Incorporating Alternative Data Into the Investment Process

Course Details

Accredited SAQ CWMA recertification training amounting to 1 hour of study.

Topic: Investment Solutions

Subtopic: Alternative Investments



Paula Campbell Roberts of KKR discusses ways to use alternative data and machine learning to stay abreast of disruption, identify new investment opportunities, and create value in private equity portfolio companies.


Learning Outcomes

- Understand the importance of alternative data 

- Learn how to use alternative data to develop investing themes



This online video can be accessed at any time, up to the calendar year end if purchased in the first half of the year; or up the subsequent calendar year end if purchased in the second half of the year. 

In order to purchase this course CFA Society Switzerland members and guests must set up and login with a CFA Institute Id#.



CHF 100 for non-members.

CHF 60 for members of CFA Society Switzerland.






Paula Campbell Roberts

Paula Campbell Roberts

Paula Campbell Roberts is director of global macro, balance sheet, and risk at KKR. As the head of alternative data and analytics, she leads the firm’s efforts to incorporate big data and machine learning into many of its investing and value creation efforts. In addition, Ms. Roberts helps KKR assess consumer and real estate investment opportunities. She joined KKR as a member of the Global Macro, Balance Sheet, and Risk team. Previously, Ms. Roberts was an executive director and the US consumer economist at Morgan Stanley, where she managed coverage of the US consumer sector and developed fundamental trading signals using big data. She has also served as a management consultant at Bain & Co., where she led case teams and advised Fortune 500 companies. Ms. Roberts serves on the boards of the Brearley School, the Northside Center for Childhood Development, and the American Friends of Jamaica. She is also a Compass Charter School Advisory Board member. Ms. Roberts earned a BA from Yale University and an MBA from Harvard Business School.