With EDS, your best ideas always make it into the portfolio, and are sized correctly, as it is based 100% on your intelligence and unique investment vision. Capitalize on opportunities and mitigate risk with actionable insights front and center.
Centralize all internal and external intelligence to optimize investment selection, trading and risk identification for investment decision-making, position-sizing, measuring conviction and forecasting accuracy feedback.
See your strategy
- Collaborative dashboards that perform competitive and scenario analysis across multiple methodologies, instantly.
- Understand strengths and blind spots, pinpoint risk and reward, and measure the strength of your inputs and conviction.
- Find the best opportunities when upsizing or downsizing your portfolio.
Quantify your intuition
- Analyze the success of your inputs and decisions with purpose-built analytics.
- Monitor your accuracy of inputs and forecasts throughout time, including internal estimates and models, price targets, voting processes, scenarios, catalysts, rankings, crowding, ESG, factors, external research, alternative data, etc.
- Measure the projected annual return of your portfolio or conviction and calculate optimal position sizes.
Optimize your research
- Surface opportunities more effectively.
- Seamlessly centralize your inputs from anywhere (internal and external vendors) into one mission-critical dashboard.
- Ensure you’re maximizing the intent of your actions.
Scale your fund
- Learn from prior decision-making to continually improve the process.
- Analyze the strength of your ideas, the performance of your team, and the efficacy of your investment process.
- Benefit from a platform offering well-integrated workflows in the entire investment process lifecycle.
Build around your vision
- EDS works the way you do – easy to use and connects directly to your data (i.e., financial models in Excel).
- Fully replicate your process in a configurable, scalable and digital environment to promote consistency and transparency.
- Configurable dashboards including conditional formatting, customized columns, calculated columns and more.
Be confident in your decisions
- Ensure your data and intelligence is correct and always up-to-date with real-time feeds and alerts.
- Create alerts when position weights or ROI is out of line with your constraints and process.
- Launch RMS directly from your dashboard to confirm your ideas with your research.