Dataset Name: ihs_equity_pointintime_ownership
Group: reference_data
Vendor: IHS Markit
Data Starts at: 2005-01-01 00:00:00
Symbol Set: Global Equities
Asset Class: Equity
Data Update Time(s): 8:00 AM EST
Data Update Frequency: day
Equity Point in Time Ownership data is a daily historical view of IHS Markit's traditional "best-of-breed" Ownership dataset enabling the backtesting of institutional and fund owned security positions, flow of funds, and activity to power predictive models and signal identification. This new data set is focused on the use cases serving quantitative based portfolio managers and data scientists. We offer an unadulterated and long historical view of the data, so that portfolios, shareholders and flows can be reconstructed as of any point in time through history, free of retroactive corrections and amendments. Competitive offerings don't handle this data in a true point in time fashion or have short historical breadth, making IHSM's product a unique dataset in the marketplace. The value is the ability to correlate daily changes of ownership to pricing movements through history and build predictive models to take advantage of incremental changes on a go-forward basis. Point in Time Benefits -- Perform robust backtests with access to 15+ years of historical data -- Ability to see stock ownership or portfolio composition 'as it was' at any point in time -- Corporate actions, corrections, and amendments are captured separately