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Interpreting Alternative Data in Novel Ways Using AI

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Mar 7, 2019 3:56:18 PM

Interpreting Alternative Data in Novel Ways Using AI

How smart businesses utilize continuously learning AI systems to automate analytical workflows and extract hidden knowledge in proprietary data to make predictions about the real world that impacts financial markets.

Alternative data, which was once conceptually new and novel, has become commoditized as every institutional investor utilizes the same types of datasets in their investment calculus. Alternative datasets were once very expensive and difficult to obtain but an explosion in alternative data vendors has exerted pricing pressure and increased accessibility. The widespread adoption of alternative data has consequently left institutions scrambling to find new ways of extracting alpha.

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Feb 1, 2019 3:54:41 PM

High Expectations for Biotech M&A in 2019

The Biotech M&A space is having a strong start to 2019 with the buyout of Celgene Corporation (CELG) and Loxo Oncology, Inc (LOXO). It appears that fears of a “biotech bubble” have been assuaged as industry leaders and law firms in the space express confidence for deal making in the sector. The law firm Baker McKenzie reported that they expect a 7% increase in health sector deals compared to the 5% drop in 2018. Investors should pay attention to rumored acquisition targets to capture potential alpha opportunities.

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Dec 5, 2018 12:26:17 PM

Surfacing the Value of Inconspicuous M&A News Sources

Ambiguity bias – Avoiding the unknown. We all exhibit biased behavior – even when we think otherwise. Growing up, most of us are conditioned to distrust the unfamiliar. Think back to a time when you’ve bought a brand name product instead of its generic brand counterpart. It’s highly likely that you paid substantially more for the brand name product. The surprising fact is that many generic brand products are manufactured in the same facility, using the same raw materials, as the brand name product - the only difference is the packaging and the price.

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Nov 27, 2018 9:32:51 PM

Trepidation for Canadian Banks earnings

This week, the major Canadian banks -- Bank of Nova Scotia (BNS), Toronto-Dominion Bank (TD), Bank of Montreal (BMO), and Royal Bank of Canada (RY) -- report their earnings for the fiscal fourth. As property values have increased dramatically across the Great White North, so have worries that the country’s booming housing market may be in a bubble. Accrete takes a closer look into previous earning calls sentiment data and what to watch out for; specifically Credit Quality & Loan Growth.

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Nov 6, 2018 8:16:30 AM

NeuData Alternative Data Summit 2018: Q&A

Where the future of investment data is decided - There’s a lot of hype surrounding alternative data and AI but not a lot of information on how to utilize alternative data to generate useful insights. The objective of intelligence, human or machine, is to synthesize disparate pieces of information and understand something at a granular level for the purpose of making accurate predictions about the future. The rate  at which information continues to accumulate exceeds the rate at which biological intelligence is evolving. As such, investors relying solely on traditional intelligence are struggling to understand the complex set of factors influencing a particular topic. As a result, investors are increasingly experiencing the feeling of being blindsided by idiosyncratic events despite believing that superior ‘homework’ was done.

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Oct 10, 2018 1:27:00 PM

What AI can & can’t do for your investment portfolio

The application of AI in automating cognitive processes is on the rise. The launch of J.P. Morgan’s new retail trading platform underscores this trend, and highlights what is rapidly becoming the new normal: that big firms are capable of being as nimble as their smaller counterparts when it comes to deploying new business models. Merrill Lynch is even experimenting with an AI stock-picking tool to help the firm identify value in small-cap stocks that human analysts might have missed. The question is, can AI live up to the hype and deliver excessive gains for investors?

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Oct 5, 2018 2:00:04 PM

Automating Cognitive Tasks to Interpret Alt Data: Hedge Fund Association Q&A with Accrete’s Head of Product

Although access to “alternative data” was once enough to generate alpha, in today’s digital landscape even the savviest investors are finding it difficult to extract predictive insights from the barrage of “alternative data” that has flooded the market. To find alpha in today’s markets, investors need to identify increasingly complex patterns buried in the digitized, nuanced footprints of human behavior. These patterns are invisible to those relying solely on traditional intelligence and tools.

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Sep 28, 2018 6:30:00 PM

Predictive M&A Activity - August 2018

Accurate prediction is at the core of making profitable trading decisions in the mergers and acquisition space. However, seeing into the future is no simple task because there are too many sources from which M&A rumors emanate- there are too many variables to factor in. Without the right knowledge and understanding, it’s impossible to accurately predict which rumors are most likely to impact a stock’s price.

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