Кейсы и публикации

Публикация: Alternative Data для инвестиций — кейсы, провайдеры, best practices 2026

Категории Alt Data 2026:

  1. Geospatial: Satellite imagery (Planet, Maxar, Sentinel) — parking lots, construction, crop health, oil storage. Night lights (VIIRS) — economic activity proxy.
  2. Consumer Transaction: Credit/debit card panels (Facteus, Second Measure, Yodlee) — revenue tracking, market share, retention.
  3. Web Data: E-commerce pricing, reviews, search trends, app store rankings, job postings (growth signals).
  4. Maritime/Aviation: AIS (ExactEarth, Spire) — vessel tracking, port congestion, oil/coal flows. ADS-B — flight tracking, private jets UHNW.
  5. ESG/Sustainability: Methane detection (GHGSat), deforestation (Global Forest Watch), supply chain carbon.

Интеграция в Investment Process:

  • Pre-trade: Nowcasting quarterly revenue (card panels + web traffic + satellite)
  • Due Diligence: Independent verification management claims (satellite capex, foot traffic)
  • Portfolio Monitoring: Early warning signals (hiring freeze, traffic drop, supplier distress)
  • Exit: Alternative data для buyer presentation (real-time KPIs vs reported)

Провайдеры (Top 2026): Planet, Maxar, Facteus, Second Measure, YipitData, Safegraph, Spire, Orbital Insight, RS Metrics, Thinknum, AlternativeData.org marketplace.

Риски: Data quality (survivorship bias, look-ahead bias), legal (scraping ToS, privacy), cost (0K-00K/year), integration complexity.

Скачать гайд (PDF): agentd22.ru/whitepapers/alt-data-investing-2026.pdf


← Назад к списку новостей