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Risk Management

The way you manage risk is special.
EDS makes it scalable.

Integrate risk into your investment process.

Investors are demanding more from their risk systems, but today’s platforms are inflexible and siloed. EDS breaks free of the traditional mold to provide a modern approach to risk: “a best-in-class” platform, robust configurability and the ability to maximize risk processes through deep integration with idea generation and portfolio construction.

With EDS, your team is more prepared and proactive:

Asset selection (alpha) vs. common factors (growth, momentum, size, leverage, quality, macro, industry, etc.)

Risk and return attribution across any model, index, sector, strategy, portfolio manager, analyst, etc.

Reporting that is configurable and able to handle multiple portfolios, asset classes & indices.

Add MSCI Barra Factors, ESG, Crowding and/or any vendor to EDS.

A dedicated quant team assigned to your account.

Collaborative dashboards that perform competitive and scenario analysis across multiple methodologies, instantly.
Integrated With You

Where many risk systems are siloed, EDS’s integrated risk dovetails seamlessly with idea generation and portfolio construction.

Simulation And Optimization

Simple, powerful simulation and optimization makes risk analytics valuable for PMs and analysts as well as risk officers.

Holistic Attribution

Dissect your portfolio to understand drivers of performance (before and after the trade) at a granular level, including intra-day analysis to see what’s driving the markets.

SIMULATION AND OPTIMIZATION

  • Simple, one-click simulation/optimization – not just for risk officers anymore – ideal for analysts, traders and PMs.
  • Change positions/factors and simulate portfolio impact across any metric (factors, sectors, volatility, etc.).
  • Add multiple variables and rules to the simulation/optimization engine.
  • Create and save multiple strategies, with mock portfolios based on outcomes (higher rates, lower oil, trade tariffs).
  • Isolate changes in exposure down to the analyst or stock level across any timeframe.

Leveraging risk for better idea generation and portfolio construction

  • Add factor exposure as a criteria for new ideas.
  • Know exactly what you are buying, before it goes into the portfolio.
  • Utilize multiple factors and metrics in position sizing.
  • Are trading decisions helping performance.
  • How does performance change when we reduce or raise our internal earnings estimates or price targets.
  • Which teams are contributing or detracting from performance and why.
  • How much of our risk comes from things we don’t control.

EDS provides risk, return and behavioral analysis that goes far beyond typical solutions.

Modern Risk and Return Attribution

EDS provides a holistic approach to attribution.
  • Understand how each strategy, position or team member is impacting the portfolio across any time-frame.
  • Isolate and optimize your risk & return across multiple macro, industry and individual style factors.
  • Monitor the return & risk that comes from asset selection vs. common factors.
  • Intra-day analysis can show you what is driving the markets.
  • Include all cash activity (inflows/outflows), positions & trading activity, investment decisions, inputs and internal/external data inputs.

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
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