Data Assets & Alpha Group: DATA DEEP-DIVE: Signal from the Noise Framework
Making Sense
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Using a Data-Driven Framework to Assess Market Conditions
We've found that many of our more quantitative clients want to ingest this data systematically via API. And on that basis, we've created a data set which shows the signal for each of the fundamental and the positioning subgroups in addition to the aggregate message for US markets. We also create automated emails with, I think, pretty impactful charts showing how these signals evolve each day. So you can really understand what the message is and why. By being data-driven, our framework also plays to trying to take out our own behavioral biases and resting on a data-driven framework instead.
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