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for a solution to replace internal processes for portfolio construction and risk management that was spread across outdated systems, excel, email and pdfs; lacking the ability to do any historical analysis.
The Challenge:
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 Solution:
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.
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