Alternative Data News and Insight

In part II, we explore the investment use cases and alternative sources for talent tracking, salary data, employee sentiment and labour relations information.

3Q20 saw logistics giants FedEx and UPS observe the best quarterly performance in decades. And with the holiday season just around corner, analyst consensus indicates that this streak might not be stopping any time soon. In this report, we highlight the various alternative datasets available to logistics investors.

A misleading title perhaps, as the complexities, nuances and different varieties of employment-related datasets are anything but basic. We outline the current landscape of human capital and labour market data and summarise how traction has developed across the buyside.

We provide an overview of conventional and alternative datasets for special situation investors. We also draw attention to vendors that cover corporate events, bankruptcies and restructuring, shareholder activism, merger arbitrage, and shareholder voting

A decade ago, few would have asked whether there might be restrictions on the exportation of alternative data from China. Rather, the conversation centered around a wave of new data types that could be collected and monetized. However, in the past five years, China has seen a rapidly evolving regulatory environment. Numerous measures, industry standards and laws concerning cyberspace governance have been newly promulgated. How have China-based alternative data providers responded to uncertainties in the current regulatory framework? In this intelligence report, we attempt to seek an answer.

Since the termination of Jumpshot early this year, the clickstream data landscape has become increasingly fragmented. We recount the events impacting the landscape and outline the options for data consumers today who wish to gain investment insights from web browser activity.

Capital flows constitute yet another aspect of the global economy that has experienced extreme disruption throughout the COVID-19 crisis. In this intelligence report, we provide an overview of around thirty public and private data sources for monitoring country-level capital flows, fund flows, allocations and positioning data, as well as retail investor activity.

Following increased client interest, we highlight relevant datasets that can be used to monitor the telecommunications sector. The report will specifically draw attention to datasets that can help gauge consumer churn, market penetration of devices and carriers, and high-level consumer behaviour trends. We also discuss the significant limitations associated with these datasets.

10Ks, 10Qs, 8Ks, 13Fs, and 13Ds – these are some of the most well-known company filings in the investment management community. While providing a vast amount of information on equities, their performance, and their future, there are a number of filings that offer similar signals but are not paid as much attention to by the buy-side. We draw attention to five such filings.

While environmental concerns have dominated the agenda in recent years, the coronavirus has renewed focus on social and governance issues. In this report, we highlight the critical impacts of COVID-19 on the ESG industry and outline the alternative datasets that provide sustainability insights in these challenging times.