Why You Should Care About Risk Models and Factors
In the ever-evolving world of investing, risk management isn’t just a safety net; it’s a roadmap to better decision-making. It is also increasingly required by asset allocators, especially as a
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Following Factors, Minding Macro for Equity Portfolios
TLDR: Since COVID, factors have become an integral part of the equity investment landscape. Both fundamental and macro factors have played an outsized role in 2025, and EDS allows you
Anatomy of a Factor Storm
The market is under severe pressure. What do the risk factors tell us about the next market environment? We have clearly moved to a risk-off environment. But for how long?
Why You Should Care About Risk Models and Factors
In the ever-evolving world of investing, risk management isn’t just a safety net; it’s a roadmap to better decision-making. It is also increasingly required by asset allocators, especially as a
EDS Wins Best Data Analysis Tool at Benzinga 2024 Fintech Awards
We are proud to announce that EDS, in collaboration with Northern Trust Asset Servicing Investment Data Science, has been named the Winner of the Best Data Analysis Tool category.
EDS and Northern Trust Named Finalists for the Benzinga 2024 Fintech Awards
We are excited to share that EDS and Northern Trust Investment Data Science have been named finalists for two categories at the Benzinga Fintech Deal Day and Awards 2024: Best
EDS and Northern Trust – Investment Data Science Named ESG Solution of the Year at the 2024 Hedgeweek US Awards
We are thrilled to announce that EDS and Northern Trust – Investment Data Science have received the ESG Solution of the Year Award at the 2024 Hedgeweek US Awards. This
Beyond Risk Control: How EDS Drives Better Investment Outcomes
Greg McCall 4 minutes When assessing a risk management solution for your investment team, the key question often comes down to whether you need a full platform or just an
EDS & Northern Trust IDS Receive Best Analytics Tool at HFM US Services Awards 2024
We are thrilled to announce that EDS, in collaboration with Northern Trust – Investment Data Science, has won the Best Analytics Tool award at the With Intelligence HFM US Services
Evaluating an RMS? Why EDS Stands Out, and Why It Matters
Greg McCall 3 minutes When determining the right technology ecosystem for your investment team, the essential first step is distinguishing between platforms and applications, and which is a better fit.
Webinar recap: Decoding risk and return using portfolio analytics
Theresa Elamparo 2 minutes Practical Application for Fundamental Hedge Funds In a recent webinar co-hosted by MSCI and Equity Data Science (EDS), experts from the investment management industry, including EDS
A Quick Guide to Portfolio Construction
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
EDS Receives 2024 Hedgeweek Award for Data Science Solution of the Year
We are pleased to announce that Equity Data Science (EDS) has won the 2024 Hedgeweek US Emerging Manager Award in the Data Science Solution of the Year category. This recognition
EDS shortlisted for FTF News Technology Innovation Awards 2024
We are excited to share that Equity Data Science (EDS) has been shortlisted for the FTF News Technology Innovation Awards 2024 in the Best Performance Measurement System category, under Northern
Introduction to Equity Risk Models: Guest Speaker Ben Lieblich
In a recent Fundamental Edge webinar, our Chief Data Scientist Ben Lieblich shared a comprehensive overview on equity risk models.
Navigating Risk Management Trends in Active Investing
Ben Lieblich 2 minutes In today’s fast-paced world of fundamental management, staying ahead requires more than just sharp investment acumen—it demands an acute awareness of risk factors. Incorporating factor models
EDS Shortlisted for Benzinga Fintech Awards 2023 in Two Categories
We’re thrilled to announce that EDS has been shortlisted for the Benzinga Fintech Awards 2023 in not one, but two prestigious categories: Best Investment Research Tech Breaking Barriers The Benzinga
Equity Data Science Named Best Data Science Solution Provider at Hedgeweek US Awards 2023
EDS received a Hedgeweek US Award, for the second year in a row, in the Best Data Science Solution Provider category.
Modern Investment Process Management: A Centralized Framework for Optimal Decision-Making
Whether you’re a hedge fund or asset manager, startup or large, the future of investment decision-making solutions is here.
