Leverage technology to maximize your ESG investment decision-making and reporting. With EDS:
- Your ESG research is more productive and transparent to stakeholders.
- You have a feedback loop to analyze ESG related decision making.
- You have a solution to hold management teams accountable for ESG strategies.
- You have the flexibility to build your own ESG scoring to compare against consensus.
- You have a flexible reporting framework, which integrates multiple vendors and regulatory reporting templates (SFDR, EET, SDG, etc.) to keep you a step ahead of the requirements.
Dynamically utilize the data that works best for your team:
- EDS works with any content provider
- Combine multiple data-sets
- Leading providers are instantly available on EDS
- Add your own “in-house” metrics
ESG REPORTING
Today’s reporting platforms are inflexible and siloed – either they only have one source of data, have poor analytics, or their not flexible to your reporting needs. EDS breaks free of the traditional mold to provide true reporting integration – a “best-in-class” platform that provides a “single-source” for EDS truth for reporting purposes.
Any Data. Any Vendor. One EDS
EDS works with multiple vendors (MSCI, Sustainalytics, Clarity AI, etc.)
Dynamic reporting, such as Principle Adverse Indicators (PAI) that updates on the fly and is configurable across multiple providers.
Flexible Authoring Environment
Utilize our Research Management System (RMS) to manage qualitative reporting.
ESG decomposition and attribution
Audit portfolio ESG metrics, such as PAIs to surface underlying position impacts.
Report on the differences between internal metrics and vendor metrics.
IDEA GENERATION
Make the most of the intelligence you access – aggregate, analyze and rank in one platform. Fully configurable. Replace excel workflows with a scalable solution.
Integrated ESG data and intelligence
Any data, any vendor, aggregated and optimized in a single pane of glass.
Flexible ESG screening and research
- Understand and target the drivers of ESG scoring.
- Incorporate ESG directly into your research process.
- Search for ESG trends that lead to better outcomes.
Driving ESG accountability
Search and monitor trends in ESG adherence and failures by corporate teams.
IDEA GENERATION
Make the most of the intelligence you access – aggregate, analyze and rank in one platform. Fully configurable. Replace excel workflows with a scalable solution.
Integrated ESG data and intelligence
Any data, any vendor, aggregated and optimized in a single pane of glass.
Flexible ESG screening and research
- Understand and target the drivers of ESG scoring.
- Incorporate ESG directly into your research process.
- Search for ESG trends that lead to better outcomes.
Driving ESG accountability
Search and monitor trends in ESG adherence and failures by corporate teams.
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.
Build around your process
Include ESG intelligence alongside all inputs with configurable dashboards that visualize and contextualize all the data that drives investment decisions.
Quantify your ESG intuition
Analyze the impact of ESG related decisions.
Surface ESG related opportunities & risks alongside other intelligence.
Monitor and adjust ESG trends in the portfolio.
Driving ESG accountability
Monitor and act on positions where ESG related actions are thriving or failing.
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.
Build around your process
Include ESG intelligence alongside all inputs with configurable dashboards that visualize and contextualize all the data that drives investment decisions.
Quantify your ESG intuition
Analyze the impact of ESG related decisions.
Surface ESG related opportunities and risks alongside other intelligence.
Monitor and adjust ESG trends in the portfolio.
Driving ESG accountability
Monitor and act on positions where ESG related actions are thriving or failing.
RESEARCH MANAGEMENT (RMS)
All the information is disconnected – created in static applications (Word, Outlook, EverNote, Excel) and stored in multiple locations. EDS solves this challenge, by bringing your research process and everything that supports it to a centralized and intelligent platform.
Works the way you do
Integrate EDS data and notes from Excel, Slack, Teams, or any note-taking platform.
Robust ESG templates
Custom tagging, real-time updates.
Quick and dynamic search.
Custom templates make ESG documentation easy: pre-earnings, post-earnings, tearsheets, marketing, quarterly reporting, etc.
Driving ESG accountability
Compare ESG scores against management actions – with EDS, you have a way to hold companies accountable for ESG actions.
RESEARCH MANAGEMENT (RMS)
All the information is disconnected – created in static applications (Word, Outlook, EverNote, Excel) and stored in multiple locations. EDS solves this challenge, by bringing your research process and everything that supports it to a centralized and intelligent platform.
Works the way you do
Integrate EDS data and notes from Excel, Slack, Teams, or any note-taking platform.
Robust ESG templates
Custom tagging, real-time updates.
Quick and dynamic search.
Custom templates make ESG documentation easy: pre-earnings, post-earnings, tearsheets, marketing, quarterly reporting, etc.
Driving ESG accountability
Compare ESG scores against management actions – with EDS, you have a way to hold companies accountable for ESG actions.
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 and opportunities.
Integrated into your investment process
EDS’s integrated risk module integrates ESG seamlessly with idea generation, RMS and portfolio construction.
Understand exposure to ESG factors on a portfolio level throughout time and vs. a benchmark?
Simulation and optimization
Simple, powerful ESG simulation and optimization makes ESG analytics valuable for PMs and analysts.
View pre- and post- trade impact on Portfolio ESG?
Risk decomposition and performance attribution
Dissect your portfolio to understand the ESG drivers of performance (before and after the trade) at a granular level, including intra-day analysis.
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 and opportunities.
Integrated into your investment process
EDS’s integrated risk module integrates ESG seamlessly with idea generation, RMS and portfolio construction.
Understand exposure to ESG factors on a portfolio level throughout time and vs. a benchmark?
Simulation and optimization
Simple, powerful ESG simulation and optimization makes ESG analytics valuable for PMs and analysts.
View pre and post trade impact on Portfolio ESG?
Risk decomposition and performance attribution
Dissect your portfolio to understand the ESG drivers of performance (before and after the trade) at a granular level, including intra-day analysis.