Archives: Customer Stories

Client Background A leading global financial services holding company with over $3 trillion+ in assets under management operates across life insurance, health insurance, asset management, retirement savings, and reinsurance markets. With 15+ subsidiaries and 32,000+ employees worldwide, the company serves millions of customers across North America, Europe, and Asia through a broad and diversified portfolio … Read more

Client Background The firm is a 2023 Tier one, multi-billion dollar launch, spinning out of a $60 Billion hedge fund. The Challenge Implementing equivalent (and better) investment processes and tools with fewer resources. The deeply fundamental and risk management focused founder was searching for the most efficient and effective solution to replicate (and enhance) the … Read more

Client Background A global hedge fund, who started with EDS in 2020 with ~$500 Million in AUM. As of 2024, the fund has a deep fundamental investment strategy across $2+ Billion in AUM. The Challenge While the investment team was actively using third-party software to manage their research, including Research Management (RMS) and Risk Management, … Read more

Client Background A global fundamental hedge fund manager with $1 Billion in AUM in 2017 when their journey with EDS began. In 2023, the fund’s AUM is more than $3 Billion. Reference available. The Challenge The investment team set out to improve the capabilities of their disciplined, yet heavily Excel-based investment process, and to help … Read more

Client Background A global, tier one, Tiger/SAC spin, fundamental hedge fund with $10 Billion in assets. The Challenge The existing solution was inflexible and complex to implement, resulting in zero adoption. While the deeply fundamental investment team was currently working with a vendor of risk data, with a goal of a more proactive process, they … Read more

Client Name: Kindred Capital