Case Study: Jefferies achieves faster, higher-conviction investment decisions with CARTO

Applications of Geospatial Analysis within Fundamental Investment

Jefferies needed a faster, more grounded way to make fundamental investment decisions and advise clients using alternative data. Using CARTO for geospatial analysis, the team moved beyond assumptions to analyze physical locations, foot traffic, weather, store behavior, and delivery networks to answer key research questions.

CARTO helped Jefferies shift work that once took months or years into days and weeks, enabling analysts to focus on insights instead of data assembly. The result was stronger conviction in investment calls, better understanding of real-world company performance, and more accurate analysis of events like store closures and regional market share.

Jefferies

Rayne Gaisford

Global Head of Data Strategy, Equity Research