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Reducing vendors and leveraging technology

Global, BlueMountain/Bridger Spin with $1B in AUM

The Challenge:

Vendor creep, ineffective solutions, compliance and data management, spiraling costs, etc.

  1. The COO is the driving force of improving efficiency in the “Back Office”.
  2. Now, leading COOs are adding “Operational Alpha” to the “Front Office” too, as they evaluate a new generation of tools & platforms that improve business processes, consolidate vendors, and support decision-making for investment teams – helping the firm become more profitable & scalable.
  3. Fund had to manage multiple vendors, each with its own tools and limitations – the tools were not flexible to their needs and were expensive, making the role of the COO difficult, as he struggled to constantly improve business and investment processes.

The Solution: 

The EDS Platform

A high performance, easy-to-use and configurable workflow solution built around their operations, investment & risk processes – implemented quickly and at a lower cost than their current solutions – consolidating vendors, streamlining processes, centralizing data, improving compliance and providing valuable efficiencies and feedback for the investment team. And all supported by a highly experienced team of former investment professionals / quantitative analysts

EDS Value

With EDS, the COO was able to drive exceptional value to the fund: 

  1. Significantly reduced vendor count with a long-term goal to reduce it to one vendor.
  2. Saved fund money (over six-figures), while providing a higher performing and more configurable solution to the operation and investment teams.
  3. Improved compliance processes by centralizing their investment data in an easy-to-use, high performance platform with rapid search capabilities.
  4. Identified additional areas of possible synergies, including portfolio construction and performance attribution.

EDS Provides

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.

Leading Providers and Funds rely on EDS​

Our partners include Northern Trust, Factset and MSCI. Our customers include leading Hedge Funds and Asset Managers, including marquee Tiger Cubs, Citadel Spins, Point72 Alums, as well as Former Maverick, Viking and Bernstein Teams. All are available as references.

What our clients have to say about EDS

Hear their success stories in their own words

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
Executive Director, MSCI
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
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