The investment industry is transforming faster than ever. Traditional workflows built on spreadsheets, shared drives, and siloed systems can no longer keep up with the speed, complexity, and data demands of today’s markets. In our new whitepaper, Modern Investment Process Management: Reimagining Research, Risk, and AI for Today’s Investment Teams, we explore how leading institutional … Read more
What is Portfolio Construction in the investment process? Portfolio construction involves the methodical/systematic process of assembling and managing a set of investments tailored to meet particular financial objectives. This encompasses the selection of diverse asset classes, such as equities, fixed income, and real estate, strategically combined to form a well-rounded and balanced portfolio that reflects … Read more
Whether you’re a hedge fund or asset manager, startup or large, the future of investment decision-making solutions is here.
Many investors choose stocks based on the “factors,” or characteristics, that help explain investment performance, aiming for things such as: Working Together to Make Fundamental Investing More Successful. While you may not have actively incorporated factor investing in your portfolio, you probably practice its underlying concepts in real life. In this report, MSCI highlights some … Read more
The proliferation and richness of data available to the financial services sector is already proving a profoundly disruptive force. For the asset management industry, harnessing its potential is a real and urgent challenge. Most firms are well aware that maximizing their data is the critical enabler in the hunt for alpha. Their challenge is this: … Read more
OUTLAW BLIND BIAS: INVEST IN PROCESS Even with advanced technology that can synthesize and deliver quantitative data in actionable formats, further context and understanding of qualitative data and process feedback loops must be understood and assessed. Read how modernizing your investment process with the EDS Decision-Support Platform helps create a more scalable and effective investment … Read more
A New Era Beckons The proliferation and richness of data available to the financial services sector is already proving a profoundly disruptive force. For the asset management industry, harnessing its potential is a real and urgent challenge. Most firms are well aware that maximizing their data is the critical enabler in the hunt for alpha. … Read more
Active managers who are embracing technology to improve, adapt and measure their investment process are winning – both in performance and AUM. Source: Excerpt from Casey Quirk’s – Righting the Ship – August 2020 Enhancing Investment Processes One of the biggest opportunities for managers of active listed equities resides within challenged strategies with high transformational … Read more
The Chartered Alternative Investment Analysts Association (CAIA) has published an article, entitled “Including Investment Process Technologies within Operational Due Diligence”, by Dana Lambert and Rayne Gaisford. The EDS Intelligent Search technology is featured, and we are including highlights from the article: “The tools and processes below help enable more process-centric techniques for a manager’s fundamental … Read more
EDS is a Decision-Support & Analytics platform for fundamental investors. Originally developed inside of multiple successful funds, it is now available commercially, helping leading funds become more systematic & data-driven for investment workflows, such as Idea Generation, Portfolio Construction & Risk Management As part of the 2020 CFA Research Challenge, EDS is providing a glimpse … Read more