Alternative Data News and Insight

Neudata Intelligence

Alternative Data for Healthcare Investors (Part I): A Primer on Real-World Data

There is an ever-expanding supply of alternative data sources that can be utilised by pharma, biotech, and medtech investors. In this piece, we turn our attention away from “traditional” clinical trial data towards Real-World Data (RWD). Namely, data that is generated in real-world medical settings. In the first of a series of healthcare-focused Neudata intelligence articles, we provide a primer on the RWD landscape, including 1) an introduction to healthcare data and how RWD is defined, 2) the different types and sources of RWD, and 3) regional differences in the collection and availability of RWD.

Neudata Intelligence

Is there alpha in combining ESG scores with sustainability sentiment?

We highlight key findings from a Harvard Business School study that combines traditional ESG scores with alternative data sources that measure public sentiment momentum on corporate sustainability performance. The study finds that an ESG factor that goes long on firms with high or improving ESG performance and negative sentiment momentum, and short on firms with low or decreasing ESG performance and positive sentiment momentum delivers significant positive alpha.

Neudata News

Neudata Alternative Data Conference, New York 2019

Neudata is pleased to announce that it will be hosting its first alternative data conference in New York, on 7th May 2019. The one-day event, held at the historic Altman Building will feature industrial expert speakers, one-to-one networking sessions with key data providers and product workshops. There will be a particular focus on what fundamental and quantitative firms are doing with alternative data to gain significant advantages in the markets.

Neudata Events

Morgan Stanley European Quantamental Conference, London 2019

On the 2nd May, our CEO Rado Lipus, will be speaking at the Morgan Stanley European Quantamental Conference on the topic of 'data discovery and handling'.

May 2019

Neudata Events

The Quant Conference, New York 2019

Amy Dafnis, our Neudata analyst, will be presenting at the Quant conference on the 12th April 2019. She will be speaking about the identification of novel data sources in an increasingly mature alternative data market.


Neudata Intelligence

Crowding and Alternative Data: Our Analysis and Outlook

As the use of alternative data within the investment community grows more prevalent, this prompts questions on dataset crowding and its implications for alpha generation. While opinions may be divided on the significance of buy-side client numbers in evaluating a dataset, an analysis of dataset crowding serves as an interesting source of insight into the interplay between supply and demand for different data types. In the following analysis, we explore: (1) levels of dataset crowding across different dataset types, (2) supply and demand for four dataset types: web scraping, web & app tracking, ESG, and location, (3) the types of data that will be most valued by investors in the future.

Neudata Events

China International Big Data Seminar, London 2019

Jia Hu, our Neudata analyst will be presenting at the China Guiyang International Big Data Industry Seminar on the 28th February. She will be speaking about the development of alternative data in China, and how Neudata plans to expand their coverage of Chinese datasets.


Register for the event

February 2019