No other solution can be configured to the same level of detail needed to meet your specific business requirements, from aggregating intelligence and optimizing workflow, to constructing and managing the risk of your tailored portfolio.
With the increased transparency EDS provides, workflow becomes more consistent, and so does success.
Consolidate your workflows, qualitative research and quantitative insights into one screen
Energize and harmonize your entire investment process life cycle across investment, trading, data and operations.
Aggregate, analyze, and rank key investment inputs from any data source and all on one platform. Discover untapped alpha and make the most of your decision-making. With integrated intelligence and systematic workflows, screening, custom ranking, voting and scoring processes unlock the best of the data you access.
- Integrated data and intelligence
- Powerful screening and ranking capabilities
- Deep analytics and backtesting
Strengthen your research process by moving to a centralized and intelligent platform that includes AI and advanced search functionality. We bring clarity to decision-making with real-time updates of both quantitative and qualitative data wherever you are, at your desk or on-the-go with our mobile app. With the merging of data, such as price targets and internal estimates, along with research content, we streamline the process and help you capture the whole picture.
- Surface investment opportunities and risks seamlessly
- Stay up-to-date with dynamic, real-time updates across all your data
- Boost productivity with a single view of your entire research history
- Save countless hours a day leveraging the latest AI technology to capture video conference transcripts and generate AI-enabled summaries
Optimize your team and ideas with a platform that can identify the very best opportunities for your portfolio. Tailored to your team and investment process, EDS integrates internal and external data into fully configurable dashboards with real-time data feeds, charting, analytics and alerts.
- Pinpoint risk and reward and use your conviction in an idea to maximize performance
- Optimize position sizing based on the strength of your ideas, teamwide voting and firmwide constraints
- Analyze the success of your forecasts and ideas before they make it into the portfolio
- Provide paper portfolios to maximize your talent and resource allocation
Break free from the traditional and inflexible mold with EDS. Our risk management decomposes the risk by factor groups and analyzes return attribution over time or intraday. With EDS, risk becomes a valuable input into decision-making so your team is more proactive. Our ability to customize our risk dashboards to your unique process puts more control in your hands.
- Integrated across workflows
- Basket hedging
- Upload a model portfolio, view in EDS Dashboards and simulate and optimize in trades
- Export data via Snowflake or Excel
The EDS performance attribution solution drives improved decision-making for investment teams. Traditional solutions are tailored to investor relations/marketing teams, and fall short of the needs of analysts, portfolio managers and traders, in their quest to drive consistent alpha.
With EDS, our flexible and easy-to-use framework slices and dices your performance to identify repeatable successes, strong talent and impactful strategies. Understand the influences on your portfolio through a tailored approach.
- Performance breakdown using the Brinson-Fachler model
- Flexible attribution by analyst, geography, hit ratios, slugging averages, Sortino, Sharpe, etc.
- EDS is customized to your team
Integrate ESG data into idea generation, research management, portfolio construction, risk, and performance attribution. Pinpoint trends through simulations that optimize your portfolio functionality. Analyze the impact of ESG on your portfolio to identify opportunities and risks.
- Facilitate ESG trends
- Portfolio simulation
- Reporting and historical analysis for decision-making
Idea Generation
Aggregate, analyze, and rank key investment inputs from any data source and all on one platform. Discover untapped alpha and make the most of your decision-making. With integrated intelligence and systematic workflows, screening, custom ranking, voting and scoring processes unlock the best of the data you access.
- Integrated data and intelligence
- Powerful screening and ranking capabilities
- Deep analytics and backtesting
Research Management
Strengthen your research process by moving to a centralized and intelligent platform that includes AI and advanced search functionality. We bring clarity to decision-making with real-time updates of both quantitative and qualitative data wherever you are, at your desk or on-the-go with our mobile app. With the merging of data, such as price targets and internal estimates, along with research content, we streamline the process and help you capture the whole picture.
- Surface investment opportunities and risks seamlessly
- Stay up-to-date with dynamic, real-time updates across all your data
- Boost productivity with a single view of your entire research history
- Save countless hours a day leveraging the latest AI technology to capture video conference transcripts and generate AI-enabled summaries
Portfolio Construction
Optimize your team and ideas with a platform that can identify the very best opportunities for your portfolio. Tailored to your team and investment process, EDS integrates internal and external data into fully configurable dashboards with real-time data feeds, charting, analytics and alerts.
- Pinpoint risk and reward and use your conviction in an idea to maximize performance
- Optimize position sizing based on the strength of your ideas, teamwide voting and firmwide constraints
- Analyze the success of your forecasts and ideas before they make it into the portfolio
- Provide paper portfolios to maximize your talent and resource allocation
Risk Management
Break free from the traditional and inflexible mold with EDS. Our risk management decomposes the risk by factor groups and analyzes return attribution over time or intraday. With EDS, risk becomes a valuable input into decision-making so your team is more proactive. Our ability to customize our risk dashboards to your unique process puts more control in your hands.
- Integrated across workflows
- Basket hedging
- Upload a model portfolio, view in EDS Dashboards and simulate and optimize in trades
- Export data via Snowflake or Excel
Performance Attribution
The EDS performance attribution solution drives improved decision-making for investment teams. Traditional solutions are tailored to investor relations/marketing teams, and fall short of the needs of analysts, portfolio managers and traders, in their quest to drive consistent alpha.
With EDS, our flexible and easy-to-use framework slices and dices your performance to identify repeatable successes, strong talent and impactful strategies. Understand the influences on your portfolio through a tailored approach.
- Performance breakdown using the Brinson-Fachler model
- Flexible attribution by analyst, geography, hit ratios, slugging averages, Sortino, Sharpe, etc.
- EDS is customized to your team
ESG
Integrate ESG data into idea generation, research management, portfolio construction, risk, and performance attribution. Pinpoint trends through simulations that optimize your portfolio functionality. Analyze the impact of ESG on your portfolio to identify opportunities and risks.
- Facilitate ESG trends
- Portfolio simulation
- Reporting and historical analysis for decision-making
Experience first-hand how EDS can digitally transform your workflows without you changing how you do business. No commitment. Minimal impact on your business. During this phase, we will configure our platform to reflect your critical workflows. We quickly implement our modular, cost-effective solution and demonstrate how EDS improves decision-making and your investment process.
Then you choose.