Alternative Data News and Insight

We look back at dataset terminations in 2021 and summarise the key drivers, trends, and best practices to safeguard against potential discontinuations.

We recap the ten most-read Intelligence reports of 2021. We also hear directly from Neudata's analysts to understand why these ten were the breakout reports amongst our clients.

Royal Dutch (although not for much longer) Shell recently made headlines by changing its share structure. Since traditional data also informs this kind of governance-related issue, why would investors also use alternative data to assess corporate governance? This report explores dataset types that provide less conventional governance insights, augment more common processes, and enhance stewardship and engagement.

This Intelligence report explores the alternative datasets available to monitor the travel sector’s post-COVID recovery, as well as the industry’s key sub-sectors: airlines, car rentals, rail transport, and lodging.

As a bridge between international data users and Chinese domestic data vendors, Neudata sees more termination calls from Chinese data vendors in the winter of 2021. Thus, how far will the permanency risk spread among the Chinese data suppliers in 2022? In this report, we summarize our findings after speaking to dozens of Chinese data providers.

If you can’t beat them, buy them. In this report, we summarise the competitive landscape of the booming ESG data market. We summarise 1) how the major data players are enhancing their sustainability product offerings through various acquisitions, 2) the innovations & trends within the ESG data space and, 3) our predictions for the types of datasets and specific vendors that might be acquired next.

Earlier this year, Neudata discussed the “next frontier” of alternative data: emerging markets. In the months following our 1Q21 report on the topic, our clients have expressed increased interest in data sources that can help track this obscure region – for both macro and company-level use cases. This Intelligence report revisits alternative data for the emerging markets, drawing attention to three dataset categories that we deem most pertinent when investigating this territory.

As the alternative data market grows in China, Chinese mutual funds are beginning to use alternative data to structure their fund products and explore short-term investment opportunities in the region. In this two-part series, we give an overview of how Chinese mutual funds are currently using three categories of Chinese alternative data. Part I will focus on individual activity data and business process data.

In part II of our climate risk report, we delve into the risks associated with the transition to a low-carbon economy and highlight alternative data sources for navigating the changing landscape.

Over the past 12 months, we have been observing increased interest from our clients for alternative data solutions and service providers – namely, web scraping services, NLP tools, backtesting and signal detecting services, and portfolio analytics platforms.