Forging Stronger Links: Using Supply Chain Data in the Investing Process

Supply chain data can greatly enrich the investment process. Many of the insights gleaned from the supply chain can extend beyond what may be immediately obvious to investors. This report leverages the Panjiva content set, focused on global maritime shipping, to draw out seven major investment use cases. Working examples are provided from previously published research, including links to underlying reports, for each instance.

• Lower latency, higher frequency and finer granularity vs. financial data
• Detection of anomalous activity
• Risk event impact assessment
• Automated channel checks
• Industry deep dives
• Capital markets activities
• Thematic trading candidate identification