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Alternative Data News and Insight

Neudata Intelligence

Black Friday 2018 debrief: looking ahead to 4Q18 results

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.

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Neudata Intelligence

Using employee turnover data to forecast share price movements

Empirical evidence suggests that the financial performance of companies is inversely correlated with employee turnover. More interestingly, we look into this subject in more depth by assessing whether this relationship is exacerbated or dampened across particular industries or level of employee seniority. We also outline several alternative data providers we believe are best placed to provide such predictive turnover analytics.

Neudata Intelligence

Inside the Portfolios of Healthcare Investors

We explore the use of fund ownership data and analysis, highlighting a research piece produced by a Neudata-listed alternative data provider. In this piece, portfolios of specialist healthcare investors are analysed and ownership trends are identified for specific healthcare subsectors. We also highlight a number of alternative data providers offering this type of data, as well as a selection of healthcare data providers.

Neudata Intelligence

Back to basics: Geolocation data (Part 3/3)

We discuss the key regulatory issues concerning the collection, processing and usage of geolocation data. Starting with the definition of geolocation data as ‘personal data’, we draw attention to several cautionary tales of data misappropriation or privacy leakage, before discussing best practices according to GDPR, as well as the logistical and legal challenges associated with data anonymization. We also draw attention to several future policy developments that should be on the radar of any informed user of geolocation data.

Neudata Intelligence

How company diversity impacts financial performance

In this report we argue why paying attention to company diversity can yield value to investors. In short, we provide evidence that suggests 1) board and managerial diversity has a positive correlation to financial performance, 2) increasing regulatory requirements on diversity disclosures is set to drive the growth of diversity-based financial products, and 3) this will likely impact company valuations, as well as the ability for certain companies to raise capital.

Neudata Intelligence

Customer Satisfaction: a high return, low risk investment?

We explore the idea that companies with higher levels of customer satisfaction generate superior returns at lower systematic risk based on two research studies, one of which analyses the relationship between customer satisfaction and stock market returns over a 15-year period. We highlight key findings, illustrating the stock-specific use cases for customer satisfaction data. We also highlight a number of alternative data providers who offer measures of customer satisfaction.