Eagle Alpha Spotlight - Supply Chain Data
This paper outlines the importance of alternative data sources in the understanding of global supply chains, considering some of the more unique and unstructured datasets that are available to global teams.
This paper outlines the importance of alternative data sources in the understanding of global supply chains, considering some of the more unique and unstructured datasets that are available to global teams.
In this paper, we focus on alternative sources of data to support governance analysis of companies. We lean on the MSCI definition of governance across corporate governance and corporate behavior as means of further dissecting the topic.
Undoubtedly, alternative data has become more accessible to data buyers of all shapes and sizes, with the most accessible avenue into alternative data being web crawling, or web scraping as it’s also known.
On our September Alpha Workshop, we were joined by expert speakers from System2, Alternative Macro Signals, and Revelio Labs to discuss the unique insights alternative data can provide into the inflation debate, particularly employment data and online news sources.
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.
On Thursday, February 18th, 2021 we held a workshop on Industrial Data. We have attached a synopsis of the workshop and a video link to playback the full workshop. The main topics discussed are shown here:
This report provides an overview of the most relevant alternative datasets for analyzing inflation and is split into six sections.
With the introduction of new sustainable finance disclosure regulations and taxonomies from the UN and across the EU, North America, and Asia, it is more important now than ever to understand ESG data and where investors can source reliable ESG data.
On the 23rd June 2021, we hosted a webinar in collaboration with Deep Macro exploring the opportunity for real estate investors through the use of geolocation data, satellite data, consumer transaction data, and store location data.
Flow data was one of the most requested dataset categories in the first half of 2021, in large part due to an apparent increasing influence of retail investors on the market.
This deck highlights the main providers of consumer transaction data from outside the US. There are several challenges when sourcing consumer transaction data outside the US. These include regional differences surrounding data privacy and other regulations like in the EU with GDPR.
Mobile apps provide a wide range of valuable insights surrounding the success of a company through the data points collected on its usage.