Trade nowcasting indicators provide valuable insights into international trade and industrial production.
Asset managers use information derived from satellite data analytics providers to assist in their estimation of revenues of companies in various sectors, including retail, oil and gas and construction.
NN Investment Partners, asset management division of NN Group N.V. with AUM of approximately $224 billion as of September 2016, pointed out the gains it achieved by using online news and sentiment analysis in its investment process.
Gurraj Singh Sangha, quant trader and data scientist, prepared the below presentation in order to explain recent trends in quantamental investing.
On 22 Nov 2016, Eagle Alpha published a note on Lululemon highlighting the following potential implications: “Lululemon has seen same-store sales (SSS) growth decelerate since the beginning of 2016, and Q2 numbers particularly disappointed.
On 5 Dec 2016, we published a note on Finish Line using Google Trends data. The figure below shows that our trends signal pointed to a strong uptrend prior to the August 2016 quarter when the company reported better than expected results.
Satellite data company provides investors with actionable insights on year-over-year traffic trends based on proprietary quantitative analysis of satellite data, retail parking lot imagery, store locations, and climate data.
In this note we highlight a use-case for estimating iPhone sales using data from our trade data partner. Please see below for further use cases of the data.
Dan Loeb, founder of $17 billion AUM Third Point LLC, plans to employ quantamental strategies. His idea is to use “data to support our existing fundamental strategies.”
Numerai is a San Francisco-based hedge fund run by the 29-year old former quant trader Richard Craib. Its strategy, however, is quite different from what other asset managers employ:
Manoj Narang, ex-Tradeworx founder and CEO, has set up a new hedge fund called MANA Partners that is planning to employ quant and alternative data strategies.
Asset managers have been integrating alternative datasets in their processes but they should be highly attentive and avoid sources that contain personally identifiable information.
