Alternative data luncheon in Tokyo
The Tokyo Hedge Funds Club Dialogue Luncheon peer discussion on alternative data was a timely gathering of asset managers and investors. The off-the-record discussion was led by Takeshi Akino, COO, and Blair Anson, CTO, of event sponsor aiQ and Stefan Nilsson, Founder of the Hedge Funds Club and CIO of Terrasias Capital.
The luncheon, which kicked off the Hedge Funds Club’s 20th anniversary celebrations, took place at the Tokyo American Club on 30th January. And what a discussion it became! What started out with point-of-sale data and foot-traffic technology eventually arrived at weather-recording monks!
With plenty of people around the table chipping in with views, ideas and questions, it turned into a productive session. It is clear that alternative data, in its many different forms, is already being used by quite a few portfolio managers. The alternative data and AI data analysis space is evolving fast and it is hard to keep up. Many portfolio managers seek an edge and alternative data potentially gives them that.
The discussion covered how portfolio managers make use of alternative data, timing and quality of data, who gets access to such data and when, concerns about public vs non-public information, potential privacy issues, data sources, development of new investment strategies and much more.
The participants were a mix of Japan-based hedge funds, family offices, alternative investment funds, fund platforms and asset managers.
Thank you to the Hedge Funds Club Dialogue Luncheon sponsor aiQ and all the participants who made this an interesting and useful session.
