EDS makes it
.
scalable.
repeatable.
measurable.
Originally built inside of leading funds to improve their investment process, EDS consists of configurable modules across all decision-making workflows: Idea Generation, Research Management (RMS), Portfolio Construction, Risk Management and Performance Attribution.
In addition to centralizing all internal and external information, purpose-built analytics improves decision-making by helping your team analyze “why” you succeed and where the blind spots are.
We deliver this flexible system at a fraction of the cost and complexity of others. Ask about our Proof-of-Concept (POC) program, where we prove our value upfront.
Northern Trust and EDS partner to form a best-in-class solution
In early 2021, Northern Trust created a new division, Investment Data Science (IDS), with EDS at the center of their strategy to digitally transform clients’ front office across the entire investment lifecycle, leverage data science to provide more insights, and deliver more enhanced outcomes.
IDEA GENERATION
With EDS, idea generation is streamlined, leveraging cloud technology and data science to improve productivity by 2-3X, providing the most effective path to the very best ideas. Purpose-built to prioritize the ideas that fit your fund and your team.
- Aggregate multiple datasets (internal and external) for better idea targeting.
- Screen, rank and back-test opportunities based on your research process.
- Streamline research processes, such as valuation, comp sheets, short interest and ownership analysis.
- Bring custom excel workflows into a more effective platform – one that drives continuous improvements.
IDEA GENERATION
With EDS, idea generation is streamlined, leveraging cloud technology and data science to improve productivity by 2-3X, providing the most effective path to the very best ideas. Purpose-built to prioritize the ideas that fit your fund and your team.
- Aggregate multiple datasets (internal and external) for better idea targeting.
- Screen, rank and back-test opportunities based on your research process.
- Streamline research processes, such as valuation, comp sheets, short interest and ownership analysis.
- Bring custom excel workflows into a more effective platform – one that drives continuous improvements.
PORTFOLIO CONSTRUCTION
The way you build a portfolio is special. EDS makes it scalable.
Based 100% on your intelligence and investment process. Understand strengths and blind spots, pinpoint risk and reward, and measure the strength of your inputs and conviction. With EDS, your best ideas always make it into the portfolio and are sized correctly.
Collaborative dashboards
Surface opportunities and risks more effectively by combining internal & external data in one dashboard. EDS works with all your vendors.
Always up-to-date
Real-time data feeds and alerts give you the confidence your intelligence is correct and up-to-date when making investment decisions.
Purpose-built analytics
Measure the accuracy of your inputs, team members, forecasts, estimates and decisions, ensuring the optimal environment to drive continuous improvement and scale.
PORTFOLIO CONSTRUCTION
The way you build a portfolio is special. EDS makes it scalable.
Based 100% on your intelligence and investment process. Understand strengths and blind spots, pinpoint risk and reward, and measure the strength of your inputs and conviction. With EDS, your best ideas always make it into the portfolio and are sized correctly.
Collaborative dashboards
Surface opportunities and risks more effectively by combining internal & external data in one dashboard. EDS works with all your vendors.
Always up-to-date
Real-time data feeds and alerts give you the confidence your intelligence is correct and up-to-date when making investment decisions.
Purpose-built analytics
Measure the accuracy of your inputs, team members, forecasts, estimates and decisions, ensuring the optimal environment to drive continuous improvement and scale.
RESEARCH MANAGEMENT (RMS)
The thesis you document is just as important as the data that supports it. You take copious notes, every chance you have – analyst calls, earnings calls, management meetings, conferences, etc. You might even have a tearsheet that defines your investment thesis and projected risk and
returns.
All your research in one platform
Bring quantitative (estimates, models, price-targets) and qualitative information (notes, thesis, etc.) together in one platform to drive better utilization of your insights, improved collaboration and foster strong compliance practices.
Always up-to-date
Only EDS is up to date all the time (models, market data, estimates, etc.). No more static notes when you present to the team.
Fully configurable
The EDS template engine makes it easy to create the perfect documents for your team – templates, tagging, version control and alerts.
High performance
Crazy fast and deep search – find anything, get as specific as you want.
RESEARCH MANAGEMENT (RMS)
The thesis you document is just as important as the data that supports it. You take copious notes, every chance you have – analyst calls, earnings calls, management meetings, conferences, etc. You might even have a tearsheet that defines your investment thesis and projected risk and
returns.
