Use Cases
Alternative Data for Macro – The Big Picture
Many alternative data sources that are applied to micro, or equity, use cases can be applied to gain insights into the macroeconomy. Commonly used alternative data like employment data and trade data can be utilized broadly for both categories.
Alternative Data: Macro Use Cases
This case study deck outlines alternative datasets that can be used by macroeconomic investors and funds.
Advertising Data
On Thursday, November 19th, 2020 we held a workshop on advertising data.
Alternative Data for Commodities
Data for oil, industrial metals, dry bulk, and other commodities can be sourced from four main sources.
CRM: Web Traffic Data Pointed to Stronger Trends in The June Quarter
Data from SimilarWeb on Salesforce.com (CRM) showed a strong rebound for some key metrics in the June 2020 quarter. CRM reported a strong quarter and raised guidance when it reported in August.
Alt Data for Fundamental Funds: Examples from Schroders plc
Schroders plc was one of the first discretionary fund managers to speak publicly about their alternative data efforts and is one of the most sophisticated users of alternative data globally.
Southwest Airlines: Positive Third Quarter Reflected in Airline Capacity Data
OAG is a leading global travel data provider with historic, scheduled flights and actual flight data across the top global airports including the following data points: date, airport codes (to/from), airline, ASMs, number of flights.