This paper is the result of a collaboration between Eagle Alpha, OttoQuant, and seven data providers brought together for Eagle Alpha’s Data Hackathon in May 2021. Eagle Alpha’s Data Hackathon was created to demonstrate how multiple datasets can be blended by investors, as opposed to looking at a dataset in a vacuum.
This white paper is the second edition in a series following the publication of Edition 1 in July 2019.
In January 2020 Eagle Alpha hosted its largest ever conference in New York with 800 attendees across buyside, private equity, corporates and data vendors. The corporate breakout session explored corporate use cases for external data. Within this paper we build on these discussions and present relevant use cases and key insights for corporates looking to become more data- driven in their decision-making.
Private Equity Historically
Historically, the PE industry has been dominated by institutions relying – often successfully – on local knowledge, personal networks and a big dose of intuition to spot opportunities and predict future trends. PE firms used to track and analyse investment targets and portfolio companies through Excel spreadsheets, static investment memos and CRM databases.
This report addresses the topic of ticker mapping as it relates to the alternative data marketplace. The reports objective is to inform both buyers and sellers of alternative data of the complexities and solutions of ticker mapping. Broadly speaking ticker mapping involves the application of identifiers, symbology or tickers to companies, or entities, in a dataset.
Alternative data is an asset class of information that has come into being off the back of the broader data explosion. Traditional financial data relies on information from company filings, investor presentations, media coverage, historical market prices, etc, which are now commoditized and easily accessible on financial databases. Alternative data can come from a plethora of sources, including satellite imagery, GPS tracking, transactional data, sentiment analysis of social media and news feed, etc.
This report is the third in a series of reports published by Eagle Alpha on the use of alternative data to track the impact of the Coronavirus. The purpose of this report is to provide buyside funds, private equity firms, corporates, government agencies and central banks with examples of how alternative data can be leveraged for timely insights.
In this day and age, data is often referred to as the oil that fuels the investment machine. Some go as far as tagging the search for alternative data as the new oil rush. In this article, we attempt to examine the growth and trends in alternative data, whilst also presenting various challenges and insights into how investment managers can adopt it to unlock its value. In summary: what is the ‘data on data’?
The purpose of this report is to provide buyside firms with examples of how data can be leveraged. This report is the seventh in a series of reports published by Eagle Alpha. The primary additions since Edition 6, published in November 2018, and this edition are:
is now mainstream.
case studies added (Section 4).