Alternative Data News and Insight

Neudata Events

Axess Think Tank, Geneva 2019

Our CEO Rado Lipus, and Head of Research Daryl Smith will be speaking on a panel at the Axess Think Tank Seminar on June 20th 2019. The discussion will cover machine learning in portfolio management.

June 2019

Neudata News

Neudata Appoints Bank of America Merrill Lynch’s Piers Thompson as Chief Technology Officer

Neudata, the global alternative data evaluation company, is pleased to announce the appointment of Piers Thompson as Chief Technology Officer.

Thompson joins the team in London from Bank of America Merrill Lynch, where he spent more than seven years in a range of roles, most recently as Head of Finance Technology for the global markets division

Neudata Intelligence

Bankruptcy datasets: an alt data approach

A structured database of companies that are filing for bankruptcy is a gold mine for institutional investors. Not only does it highlight distressed and/or turnaround investment opportunities, it can also be a valuable leading indicator to identify which other companies may soon share the same fate. For readers that are 1) actively searching for a bankruptcy database, 2) considering alternatives to the database(s) that they are currently subscribed to, or 3) simply curious about the space, we summarise a 2018 academic paper that details how to construct a company bankruptcy database using alternative data.

Neudata Intelligence

Deriving growth signals from hiring activity data

Using hiring activity data as a signal for future business growth is the most common investment use case for aggregating online job postings. But do other use cases exist for this type of data? For example, can it tell us a) how effective companies are at hiring highly demanded skills, b) whether any of their facilities have suspended operations or even c) a clearer picture of the economic activity in opaque markets? In this piece, we review the landscape of vendors providing job market data, outline possible use cases and discuss its limitations.

Neudata Intelligence

Net Promoter Scores: Revisited

It has been nearly six months since we last discussed Net Promoter Scores (NPS) in one of our Intelligence reports - our report initially made the case against NPS. Despite refuting the controversial customer loyalty metric as a leading financial indicator, we at Neudata still continue to receive interest from a significant number of institutional investors for NPS datasets. In response, we revisit the topic and discuss a 2018 academic paper that investigated whether NPS could be predictive of consumer spending and company revenue.

Neudata Intelligence

Using alternative data to measure intangible assets

Investors may want to pay more attention to intangible assets. As a percentage of total assets on S&P 500 constituents’ balance sheets, intangibles have risen from 17% in 1975 to over 84% today. Many datasets that measure intangibles are relatively unknown and under-utilized – perhaps offering a degree of edge to some investors. In this report we outline where to find alternative data sources that measure 3 types of intangibles: 1) brand value, 2) human capital and 3) intellectual property.