Articles
How Artificial Intelligence Enables Ethically-Driven Investments
Riyaz Nakhooda, VP of Strategic Partnerships at Accern, discussed how Artificial Intelligence can be applied to ethically driven investing.
Alternative Data For ESG Investing
The following is a synopsis of one of the presentations at Eagle Alpha’s ESG roundtable on 20th August 2020. The accompanying deck can be found on the right.
Getting Your ESG Strategy Right (Panel Discussion)
Managers need to build out the capabilities, personnel and legal departments to address the ESG market. But funds should do it anyway as there is alpha potential in ESG investing. ESG outperforms so why not do it. Put the effort in it will pay off in performance and alpha.
Creating A Mutual Digital Ecosystem
Stephen discussed the creation of a separate mutual ecosystem and how signals, creating actionable intelligence can be used for the benefit of the data owners and the related set of needs within a system.
ESG And Climate Assessment: What’s Next? (Panel Discussion)
We discussed the corporate announcements from BP, Amazon and Microsoft on their de-carbonization strategies and changes in corporate strategy as a new trend.
Fixed Income and Private Equity Perspectives on ESG (Panel Discussion)
The panel discussed the relationship between ESG scoring and credit spreads and the relationship seen in Hermes research.
Is There An ESG Public Equity Bubble
Richard Excell, ex UBS trading and hedge fund manager, discussed the criteria and conditions for a bubble. Looking at ESG indices there is inconsistency in performance which means benchmark selection is a major factor.
ESG: The Rising Tide of Regulation
The following is a synopsis of one of the presentations at Eagle Alpha’s ESG roundtable on 20th August 2020.
City of Los Angeles Settles with The Weather Channel and IBM
Peter Greene and Ben Kozinn of Lowenstein Sandler LLP welcomed the resolution of the City of Los Angeles Vs. The Weather Channel case. The settlement is more robust disclosure by the app provider with respect to its use of geolocation data.
Alternative Data: Supply Chain Analysis
This case study deck looks at alternative data applications for supply chain analysis. The data is applied to macro and equity use cases and examines five main themes: trade, satellite, geo-location, Internet of Things, relationship databases