamental’; 3) Big data experts talk about text, Twitter and turning quantamental.

7. Contribute to our newsletter. Read More

Alternative Data Newsletter – August 31st, 2017

1. BofA report: Data Capital – Global Big Data and AI Primer.

2. Featured dataset: U.K. consumer transaction data.

3. Case study: Consumer transaction data correctly predicted Just Eat revenue beats.

4. Research question for a Bespoke Project: Which brands are showing positive momentum on social media?

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

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

7. Did you know? Data lakes cost less than enterprise data warehouses because datasets are not indexed and prepped at induction, they are stored in native formats and reconfigured when needed.

8. Featured articles: 1) Building a quantamental investing team; 2) MLC’s hedge fund quest for titans and minnows; 3) Using AI for finance is easy to imagine, but hard to do.

9. Contribute to our newsletter. Read More

Alternative Data Newsletter – August 24th, 2017

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. Read More

Alternative Data Newsletter – August 17th, 2017

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. Read More

Alternative Data Newsletter – August 10th, 2017

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. Read More

Alternative Data Newsletter – August 3rd, 2017

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.

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Alternative Data Newsletter – July 27th, 2017

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. Read More

Alternative Data Newsletter – July 20th, 2017

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. Read More

Alternative Data Newsletter – July 13th, 2017

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. Read More

Alternative Data Newsletter – July 6th, 2017

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. Read More

Alternative Data Newsletter – June 29th, 2017

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. Read More

Alternative Data Newsletter – June 22nd, 2017

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. Read More

Alternative Data Newsletter – June 15th, 2017

Data beats opinion >>> weekly update on alternative data

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

2. Lessons Learnt: Constructing Eagle Alpha’s UK Jobs Index.

3. Events: We are a sponsor of the Learn 2 Quant event in NYC next Tuesday.

6. Dataset access: A global trade nowcasting data provider is doing meetings in London on 26-30th June. Contact us to book meetings.

5. Articles of the week: Schonfeld’s CIO on the most valuable skills required at a hedge fund, GIC’s COO on alternative data for real estate, IBM launches Watson for financial regulation.

6. Update on Eagle Alpha’s solution. Read More

Alternative Data Newsletter – June 8th, 2017

Data beats opinion >>> weekly update on alternative data

1. Dataset of the week: E-commerce data provider.

2. Case study of the week: Pricing pressure for China Autos.

3. Research question for a Bespoke Project: Which alternative datasets can be used to assess which banks are leading/lagging in consumer acquisition?

4. Events: Eagle Alpha is presenting today at the Citi annual quant conference in Budapest.

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

6. Articles of the week: Alternative data for risk management, AI and the hedge fund industry, EU goes against the global grain to protect privacy.

7. Update on Eagle Alpha’s offering. Read More

Alternative Data Newsletter – June 1st, 2017

Data beats opinion >>> your weekly update on the alternative data space

1. Dataset of the week: Employment data provider.

2. Case study of the week: Interest in Samsung (KRX) S8 Weakening.

3. Case study compilation: The document includes 12 case studies that are predominately aimed at discretionary hedge funds and mutual funds.

4. Research question for a Bespoke Project: Which alternative datasets can be used by investors to analyze Tesla?

5. Events: Eagle Alpha is presenting at the Citi annual quant conference in Budapest on June 9th.

6. Dataset access: Obtaining feedback on a potential ticker level dataset based on credit and debit card data.

7. Articles of the week: Machine learning promises to shake up large swathes of finance, Airbnb getting more online traffic than older brands.

8. Update on Eagle Alpha’s offering. Read More

Alternative Data Newsletter – May 25th, 2017

Data beats opinion >>> your weekly update on the alternative data space

1. Dataset of the week: App data provider.

2. Case study of the week: Web data revealed Ghost Recon’s weak launch.

3. Research question for a Bespoke Project: Which alternative datasets can be used by investors to track consumer satisfaction with US airlines?

4. Events: QWAFAFEW chapter in Edinburgh.

5. Dataset access: Obtaining feedback on a potential ticker level dataset based on credit and debit card data.

6. Articles of the week: Tudor Jones invests in CargoMetrics and Numerai, Aberdeen AM hiring data scientists, Google now tracks offline spending.

7. Eagle Alpha’s offering. Read More

Alternative Data Newsletter – May 18th, 2017

Data beats opinion >>> your weekly update on the alternative data space

1. Dataset of the week: Commercial real estate leasing.

2. Case study of the week: Upside in RingCentral’s same store sales predicted with Google Trends.

3. Research question for a Bespoke Project: How can trade data help track in real time the pace of economic growth in Japan and its balance of trade with China?

