Powerful Performance Attribution Tailored to Your Needs

Know your strengths. Repeat your successes. Identify your blind spots. Easily, because you’ve automatically measured your decision-making.

Understand what drives your performance on an absolute or relative basis.

EDS provides a tailored approach to attribution, so you (and your investors) know how each strategy, position or team member is impacting the fund/portfolio across any time frame, including intra-day.

Create any risk or attribution analysis you can think of – by analyst, geography, hit ratios, Sortino, Sharpe, etc. 

EDS is the most configurable and cost-effective solution available. 

A scalable approach that drives better decisions

  • Using the Brinson-Fachler model, breakdown performance by allocation, selection and interaction effect.
  • View your portfolio’s gross and net exposures overtime on an absolute or relative basis.
  • Understand how each strategy, position or team member is impacting the portfolio across any time-frame.
  • Isolate and optimize your risk and performance across any macro, industry and individual style factors.
  • Monitor the performance and risk that comes from asset selection vs. common factors.
  • Intra-day analysis can show you what is driving the markets.
  • Calculate portfolio statistics including Hit ratio, Sortino ratio, best month return, and worst month return.

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