Basics
Content Category: Human Capital
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Equilar’s Board Services data feed allows for the assessment of the quality, track record, and decision-making patterns of executives and board members. It provides a comprehensive overview of an individual’s career history, education, biography, and affiliations to other organizations.
This 360-degree view includes:
- Compensation and incentive metrics
- Career history across public, private, and non-profit companies
- Equity transactions and future liquidity events
- Relationship strength and corporate connections
- Ethnic and gender diversity
Over 200 unique data points are provided, including additional items like: age, gender, ethnicity, LinkedIn URL, educational degrees, director committee memberships, transition dates between positions, retained auditors and audit dates, and more.
Collectively this represents the next generation of ESG, in this case, Executive, Social, and Governance data that reflects the performance and effectiveness of diverse leadership.
Packaging
The Equilar Board Services data feed is split into three packages:
This page focuses specifically on the Equilar People Business Intelligence data feed. Click the links above for details on the two supplemental packages.
Data Overview
Asset Class: Public and Private Companies
Data Frequency: Daily
Delivery Frequency: Daily
History: Varies per table. For example, the equ_organization table has history back to 1999, while the equ_position table dates back as far as 1901.
Universe
The data feed includes executives and board members of public companies, private companies (i.e., predominately venture capital (VC)- and private equity (PE)-funded firms that have raised over $10M), and top non-profits worldwide. Strongest coverage exists within North America and the UK/EU. As of May 2021, the feed includes over:
- 250,000 organizations/securities
- 900,000 individuals including:
- 800,000 individuals with at least one connection
- 600,000 individuals with five or more connections
- 400,000 individuals with 10 or more connections
- 100,000 individuals with 25 or more connections
- 1,500,000 employment positions
- 500,000 biographies
- 500,000 profile photos
- 300,000 executive compensation records
- 500,000 director compensation records
- 9,000,000 insider equity transactions
- 500,000 future equity vesting events
- 7,000,000 identified first-degree connections between individuals
Data Methodology
Starting with a multitude of sources including regulatory filings, annual reports, leadership pages of corporate websites, as well as various forms of user-generated content, the data is then expanded through deriving metrics and applying calculations to the raw values before being further curated to ensure market-leading quality. All content is verified by public filings, corporate websites, or user-submitted data from the person represented by the user profile.
Raw data is first deconstructed into a proprietary database using machine-assisted and manual techniques and then run through an identification, de-duplication, and normalization process. Data from the various sources, including some calculated information, is then combined and normalized before being entered into the dataset files. A team of trained analysts reviews new and updated content to ensure accuracy and overall quality.
For a summary of foreign key field relationships and the detailed listing of which files are included in each package, see Equilar Executive & Director Relationships and Equilar Equity & Compensation.
Use Cases
Business Development and Networking
- Gain information on the world’s business leaders to be informed and prepared for your most important meetings.
- Identify connections to decision makers and use warm introductions to gain an edge and accelerate business development.
Customer Relationship Management (CRM)
- Expand the data in your CRM and other proprietary datasets. By leveraging industry-leading data quality, you can fix incorrect and outdated records, fill in the blanks of incomplete datasets, and discover new prospects and business opportunities.
Corporate Governance
- Track the new equity grants, exercises, and stock sales of corporate insiders as well as mapping their equity movements into quantitative trading models.
The details provided above are as of August 2021.
If you have any questions or would like to learn more about any of the content mentioned above, please contact us at sales@factset.com.
Please visit the product page on the Open:FactSet Marketplace for more information: Equilar - People Business Intelligence.
