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GSAM’s Emerging Markets CORE Equity Fund Using Alternative Data
GSAM’s Emerging Markets CORE Equity fund reported impressive results: the returns equaled 52% over a three-year period and assets under management increased by more than 75% in H1 2017.
Eagle Alpha Predicted PayPal’s Strong Q2 with the Use of Email Receipt Data
On July 13th, 2017, Eagle Alpha published a research note analyzing PayPal’s Q2 using email receipt data. Eagle Alpha’s PayPal predictive model suggested better Q2 revenue than consensus estimates.
WorldQuant: Discovering the Hidden World of Alternative Data
WorldQuant, a quantitative investment management firm, published an overview article about the alternative data space.
Google Trends Anticipated Increase in Burberry’s Same Store Sales
Google Trends is a public web facility based on Google Search that shows how often a particular search term is entered relative to the total search-volume over time across various regions of the world.
Improving Capabilities of Satellite Imagery
Analyzing satellite imagery and obtaining actionable insights is not easy and the main problem is obvious: clouds.
Interview with Alvaro Kurth, KYC and Compliance Expert at 4Stop
We have seen a significant drive for competition and innovation in the financial system. PSD2 is leading to an evolution of strong customer authentication and digital identity management and control where classic banks no longer own the end-to-end value chain.
Barclays On Machine Learning in Hedge Funds
Earlier this year, both Citi and J.P. Morgan published reports on asset managers innovating their investment processes with alternative data sources.
Web scraping case: hiQ Labs vs. LinkedIn
hiQ Labs is a tech startup that collects public LinkedIn profiles and sells analytics to companies wishing to improve management of their workforces (e.g. reduce turnover, increase organizational agility).
Alternative Data and Data Protection Regulation
The General Data Protection Regulation (GDPR), to be implemented on May 25th 2018, is designed to ensure and strengthen data protection procedures for individuals within the EU.
Constructing Predictive Macro Indices based on Google Search Data
Eagle Alpha analysts have spent over three years finding the best way to use online search data to predict economic indicators. Eagle Alpha has devised its own proprietary methodology that leverages all relevant academic research, as well as accepted best practices in the field.
Weaknesses of Crawled Data
Crawled data is one of the most widely used categories of alternative data. It is relatively inexpensive to collect and can often provide a strong signal for consumer related companies.