Neudata Intelligence 2021: A Year in Review
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.
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The SEC’s push for ongoing monitoring of data vendors
We consider it critically important that regulated buyers monitor their data vendors on an ongoing basis. Anecdotally we have heard that the SEC takes this view, particularly with respect to tracking vendor litigation. Recently, a member of the SEC Examinations team expressed a similar opinion at Neudata’s Winter Summit. We believe that a shift to events-based diligence, rather than diligence solely around contract signatures and renewals, is necessary to mitigate risk in the current environment. -
New machine learning method to select fundamental factors
We summarize a 2020 academic paper that proposes a new ML-based selection method that claims to evaluate the contribution of factors to asset pricing in a superior manner than Fama-French 3- and 5-factor models. -
People moves (23 Dec): NN Investment Partners, Brivo and more
Submit your promotions, job changes and open roles to press@neudata.co for inclusion in next week's newsletter. -
Alternative data trends in 2021 — Neudata white paper
Neudata has released its highly anticipated 2021 alternative data trends report, which details the top news stories from our industry over the past 12 months. -
Alternative data for corporate governance and stewardship
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. -
Economic Policy Uncertainty and Chinese Stock Price Volatility
We highlight key findings from an academic paper that compared the predicting power of different news-based Economic Policy Uncertainty Indices for gauging 1) the stock price behavior of Chinese public firms and 2) economic trends in China. -
Were you concerned or comforted by the personal views expressed by the SEC Examinations Team Lead at Neudata’s summit event?
We were comforted to hear a perspective that we consider consistent with the buy-side community’s long-standing diligence and contracting practices for onboarding alternative data. -
People moves (9 Dec ‘21): YouGov, Wood Mackenzie, Accern and more
Submit your promotions, job changes and open roles to press@neudata.co for inclusion in next week's newsletter. -
Tracking the revival of travel through alternative data
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.