Skip to content

Solutions for
ENVIRONMENTAL, SOCIAL, GOVERNANCE (ESG)

Don't just report on ESG, integrate it into your investment process

You can leverage technology to fully understand the drivers of ESG for better investment decision-making. Your ESG research is more productive and transparent. You have a feedback loop to analyze and improve ESG related decision making. You have an effective platform to hold management teams accountable for their ESG strategies. You have the flexibility to build your own ESG scoring to compare and contrast against consensus.

Best-in-class Data Quality

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

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.

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
Request A Demo Form

We use cookies to offer you a better experience. By browsing our site, you agree to our use of cookies. Click here to read our Privacy Policy.