Alternative Data Newsletter #72 – May 24th, 2018

1. Events: Our next Data Showcase event will be held in NYC on May 31st. Final call for tickets.

2. Dataset Sourcing: A sentiment data provider is meeting funds in Zurich next week.

3. Data Analytics: Consumer transaction and online search data used to correctly predict TJX results.

4. Bespoke Projects: How would alternative data be used to monitor social/political issues such as student loan indebtedness and loan restructuring efforts?

5. Data Forum: On May 30th, GSAM will host our first data forum conference for buyside firms to discuss important alternative data topics with peers.

6. Data Vendors: We are about to publish a comprehensive white paper on how vendors can sell their data to asset managers. Contact us to receive it.

7. Featured Articles: 1) Goldman Sachs Exec: While Valuable, Alternative Data Still Poses Challenges; 2) Alternative Data Standard-Setting Body IDSO Publishes Privacy Best Practices;

Read More

Alternative Data Newsletter #71 – May 17th, 2018

1. Events: Our next Data Showcase event will be held in NYC on May 31st. Panelist firms are BlackRock, GSAM, Two Sigma, PDT Partners, Blue Mountain Capital, RavenPack, Lowenstein Sandler.

2. Dataset Sourcing: A trade nowcasting data provider is meeting funds in NYC next week.

3. Data Analytics: Web crawled data points to positive pricing and end demand trends for HPQ.

4. Bespoke Projects: How can alternative data be used in analyzing Xiaomi and China Tower IPOs?

5. Data Forum: On May 30th, GSAM will host our first data forum conference for buyside firms to discuss important alternative data topics with peers.

6. Featured Articles: 1) Satellite images reveal which countries cheat on their economic statistics; 2) Big data and agent based simulation for policy analysis; 3) Data Is a ‘Tangible’ Asset.

1. Events 

Upcoming calendar:

  • May 30th,

Read More

Alternative Data Newsletter #70 – May 10th, 2018

1. Events: Our next Data Showcase event will be held in NYC on May 31st. Early bird rates end this Friday.

2. Dataset Sourcing: A sentiment data provider is meeting funds on May 30-31 in Zurich.

3. Data Analytics: Online pricing data used to correctly predict GoPro’s results.

4. Bespoke Projects: How can alternative data provide insights into consumer video viewing and subscription trends?

5. Data Forum: On May 15th, we are hosting an online meeting buyside firms to discuss testing datasets for quality.

6. Featured Articles: 1) Asset managers double spending on new data in hunt for edge; 2) More than half of institutional investors plan to outsource data management by 2021; 3) The Travelling Quant: Is your data ethically sourced?

1. Events 

Upcoming calendar:

  • May 15th, online meeting to discuss testing datasets for quality.
  • May 30th,

Read More

Alternative Data Newsletter #69 – May 4th, 2018

1. Events: Our next Data Showcase event will be held in NYC on May 31st. Panelist firms are BlackRock, Two Sigma,  PDT Partners, Blue Mountain Capital, RavenPack, Lowenstein Sandler.

2. Dataset Sourcing: The profile of an employment data vendor that is receiving the most 1-on-1s at the moment.

3. Data Analytics: Eagle Alpha correctly predicted positive UAA results.

4. Bespoke Projects: How can alternative data help track the pace of rising labor costs in specific industries?

5. Data Forum: On May 15th, we are hosting an online meeting buyside firms to discuss testing datasets for quality.

6. CEO Observation: Matthew Rothman at Goldman is tasked with monetizing its proprietary data. Most investment banks we speak to are also considering this option.

7. Featured Articles: 1) Citi GPS: ePrivacy and Data Protection; 2) Why Alternative Data is the New Financial Data for Industry Investors;

Read More

Alternative Data Newsletter #68 – April 26th, 2018

1. Events: Our next Data Showcase event will be held in NYC on May 31st. Super Early Bird rates end this Friday.

2. Dataset Sourcing: One of the most popular data vendors receiving 1-on-1s at the moment is an ESG data provider. 

3. Data Analytics: Consumer interest for Electronic Arts continues to deteriorate.

4. Bespoke Projects: How can alternative data help me track online travel, cruise lines and vacation lodging as we head into the seasonally active summer holiday period? 

5. Data Forum: We have produced the first draft of the standardized trial agreement and have set up a working group to finalize the document next month. Contact us to join the working group.

6. Featured Articles: 1) Data labs becoming essential for managers to advance growth; 2) A better way forward for investors: man plus machine; 3) AI and Machine Learning not being used to full potential in finance.

