The COO has long been the driving force of improving efficiency in the Middle and Back Office.
Now, leading COOs are adding “Operational Alpha” to the Front Office too, as they evaluate a new generation of investment process tools that support and improve decision-making for investment teams – helping the firm become more profitable and scalable.
- Saves time and money through the reduction of adhoc manual processes
- Meets compliance requirements
- Investment team has additional data/insights
- Drives incremental alpha, AUM and cost savings (McKinsey 2018 Report)
- Shareable process leads to a better culture and work environment
- Sharper definition of investment process
- Improves marketing process/results
- Lowers operational risk (reduces errors)
- Consolidates your vendors
- Recruiting/Retention benefits
- Improves scalability of fund
- Low to zero cost vs. high ROI
- Reduces the need to add additional personnel
- Saves time and money through the reduction of adhoc manual processes
- Meets compliance requirements
- Investment team has additional data/insights
- Drives incremental alpha, AUM and cost savings (McKinsey 2018 Report)
- Shareable process leads to a better culture and work environment
- Sharper definition of investment process
- Improves marketing process/results
- Lowers operational risk (reduces errors)
- Consolidates your vendors
- Recruiting/Retention benefits
- Improves scalability of fund
- Low to zero cost vs. high ROI
- Reduces the need to add additional personnel
- Today’s research process is fragmented and inefficient
- Research tools are becoming un-competitive. Relying solely on excel as your mission critical application is inefficient
- Current software solutions are expensive and are not configured to your firm
- Shared drive chaos (poor data – store, analyze and retrieve firm-wide intelligence, models, notes, etc.)
- Data overload for investment team
- Today’s research process is fragmented and inefficient
- Research tools are becoming un-competitive. Relying solely on excel as your mission critical application is inefficient
- Current software solutions are expensive and are not configured to your firm
- Shared drive chaos (poor data – store, analyze and retrieve firm-wide intelligence, models, notes, etc.)
- Data overload for investment team
- Quantitative/fundamental research
- Factor awareness
- ESG integration
- Alternative data predictions
- Data science
- Managing and leveraging in-house data and intelligence
- Portfolio construction
- Portfolio risk analysis
- Trading simulation
- P&L attribution
- Marketing/Investor Relations
- Quantitative/fundamental research
- Factor awareness
- ESG integration
- Alternative data predictions
- Data science
- Managing and leveraging in-house data and intelligence
- Portfolio construction
- Portfolio risk analysis
- Trading simulation
- P&L attribution
- Marketing/Investor Relations
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