Quinlan & Associates: Alternative Alpha. Unlocking Hidden Value in the Everyday
Quinlan & Associates published a 50-page report on the use of alternative data in the asset management industry.
Quinlan & Associates published a 50-page report on the use of alternative data in the asset management industry.
Like expert networks in the late 1990s, alternative data may revolutionize the investment process. This is evidenced by a JPMorgan survey of 237 investors at its quant conference in May 2017.
Natural Language Processing (NLP) is an evolving field that asset managers are starting to use in their investment processes.
Alternative data consists of newly available data sources that arise from recent technological changes.
The General Data Protection Regulation (GDPR), to be implemented on May 25th 2018, is designed to ensure and strengthen data protection procedures for individuals within the EU.
Eagle Alpha analysts have spent over three years finding the best way to use online search data to predict economic indicators. Eagle Alpha has devised its own proprietary methodology that leverages all relevant academic research, as well as accepted best practices in the field.
Asset managers constantly ask Eagle Alpha for case studies that demonstrate how alternative data can add value to their investment process. In response to this demand Eagle Alpha will regularly publish a compilation of case studies. This document is the first in this series.
Asset managers have been integrating alternative datasets in their processes but they should be highly attentive and avoid sources that contain personally identifiable information (PII).
CRISIL, majority-owned by S&P, prepared a report (attached) analyzing the state of big data adoption in the asset management industry. CRISIL surveyed asset managers finding that in 2017 over 80% of their respondents were planning to increase investments in big data (figure 1).
The attached report, prepared by the Wells Fargo Economics Group, covers big data applications and utilization in economics and finance.
Bird & Bird, an international law firm, prepared the attached white papers for the European Union TOREADOR project (“TrustwOrthy model-awaRE Analytics Data plafORm”). The aim of the project is to help European companies fully benefit from Big Data Analytics.
In its recent Global Equity Outlook, BlackRock outlined its position on the attractiveness of China’s equities: “Making money in Chinese stocks requires dropping one’s preconceptions, paying close attention to policy priorities and using new data sources to generate ideas.