Read More

Alternative Data Newsletter #67 – April 19th, 2018

1. Events: Our next Data Showcase event will be held in NYC on May 31st.

2. Dataset Sourcing: The profile of an employment data vendor that is receiving the most 1-on-1s at the moment.

3. Data Analytics: Eagle Alpha’s “Search Signal” for TJX is inflecting to the upside.

4. Bespoke Projects: How can alternative data be used to track Tesla’s auto production, bankruptcy risk and consumer sentiment towards the brand?

5. Data Forum: On April 24th, we are hosting a meeting in NYC with buyside firms to discuss mapping datasets to financial instruments. 

6. Featured Articles: 1) Data monetization market is set to boom in 2025 and coming year; 2) Broad adoption [of big data] will mean better beta for all investors; 3) Two Sigma adds Google scientist for AI expansion.

1. Events 

Upcoming calendar:

  • April 24th, NYC: Meeting to discuss mapping datasets to financial instruments.

Read More

Alternative Data Newsletter #66 – April 12th, 2018

1. Events: Our next Data Showcase event will be held in NYC on May 31st.

2. Dataset Sourcing: The datasets that received the most 1-on-1 meetings (out of 400) at our London Data Showcase event are an employment data vendor and an ESG data vendor.

3. Data Analytics: Job listings data, from an Eagle Alpha data partner, pointed to slowing employment growth at Tableau.

4. Bespoke Projects: How can alternative data be used to track Tesla’s auto production, bankruptcy risk and consumer sentiment towards the brand?

5. Data Forum: On April 24th, we are hosting a meeting in NYC with buyside firms to discuss mapping datasets to financial instruments. 

6. Featured Articles: 1) Court Says Scraping Websites And Creating Fake Profiles Can Be Protected By The First Amendment; 2) Is Data The New Oil? It’s More Complicated 3) What are the hottest fintech jobs right now

1. 

Read More

Alternative Data Newsletter #65 – April 5th, 2018

1. Events: Our next Data Showcase event is in London on April 11th.

2. Dataset Sourcing: One of the most popular datasets receiving 1on1 requests at the moment is an employment data provider.

3. Data Analytics: Analyzing bank card data, we show key spending metrics in the Chinese auto market continue to deteriorate in 2018.

4. Bespoke Projects: How can alternative data sources be leveraged to get real-time information on U.S. oil and gas production?

5. Data Forum: We published a 105-page report regarding the use cases of alternative data.

6. Featured Articles: 1) Schroders: Harnessing the information revolution; 2) If Your Data Is Bad, Your Machine Learning Tools Are Useless.

1. Events 

Upcoming calendar:

  • April 10th, online meeting to discuss working with panel data.
  • April 11th, London: Our data showcase event of hand-picked EMEA vendors.

Read More

Alternative Data Newsletter #64 – March 29th, 2018

1. Events: Next major event to be held in London on April 11th. Limited number of tickets left. First ten sign ups get 25% discount.

2. Dataset Analytics: One of the most popular datasets receiving 1on1 requests at the moment is an employment data provider.

3. Data Hunting Advisory: What are the best alternative data providers for the media sector?

4. Data Insights: Analysis of online search data across the sports footwear market continues to show weak consumer interest, especially for basketball shoes.

5. Bespoke Projects: How can alternative data sources be leveraged to get real-time information on U.S. oil and gas production?

6. Data Forum: Contact us to read the recap of Eagle Alpha’s conference in Hong Kong on practical aspects of alternative data with speakers from Point72, Oasis Capital and Petrel Capital.

7. Featured Articles: 1) Italian boutique unveils multi-asset quant fund;

Read More

Alternative Data Newsletter #63 – March 23rd, 2018

1. Events: Next major event to be held on March 27th in Hong Kong. We will discuss the practical aspects of alternative data with speakers from Point72, Oasis Capital and Petrel Capital.

2. Dataset Analytics: The categories that received the most views on our database over the last three months are: 1) Business Insights; 2) Consumer Transactions; and 3) Trade.

3. Data Hunting Advisory: What are the best app traffic and engagement datasets?

4. Dataset Roadshows: A new employment data provider in NYC on March 23rd.

5. Data Insights Q4 lookback: 73% hit rate on short term signals.

6. Bespoke Projects: How are US tariffs on steel and aluminum impacting trade shipments of those products?

7. Data Forum: Contact us to read meeting notes of the third Data Forum held on March 20th.

8. Featured Articles: 1) Maintain the Edge With Alternative Data;

Read More