By
Dallán Ryan
Strategic Insights
By
Dallán Ryan
Strategic Insights
Members
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.
By
Dallán Ryan
Strategic Insights
Members
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:
By
Dallán Ryan
Strategic Insights
Members
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.
By
Dallán Ryan
Strategic Insights
Members
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.
By
Dallán Ryan
Strategic Insights
Members
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.
By
Dallán Ryan
Strategic Insights
Members
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.
By
Dallán Ryan
Strategic Insights
Members
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?
By
Dallán Ryan
Strategic Insights
Members
Interview with Todd Fahey of The Omerta Group
Quants and quantamental firms have been leveraging alternative data for years. Why haven’t more firms with fundamental strategies started alternative data pods / teams?
By
Dallán Ryan
Strategic Insights
Members
Interview with Mark Townsend, Information Management and Analytics Recruiter
We arranged this interview with Mark Townsend in order to understand the current recruitment trends within the asset management industry.
By
Dallán Ryan
Strategic Insights
Members
State Street’s Joseph Hooley Advises Investors to Explore Diverse Datasets
Joseph Hooley, chairman and CEO of State Street Corporation, in a recent article for Institutional Investor gave three examples of how investors can use alternative data sources to identify new opportunities as well as potential risk exposure:
By
Dallán Ryan
Strategic Insights
Members
DCM: The Future of Investing in the Data Economy
Michael Beal, the CEO of Data Capital Management (DCM), delivered a presentation on the future of investing in the data economy - video below. He discussed the approach used by DCM and outlined the major players within the data economy.
By
Dallán Ryan