Buy v.s. build - no longer a difficult decision
Global hedge fund manager with $3.5B in AUM
Making what we do repeatable – a data-driven solution, that doesn’t change who you are.
- Infrastructure to support their investment team is fragmented/siloed – excel, word and email files are spread out
- An investment process built on Excel, which lacks the ability to analyze past inputs and decisions.
- Want a system to aggregate all internal intelligence (models, notes and any other data). Also needs to be searchable and fast.
- The want “best practices” compliance; a system that stores investment ideas and price targets historically.
- CIO sought to hire a data scientist/team that could build a scalable solution around their investment process.
- Concerns about the cost, commitment and transition process were front and center.
The EDS Platform
A high performance, easy-to-use and configurable workflow solution built around their investment process – implemented quickly and affordably – streamlining/eliminating excel processes, providing valuable feedback, and supported by a highly experienced team of former investment professionals/ quantitative analysts.
- Connected to existing /migrated excel processes to an intelligent platform that could analyze past decision and inputs.
- Started with a proof of concept (POC) that required minimal commitment from the client and proved the value upfront.
- EDS was more affordable, easy-to-use and more flexible than competitive solutions.
- HF started with a small team, but now is rolled out across their entire team, optimizing all data sources, automating workflows, and ranking the universe according to their process (keeping garbage out of the portfolio).
- EDS has replaced other internal solutions, saving additional costs.
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.
– Fund Chief Investment Officer
EDS helps you measure and improve your investment process – making it easy to analyze where your team succeeds and where the blind spots are.
Keeps all Intellectual Property (IP) in-house.
Creates accountability & transparency within the investment team
Efficiency & Automation
Streamlined what had required multiple applications, vendors and manual processes into one integrated system across Idea Generation, Portfolio Construction and Risk Management.
Aggregated all data (including codifying internal intelligence) into one platform, making evaluating the data and ideas much easier and faster.
Consolidating into one vendor and system reduced HF’s overhead.
HF did not have to hire additional personnel.
Leading Providers and Funds rely on EDS
Our customers include leading Hedge Funds & Asset Managers, including marquee Tiger Cubs, Citadel Spins, Point72 Alums, as well as Former Maverick, Viking & Bernstein Teams. All are available as references.