Alternative Data News and Insight

While hedge funds have been using alternative data for the last 15 years, the private equity community has been a much slower adopter. But with an uptick in data science headcount in the private equity sector, it suggests the narrative is about to change. This article discusses the challenges PE investors face in using alternative data to drive returns and gives some examples of the essential dataset types that all private equity investors should consider for sourcing, due diligence and portfolio performance.

Mobile device panels have faced increased scrutiny from alternative data buyers since Apple’s AppTrackingTransparency framework went into effect in iOS 14.5 in April 2021. In this Intelligence report, we recap Apple’s June 2021 developers conference and discuss how Apple’s latest security updates could impact alt data.

There is a preconceived notion that alternative data is just for equity investors. At Neudata, we (unsurprisingly!) believe otherwise. In this primer, we introduce the conventional and alternative datasets available for credit investing. We also discuss datasets relevant for high yield/distressed, investment-grade, municipal, and sovereign debt investment teams.

Considered to be one of the largest economies in the world by GDP, India is expected to grow at a rate of 11.7% in FY 2022 despite COVID slowdowns. In this report, we discuss the relevant alternative datasets for readers with an Indian investment universe, especially datasets that monitor the two key components of the country’s economy - services and goods.

In part II of our ESG data trends report, we discuss 1) the rise of stakeholder capitalism, 2) interest in human capital data, 3) why company diversity matters, and 4) how to find alpha in E$G.

This report is dedicated to “off-chain” data sources that can be used in analysing cryptocurrencies or alternative digital assets. These data sources include social media, search activity, consumer transactions, development activity, and estimates of BTC energy consumption.

Following the announcement of China’s plan to become carbon neutral by 2060, domestic securities market regulators have started to impose tighter environmental and corporate governance disclosure rules on A-share firms. Here comes the next question. Who can and will capture the data needed to monitor the transition of this large GHG-emitting country? To better see where China’s ESG data services are heading, we review the current status quo.

Did you know that there is a tendency for management call sentiment to deteriorate throughout the day? Beyond diurnal variability, this report introduces the various approaches to quantitative interrogation of earnings calls. It also outlines the free and commercial datasets that support such analyses.

Extracting material information on a company does not always have to be expensive. In this Intelligence report, we discuss five free public filings that can be leveraged to identify early warning signs for businesses.

From the latest ESGTech innovations to the changing regulatory landscape, we outline the top data trends impacting the ESG investment industry in 2021 and the years to come. In part I, we summarise 1) the competitive landscape of the ESG data market, 2) how to measure sustainability innovation with patent filings, 3) popular public data sources that offer ESG insights and, 4) the satellite technologies that can monitor the environmental impacts of corporate activity.