Investment process modernization for big funds
Centralization and modernization leads to improvements
Global Asset Manager, Value Fund, $52B in AUM
Senior Portfolio Manager of a global asset manager searches for a solution to replace internal processes for portfolio construction and risk management that was spread across outdated systems, excel, email and pdfs; lacking the ability to do any historical analysis.
Centralization and learning from history
The Investment team needed a way to analyze portfolio decisions historically and help them understand what MSCI /Barra factors were driving portfolio performance. Their internal process for proposing position sizes or new positions in the portfolio had become cumbersome to manage leading to wasted time by senior portfolio managers trying to troubleshoot excel instead of researching stocks. In addition, they lacked the ability to derive any insights from past portfolio decisions – they were sitting on mounds of data with no ability to analyze it.
The EDS Platform
EDS implemented a scalable solution that now allows senior portfolio managers to view portfolio decisions historically and easily share portfolio position sizing ideas across the entire team.
The portfolio managers are now able to leverage powerful technology to improve their probability of success by analyzing their past investment decisions. Previously this data was trapped in excel, email and pdfs not yielding any analysis or results. After completing this project the portfolio managers were so impressed with the dedicated client quant team they wanted to know how they could improve their analysis of ESG data through EDS’ ESG offerings.
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
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.