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Articles from Disrupting alpha
Hi!
It’s been a while since my last InvesTech post, and a few things have changed.
First, InvesTech Research wasn’t too happy with the newsletter name I chose. Oops! So I changed it to Disrupting alpha.
Second, I switched providers from Substack to Revue because it makes it easier to share posts on Twitter.
The scope of the posts is the same: articles highlighting technological trends impacting asset managers.
Let's dive in:
Alternative data
Numerous indicators make clear that the next five years will usher in extreme transformation for a multitude of industries and sectors as well as the global economy at large. This begs the question: what is driving such significant and rapid change?
What’s the context?
- Alternative data is an essential tool for investment management firms’ search for alpha.
- The alternative data market is expected to surpass $140B by 2030.
- Corporations also use alternative data to predict and forecast demand, lead generation, and competitive intelligence.
While traditional funding penalises a business at its worst time, Jenfi gives them more leeway | e27
Jenfi offers fast and efficient funding (as quickly as the same day) vs six-nine months, which is typical for VC/PE funding
What’s the context?
- Historically, startup funding required giving up equity or taking on debt.
- Revenue-based financing allows startups to raise funding by pledging a share of future revenues.
- Real-time alternative data (daily sales, traffic, cash flows, etc.) is used in underwriting decisions to understand a company’s performance.
Big data
The global data integration market size is expected to reach USD 29.21 billion by 2030, according to a new report by Grand View Research, Inc.
What’s the context?
- Data integration brings data from various sources into a single view.
- Companies are building up their infrastructure, particularly cloud, to meet remote worker needs and maintain support for services and goods.
- A good data integration model can lower IT costs, save resources, improve data quality, and promote productivity.
- The data integration market is expected to grow by 11.9% CAGR and reach revenues of $29B by 2030.
Health care
By all measures, 2021 was a record year for digital health fundraising. Aggregate investments in US-based digital health companies nearly doubled from a previous all-time-high of ~$15B in 2020.
What’s the context?
- The digital health model focuses on care delivery, at home or virtual.
- Investment in digital health companies was a record $29B in 2021.
- The regulation encourages innovation via open and secure data access, with patients owning personal data.
- A robust technology stack that automates manual tasks supports the industry.
The CIO at a Denver behavioral health center talks about how NLP can help with behavioral health, what it will take to get more providers to adopt the AI technology – and how it can help with managing social determinants data.
What’s the context?
- Natural Language Processing (NLP) models allow computers to understand speech and text.
- NLP allows health providers to better treat patients by ingesting and interpreting health information from clinical notes and historical files.
Crypto
Though a relatively new asset class, interest in crypto data has ramped up significantly over the past few years, with many new crypto data vendor…
What’s the context?
- Institutional investors investing in crypto need reliable data sources, particularly index-level data.
- A few years ago, bitcoin price data was the most demanded, particularly transactions, blocks, mining difficulty and hash rates.
- Later, traders required market and exchange data for technical analysis.
- More recently, on-chain data is growing in popularity and is used to analyze projects based on fundamental factors.
markets.businessinsider.com
Neudata and CoinDesk Indices Discuss Crypto Data and Digital Assets
Though a relatively new asset class, interest in crypto data has ramped up significantly over the past few years, with many new crypto data vendor...
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