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Put Alternative Data to Use in Capital Markets


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Alternative data for capital markets, such as satellite imagery, logistics data, and social media feeds, has been getting a lot of attention recently. Like any trending topic, its uses and benefits can be hyped up a bit but if the right plumbing and creativity is in place, those benefits can be realized.

3 things to learn:
* Examples of alt data use cases, sources, and recent market trends
* Why a big data platform that facilitates self service and collaboration is critical in monetizing alternative data
* How alternative data can be applied to enhance current processes (Demo)

Publicado en: Tecnología
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Put Alternative Data to Use in Capital Markets


  1. 1. 1© Cloudera, Inc. All rights reserved. Alternative Data in Capital Markets
  2. 2. 2© Cloudera, Inc. All rights reserved. Featured Speakers Dr. Richard Harmon Industry Lead, Financial Services Cloudera Kevin McPartland Managing Director Greenwich Associates Paul Lashmet Director Financial Services Arcadia Data Discuss recent buy side market trends in alternative data based on latest research findings. Describe the alternative data ecosystem and how to ingest, store, and operationalize machine learning and advanced analytics to complement and extend traditional BI. Demonstrate how alternative data can be applied to enhance traditional analysis using native visual analytics and location intelligence.
  3. 3. 3© Cloudera, Inc. All rights reserved. Alternative Data Market Trends
  4. 4. 4© Cloudera, Inc. All rights reserved. Polling Questions 1. What is your experience with alternative data? a. We are new to the whole concept; b. We use it and want to expand further; c. We use it heavily but want to increase ROI.
  5. 5. 5© Cloudera, Inc. All rights reserved. What comes first, the data or the strategy? ● 55% of asset managers seek out data to support a strategy while two-thirds of hedge funds utilize alternative data to unearth new investment ideas ● Two-thirds of buy-side firms using alternative data--which includes nearly 80% of hedge funds--take a team-based approach using data visualization as their primary tool.
  6. 6. 6© Cloudera, Inc. All rights reserved. Examples of Alternative Data Sources Location/Foot Traffic Data – Companies that use different means to understand where consumers are going by measuring foot traffic via check-ins, video analysis, etc. Local Prices – These companies can see what’s happening to prices and inflation by aggregating data from ground-level sources. Satellite Data - These are companies that utilize image data from orbiting satellites to do things like measure the number of cars in Walmart parking lots or farm health based on the color of crops. Alternative Credit - Companies developing new credit models that utilize sources of alternative data (like mobile usage). Web/App/Social Media Data – These are companies which mine social media or use data firehoses from the web/mobile to understand what’s happening in the world or how people are interacting with their devices. Credit Card Transactions – These are companies that use anonymous aggregate transaction data to understand trends in consumer purchasing habits. Weather Data – These are companies which are developing weather models and utilizing more sensors to get better localized data or improve weather forecasting. Alternative Data Monetizers/Aggregators – These are companies who pay for access to individual data streams which become more valuable in a bundle, and then sell those packages to investors.
  7. 7. 7© Cloudera, Inc. All rights reserved. Social media is now, IoT is tomorrow ● Over 60% of asset managers and nearly 75% of hedge funds are currently using social media and social-driven news feeds as part of their investment process ● The Internet of Things (IoT) and satellite imagery are the biggest items on their wishlist
  8. 8. 8© Cloudera, Inc. All rights reserved. Polling Questions 2. When I think of alternative data, the first thing I think of is: a. Social media and news feeds b. Logistics data c. Satellite Imagery d. Business performance information about private companies e. IoT captured data f. Data generated by machine learning/artificial intelligence g. Geolocation data h. Business performance information about public companies not included in public filings i. Other - Proprietary Alpha Capture
  9. 9. 9© Cloudera, Inc. All rights reserved. Alternative Data Proving its Worth Return on Investment ● 90% of alternative data users have seen the return they hoped for, with hedge funds slightly more positive than asset managers. ● 95% of respondents say that alternative data helps to explain strategy to their clients, ultimately increasing the total assets they manage as well.
  10. 10. 10© Cloudera, Inc. All rights reserved. Barriers to Alternative Data Proving the return on investment isn’t easy, but is necessary to convince management the up front investment in the data and integration will yield the needed return. With management buy-in and the necessary internal resources in place, utilizing alternative data still comes with two major challenges: ● Finding and gaining access to the data needed (or don’t yet know is needed). ● Securing the tools to analyze these huge data sets and taking action on those findings.
  11. 11. 11© Cloudera, Inc. All rights reserved. The Alternative Data Ecosystem Beneficiaries Subject Matter Experts Data Originators Providers of Modern Big Data Platforms 1) The Beneficiaries of Alternative Data Strategies 2) Those that originate and prepare the data sources. 3) Providers of modern big data platforms that ingest, store, and process the data. 4) Subject matter experts that turn an inkling of an idea into an actionable strategy.
