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Centralize your investment process

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. You have a feedback loop, so you know what “high conviction” means and you are continuously improving the investment process.

Institutionalize your most precious assets

EDS was originally built inside of multiple funds to scale their investment process and teams. Today, these advantages are available to all investors without the complexity/cost of competitive solutions – and we prove this unmatchable value upfront, before any commitment. From aggregating your intelligence and optimizing workflows, through to constructing the optimal portfolio, and managing risk, no other solution provides this depth of functionality or configurability to your specific requirements.

CENTRALIZED PLATFORM

Get critical intelligence out of non-scalable, and error-prone excel spreadsheets, off of analysts hard drives (and heads) and into a secure platform

What is it?

A modular platform that supports the entire investment life cycle, including Idea Generation, Research Management (RMS), Portfolio Construction and Risk Management. These are typically siloed and/or fragmented solutions.

What are the benefits?

  • Optimal use of all data that is part of the investment process: internal data, such as models/ranks, notes, as well as external data, including fundamental, research, alternative data, in one platform.
  • Centralization creates a research process that is leveraged by the entire investment team, and provides an optimal learning environment for succession planning.
  • Creates a strong compliance system and importantly, internal information stays in-house.
  • The underlying technology has advanced, such that it is quick to implement, flexible and meets any budget.

What are the risks of not having a centralized platform?

  • Unable to scale effectively – ad-hoc method of driving continuous improvements throughout the entire firm.
  • Investments being made with incomplete data or information.
  • Weak compliance monitoring and Intellectual Property leakage.
  • Fragmented and siloed investment team – working on disparate systems, processes and datasets.

CENTRALIZED PLATFORM

Get critical intelligence out of non-scalable, and error-prone excel spreadsheets, off of analysts hard drives (and heads) and into a secure platform

What is it?

A modular platform that supports the entire investment life cycle, including Idea Generation, Research Management (RMS), Portfolio Construction and Risk Management. These are typically siloed and/or fragmented solutions.

What are the benefits?

  • Optimal use of all data that is part of the investment process: internal data, such as models/ranks, notes, as well as external data, including fundamental, research, alternative data, in one platform.
  • Centralization creates a research process that is leveraged by the entire investment team, and provides an an optimal learning environment for succession planning.
  • Creates a strong compliance system and importantly, internal information stays in-house.
  • The underlying technology has advanced, such that it is quick to implement, flexible and meets any budget.

What are the risks of not having a centralized platform?

  • Unable to scale effectively – ad-hoc method of driving continuous improvements throughout the entire firm.
  • Investments being made with incomplete data or information.
  • Weak compliance monitoring and Intellectual Property leakage.
  • Fragmented and siloed investment team – working on disparate systems, processes and datasets.

INTELLIGENT DATABASE
(non-biased feedback loop)

What was changed, who changed it, what was the result, what did we learn, and do we change anything?

What is it?

The ability to maintain a history of point-in-time data, both qualitative and quantitative.

What are the benefits​?

  • Ensures repeatability of your process: a scalable system that monitors/tracks inputs and decision-making relative to historical behavior (what did we know, how did we react, what was the result, how do we adapt).
  • Maximize/monitor team performance and alpha (ex. who can we count on, who do we need to help).
  • A tier-one investor/compliance process to answer questions with confidence (why did you make investment, increase/decrease your positions.

What are the risks of not having a measurable feedback loop?

  • Higher risk of repeating past mistakes or missing consistent successes.
  • A poor learning environment and a higher risk of failure for existing and new employees.
  • Sub-optimal monitoring of portfolio & investment team.
  • Non-competitive tools for your investment team.
  • Increased compliance risk.
  • Sub-optimal investor program: time-consuming projects to answer investor questions of the how’s, why’s and repeatability of the investment process.

INTELLIGENT DATABASE
(non-biased feedback loop)

What was changed, who changed it, what was the result, what did we learn, and do we change anything?

What is it?

The ability to maintain a history of point-in-time data, both qualitative and quantitative.

What are the benefits​?

  • Ensures repeatability of your process: a scalable system that monitors/tracks inputs and decision-making relative to historical behavior (what did we know, how did we react, what was the result, how do we adapt).
  • Maximize/monitor team performance and alpha (ex. who can we count on, who do we need to help).
  • A tier-one investor/compliance process to answer questions with confidence (why did you make investment, increase/decrease your positions.

What are the risks of not having a measurable feedback loop?

  • Higher risk of repeating past mistakes or missing consistent successes.
  • A poor learning environment and a higher risk of failure for existing and new employees.
  • Sub-optimal monitoring of portfolio & investment team.
  • Non-competitive tools for your investment team.
  • Increased compliance risk.
  • Sub-optimal investor program: time-consuming projects to answer investor questions of the how’s, why’s and repeatability of the investment process.

MODERN WORKFLOW TOOLS

EDS doesn’t seek to change behavior, but to leverage technology to enhance current processes: email, notes, data/vendors and spreadsheets.

What is it?

Purpose-built and flexible modules that enhance the core workflows of fundamental investing: Idea Generation, Research Management (RMS), Portfolio Construction and Risk Management.

What are the benefits​?

  • Improves productivity and discipline by 2-3X (comments from an EDS user available as reference).
  • Configurable modules that match your process – exactly.
  • Teams are working with the same data and have confidence all inputs are up to date.
  • Opportunities / risks are not missed – surfaced in real-time to make sure intent matches reality.

What are the risks of not having modern tools?

  • Decisions being made without full information and knowledge (risk of lost alpha).
  • Investment team is not fully utilizing “best practices” support infrastructure (tools and content).
  • Sub-optimal environment for learning, advancement and evaluation.
  • Wasted time spent working with multiple applications.
  • High potential for inaccurate results.

MODERN WORKFLOW TOOLS

EDS doesn’t seek to change behavior, but to leverage technology to enhance current processes: email, notes, data/vendors and spreadsheets.

What is it?

Purpose-built and flexible modules that enhance the core workflows of fundamental investing: Idea Generation, Research Management (RMS), Portfolio Construction and Risk Management.

What are the benefits​?

  • Improves productivity and discipline by 2-3X (comments from an EDS user available as reference).
  • Configurable modules that match your process – exactly.
  • Teams are working with the same data and have confidence all inputs are up to date.
  • Opportunities / risks are not missed – surfaced in real-time to make sure intent matches reality.

What are the risks of not having modern tools?

  • Decisions being made without full information and knowledge (risk of lost alpha).
  • Investment team is not fully utilizing “best practices” support infrastructure (tools and content).
  • Sub-optimal environment for learning, advancement and evaluation.
  • Wasted time spent working with multiple applications.
  • High potential for inaccurate results.

Our Products

Well-integrated workflows to improve the entire investment lifecycle

IDEA GENERATION

Make the most of the intelligence you access – aggregate, analyze & rank in one platform. Fully configurable. Replace excel workflows with a scalable solution.

PORTFOLIO CONSTRUCTION

The ideal portfolio is more than the sum of your ideas – it is also matching your best ideas to your biggest positions and identifying/taking advantage of opportunities when they present themselves.

RESEARCH MANAGEMENT (RMS)

All the information is disconnected – created in static applications (word, outlook, evernote, excel) & stored in multiple locations. EDS solves this challenge, by bringing your research process and everything that supports it to a centralized and intelligent platform.

RISK MANAGEMENT

Today’s platforms are inflexible and siloed. EDS breaks free of the traditional mold to provide true integration – a “best-in-class” platform that all members of the team can use to discover hidden risks & opportunities.

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

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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