All Things Investment Data

We are very proud to be recognized by Insight Partners as notable player in the data management space for institutional investment teams. 

According to Goldman Sachs, "We believe investors need a comprehensive strategy for acquiring and processing datasets with the greatest potential to yield meaningful insights. This strategy should cover areas including data quality, data infrastructure, governance, testing, deployment and oversight."

Gresham report highlights that "Companies are face escalating costs from growing data volumes and hidden expenses. And that AI initiatives have also been hindered by poor data management, as faulty data leads to errors."

An opinion piece from Angelo Calvello presents the case for a nearly autonomous AI drivent "Investment in a Box" for institutional teams.  Far reaching of course given that much of the investment process is highly regulated with humans accountable to adherence - not machines.  Said,  a very articulate and engaging read.   He covers similar topics on InstitutionalInvestor.com.

Economic trade datasets contain information on the size of specific commodities, volume, mode of transportation, and market value. This data monitors how all commodities and products are moved globally between countries. This article details how monitoring trade volume, effectiveness of sanctions and air frieght contracts surfaces critical investment insights.

It is not news that alternative data is reshaping investing, but as this recent Reuters article highlights, the real power will come with an institutionalized process to collect and manage complex data while automating the generation of  insights using advanced AI and analytics.  No small feet.

A very comprehensive view of the use of alternative data from sources like social media, news feeds, and payments information.   These data could bring end-to-end benefits to investment management (IM). But do the benefits outweigh the risks? This article outlines key considerations for IM firms.

A thoughtful recap of some real-life trading examples based on alternative data with explanations of the underlying strategy and impact of these sources.  This site is also a useful resource for a wide range of information including Automated Product Price Monitoring and other tools.

This is a definitive source available alternative datasets including transparency of number of investment managers using the each dataset.   Site also publish stats regarding to cost and spend on alternative data by different sectors.  It details a catalog of over 450 sources.

Aside from being a very clear explanation of numerous use cases it contains a fascinating story about 'why would a Gulfstream jet owned by a petroleum company be the Omaha airport?'.  It became clear a couple days later.