Topic
Investment research
Company data in fundamental research and portfolio monitoring.
- Company signals in credit research and counterparty monitoringPublic signals can flag a borrower under strain before the next report. This guide builds a watchlist from them and shows how to read each trigger beside your own credit file.
- Detecting restructuring early from postings and announcementsA restructuring leaves a pattern on a company's job board before it reaches a disclosure. Here is the pattern, the announcements that confirm it and the false alarms.
- Event-driven research with Form 8-K filings and newsroomsA company tells you what it has done in two places, its newsroom and its Form 8-K. Here is how to join them into one dated calendar and where the labels stop.
- Mapping alternative data to a security masterJoining company data to securities is a many-to-many problem. This guide covers the identifiers every listed company carries, the join order, parents and brands, delistings and check digits.
- Measuring AI adoption across listed companiesNo single public signal measures AI adoption. Here is how to read three of them from company data, combine them into a score you can audit and avoid keyword traps.
- Reading technology adoption as a signal of vendor revenueFor a vendor whose product shows on its customers' websites, installs and net adds are a dated proxy for customer growth. Here are the measure, the query and how to read it.
- Sector hiring trends for macro and thematic researchA thematic view is a claim about a sector, not one company. Here is how to read hiring series that hold their company cohort fixed, and how to test a theme across industries.
- Tracking sales team build-out as a sign of growth plansSales capacity is hired before it produces revenue. Here is how to read a company's sales postings as a weekly record of what it plans to sell, to whom and where.
- Using hiring data in equity research between earningsA company reports four times a year and hires every day. Here is how to turn its job postings into a research signal you can test and trust.
- Alternative data on Bloomberg: what buyers should knowBloomberg names its alternative datasets and the routes that carry them. This guide sets out what each route gives a buyer and what to test before relying on it.
- Eagle Alpha: a guide for alternative data buyersA buyer's guide to Eagle Alpha as it describes itself: the three buyer tracks, the platform and advisory, the compliance tool and how to test a dataset you find there.
- Neudata: how funds use it to find alternative dataA guide for funds weighing a data scouting service: what Neudata says it offers, how buyers use its research and compliance tools, and where its reports end and your own tests begin.
- Open:FactSet Marketplace: a guide for data buyersFactSet describes its marketplace as one ecosystem for data, applications and workflows. This guide sets out how it works for a buyer and what its entity mapping means for you.
- S&P Global Marketplace: a guide for data buyersS&P Global's Marketplace is a discovery platform for its own and curated third-party data. This guide describes it from S&P Global's pages and works through a query profile.
- ISIN vs LEI vs FIGI: company and security identifiers comparedThree codes that identify three different things. What each one names, who issues it, what you may do with it, how to validate it and which column to join on.
- Neudata vs Eagle Alpha for alternative data discoveryTwo services that help funds find and vet datasets, compared only on what each publishes about itself, with a way to test both on your own research question before you choose.
- LinkUp alternatives for job market dataLinkUp and Fokals both take job postings where the employer publishes them. What each is built for, how the two records line up field by field, and four other sources of job market data.
- PitchBook alternatives for tracking private company momentumPitchBook answers who invested, in which deal and from which fund. This guide lists other deal databases and works through a momentum screen built from postings, website changes and announcements.
- Thinknum alternatives for web-sourced alternative dataThinknum indexes the data trails companies leave on the web. Here is what its site states today, which other vendors cover similar ground, and how to test a second feed on the companies you track.
- Alternative dataJob postings, web traffic, card transactions and other data from outside financial statements and prices. How investors use it and the five checks to run on any source.
- Central Index Key (CIK)The number the US SEC gives each company, fund or person that files on EDGAR. What it identifies, how to format it and how to use it to join filings to a company.
- FIGIThe open 12-character code that names a financial instrument at three levels: one listing, a country composite and a global share class. How it differs from an ISIN.
- Form 8-KThe current report a US company files within four business days of a significant event. The numbered items, a table of the common ones and how to read them in a dataset.
- ISINThe 12-character international code for a share or a bond: a country prefix, a national number and a check digit. What it identifies, how to validate it and where it stops.
- Market identifier code (MIC)The four-character ISO 10383 code that names an exchange or trading venue. Operating and segment MICs, why a ticker needs one and the join mistakes to avoid.
- Material non-public information (MNPI)Information that a reasonable investor would find important and that has not been released. The two tests, the questions a fund asks of a data source and common mistakes.
- Security masterThe reference table that gives every security one identity, so prices, holdings and alternative data join without guesswork. What it holds and how to map a dataset to it.