TEJ Pitches Structured Earnings-Call Transcripts as Alpha Source
TEJ used the Neudata Hong Kong summit to position its transcript-derived datasets as a differentiated signal source, betting that buy-side…
Section
Alt Data
Hedge Funds Eye 2025 Budget Boom for Alt-Data Spend
Signal here is less about the number and more about timing: allocators loosening data budgets in 2025 means sourcing teams…
Deloitte Maps the Alt-Data Pipeline: Discovery to Integration
Deloitte's framing here is the one every sourcing analyst recognizes: alt-data's hardest problems aren't discovery, they're what happens after the…
Lowenstein Sandler: AI Demand Keeps Alt-Data Market Expanding
Lowenstein Sandler's latest alternative data report reads like the compliance memo every data licensing desk has been waiting for: AI…
War-Zone Alpha: Funds Lean on Satellites, Tankers, Polymarket
Geopolitical shocks are pushing quant and macro funds further into the alt-data stack — satellite imagery for troop and infrastructure…
BlackRock Systematic’s AI/Alt-Data Playbook Gets a Rare Public Airing
Wealth Management flags a look inside BlackRock Systematic's use of AI and alternative data, though the piece itself offers little…
Alt-Data’s Mainstreaming Problem: Barron’s Notices, Buy-Side Already Knows
Barron's turning a lens on alternative data is itself a signal — this stuff has gone from hedge-fund edge case…
Ad Data’s Next Act: Selling Impressions as Alpha
Eagle Alpha frames ad-spend and impression data as an underused investment signal, not just a marketing metric—useful for tracking brand…
Data Sourcing Grows Up: Buyside Firms Formalize the Function
Eagle Alpha's framing confirms what sourcing desks have felt for a while: this is no longer a scrappy side-task bolted…