Building a successful fund is about scale. And today, with increased competition and more information to digest, successful funds are leveraging technology to build scale – knowing their bets better, owning the right amount of each position, controlling their intellectual property, aligning their portfolios with their style, and making sure they have the right investment team. EDS is a centralized platform that was built from the inside-out, inside of multiple funds to drive continuous investment process improvement without the complexities and cost of building it yourself or cobbling together multiple vendors.
IDEA GENERATION
Make the most of the intelligence you access – aggregate, analyze & rank in one platform. Fully configurable. Replace excel workflows with a scalable solution.
- Integrated Data & Intelligence
- Systematic Workflows
- Deep Analytics
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.
- Built Around You
- Quantify Your Intuition
- See Your Strategy
RESEARCH MANAGEMENT (RMS)
All the information is disconnected – created in static applications (word, outlook, evernote, excel) & 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
- Digitize And Simplify
- Templatize Output
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 & opportunities.
- Integrated With You
- Simulation And Optimization
- Holistic Attribution
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.
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