The Challenge:
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 Solution:
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
Improved Performance
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.
Lower Costs
Consolidating into one vendor and system reduced HF’s overhead.
HF did not have to hire additional personnel.
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.
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
MSCI, Executive Director
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