Massachusetts Water Resources Authority (“MWRA”) Employees’ Retirement System
Data & Analytics
In June 2019, we established a dedicated Data & Analytics Team (the "Data Team") to apply alternative data
analytics to our research process.
The Data Team sources and analyzes data to develop independent views on the long-term drivers for individual companies and
value chains as well as macroeconomic trends. Our analysis is not focused on predicting short-term trading opportunities.
We aim to minimize confirmation bias by answering targeted questions, rather than corroborating specific investment theses.
We use data analytics to complement and add valuable context to our fundamental research and qualitative field research.
Our Data Team is led by Alvin Mok, who has both an engineering degree and an M.B.A., as well as over a decade of valuable
prior experience including at Microsoft and McKinsey & Company. Most recently, Alvin built and led a data team of over 10
individuals at an asset management firm.
Alvin is uniquely qualified to build and lead our growing team, which together brings relevant experience in data science,
consulting and fundamental research, in addition to educational backgrounds in engineering, mathematics and information
sciences.
As of September 30, 2020.
IN THE FIRST NINE MONTHS OF 2020, THE DATA TEAM HAS COMPLETED APPROXIMATELY 300 PROJECTS ON
COMPANIES AND VARIOUS TOPICS SPANNING MULTIPLE VALUE CHAINS AND GEOGRAPHIES.
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