Alternative Data and Economic Models for Investment Decisions

Institutional investors need analytical edges that off-the-shelf data cannot provide. Standard economic indicators are priced in by the time they are published. We build proprietary datasets and bespoke models that give investors an informational advantage grounded in economic fundamentals — not statistical artefacts.

Our data products track structural shifts in the economy before they appear in official statistics. The Work from Home Map reveals labour market restructuring across 250 million job postings. The AIPNET production network maps input-output relationships across 5,000+ products, providing early signals on trade disruption, supply chain concentration, and industrial policy effects. The US Firm-Lender Credit Map covers 1.8 million firm-bank relationships — a granular view of credit risk that no other source provides.

We also build bespoke DSGE and reduced-form models calibrated to specific investment theses, producing scenario analyses for inflation, employment, output, and interest rates under alternative policy regimes.