This publication explores a range of alternative data sources used to monitor the industrial sector.
This article discusses the benefits of tapping external-data sources, illustrated through a variety of examples, and lays out best practices for getting started. These include establishing an external-data strategy team and developing relationships with data brokers and marketplace partners.
Investors are looking for alternative data that can help assess the debt market. Alternative data such as consumer transaction data, B2B invoice data, loan data, and web traffic data could all be applied to credit markets.
Many alternative datasets can be applied to the credit markets as they would be applied to the equity market. For example:
Facteus is a unique dataset that includes daily transactions from millions of active consumer payment cards (processed daily) including, active personal debit cards and alternative debit cards like General Purpose Reloadable (GPR), gift and reward prepaid cards.
Earnest Research covers 2,500+ TMT companies and thousands of consumer merchants across multiple verticals such as Grocers, Apparel, Travel, Leisure, General Merchandise, and many more.
Advan processes over 5 billion daily foot traffic measurements across over 1 million geofenced locations in the US and Europe with time-series data ranging back to 2015.
Fundamental funds at the early stages of their alternative data journey should consider starting with data providers who offer data that can be applied across sectors and/or provide tools and platforms.
Facteus is a leading consumer transaction dataset that includes daily transactions from millions of active consumer payment cards including active personal debit cards and alternative debit cards like General Purpose Reloadable (GPR), gift and reward prepaid cards.
Pricing data is widely used by investors as the data has broad macro and equity applications. Pricing data is a particularly useful input into fundamental analysis of companies, particularly in consumer-related markets.
REalyse collects, standardizes, and integrates residential property data in the UK for house sales and rentals. REalyse data consists of over 500 residential datasets with history to 1995 and can be analyzed down to postcode/zip code, days on market, and various demographic attributes.
This case study deck outlines alternative datasets that can be used by investors to monitor the transportation sector.
