Research | Noonum
Insights on investment strategy, thematic analysis, and AI technology shaping the future of finance.

Latest

Nov
21
Portfolio Tilting with Thematic Alt Data

Portfolio Tilting with Thematic Alt Data

Alternative data can provide an opportunity to improve an investment's performance.  Thematic alternative data represents company or security 'intangibles': a
2 min read
Oct
31
Trend and Theme Detection in Financial Market Knowledge

Trend and Theme Detection in Financial Market Knowledge

A common request we get at Noonum is to show prospects what we can infer about emerging trends and themes.
4 min read
Oct
14
Architecting a ML Pipeline for Timely Financial Insights

Architecting a ML Pipeline for Timely Financial Insights

At Noonum, we are building a knowledge graph that captures important material relationships about companies and their themes, locations, people
3 min read
Sep
30
What data and methods are used to build a Financial Knowledge Graph?

What data and methods are used to build a Financial Knowledge Graph?

At Noonum, the dynamic, evolving knowledge graph database we create represents point-in-time relationships between companies, stocks, and market entities.  There
4 min read
Sep
21
What are Material Relationships and how is Noonum differentiating with them?

What are Material Relationships and how is Noonum differentiating with them?

Materiality is key: in finance and investing, materiality is a concept that is unique to each investment product, but represents
3 min read
Sep
16
How does an investment thesis enable a new approach for custom indexing?

How does an investment thesis enable a new approach for custom indexing?

Noonum provides a solution useful for custom indexing with a new way of digitizing an investment strategy.  While this blog
2 min read
Aug
11
Where have all the gamers gone?

Where have all the gamers gone?

Finding Opportunities in the Semis President Biden signed a new bill into law on Tuesday that provides ~$52B in investment
3 min read
Jul
29
Building Inflation-protected Portfolios - Blackrock in Focus

Building Inflation-protected Portfolios - Blackrock in Focus

This morning’s hotter-than-expected June PCE reading followed another 75bps Fed rate hike, adding renewed fervor to one of the
3 min read
May
09
Playing defense with drugmakers

Playing defense with drugmakers

Places to hide were few and far between to start the week, as the selloff that began last Thursday accelerated
4 min read
Apr
24
Get me out of the house

Get me out of the house

What happened?   A quiet start to the week descended into chaos Wednesday morning as markets reversed sharply following woeful earnings
7 min read