Customer Stories

Equity Data Science successfully advanced this ESG initiative from a preliminary proof-of-concept to a production-grade solution—outpacing industry heavyweights like Microsoft and SAP. EDS stands out as a modern, customizable, and rapidly evolving platform that meets complex data and analytics needs.

EDS really understands our needs and has been great to collaborate with. We are thrilled to be able to leverage their advanced capabilities to automate our investment process, allowing us to support our critical processes, make better investment decisions off the bat, and scale, as we grow.

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.

Within the portfolio, we noticed short interest spiking ahead of an earnings event for one of our shorts, on the EDS event tracker. We ran a cross-sectional study, and quickly saw how much of an outlier it really was. No other names with similar metrics (margins, growth, leverage) traded at such a high multiple – and even peers were trading at half the multiple. We super-sized the short and the stock was down 20% on the print. In the months that followed, the stock was down another 30%.

Northern Trust and EDS brought real insight into how digitization could drive value. Together, we transformed one of our most cumbersome functions into a best practice model for our broader investment process.

Working with EDS is like having a full quant team on staff to support your fundamental research process...only faster, more efficient and more reliable. Table stakes for a new era of investing.

As a multi-billion dollar spin-out of a $60B tier-one fund, we found EDS’s solutions uniquely scalable, efficient, and flexible. Despite having resources to build in-house, EDS expedited our market entry aligning with our strong risk management principles.

EDS is like a real-time investment committee. 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.

We were able to modernize our workflows with minimal disruption and securely in-house, which were two must haves when we were looking for a solution. Having our investment process all on one, integrated platform made a world of a difference in working with our intelligence to drive best decisions.