All your research in one platform
Bring quantitative (estimates, models, price-targets) and qualitative information (notes, thesis, etc.) together in one platform to drive better utilization of your insights, improved collaboration and foster strong compliance practices.
Always up-to-date
Only EDS is up to date all the time (models, market data, estimates, etc.). No more static notes when you present to the team.
Fully configurable
EDS template engine makes it easy to create the perfect documents for your team – templates, tagging, version control and alerts.
High performance
Crazy fast and deep search – find anything, get as specific as you want.
INTEGRATED RISK MANAGEMENT & PERFORMANCE ATTRIBUTION
EDS helps your team break free of risk systems that are complex, inflexible, siloed, and expensive by providing a “best-in-class” platform that is configurable, integrated, cost effective and easy to use – analysts, PMs and traders instantly become more proactive, discovering hidden risks and opportunities. Just ask leading risk partners, such as MSCI and Wolfe Research.
Exposure analytics
Understand exposure from portfolio level down to strategy, sector, analyst and individual positions. Use our factor screener to drive risk-based idea generation.
Risk decomposition
Intuitive and flexible dashboards that include deep risk analysis (volatility, factor risk and VAR) for quick insights. Powerful simulation and optimization provides instant analysis of opportunities and risks.
Performance attribution
Understand what is driving performance in your portfolio. From absolute and relative factor-based (ex. idiosyncratic vs. style), including intra-day analysis to non-factor attribution, such as by analyst, geography, sector, hit ratios, EDS brings it together in one solution, configured to your team.
Stress testing
How would our portfolio have performed in 2000 or 2008, during higher interest rate regimes, or oil shocks – done. With EDS, powerful and configurable stress-testing and drawdown analysis is instantly available.
INTEGRATED RISK MANAGEMENT
EDS helps your team break free of risk systems that are complex, inflexible, siloed, and expensive by providing a “best-in-class” platform that is configurable, integrated, cost effective and easy to use – analysts, PMs and traders instantly become more proactive, discovering hidden risks and opportunities. Just ask leading risk partners, such as MSCI and Wolfe Research.
Exposure analytics
Understand exposure from portfolio level down to strategy, sector, analyst and individual positions. Use our factor screener to drive risk-based idea generation.
Risk decomposition
Intuitive and flexible dashboards that include deep risk analysis (volatility, factor risk and VAR) for quick insights. Powerful simulation and optimization provides instant analysis of opportunities and risks.
Performance attribution
Understand what is driving performance in your portfolio. From absolute and relative factor-based (ex. idiosyncratic vs. style), including intra-day analysis to non-factor attribution, such as by analyst, geography, sector, hit ratios, EDS brings it together in one solution, configured to your team.
Stress testing
How would our portfolio have performed in 2000 or 2008, during higher interest rate regimes, or oil shocks – done. With EDS, powerful and configurable stress-testing and drawdown analysis is instantly available.
Our partners include Northern Trust, Factset and MSCI. Our customers include leading Hedge Funds and Asset Managers, including marquee Tiger Cubs, Citadel Spins, Point72 Alums, as well as former Maverick, Viking and Bernstein teams. All are available as references.
EDS is revolutionizing proactive, thoughtful investment managers looking to leverage technology as a scalable tailwind in their proprietary process, it is like Salesforce.com or ServiceNow for investors.
Jon Neitzell
Anduril Partners
With the EDS Platform, our deep fundamental process is centralized and measurable - like having our investment team together 24/7, making sure our portfolio always represents our best and highest conviction ideas.
Brian Gonick
CIO, Senvest Management
We are excited about the announcement between two of our trusted partners, Equity Data Science (EDS) and Northern Trust, EDS has helped us build additional insight into our investment process, while we have long valued Northern Trust’s support as we grow our business.
Brian Mann
Principal, Pzena Investments
MSCI Factor content, now available through the EDS Analytics Platform, can transform time-consuming tasks into readily available actionable insights.
John Regino
Executive Director, MSCI
No question. EDS has helped us create increased alpha and stronger discipline.
Steve Galbraith
Kindred Capital
EDS does many things, but for me, the valuation tools are amazing! Snapshot on key metrics for any company and its comps. Saves me hours of work each time I use it.
Barry Haimes
Sage Asset Management