By
Dallán Ryan
Strategic Insights
By
Dallán Ryan
Strategic Insights
Members
Third Point Hires WorldQuant’s Data Scientist to Support Its Quantamental Strategies
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.”
By
Dallán Ryan
Strategic Insights
Members
Hedge Fund’s AI System Built by Anonymous Data Scientists
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:
By
Dallán Ryan
Strategic Insights
Members
A New 1 Billion AUM Hedge Fund to Incorporate Alternative Data
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.
By
Dallán Ryan
Strategic Insights
Members
TABB Group: The Rise of Alternative Data Sets
TABB Group, an international research and consulting firm focused solely on capital markets, published a new report called “Capturing Alternative Alpha: The Rise of Alternative Data Sets”.
By
Dallán Ryan
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