4. Events: Eagle Alpha presenting at conferences organized by JPMorgan and Citi.

5. Dataset access: Obtaining feedback on a potential ticker level dataset based on credit and debit card data.

6. Articles of the week: Finding value in satellite data, corporate events data.

7. Eagle Alpha’s offering. Read More

Alternative Data Newsletter – May 11th, 2017

Data beats opinion >>> your weekly update on the alternative data space

1. Most popular datasets over the last 6 months.

2. Case study of the week: Pricing pressure for China Autos.

3. Research question for a Bespoke Project: What alternative data sources can be used to track consumer interest in smarthome technologies?

4. Events: Legal considerations of alternative data to be discussed in Hong Kong on May 12th, Eagle Alpha presenting at conferences organized by JPMorgan and Citi.

5. Articles of the week: 1) Four in five asset managers plan big data boost in 2017; 2) CFA exam to add big data and AI as topics; 3) Trends tracking interest in technologies and programming languages; 4) Eagle Alpha to start a Series A process.

6. Lesson Learnt Example: Isolating organic consumer comments in Twitter. Read More

Alternative Data Newsletter – May 4th, 2017

Data beats opinion >>> your weekly update on alternative data

1. Dataset of the week: U.K. Jobs Search Index.

2. Case study of the week: Google Trends anticipated rebound in same store sales for Texas Roadhouse (TXRH).

3. Research question for a Bespoke Project: How can alternative data be used to analyze US shopping center REITs?

4. Events: Legal considerations of alternative data to be discussed in Hong Kong on May 12th.

5. Pilot Fishing: A rival to Foursquare is launching in the next few months.

6. Articles of the week: 1) Hedge funds identify AI, Mobility, and Governance as key themes; 2) asset managers using sentiment analysis; 3) CFA Institute might include big data analysis to its exams.

7. Our product: “Lessons Learnt” launched. Read More

Alternative Data Newsletter – April 27th, 2017

Data beats opinion >>> your weekly update on the alternative data space

1. Alternative dataset of the week: Search Signals.

2. Research question for a Bespoke Project: How can alternative data be used to analyze US shopping center REITs?

3. Experts: Interview with Jakob Aungiers, Quant Developer at HSBC.

4. Events: 130 people attended our event in NYC to discuss the legal considerations of alternative data.

5. Articles of the week: State Street’s CEO highlights data analytics ‘arms race’, Unroll.me faced backlash for selling user data, AI will not replace the analyst.

6. Our product: “Lessons Learnt” launched. Read More

Alternative Data Newsletter – April 20th, 2017

Data beats opinion >>> your weekly update on the alternative data space

1. Dataset of the week: Consumer Affairs data.

2. Case study of the week: Foot Locker’s (FL) falling same store sales anticipated by Search Signals.

3. Research question: Does Starbucks’ Unicorn have staying power or will interest fade?

4. Events: 150 people are registered to discuss the legal considerations of alternative data.

5. Dataset roadshows: A geo-location data provider is doing meetings in NYC this week.

6. Article of the week: Bose lawsuit.

7. Our product: “Lessons Learnt” will launch in May. Read More

Alternative Data Newsletter – April 13th, 2017

Data beats opinion >>> your weekly update on the alternative data space

1. Dataset of the week: UK consumer confidence search index.

2. Case study of the week: S8 pre-orders surpass S7’s. Samsung (KRX).

3. Research question: How is Monster Beverages doing internationally?

4. Events: 140 people are registered to discuss the legal considerations of alternative data.

5. Dataset roadshows: A trade nowcasting dataset is in NYC this week.

6. Articles of the week: Big data applications in economics and finance, big challenges in big data, Larry Fink says BlackRock’s not substituting machines for humans.

7. Our product: “Lessons Learnt” will launch in May. Read More

Alternative Data Newsletter – March 30th, 2017

Data beats opinion >>> your weekly update on the alternative data space

1. Dataset of the week: Consumer products retail pricing.

2. Case study of the week: Web data revealed Ghost Recon’s weak launch. Ubisoft (UBI:FP).

3. Articles of the week: BlackRock machines vs. stock pickers, internet providers can now sell browsing history, you should’ve studied data science.

4. Events (recaps & scheduled events).

5. Upcoming roadshows.

6. Update on Eagle Alpha’s offering.

Read More

Alternative Data Newsletter – March 23rd, 2017

Data beats opinion >>> your weekly update on the alternative data space

1. Dataset of the week: CPG, Retail and Healthcare consumer transaction data provider.

2. Case Study: Satellite imagery used to analyze JC Penney.

3. Curated articles of the week: Applying science to fund management, the bitter truth about big data, WordQuant’s virtual army.

4. Update on Eagle Alpha’s offering. Read More

Alternative Data Newsletter – March 16th, 2017

Data beats opinion >>> your weekly update on the alternative data space

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

2. Case Study: Google search data suggests pressure on Under Armour’s growth.

3. Case Study: Trade data used to analyze Nintendo Switch.

4. Curated articles of the week: Securitizing ‘big data’, personal data as a new asset class, things to know about general data protection regulation.

