Expert Views
Mapping Datasets to Symbols
Alternative data vendors often do not understand the nuances of the fund management industry and the need of the buyside to have datasets mapped to some identifier, symbol or ticker.
Expert Commentary: Making Your Firm More Data Driven
Expert Hub contributor Saeed Amen discusses how to make your trading firm data-driven saying you cannot just “hire a bunch of folks…and throw money at it”.
Expert Commentary on Job Listings Data
A Wall Street Journal article in August 2020 called “Savvy Investors Look to Job Postings to Predict a Company’s Performance” featured a discussion of a research paper co-authored by Expert Hub contributor Professor Ben Lourie titled: “Are Online Job Postings Informative to Investors.”
Expert Content: Implementing A Rigorous Investment Process
One of our Expert Hub contributors, Jonathan Neitzell of Anduril Partners and previously CDO at Goldman Sachs, discusses what he believes is best practice in establishing an investment process.
Financial Inclusion and Alternate Credit Scoring
In this paper, the authors use unique and proprietary data from a large Fintech lender to analyze whether alternative data captured from an individual’s mobile phone can substitute for traditional credit bureau scores. Their analysis suggests marginal benefit of using alternative data.
Interview with an Employment Data Provider
The company’s vision is centered around being the global leader in delivering perfect job market information. We do that with a very unique approach to the online job space in that we only index job openings directly from company websites.
Interview with Herman Bots from APG Asset Management on Alternative Data Use
Herman is Head of Fundamental Equities at APG Asset Management. APG Asset Management NV is a privately owned investment manager. The firm manages pension funds for its clients and invests in the public equity, fixed income, and alternative investments markets across the globe.
Interview with Olga Kokareva on Alternative Data Usage by Fundamental vs Quantitative Managers
It’s important to understand that usage of alternative data by fundamental hedge fund managers and by quants are two very different processes. Fundamental hedge fund managers normally use alternative data to reinforce their investment thesis that they derived from their regular research process.
Michael Beal on Top Three Predictions Regarding the Alternative Data Space
Michael Beal is the CEO of Data Capital Management. He began his investing career with Morgan Stanley and TPG Capital.