Centralized Investment Process
HF was founded in the 1997 and like many firms today, the infrastructure in place to support their investment teams is fragmented & inefficient - multiple excel, word & email files spread out across the team. And while the firm has a process-oriented approach, helping them prioritize investment opportunities, it was housed in excel, and lacked the ability to analyze past inputs & decisions. Compounding the problem, the firm had multiple outside research and data providers, delivering insights through email and excel. As the HF grew, the task of managing multiple processes & vendors, additional IT contractors and fragmented workflows was time consuming, as well as expensive.
In 2017 HF approached EDS, by way of referral, looking to make their investment process more efficient & effective (along with best practices compliance). After due diligence, HF decided that EDS was more affordable and flexible than building or cobbling together multiple solutions. Initially, the HF started with a small team, but now EDS is rolled out across their entire team, optimizing all data sources, automating workflows, and ranking the universe according to their process (keeping garbage out of the portfolio). In addition, EDS analyzes where their team excels and where the blind spots are - "EDS is like a real-time investment committee", according to the CIO. EDS has also replaced other internal solutions, saving additional costs.
"EDS is like a real-time investment committee" - Fund CIO.
EDS replaced other internal solutions,
saving additional costs. Represents "best practices" compliance
Partnered with Leading Firms
"EDS is revolutionizing proactive, thoughtful investment managers looking to leverage technology as a scalable tailwind in their proprietary process, leveling the playing field relative to large incumbent vendors."
Jon Neitzell - Anduril Partners
EDS Provides Scalability
EDS helps you measure and improve your investment process - making it easy to analyze where your team succeeds and where the blind spots are
Keeps all Intellectual Property (IP) in-house
Creates accountability & transparency within the investment team
Consolidating into one vendor and system reduced HF’s overhead.
HF did not have to hire additional personnel
Efficiency & Automation
Aggregated all data (including codifying internal intelligence) into one platform, making evaluating the data and ideas much easier and faster.