Alternative Data News and Insight

Neudata Intelligence

Open Banking and Alternative Data

September 14th was an important milestone in the march towards Open Banking. It marked the original deadline for implementation of PSD2 or ‘the second Payment Services Directive.’ If you don’t know what that is, and you are currently purchasing (or thinking of purchasing) European consumer transactional data – you may want to read on. In this report, we introduce the ubiquitous, yet often poorly understood, FinTech phenomenon of Open Banking, and consider the implications of these regulations on both buyers and sellers of alternative data.

Neudata Intelligence

Alternative Data for Healthcare Investors (Part IV): Claims vs EHRs

In the following Intelligence piece, we explore healthcare claims and electronic health records (EHRs) as alternative data sources for investors. Healthcare claims and EHRs can offer valuable insights into drug/medical device prescribing and utilisation trends. This information has clear applications for investors in pharmaceutical, biotech, and medical device/equipment companies as well as companies responsible for paying healthcare claims such as managed care organisations or other health insurers.

Neudata Intelligence

Exposing Accounting Scandals In China Using Alt Data

Accounting scandals can lead to crippling losses for the uninformed investor - from the Enron and Worldcom scandals to the more recent fraudulent activity of Kangde Xin and Kangmei in China. This article considers the ever-increasing influence of Chinese capital markets, company-level risk factors for financial misreporting, as well as how investors can use alternative data sources to detect early signs of malfeasance by China-listed companies.

Neudata Intelligence

Back to basics: alt data for real estate investors

It is no secret that the current alternative data market heavily services public equity investors. Of course, these are some of the biggest alt data spenders, so such preferential treatment isn’t surprising. However, this bias leads us to believe that non-equity investors may assume that alt data isn’t relevant to their strategies. Unsurprisingly, we believe otherwise. In this report we take a look at the alternative data options for real estate investors. Specifically, we address 1) issues with using traditional datasets and 2) which alternative datasets could help provide more accurate KPIs.

Neudata Intelligence

We need to talk about Retail Investors

The role of retail investors in the financial markets cannot be understated or underappreciated. In the following Intelligence report, we demonstrate how retail investor activity, sentiment, and attention can be a proxy for institutional investors to gauge future asset prices, stock liquidity, market returns, and market efficiency. The report will also go on to discuss several alternative datasets on retail investors that may be used by readers in creating such a leading indicator.