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Research Management System

The way you organize your research is special. EDS makes it scalable.

A Research Management System (RMS) like no other.

Always up to date and fully configurable.

The story you document is just as important as the data that supports it. And as a fundamental investor, you take copious notes, every chance you have – analyst calls, earnings calls, management meetings, conferences, etc. You even have a tear sheet that defines your investment thesis and projected risk and returns – and so does your whole team.

However, all this information is disconnected – created in static applications (Word, Outlook, Evernote, Excel) and stored in multiple locations – meaning it is not organized on a firm-wide level. Getting the most out of your hard work, is, well, hard work.

EDS solves this challenge by bringing your research process and everything that supports it to a centralized and intelligent platform, driving better utilization of your insights while improving collaboration and compliance practices.


Gain a one-screen view of all key takeaways

Our latest feature snippets” is a powerful approach to communicating important takeaways from each note or meeting, consolidated onto one screen.





Collaborative dashboards that perform competitive and scenario analysis across multiple methodologies, instantly.
Works the way you do

Integrate market data and notes from Excel, Evernote, Slack, Teams, or any other note-taking platform.

Digitize and simplify

Custom tagging, dynamic data updates, and deep search capability for transparency and ease.

Templatize output

Custom templates make documentation easy: pre-earnings, post-earnings, tearsheets, marketing, quarterly reporting, etc.

A modern Research Management System (RMS)

Bring quantitative (estimates, models, price-targets) and qualitative information together in one platform that works the way you do.

Robust email, Teams, Slack integration – email in notes, input on an iPad, pull from Excel, Evernote, Outlook, etc.

Configurable templates, tagging, version control and alerts.

Streamlined and automated – Connects directly to Excel, internal data, or third-party applications to ingest and dynamically update fields.

Always up-to-date – Updates in real time from anywhere.

Best practice compliance.

Configurable templates for all members of your team

Whether it’s your investment thesis, pre-earnings, post-earnings, or marketing documents, the EDS template engine makes it easy to create the perfect documents for your team. And because its in a centralized platform, connected to all your data (models, market data, etc.), it is always up to date with dynamic content. Say goodbye to old investment docs that are stale.

Crazy fast and deep search – find anything, get as specific as you want, within a few seconds.

Pull data into your RMS, from any internal or external source.

Copy and paste integrated graphics into your notes for easy reference.

Take notes anywhere, updated everywhere, automatically. Started a new note but couldn’t finish? Create, edit or publish drafts so you can bring it back and finish it later.

Decision support that answers the questions that matter

What did management say about margins last year?

Which ideas meet our objectives and when was our last touch point?

Which analysts are consistently making the best forecasts and staying up-to date on their names?

When did we last increase our price target?

How do we easily communicate with our investors?

How do we keep our intellectual property safe?

How do we stay in compliance?

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 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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