Business Insights Data

Advertising data refers to alternative data collected and analyzed about the performance and effectiveness of advertising campaigns. This type of alternative data can include metrics such as click-through rates, conversion rates, and audience demographics. It is used by companies to optimize ad targeting, improve ad creative, and measure the return on investment of advertising spending.

Advertising data vendors can help investors uncover how companies are running their campaigns. It can include information on ad creative assets, media platforms, landing page activity, the number of days/times the specific ads are encountered, etc. Utilizing these data, researchers can get an idea of branding strategy, compare/rank brands by brands, and calculate the share of voice. Advertising data exchanges gather data on consumer interests over time based on their internet browsing habits. This data could be used to track category popularity e.g., luxury products and financial products such as mortgages, automobiles, cybersecurity, etc.

Flight data can be used to identify popular routes and destinations, as well as changes in travel patterns over time. This can inform investment decisions related to airline market share trends, airport infrastructure, tourism, and real estate. Flight data can be used to track the fleet of an airline, including the types of aircraft they operate, the age of their fleet, and their plans for fleet expansion or replacement. This alternative data can be useful in the analysis of companies supplying parts to aircraft manufacturers and parts for maintenance and repair.

Flight data can be used to track the number of flights operated by an airline and the passenger traffic they carry. This type of alternative data allows investors to potentially identify future corporate M&A activity based on private corporate flight activity. The output includes the frequency of the aircraft and the location.

There is a wide variety of alternative data related to the Auto Industry and not all of it is available via conventional ways. These alternative data sources, that are available from many alternative data providers, providing insights into the automotive sector include datasets obtained from web scraping/crawling, exhaust data from business processes, social media, surveys etc. to name a few.

Automotive listing, pricing and transactional data, mainly collected through web scraping or manually from car dealership websites, auction houses and auto websites helps extract valuable insights like pricing trends, consumer demand to supplement investment research and competitive intelligence. Furthermore, crawl data from dealer websites can also give an overview of both the new and used car market by brand, sub-brands, body type by price and inventory, which many times is used as a leading inflation indicator. Social media data in the auto sector can be used to track mentions on specialist websites and Twitter for brands such as Tesla, GM and other auto brands in relation to electric vehicles and other key themes across the globe.

Business trends is a catch all sub-category for various alternative data points that can be useful for decision-makers, analysts, and investors seeking to gain a competitive edge in an ever-evolving market landscape. The spectrum of business data is as diverse as the industries it serves, and it extends beyond the confines of traditional data sources. This category of alternative data encompasses a myriad of sources that provide a unique perspective on business trends across different industries. These sources include web scraping/crawling, exhaust data from various business processes, social media, surveys, and more.

Energy data plays a crucial role in the investment process for asset managers, especially those who focus on energy-related industries or integrate environmental, social, and governance (ESG) factors into their investment strategies. Energy data could be collected by tracking global oil and gas cargo flows, or satellite images of oil inventories around the world to understand volumes and inventory, tank capacity or by tracking fracking activities in oilfields

Investors may analyse data related to energy price volatility, supply chain disruptions, or regulatory changes in the energy sector that could impact the financial performance of companies.

Medical alternative data encompasses a diverse range of non-traditional sources, such as patient-generated health data, wearables, mobile health apps, social media discussions related to health, and data from electronic health records (EHRs).

Leveraging alternative datasets from alternative data providers, investors can identify promising healthcare startups, assess the efficacy of new therapies, and predict market shifts with greater accuracy. By integrating these diverse alternative datasets into their investment strategies, healthcare investors can make more informed decisions and capitalize on new opportunities in this dynamic sector.

Companies with patents are more likely to introduce commercially successful products. Patent data can be a great alternative data source used to investigate company pipelines and estimate future earning potential. This can include information on the inventors, assignees, and examination history of a patent, as well as the claims and drawings included in the patent document.

Patent data can also include information on the legal status of a patent, such as whether it has been granted, expired, or is currently being litigated. This data is used by asset managers, companies, researchers, and government organizations to track the development of new technologies, identify potential licensing or partnership opportunities and monitor the patent activities of competitors.

Real estate investments can take various forms, including residential, commercial, industrial, land, and special purpose properties. Indirect investment can also be made via REITs (real estate investment trusts) or through pooled real estate investment funds.

There are multiple alternative data sources of real estate related alternative data on the market. Web scraped data to see the inventory of what is available, gauge migrations patterns of people. Weather data use cases to understand the impact or likelihood of impact of weather conditions at various asset locations. Location data used to understand where the stores/homes are and find patterns and trends of people/companies moving in or out of neighbourhoods. Much of the pricing data for real estate comes from scrape datasets or through direct relationships with brokers and real estate agents.

The market share figures of mobile telecommunications service providers can be easy to estimate due to signals emitted from mobile phones that are collected by a variety of intermediaries. Furthermore, network quality metrics such as latency, calls dropped, upload & download speeds, the number of cell towers, etc. are also readily available. Another common use case is number portability and switching. Consumers keep their numbers but switch carriers. This can be used to monitor market share. This type of alternative data can be used to track subscriber numbers, including the number of new subscribers, churn rate, and revenue per user. Telecom data can also be used to track the spectrum usage of a telecom company, including the frequencies they operate on and the capacity of their network. Telecom data can also provide information on industry trends, such as the adoption of new technologies and the competitive landscape of the telecom market.