Equity Data Science Receives HFM US Services Award for Best Data Management Solution
On September 13, Equity Data Science, in collaboration with Northern Trust – Investment Data Science, was recognized at the With Intelligence HFM US Services Awards 2023 gala. We’re proud to
EDS is shortlisted for the 2023 HFM US Services Awards for Best data management solution and Best risk management technology provider
We are delighted to bring fantastic news from the forefront of financial technology. EDS and Northern Trust Asset Servicing Investment Data Science together have been shortlisted for the highly regarded
Webinar replay: How Snowflake Enables Quantitative Research and Investment Analytics
Ben Lieblich 1 minute EDS Chief Data Scientist Ben Lieblich recently sat on a panel, along with Snowflake’s Bryan Lenker and FactSet’s Kellyn Cochell, discussing data trends among investment teams
From Idea to Alpha: Building an Investment Idea Factory with RMSs
Greg McCall 3 minutes Institutional Investor Automating Alpha On January 31, our President and Co-founder Greg McCall sat on an Institutional Investor’s Automating Alpha panel entitled “Building an Investment Idea
EDS Receives 2022 Waters Tech Buy-side Technology Award for Best Buy-side Risk Management Initiative
On November 4, 2022, during the 2022 Waters Tech Buy-side Tech Award ceremony, EDS had the honor of being named Best Buy-side Risk Management Initiative over the last 12 months. Last year,
EDS Receives 2022 Hedgeweek US Award for Best Data Science Solution Provider
On October 27, 2022, EDS was delighted to receive the 2022 Hedgeweek US Award for Best Data Science Solution Provider.
Recipients of the award are voted for by participants within the hedge fund community and we are thankful that our clients and friends have placed their trust in EDS to receive this recognition.
Event Panel Review: Data Science to Improve Decision Outcomes
A panel discussion the Northern Trust Capital Markets Summit.
Robust data analytics solutions are more accessible and cost effective than many believe
By Paul Fahey, Head of Investment Data Science Solutions at Northern Trust, Joshua Rand, Managing Director at Essentia Analytics and Greg McCall, Co-Founder at Equity Data Science (EDS)
Event Panel Review: Preparing for Disruptors
On March 31, our Co-founder and President Greg McCall sat on a nicsa strategic leadership forum panel entitled “Preparing for Disruptors”
Crowding Tigers, Hidden Dangers
Sandeep Varma 2 minutes The evolution of big data has become a necessity in the fundamental investor world, with hedge funds and asset managers alike searching for a multitude of
EDS Celebrates Five Years
Theresa Elamparo 2 minutes Sliding into the new year has brought us to a milestone for EDS, reaching five exhilarating years of strategy, innovation and growth. We even just took
Event Panel Review: Applying Advanced Technologies to the ESG Investment Process
On February 9, our President and COO Greg McCall sat on an Institutional Investor’s Automating Alpha panel entitled “Green Machine: Applying Advanced Technologies to the ESG Investment Process” about how technology can help investors maximize the inclusion of ESG within their investment process. Four main points stood out.
EDS receives 2022 HFM US Technology Award for Most Disruptive Technology Solution
On February 24, 2022, EDS was a recipient of the 2022 HFM US Tech Award for Most Disruptive Technology Solution, alongside our strategic partner Northern Trust Asset Servicing‘s Investment Data Science division.
EDS at the Wolfe Research Macro/Quant Conference: Risk Management Using Wolfe Factors
Greg McCall 2 minutes Experience how powerful and intuitive Wolfe Factors can be inside the EDS Platform – A 30 minute Webinar with our Partner Wolfe Research. Or read on
Equity Data Science Appoints Charudatt Mulye To Lead Product Landscape
Capital markets product strategist brings two decades of experience NEW YORK, January 18, 2022 — Equity Data Science (“EDS”), a cloud-based platform provider that delivers decision-support and workflow tools for
EDS received a 2021 Nicsa NOVA Award for Innovation in Technology
We are proud to announce that EDS has received a 2021 NOVA Award for Innovation in Technology. The Awards recognize outstanding organizations and industry professionals that excel in the field of asset management by demonstrating exemplary leadership and innovation.
HFM US Technology Awards – EDS Shortlisted as Most Disruptive Technology Solution
We are honored to be shortlisted, alongside Northern Trust’s Investment Data Science, as a finalist in the 2022 With Intelligence HFM US Technology Awards for Most Disruptive Technology Solution.
