The growing supply of alternative data sources that offer insights into the ESG practices of the firm provides investors with more opportunities to build their own ESG ratings methodology. One that is better suited to a fund’s mandates, investment goals and offers edge. But where to find the data?
We explore the relationship between pharmaceutical companies’ patent portfolios and their financial performance. We also discuss the significance of different patent indicators to financial metrics (e.g. sales, market value, ROI) through evaluating findings from several research studies. Finally, we suggest several alternative data providers who can provide analysts with such metrics.
There are many factors that impact the price of crude oil, such as production, imports/exports, and geopolitical events. However, it is widely accepted that inventory levels are one of the most crucial drivers of the asset’s price in the market. In this Intelligence report, we discuss whether crude oil storage estimates, specifically those obtained through satellites, can generate alpha to institutional investors interested in gaining an edge on pricing.
Our roundup of some of the most interesting alternative data provider updates over the past month. This month, we also discuss the key themes in alternative data in 2018 and our outlook on 2019. Other industry updates span location, transaction, and web and app tracking data.
We highlight key findings from a research paper published by data science company that analyses an alternative provider of labour market data, covering the near-universe of online job vacancy postings. The paper analysed the potential of online job ads for: 1) predicting key US labor statistics, 2) forecasting stock returns and industry sales of the energy equipment and service sector, and 3) assessing the relationship between a firm’s online job postings growth and its operational and stock performance.
With Black Friday 2018 behind us, we look at some of the key insights that alternative data providers have derived from their e-receipt, advertising, and clickstream datasets. Based on these insights, we provide a round-up of some key takeaways, including the winners and losers of this year’s holiday period. Companies mentioned include, but are not limited to, Target, Amazon, Walmart, Costco, and Pandora.
Greenwich Associates identifies Neudata as a brand leader within the alternative data space and claims that Nasdaq's acquisition of Quandl is "an Inflection Point for the Industry."
In the recently published Greenwich Associates 2018 Alternative Data Customer Journey Study, Neudata scored third highest in terms of brand recognition, following closely behind the newly-acquired Quandl and satellite data firm Orbital Insight.
In this Intelligence report, we highlight key findings from a backtest that was carried out by an alternative data provider earlier this year on their proprietary US corn production forecasts. We also compare the vendor's results to those observed by a competing US corn yield forecaster.
On 11 December 2018, Neudata CEO Rado Lipuš will speak on a panel at the Credit Suisse Micro to Macro conference on the topic of 'Big Data in Big Organisations'.
Whether you call it web scraping, web crawling or spidering, programmatic data access and extraction belongs to the realm of technologies that have outpaced developments within the world of legislation. In the following piece, we provide an introduction to legal theories and concepts that have proven relevant to web scraping activities, as well as some widely accepted guidelines for good bot behaviour.
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