A MODERN PLATFORM FOR FUNDAMENTAL INVESTING

 

Cloud based, investment process infrastructure

for decision-support and analytics 

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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 and performance. EDS's 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, a robust database and analytics environment that improves decision-making by analyzing "why" your team succeeds and where the blind spots are. 

 

And, all at a price that is a fraction of competitive solutions. Contact us for a comprehensive review of your investment process infrastructure.

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, Credit Funds & Broker/Dealers

"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  November 2018 - Achieving Digital Alpha in Asset Management
Optimize Your Investment Process 
Clients hire EDS because we drive large improvements in
efficiency & critical investment workflows through a centralized platform
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IDEA

GENERATION

 

Make the most of the intelligence you access - aggregate, analyze & rank it in one platform. Fully

configurable. Replace excel workflows with a scalable solution. Learn more

 

 

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PORTFOLIO

CONSTRUCTION

 

EDS codifies & organizes your investment process, helping you construct more optimal portfolios & position sizes. EDS also captures and analyzes all your inputs and decisions to drive continuous investment process improvement.   

Learn more

 

 

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RISK

MANAGEMENT 

 

Simulate, stress test & optimize across any parameter - customized to your risk mandate. EDS is partnered with MSCI, the leader in risk & factor solutions. Monitor short-term events (crowding) and expectations. Learn more

 "EDS does two things for us. We are much more efficient and automated. Secondly, it helps us be better investors"
- Tiger Cub

Any Workflow, Any Data, One EDS

IDEATE

How do I prioritize our research more effectively 

How do I replace excel with something better

How do I integrate all my data sources

CONSTRUCT

How do I turn our best ideas into our biggest positions

We need a central system to store & analyze our internal intelligence and decision-making

MANAGE

What am I exposed

to outside of my investment thesis

How do I easily stress test or simulate portfolio impacts 

IMPROVE

How do I evaluate my team and our ideas

How accurate are our projections

Which decisions made the difference

"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

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 

"MSCI Factor content, now available through the EDS Analytics Platform, can transform time-consuming tasks into readily available actionable insights"

John Regino -

MSCI, Executive Director 

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