Alternative Data Newsletter #58 – February 15th, 2018

*The super early bird rate for our next Data Showcase Event ends tomorrow.*

1. Dataset Analytics: One of the most popular datasets during January 1-on-1s was a social media data provider.

2. Data Hunting Advisory: What are the best consumer transaction datasets for EMEA and APAC regions?

3. Data Showcase Events: The super early bird rate for our April 11th event in London ends tomorrow.

4. Dataset Roadshows: We will be bringing our EMEA autos provider on a roadshow in the UK on the 8th and 9th of March.

5. Data Insights: We correctly predicted the disappointing results reported by Chipotle.

6. Bespoke Projects: Would you like to better understand consumer product reviews? Bespoke Projects can analyze product reviews, providing trend information on features and topics over time, as well as ratings.

7. Innovation Center: We are launching a forum to co-ordinate the discussion of alternative data topics amongst buyside firms.

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Alternative Data Newsletter – February 8th, 2018

Alternative Data >>> Your Weekly Newsletter

1. Dataset Analytics: The dataset that received the most 1-on-1s during January 2018 was a new sentiment data provider.

2. Data Hunting Advisory: What are the best trade datasets for Emerging Markets?

3. Data Showcase Events: The super early bird rate for our April 11th event in London ends in 7 days.

4. Dataset Roadshows: We are currently working on 3 dataset roadshows: a sentiment dataset, an autos dataset and an employment dataset.

5. Data Insights: We correctly predicted the recently reported weakness in Apple’s iPhone sales.

6. Bespoke Projects: Can Eagle Alpha help me identify trends from a dataset which has panel members that change over time?

7. Innovation Center: We are launching a forum to co-ordinate the discussion of alternative data topics amongst buyside firms. 

8. Featured Articles: 1) Balyasny AM Hoists Antenna for Evaluating Alternative Datasets;

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Alternative Data Newsletter – February 1st, 2018.

1. Database and 1on1s Analytics: The dataset that received the most 1on1s during December and January was a geo-location data provider.

2. Dataset Example: An employment data provider.

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

4. Data Showcase Events: Next event to be held in London on April 11th.

5. Dataset Roadshows: During March, we will be bringing our EMEA autos provider on a roadshow in London.

6. Data Insights: Eagle Alpha’s Data Insights team correctly predicted the weakness in SSS reported by Starbucks last week.

7. Bespoke Projects: How can Eagle Alpha help me determine the predictive potential of a dataset?

8. Innovation Center: Eagle Alpha in partnership with Simmons & Simmons and Dore Partnership, will be hosting a seminar on integrating alternative data into an investment process. This event will take place at the end of March. 

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Alternative Data Newsletter – January 25th, 2018

1. Database and 1on1s Analytics: Most popular datasets according to Eagle Alpha’s database.

2. Dataset Example: A Chinese consumer transaction data provider.

3. Data Hunting Advisory: Examples of client requests.

4. Data Showcase Events: Next event to be held in London on April 11th.

5. Dataset Roadshows: A sentiment data provider is having a roadshow in London on February 8th. One slot left for 12-1pm.

6. Data Insights: Most popular Data Insights Reports over the past month (CMG, SBUX, China Luxury).

7. Bespoke Projects: How can trade data provide insights into quarterly revenues for semiconductor companies?

8. Innovation Center: Mitigating legal risks associated with alternative data.

9. Featured Articles: 1) Man Group boss says adopt big data or get ‘eaten alive’; 2) A Wall Street behemoth is going after top tech talent with a worldwide competition; 3) New Standard-Setting Body Establishes Alternative Data Best Practices.

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Alternative Data Newsletter – January 18th, 2018

1. Data Sourcing: Our next “Alternative Data Showcase Week” will be held in London on the 11th of April. Thank you to our Gold Sponsor, Simmons & Simmons for hosting.

2. Data Insights: Analyzing bank card data we show the slowdown in total spend on the Chinese luxury sector has accelerated in Q4 2017.

3. Bespoke Projects: Which financial institutions have been doing the most hiring of blockchain technology specialists?

4. Innovation Center: Google Trends anticipated improving sales at Finish Line.

5. Featured Articles: 1) Schroders Taps Alternative Data; 2) Putting Alternative Data to Work (Nasdaq Trade-Talks Interview); 3) It’s all about big data at Dutch asset manager Robeco as Mifid II rules on research kick in.

