Only EDS offers a Research Management System (RMS) that combines real-time quantitative and qualitative data, both internal and external, into one platform. It empowers you to make quicker, more informed investment decisions backed by actionable insights.
EDS has reimagined the research management system to work with you, offering workflows that match your current process, real-time dynamic data points, and easier access to content, across the stages from research collection to investment decision analysis.
Act with stronger conviction
- Stay up-to-date when making important decisions with dynamic, real-time updates — a feature unique to EDS — across all your data.
- Boost productivity by viewing your entire research history (model data, price targets, emails, notes, thesis, and/or key takeaways) in a single, customizable dashboard.
- Integrate data sets, including ESG, factors, filings, or any internal and external data required for your research, for seamless access in real time.
A decision-making powerhouse
- Access a single source of truth by integrating your research into all of your investment process workflows.
- Your solution is configured based on the firm’s workflows, so you have the control you need to fully realize your investment vision.
- Enjoy read/write access on-the-go and away from your desk with our mobile app, available in both iOS and Android.
Centralize intelligence
- Bring any quantitative (i.e., estimates, models, price targets) and qualitative information together.
- Streamline the workflow with free form or email notes, organized folders and flexible, advanced searching.
- Customize a company tearsheet that fits your investment process, including charts or dynamic sections that reference market data, ESG, risk analytics or proprietary data such as price targets.
Enhance with AI
- Save countless hours a day leveraging the latest AI technology to capture video conference transcripts and generate AI-enabled summaries.
- Retrieve GPT4-led data and information from across the platform in chat form.
- Navigate with confidence using advanced search capabilities and AI auto-tagging with artificial intelligence including natural language processing functionality built into the platform.
Capture and record
- Understand and improve outcomes with feedback from deep analytics.
- Support your investment decisions with real data points.
- Review the data and connect directly to Excel, internal data or third-party applications.
Collaborate and share
- Leverage configurable templates, tagging, version control and alerts.
- Validate your ideas with all relevant information in front of the entire team.
- Use te platform in your investment voting meeting, or position your idea vs. others in the portfolio for the correct position sizing.