5. Update on Eagle Alpha’s offering.

Read More

Alternative Data Newsletter – March 9th, 2017

Data beats opinion >>> your weekly update on the alternative data space

1. Dataset of the week: Trade data provider.

2. Case study: Eagle Alpha launched Search Signals tracking US restaurants.

3. Case study: Search data anticipated Dick’s Sporting Good’s fall.

4. Curated articles of the week: Themes from Newsweek’s AI data conference, Acadian using Microsoft’s Bing to make bets, Winton’s workshop on using technology to reform economics, Google acquiring Kaggle.

5. Update on Eagle Alpha’s offering. Read More

Alternative Data Newsletter – March 2nd, 2017

1. Dataset of the week: Consumer transaction data provider.

2. Case study: Insights into Chinese Steel using bill of lading data.

3. Case study: Google search data pointed to rebounding fundamentals for Workday.

4. News articles of the week: Regulating alternative data; China mobile payment industry more than tripled to $5.5 trillion in 2016.

5. Events and product updates. Read More

Alternative Data Newsletter – February 23rd, 2017

Data beats opinion >>> your weekly update on the alternative data space

1. Dataset of the week: Consumer transactions data provider.

2. Case study: Online data showed acceleration in HP business in FQ1 2017.

3. Case Study: Pricing pressure in China autos sector.

4. News articles of the week: BlackRock says satellite images can help track Chinese companies; As alternative and traditional fund managers look to enhance their trading strategies and move away from crowded trades.

5. How our offering can help asset managers.

Read More

Alternative Data Newsletter – February 16th, 2017

Data beats opinion >>> your weekly update on the alternative data space

1. Dataset of the week: Employment data provider.

2. Case study: Google Trends anticipated RingCentral stabilization.

3. Case study: Trade nowcasting used to analyze Chinese Trade Balance.

4. News articles of the week: Why data nerds struggle to gain power at hedge funds, African farm yields measured using satellites, can big data help boost investment returns?

5. Events and product updates. Read More

Alternative Data Newsletter – February 9th, 2017

Data beats opinion >>> your weekly update on the alternative data space

1. Dataset of the week: Email purchase receipts data provider.

2. Case study: Google Trends anticipated Tableau stabilization.

3. Case study: Predicting Chinese auto revenues using alternative data.

4. Engineering: A guide to structured web data.

5. News articles of the week: GS to let AI make investment choices, Sentient Technologies, Wes McKinney pushes Big Data interoperability.

6. Eagle Alpha’s NYC event – legal & compliance considerations. Read More

Alternative Data Newsletter – February 2nd, 2017

Data beats opinion >>> your weekly update on the alternative data space

1. Dataset of the week: A Chinese transaction data provider.

2. Case study: Online data showed Fitbit lost ground to Garmin in Q4 2016.

3. Innovators: “Alternative Data for Alpha” report from Greenwich Associates.

4. Events: Artificial Intelligence & Data Science, 1-2 March 2017, London.

5. News articles of the week: computer-driven hedge funds, investors ignore big data at their peril.

6. Update on Eagle Alpha’s offering: Data Sourcing.

Read More

Alternative Data Newsletter – January 19th, 2017

Data beats opinion >>> your weekly update on the alternative data space

1. Dataset of the week: China auto industry data provider.

2. Case study: Search data correctly pointed to Burberry regaining momentum.

3. Case study: Eagle Alpha’s data partner predicted China’s trade balance.

4. Innovators: NN IP benefits from sentiment analysis.

5. News articles of the week: Open source intelligence in use, the new gold rush?

6. Update on Eagle Alpha’s offering: Bespoke Projects. Read More

Alternative Data Newsletter – January 12th, 2017

Data beats opinion >>> your weekly update on the alternative data space

1. Case study of the week: online data points to GoPro regaining momentum.

2. Case study: China’s real estate market analyzed with transaction data.

3. Dataset of the week: FMCG, Retail and Healthcare consumer transaction data provider.

4. News articles of the week: deep learning AI, big data for sale in China, the end of data as we know it?

Read More

Alternative Data Newsletter – December 15th, 2016

Data beats opinion >>> your weekly update on the alternative data space

1. Dataset of the week: a global mobile app download and usage data provider.

2. News article of the week: a new 1 billion AUM hedge fund to incorporate alternative data.

3. China autos: average transaction price of luxury models falls significantly in November.

4. How much is your personal data worth?

5. Deloitte’s Casey Quirk survey: leading managers are developing data about customers and markets to fuel proprietary analytics. Read More

Alternative Data Newsletter – December 1st, 2016

Data beats opinion >>> your weekly update on the alternative data space

1. Bank of England using online search and micro linked data to nowcast the housing market.

2. HPQ: alternative data suggested revenue upside ahead of quarterly report.

3. Big data reshaping how analysts view China’s economy.

4. “The value of data is in the eyes of the beholder.”

5. Dataset of the week: [x] monitors store location visits and is even able to track within shopping malls. Read More