Data tagging and analysis focused on fundamental sub-sector equity strategy

  • 800+ merchant names tagged

  • Optimised and scalable solution across datasets and sectors

  • Centralised tagging repository accessible across the company

  • The client is a US-headquartered, data-driven research firm that Acuity has partnered since 2017
  • Wanted to set up a process for projecting industry-specific KPIs of companies in its coverage universe from unstructured transactional and receipt alternative datasets, providing actionable insights to buy-/sell-side investment managers
  • Wanted to create a one-stop shop for all data-tagging requests
  • Deployed a data engineer, data analyst and data scientist to address the requirements
  • Designed templates based on the data feeds’ schema and incorporated multiple QA mechanisms to ensure the veracity of output
  • Set up robust processes to manage data transformation and wrangling on the cloud to generate production-ready datasets
  • Incorporated fundamental data as well to provide a holistic view
  • Centralised repository for cleansed and tagged data to be leveraged by investment research analysts and teams
  • Standardised and scalable data-tagging and transformation pipelines across datasets and sectors
  • Ready-to-use data cuts for certain data teams to reduce analysis time
  • Bridge between fundamental and alternative data to support portfolio managers in decision making
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