EDS’s Greg McCall talks about maximizing ESG data with Northern Trust at InvestOps Connect
Greg McCall 1 minute With the recent shift to ESG investing due to a mix of investor demands, regulatory action and market opportunity, there is growing demand for standardization, quality
Factors in Day-to-Day Life
Many investors choose stocks based on the “factors,” or characteristics, that help explain investment performance, aiming for things such as: Lower Risk More Diversification Higher Returns Download Report Working Together
A Survey of 300 Asset Managers – Introduction by EDS
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
There’s ROI in Data Science (and it’s easier to access than you think)
Greg McCall 1 minute Data drives the investment world, but data science has seen greater wide-spread adoption in professional sports than it has in asset management. That’s not to suggest
HFM US Services Awards – EDS Shortlisted as Best Technology Firm – Newcomer
We are excited to be nominated for the HFM Global US Services awards in the category of Best Technology Firm – Newcomer. This would not be possible without the support of our
Institutional Investor Series
Greg McCall 1 minute Investment data science enables asset managers and allocators to better understand why investment decisions are good or not so good – and to improve future decision
Equity Data Science Appoints Jen Vermeulen as Head of Sales
Sales veteran brings decades of leadership experience NEW YORK, July 12, 2021 — Equity Data Science (“EDS”), a cloud-based analytics platform provider that delivers decision support tools for the investment
The Importance of Storytelling: Invest in Your Process
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
Gaining Clarity in the New ESG Era
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
Northern Trust & EDS Speak at InvestOps Connect
Greg McCall 1 minute Making Faster, Better Investment Decisions: What are the latest transformational trends in the industry and how can you leverage the power of investment data science? Speakers:
Equity Data Science Appoints Erin Greenfield as Head of Customer Success
Equity Data Science (“EDS”), a cloud-based analytics platform provider that delivers decision support tools for the investment process to hedge funds and asset managers, has named Erin Greenfield as the
EDS Presents at NICSA “Strategic Leadership Forum”
Greg McCall 1 minute Making Faster, Better Investment Decisions Hosted by Northern Trust Investment data science enables asset managers and allocators to better understand why investment decisions are good or
EDS was a Top Presenter at this Years AlphaTech Summit
What is AlphaTech Upfronts? The capital markets industry is rapidly evolving. Innovation in technology, combined with regulatory and market forces, are changing how market participants of all kinds perform their
EDS Recognized As A 2020 Benzinga Fintech Listmaker
Equity Data Science was named on the Benzinga Global Fintech Listmakers and recognized as a “Best Investment Research Technology”. To honor its sixth anniversary, Benzinga is honoring the winners for
MSCI Q320 Quarterly Update – Redistribution agreement with Equity Data Science (EDS)
NEW YORK, NEW YORK, – MSCI signed a redistribution agreement with EDS, expanding MSCI’s market reach to fundamental managers. The partnership enables EDS to provide to its hedge fund clients
Righting the Ship: Transforming active equity for a competitive world
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
Factors Provide Distinct Advantages for Funds (Webinar Review)
In August of 2020, EDS hosted a webinar entitled “How Factors SuperCharge Idea Generation” with our partner MSCI Barra along with fundamental funds who are using factors to improve results.
Technology Tailwind Built for Fundamental Investors
The Challenge: “I have come to believe that the hedge fund industry requires far greater scale than in the past, and that excellent fundamental investing requires quantamental sophistication and analytics,”
These Funds Survived and Thrived During the Pandemic with Factors (Webinar Review)
In April of 2020, EDS hosted a webinar alongside our partner MSCI Barra. A few of the topics discussed: How are fundamental investors using factors TODAY, without compromising the investment
Dramatically Improve Your Investment Process
In March of 2017, efinancialcareers published an article that spoke to something we know well, that survival for fundamental investors, in a world that is being re-shaped by technology and
Hello from the CEO
Sandeep Varma 2 minutes My background is in computer science and I have my CFA as well. I was hired as a quant on the buyside and was seated among
EDS Can Help You Find Better Short Ideas…Seriously…Hear from Our Customers!
EDS is an analytics platform for fundamental investors. One area where our users have been finding particular value is in shorting... One hedge fund PM recently referenced EDS in his
Leveraging New Technology to Improve the Fundamental Investment Process
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
2020 CFA Research Challenge: Merck (MRK)
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
Scaling an integrated investment process solution for growth
The EDS Analytics Platform has created a world where fundamental investors can leverage technology to improve the probability of success. Workflows become more consistent and transparent. Teams are more productive.
CFA Article Points to Key Alpha Generating Features of the EDS Analytics Platform
The EDS Comp sheet helps investors identify the right peers using a combination of industry classification and multiple metrics, such as Profitability, Growth and Quality factors. A CFA Journal publication,
Quantamental is Core Infrastructure (but it doesn’t have to be expensive)
“I have come to believe that the hedge fund industry requires far greater scale than in the past, and that excellent fundamental investing requires quantamental sophistication and analytics,” – Samantha
Idea to Insight, Instantly: Akamai Technologies (AKAM)
One of the strengths of EDS, given our platform was born out of the buyside, is the ability to spot developing “change” and quickly put the upside or downside into
Kindred Capital: At the core of our investment process is Equity Data Science
Kindred Capital 2019 Investor Letter Excerpt: At the core of our investment process is Equity Data Science (EDS), a software program which affords us enormous leverage in stock selection and
How do I Integrate All My Intelligence
Limited Brands (LB) – Improve Relevance, Accuracy and Free Up Valuable Research Time More data makes for better decisions, but how do you use it efficiently and not drown under
EDS at the CFA Data Revolution Conference
Sandeep Varma 1 minute Spend 10 minutes with Sandeep Varma on how the fundamental investment community is changing to meet the needs of a more competitive and data-driven world. CFA