Making Consumer Credit Data from Equifax® Informative For Individual Assets

  • By Paul Wilcox
  • January, 21
Blog Making Consumer Credit Data from Equifax® Informative For Individual Assets
 Erez Katz, Lucena Research CEO and Co-founder 


Lucena & Equifax Webinar Overview


Applying macro signals to individual securities is challenging since stocks tend to move together in response to a meaningful change in market factors. Equifax teamed up with Lucena to expand their aggregated and anonymized data offerings to the equity investor. What has been traditionally applicable for fixed income investors is now becoming increasingly potent as a differentiator for spotting individual equities for investment.

On February 20th Peter McGinnis and I will showcase how a birds-eye view of the US consumer can deliver impactful insights for:

– Retail Stocks 
– Automobile Stocks
– Home Builder Stocks
– Other Large Cap Stocks

We will share with you AI strategies that are perpetually traded in the form of Model Portfolios and will conclude with an open Q&A session. Reserve your spot below!


Webinar Event Details:

Thursday February 20th, 2020 from 11:30 AM -12:15 PM ET 



Past Webinars and Events:

Video: The Journey of Validating Alternative Data Signals

Video: How to Use Neural Nets to Forecast Securities

Video: Cracking the Code: Applying Alternative Data to Investment

Video: Constructing Unique Data Feeds for KPI and Price 


Looking for additional information? Ask a question below or  contact us


DISCLAIMER PERTAINING TO CONTENT DELIVERED & INVESTMENT ADVICE: This information has been prepared by Lucena Research Inc. and is intended for informational purposes only. This information should not be construed as investment, legal and/or tax advice. Additionally, this content is not intended as an offer to sell or a solicitation of any investment product or service. Please note: Lucena is a technology company and neither manages funds nor functions as an investment advisor. Do not take the opinions expressed explicitly or implicitly in this communication as investment advice. The opinions expressed are of the author and are based on statistical forecasting on historical data analysis. Past performance does not guarantee future success. In addition, the assumptions and the historical data based on which opinions are made could be faulty. All results and analyses expressed are hypothetical and are NOT guaranteed. All Trading involves substantial risk. Leverage Trading has large potential reward but also large potential risk. Never trade with money you cannot afford to lose. If you are neither a registered nor a certified investment professional this information is not intended for you. Please consult a registered or a certified investment advisor before risking any capital. The performance results for active portfolios following the screen presented here will differ from the performance contained in this report for a variety of reasons, including differences related to incurring transaction costs and/or investment advisory fees, as well as differences in the time and price that securities were acquired and disposed of, and differences in the weighting of such securities. The performance results for individuals following the strategy could also differ based on differences in treatment of dividends received, including the amount received and whether and when such dividends were reinvested. Historical performance can be revisited to correct errors or anomalies and ensure it most accurately reflects the performance of the strategy.

Copyright © 2020, Equifax Inc., Atlanta, Georgia. All rights reserved. Equifax is a registered trademark of Equifax Inc.

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