A MODERN PLATFORM FOR FUNDAMENTAL INVESTING
cloud based, investment process software for decision-support and analytics
"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, New York
“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.
The Way You Invest is Special. EDS Makes it Scalable
Originally built inside of leading funds, EDS is a decision-support and analytics platform, which is fully configurable to your workflows and drives continuous improvement in your investment process. Our best-in-class platform consists of three modules across the entire investment lifecycle: Idea Generation, Portfolio Construction & Risk Management.
Enveloping the platform is the EDS Vault, an intelligent database and analytics environment that improves decision-making by analyzing "why" your team succeeds and where the blind spots are.
We deliver this flexible platform at a fraction of the cost & complexity of in-house or cobbled together solutions. And with EDS, every client has their own dedicated quant team - a partner who truly knows your fund, your process, and is always a click away to help you maximize results and answer questions.
Contact us for a comprehensive review of your investment process and ask about our Proof-of-Concept (POC) program, where we prove our unmatchable value upfront!
Working with Leading Providers & Fundamental Funds
Tiger Cubs, Citadel Spins, Point72 Alums, as well as Former Maverick, Viking & Bernstein Teams
Our customers include Hedge Funds, Asset Managers, Quant Funds, Sell-Side Firms & Corporates
"Firms also have invested in analytics that assess portfolio managers’ actions in advance of trades and help to counteract behavioral bias in investment decisions. The payoff has been substantial, adding 100 to 200 basis points to portfolio returns."
McKinsey - Achieving Digital Alpha in Asset Management
Centralize Your Investment Process
Clients hire EDS because we drive large improvements in
efficiency & critical investment workflows through a centralized platform
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.
PORTFOLIO CONSTRUCTION
& RESEARCH MANAGEMENT
A Single Pane of Glass.
EDS organizes your investment process, insuring intent matches reality - portfolios, position sizes, forecasts, latest intelligence, thesis, notes (RMS), etc. EDS analyzes all your inputs and decisions to drive continuous improvement.
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.
“Working with EDS is like having a platform and full quant team on staff to support your fundamental research process…only faster, more efficient, and more reliable. Table stakes for a new era of investing.”
Multibillion-dollar Tiger Cub
Any Workflow, Any Data, One EDS
IDEATE
How do I prioritize our research more effectively
How do I keep garbage out of the portfolio
How do I maximize our resources, especially our internal intelligence
CONSTRUCT
How do we match our position sizes to our conviction
How do we make sure our portfolio reflects our intent
How do we adjust the portfolio more effectively
MANAGE
How do we discover hidden risks and opportunities
How do we use our research more intelligently
How do we work more efficiently, as a team
IMPROVE
How do we evaluate our team and decisions
How do we monitor the accuracy of are our projections
How can we be more self-critical