 

 

 1. Data Sourcing

  • Database: Most popular alternative data categories based on the 450 1-on-1s organized following our “Alternative Data Showcase Week” in NYC.

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Alternative Data Newsletter – January 11th, 2018

1. Data Sourcing: Our next “Alternative Data Showcase Week” will be held in London on the 11th of April. Thank you to our Gold Sponsor, Simmons & Simmons for hosting.

2. Analytical Tools: Eagle Alpha’s web query tool used to analyse sentiments around iPhone 8 and iPhone X features.

3. Data Insights: Our Search Signal indicator correctly saw a weakening of interest for Tesco products leading into the Christmas period.

4. Bespoke Projects: What are the best alternative data sources for following McDonald’s traction with consumers?

5. Innovation Center: To download all of the decks from our one-day event dedicated to how equity investors are using alternative data, please click on this link.

6. Featured Articles: 1) Active Management: The best of both worlds? 2) News and narratives in financial systems: exploiting big data for systemic risk assessment; 3) Quantopian: Searching for the Vitalik Buterin of quant finance.

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Alternative Data Newsletter – December 14th, 2017

1. Data Sourcing: Many thanks to our sponsors of the BIG Alternative Data Showcase Event: Lowenstein Sandler, Deloitte, S&P Global Market Intelligence, Crux, Superfly Insights.

2. Analytical Tools: Eagle Alpha’s web query tool used to analyse the impact of track the frequency of mentions of major retailers in conversations of the best-selling sneakers.

3. Data Insights: Today we published a report on China Luxury entitled ‘transaction slow as consumers shift to higher priced items’. 

4. Bespoke Projects: Which small cap stocks show increasing mentions in mainstream media and social media?

5. Innovation Center: Recap of Eagle Alpha’s presentation in London at an event regarding how asset managers leverage satellite imagery data.

6. Featured articles: 1) AQR to explore use of ‘big data’ despite past doubts; 2) Quant firms will have to adapt to prosper in the new datasets environment; 3) Ken Griffin, Citadel founder and CEO,

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Alternative Data Newsletter – December 7th, 2017

1. Data Sourcing: Our “Alternative Data Showcase Week” in NYC was a great success. In 2018 we will organise three major data showcase events: London in April, Hong Kong in September and New York in December.

2. Analytical Tools: Eagle Alpha’s web query tool used to analyse the impact of the loot box scandal on the gaming industry.

3. Data Insights Q3 lookback: 100% hit rate on high conviction signals, 67% overall hit rate.

4. Bespoke Projects: Which small cap stocks in my industry show deteriorating credit quality and increased traffic to their web pages on a credit risk management website?

5. Innovation Center: This week we published the 3rd Edition of our “Alternative Data: Use Cases” report. Please download a copy from www.eaglealpha.com.

6. Featured articles: 1) Credit Suisse charts the evolution of artificial intelligence and investing; 2) The Ultimate Guide to Thriving in Data Science: Quantitative Researcher;

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Alternative Data Newsletter – November 30th, 2017

1. Upcoming Events: *FINAL CALL FOR TICKETS – Meet up to 50 data vendors next Tuesday in NYC at our BIG Alternative Data Showcase Event. 

2. Thought Leadership: “Alternative Data: Use Cases” by Eagle Alpha

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

4. Data Insights: Search Signals indicated improving trends for Express Inc.

5. Data Sourcing: Featured dataset – Chinese consumer transaction data.

6. Featured articles: 1) Deep learning and data science demand prompts portfolio managers to take night classes; 2) Should data be listed on the balance sheet as a business asset? 3) When big data is a big headache: addressing the challenges to reap rewards.

 

 1. Upcoming Events

  • December 5th – We are handpicking up to 50 alternative data vendors to pitch to 180 buyside firms in New York.

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Alternative Data Newsletter – November 23rd, 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 with satellite imagery data.

3. Bespoke Projects: Which brands are showing positive momentum on social media?

4. Data Insights: Job listings data provided early signal of improving momentum at Palo Alto Networks.

5. Data Sourcing: Featured dataset – geo-location data provider.

6. Featured articles: 1) Deep learning and big data: Wall Street and the new data paradigm; 2) Unlocking the true power of Big Data with Machine Learning; 3) Car Manufacturers Have an Alarming Ability to Farm and Sell Driver Data.

 

1. Upcoming Events

  • November 29th – We are presenting at a one-day event in London dedicated to satellite data.
  • November 30th – We are hosting the first one-day event dedicated to how equity investors are using alternative data.

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