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Alternative Data News and Insight

Neudata News

The Eye-Opening New World of Alternative Investor Data

"It’s no wonder spending on alternative data is poised to grow. Research firm Tabb Group expected the market for alternative data to reach $400 million by 2021, and Daryl Smith, CFA, Director of Research at alternative data firm Neudata wrote in February, "We believe that, much like 2017, 2018 will be a period of substantial growth in alternative data adoption among investment managers."

Neudata News

Reading the Signals: What Does a Company’s ‘Body Language’ Tell Investors?

"Another example of non-verbal communication is a company’s activities around safeguarding intellectual property, such as trademarks, says Daryl Smith, director of research at London-based alternative data advisory firm Neudata. According to Neudata’s research, intangible assets such as IP have risen from representing 20 percent of a company’s value 40 years ago to 85 percent today. Trademarks protect that value, but because they must be legally registered, they represent a public source of data about a company’s potential revenues and strategic plans."

 

Neudata Intelligence

Spotlight on: Satellite data

From counting cars at mall and shopping centre parking lots to gauge consumer traffic, to calculating the shadows cast on floating-roof tanks to estimate global crude oil supply, satellite data has become one of the more well-known types of alternative data in the market. With significant numbers of institutional investors realizing the value of this data, we address the current state of the industry, as well as some words of caution when approaching satellite data.

Neudata Intelligence

ESG 2.0 – a solution to slow moving ESG scores

With 90% of today’s data created in the last two years, opportunities to leverage vast amounts of unstructured data sources are growing at an exponential rate. The proliferation of AI and big data is transforming the ESG industry – providing investors with a greater supply of more timely information and the ability to develop more sophisticated investing strategies. Alternative data is the driving force behind ESG 2.0.

Neudata Intelligence

Verifying Japanese inflation statistics using alt data

We summarise conclusions drawn from an academic paper comparing Japanese CPI data with a Neudata listed alternative data provider in an attempt to evaluate the accuracy of official statistics vs a ‘true’ inflation measure. The authors conclude that 1) the Japanese CPI is a poor predictor of actual inflation when measured inflation is below c.2%, and 2) the US PCE deflator methodology is superior to the Japanese CPI methodology. We also evaluate several alternative Japanese data providers and recommend further academic reading on this topic.