Alternative Data & Japan's Personal Care Companies - An Evolving Weapon For Active Managers?

ALTERNATIVE DATA & JAPAN’S PERSONAL CARE COMPANIES

This Insight will present a unique overview of Japan’s leading Personal Care companies combining:-

• the ‘quantamental’ analysis of ja research/Japan Analytics,
• an alternative data set sourced from TrueData and Nikkei POS point-of-sale and credit card transactions made available exclusively to Lightstream Research for this report, and
• traditional bottom-up analysis based on disclosed financial statements and investor relations materials by Lightstream Research

In the DETAIL section below, after briefly outlining our conclusions on our sample of leading Japanese Personal Care companies from all three perspectives, we review the history and current usage of alternative data in the fund management industry and provide a 'quantamental' analysis of the Peer Groups and five featured companies.

TABLE OF CONTENTS

PART I - SUMMARY & CONCLUSIONS

RECOMMENDATIONS

ALTERNATIVE DATA SUMMARY

FUNDAMENTAL DATA SUMMARY

QUANTAMENTAL DATA SUMMARY

PART II - ALTERNATIVE DATA

ALTERNATIVE DATA IN THE FUND MANAGEMENT PROCESS

CHALLENGES FOR THE CREATION AND USE OF ALTERNATIVE DATA

THE FUTURE OF ALTERNATIVE DATA IN ASSET MANAGEMENT

PART III - PERSONAL PRODUCTS: QUANTAMENTAL REVIEW

APPENDIX: THE (IM)PRACTICALITIES OF USING ALTERNATIVE DATA