In increasingly efficient markets, the challenge for investment professionals to generate value beyond commoditized smart beta factors has intensified. This has put a spotlight on creating alternative datasets from big data and extracting value not already reflected in the market.
The legal battle between HiQ and Microsoft continues, with HiQ filing a brief last week requesting the Supreme Court deny LinkedIn Corp’s petition for a writ of certiorari in the prior Ninth Circuit ruling.
Hinesh Kalian is the Director of Data Science at Man Group. Man Group manages around $123 billion worth of assets and is a FTSE 250 company.
Data from PatentSight highlighted how ZOOX had become an innovation leader in the nascent autonomous driving market and was a good use case for private equity companies to use patent data to find technology leaders to invest in.
On June 25th, 2020, we hosted an alpha workshop on web-crawled. Our Webinar speakers were Maura Pape, Herb Blank, and Jan Kinne. All our speakers have a unique approach to using crawled data in financial markets.
In this report we present 15 consumer transaction use cases for long term fundamental investors.
This article summarizes expert responses to the question: "What are the various techniques for measuring ROI on alternative data?”
We discussed some of the ways we can speed up code in Python like Numba or Cython. However, it is important to note that it often requires time to rewrite the code to maximise the speed up.
Applying a systematic approach to PE is about triangulation not optimization. It starts with embracing big data and accepting new analytic approaches. Most alt data is applied at the due diligence stage, particularly for revenue and valuation estimates.
On June 18th 2020, we hosted a legal webinar on FISD's Alternative Data Council. Tracey Shumpert, Vice President of FISD, and Elizabeth Pritchard, Founder, and CEO of White Rock Data Solutions joined us and presented the latest initiatives of the council.
This video includes a summary of best alpha capture predictions that Eagle Alpha received.
On April 30th 2020, the CNIL published its guidance for “commercial prospecting” practices, i.e. scraping public websites and collecting personal information of individuals in order to sell it on to marketing companies conducting targeting campaigns.
