Articles
Trade Data Confirmed Smartphone Market Slowdown and Showed Samsung Leading the Pack
On the 1st of June 2016, the International Data Corporation (IDC) updated their smartphone shipments growth forecast to 3.1%, which represented a 2.6% drop compared to the previous forecast.
Interview with Ben Lourie, Assistant Professor of Accounting at UCI
It depends on how many firms a given dataset has information on. Credit card transaction data has been known to provide a strong signal on revenues as many firms and many users are covered.
Showcase Of Alternative Data Providers: Events Recap
Eagle Alpha’s most recent events had 6 alternative data companies pitch to buyside firms in NYC (29 Sept 2016) and London (27 Sept 2016). Each provider gave an overview of their offerings, presented three case studies, and responded to Q&A. Summaries of presentations are presented below:
Recommended Headhunters for Data Insights Teams
Most buyside firms typically start by nominating or recruiting an individual to champion their initial alternative data efforts. When a demonstrable return on investment is seen, firms then seek to expand the team.
FDA Data Now Available Via Dashboards
OpenFDA was launched in June 2014 with the goal to make it easier for researchers and analysts to access and use data from FDA. The data is available for direct downloads and can be queried via APIs (Application Programming Interfaces).
Data Quality Overview
Asset managers are challenged to grow and analyze the ever-increasing number of datasets.
First Steps to Innovating Your Investment Process with Alternative Data
Expert Networks were the last major change to the fundamental research process. There is mounting evidence that alternative data will be the next major change.
Interview with an Alternative Data Analyst
I've seen what appears to be an inflection in the last few weeks and months, so I'm not sure the question is apt. I think the biggest reason asset managers haven't taken advantage of alternative data has simply been the underperformance of the industry overall in the past 12-18 months.
Point72's Matthew Granade on Alternative Data and Quantamental Investing
Matthew Granade, Point72’s Chief Market Intelligence Officer, was interviewed by Business Insider on how his firm uses alternative data and approaches quantamental investing.
Interview with Andre Clarke of Pemberton Stewart
Quants and quantamental firms have been leveraging alternative data for years. Why haven’t more firms with fundamental strategies started alternative data pods / teams?
BofA: US Consumers Abandoning Large Restaurant Chains According to Transaction Data
Consumer transaction data can be highly informative and, in certain cases, predictive. Bank of America Merrill Lynch uses its debit and credit card data to analyze the US economy and retail sales, in particular.