Our Approach

Our philosophy is to better understand the world around us through the use of data and computing with the goal of better understanding the value of companies.  Our approach complements fundamental research driven investment managers by uncovering or providing quantitative metrics tied to KPIs.

We don’t hunt and backtest for correlations nor do we try to maximize the value of only one data set.  We look to start with the investment question then discover, collect, and analyze data to provide as much granular and timely insight.

In terms of working with us on a project, we view ourselves as an extension of your research team sharing our experience working in a fund with our expertise on data.  We speak the same language, we understand investing, are aware of legal and compliance issues, and have the systems and tools to be productive immediately.

 

Our Offerings

Data Driven Research

Considering an investment? Come to us with your investment questions and we’ll identify data sets that can provide more insights, construct a prototype to join disparate data sets to nowcast or predict KPIs, and ultimately productionize it so that your firm has a differentiated view to invest or monitor with.

On-Site Consulting

What does the alternative look like? How much does it cost to add data science capabilities to my firm? What are techniques or unique challenges with working with location data? How do I choose cloud services? System2 can come into your office and present our perspectives on data driven investing, the alternative data landscape, and various applications of machine learning.

Educational Workshops

Do you struggle to evaluate a data set on a vendor’s S3 bucket? We run workshops to teach hands-on, practical skills that we use day-to-day in our work doing data driven research. We run workshops to teach investment professionals how to ingest large data sets, scrub data for insights, quickly evaluate the data through BI tools, and much more.

To get started reach out to us now

 

 

 

Our Process

Question

We prefer to start with the question and investment hypothesis.  The more impossible seeming the question, the more value we provide.  Are you looking to predict growth rates of 4G services in Malaysia?  Demand for energy in a state?  Looking to track inventory?

Through a discussion with System 2, we can help uncover strategies or lend our expertise with data vendors to help quantify the KPIs you’re driving at.

Proposal

Once you start working with us, we’ll put together a proposal to test our collection and analysis capabilities while continuing to investigate additional sources of data that can only be uncovered by doing research.  Our pricing is transparent and the discounts we have from pre-existing data vendors is passed on to you.

Project

Once our proposal has proven the value of the data sources and the analysis validated, we can set the scope of the project to provide ongoing data and analytics.

Interested?

Reach out to us