Use Cases
ESG And Climate Assessment: What’s Next? (Panel Discussion)
We discussed the corporate announcements from BP, Amazon and Microsoft on their de-carbonization strategies and changes in corporate strategy as a new trend.
Fixed Income and Private Equity Perspectives on ESG (Panel Discussion)
The panel discussed the relationship between ESG scoring and credit spreads and the relationship seen in Hermes research.
Alternative Data: Supply Chain Analysis
This case study deck looks at alternative data applications for supply chain analysis. The data is applied to macro and equity use cases and examines five main themes: trade, satellite, geo-location, Internet of Things, relationship databases
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.
A 30,000 Foot view of Satellite Data
Satellite data use may not be as prevalent as the press might imply but has been adopted by some of the larger and more sophisticated financial institutions. The legal and compliance issues tend to be less onerous than some other forms of alternative data.
Disney: Alt Data Pointed to Weaker Than Consensus Disney+ Subs in the June Quarter
Alternative data and analysis from Hatched Analytics highlighted below consensus subscriber growth for Disney+ in the June quarter of 2020.
McDonald's: Digital Traction for Deliveries Shown by Using Email Receipt Data
Edison offered a positive revenue prediction for McDonald’s on Eagle Alpha’s Alpha Capture platform on June 25th, 2020 based on traction for food delivery, particularly for the breakfast time period.
Image Data: High Level Overview of Computer Vision and Object Detection
Saeed Amen of CueMacro gave a high-level overview of computer vision and image analysis. He also presented a case study on using satellite image data for car counts at a European retailer.
A Rundown on Web Crawling for The Buyside
Multiple surveys and our own experience at Eagle Alpha highlights web crawled data as one of the most popular categories of alternative data. There are several reasons for this, including breadth of applications, ease of access and low price points.
Alternative Data: Social Media Use Cases
These use cases show how Social Media data can be used for: Competitive analysis Brand conversation & engagement Consumer insights/trends Broad industry/sector trends As part of an ESG model