Alternative Data News and Insight

In this Intelligence report, we unpack the nuances of social media-derived datasets. We discuss the current empirical research available on the relationship between social media and equities as well as highlight relevant social media datasets. Finally, we summarise the limitations of using social media datasets as part of a wider investment strategy.

Tests used to determine COVID-19 infection have and will continue to play a key role in managing the spread of the virus. As nations race to acquire test kits on a massive scale, a subset of companies in the pharma, biotech, and medical device industries stand to profit from this unprecedented demand. To identify these companies, investors may wish to utilise sources of alternative data that capture the COVID-19 testing market.

Following increased client interest, we highlight relevant datasets that can be used to measure the economic recovery of global markets. The Intelligence report places a focus on tracking the recovery of the US, EU, China, as well as countries that have yet to plateau in COVID-19 cases, such as India and Mexico.

With just over three months to go before the 2020 US Presidential Election, Neudata has collated various data sources that can help an investor prepare for the short and long-term implications of the world’s most closely watched political event.

Following a spike in investor interest, we discuss the alternative data segment that is connected vehicle data. The report defines what connected vehicle data is, the outputs that the vehicles can provide, key investment use cases, and how the data can be accessed by the buy-side. We also discuss notable challenges regarding this category of alternative data.

Following a spike in interest from our clients in light of COVID-19, we discuss the first line of alternative data available for investors interested in the commercial real estate industry. The report has consolidated the key datasets – ranging from sales, to rents, mortgages/loans, and supply – for investors hoping to investigate the state, and recovery, of the CRE industry.

ESG integration doesn’t have to be expensive. In this report, we outline how to find and use free ESG datasets.

In the sequel to last week’s piece, we continue our analysis of mobile app data. In this article we discuss the quality factors that differentiate different mobile app datasets.

In the first installation of our two-part analysis, we discuss the sources, methodologies, and compliance concerns surrounding mobile app datasets. Neudata address this topic in response to the overwhelming amount of interest we have observed for cost-effective alternatives to longtime industry leaders

How much does alternative data cost? In our Getting the Price Right series, we leverage our unique position in the industry and proprietary data on pricing to shed some light on this topic. This 2Q20 update of our original 2Q19 analysis provides fresh insight into the state of alternative data pricing.