Consumer Credit
Insights into China Datasets
In this case study, Eagle Alpha investigates China datasets and explores the insights that have been found.
Alpha Observed in Trade Credit Data
An analysis of a trade credit dataset shows the significant informational value (alpha). Various metrics correlated well with stock price performance as trade credit balances appear to provide signals of business conditions.
GSAM Using Credit Card Data
It is highlighted that GSAM receives credit card data on a monthly basis with a six-day lag giving it a potential informational advantage compared to only using quarterly corporate earnings announcements.
Increasing Adoption of Alternative Datasets Highlighted at the Future of Fintech Conference
Most investment managers don’t have the architecture to consume data like Point72. Therefore, alternative data vendors need to provide good UX to access data. There is still a lot of work to be done in terms of interpretation and analysis when alternative data becomes widespread.