  12. 12. 12© Cloudera, Inc. All rights reserved. Alternative Data Ecosystem – Where are the People? • Strategy drives the acquisition of data • Firms find the data on their own • Firms go to the data • Different types of alternative data are used in conjunction with other types. • ….and the data is sourced from multiple providers (to create more volume of data). • Firms demonstrate strategy and alternative data helps explain that strategy • It is collaborative • Self serve (“another team does it for me” is dead last. Excel and visualization are self driving tools • People are not the obstacles. Expense, compatibility, and figuring out how to work with it are. Self service, Collaborative, InteractiveSME Driven Data Sources Data Storage & Processing Reporting, Analytics & Auditing Data Ingest
  13. 13. 13© Cloudera, Inc. All rights reserved. Cloudera Enterprise Data Hub with Arcadia Data Visual Analytics Data Streams Deployment Flexibility Combine Data from Different Sources Data Mgmt. Hub Batch or Real- time Data Streams Data Sources Data Sources Data Storage & Processing Reporting, Analytics & Auditing Data Ingest Other Data Governance (Data Lineage, Data Protection) “Native Visual Analytics”
  14. 14. 14© Cloudera, Inc. All rights reserved. Open data science in the enterprise IT drive adoption while maintaining compliance Data Scientist explore, experiment, iterate
  15. 15. 15© Cloudera, Inc. All rights reserved. Our goal: An open platform for data science at scale Help more data scientists use the power of Hadoop Use a powerful, familiar environment with direct access to Hadoop data and compute Data Scientist Data Engineer Make it easy and secure to add new users, use cases Offer secure self-service analytics and a faster path to production on common, affordable infrastructure Enterprise Architect Hadoop Admin
  16. 16. 16© Cloudera, Inc. All rights reserved. Introducing Cloudera Data Science Workbench Self-service data science for the enterprise Accelerates data science from development to production with: • Secure self-service environments for data scientists to work against Cloudera clusters • Support for Python, R, and Scala, plus project dependency isolation for multiple library versions • Workflow automation, version control, collaboration and sharing
  17. 17. 17© Cloudera, Inc. All rights reserved. Cloudera Enterprise Data Hub with Arcadia Data Visual Analytics Data Streams Deployment Flexibility Combine Data from Different Sources Data Mgmt. Hub Batch or Real- time Data Streams Data Sources Data Sources Data Storage & Processing Reporting, Analytics & Auditing Data Ingest Other Data Governance (Data Lineage, Data Protection) “Native Visual Analytics”
  18. 18. 18© Cloudera, Inc. All rights reserved. Alternative Data Ecosystem – Where are the People? • Strategy drives the acquisition of data • Firms find the data on their own • Firms go to the data • Different types of alternative data are used in conjunction with other types. • ….and the data is sourced from multiple providers (to create more volume of data). • Firms demonstrate strategy and alternative data helps explain that strategy • It is collaborative • Self serve (“another team does it for me” is dead last. Excel and visualization are self driving tools • People are not the obstacles. Expense, compatibility, and figuring out how to work with it are. Self service, Collaborative, InteractiveSME Driven Data Sources Data Storage & Processing Reporting, Analytics & Auditing Data Ingest Direct connection to sources. Join as needed Direct connection to sources. Join as needed Intuitive and web based user interface.
  19. 19. 19© Cloudera, Inc. All rights reserved. The First Native Visual Analytics Platform for Big Data
  20. 20. 20© Cloudera, Inc. All rights reserved. Arcadia Data Native Visual Analytics Go from layered architecture… … to directly where the data resides.
  21. 21. 21© Cloudera, Inc. All rights reserved. Enrich Traditional with Alternative Data Sentiment Analysis Emotional Analysis Evaluate Holdings with Alternative Data • Location intelligence & geoenrichment • Satellite imagery • Demographics – population growth,consumer vitality, retail sales potential • Consumer segmentation • Sentiment analysis on brand Traditional Portfolio Visualization • Standard performance chart • Performance heat map • Transaction Volumes Links to…
  22. 22. 22© Cloudera, Inc. All rights reserved. Ending Thoughts Alternative data is any type of data, depending on the point of view The subject matter experts must have the ability to explore and evaluate any type of data. Creativity is key to spotting and executing new opportunities. It is unprecedented so there may not be a template to work from If the data sets have a precedent then it’s not alternative. Time is precious (alpha decay) Competitive advantage diminishes when the competition adopts a novel method. The technology base is key to keeping ahead of the curve. Understand the alternative data ecosystem and technology framework So that you can evolve an inkling into real value while the window of opportunity is still open.
  23. 23. 23© Cloudera, Inc. All rights reserved. Resources and Programming Note rharmon@cloudera.com paul.lashmet@arcadiadata.com kevin.mcpartland@greenwich.com tim.mckenzie@pb.com SEPT 26–28, 2017 Strata Data NYC Conference @ Javits Center in New York City Cloudera, Arcadia Data, Pitney Bowes will all be there. OCT 11, 2017 Greenwich Associates/Arcadia Data Webinar How the buy side finds, uses and benefits from alternative data ONLINE: Alternative Data in Financial Services Resource Page Insights gained from partners across the alternative data ecosystem. https://www.arcadiadata.com/alternative-data
  24. 24. 24© Cloudera, Inc. All rights reserved. Thank you

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