CHIEF OPERATING OFFICER

The COO has long been the driving force of improving efficiency in the Middle and Back Office.

 

Now, leading COOs are adding “Operational Alpha” to the Front Office too, as they evaluate a new generation of investment process tools that support and improve decision-making for investment teams - helping the firm become more profitable & scalable.

A Front Office Decision-Support & Analytics Platform 

Better Performance, Lower Costs, Faster AUM Growth

"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

EDS Helps The COO Improve Investment Results & Reduce Vendor Footprints

 

  • Saves time and money through the reduction of ad-hoc manual processes

  • Meets compliance requirements

  • Investment team has additional data/insights

  • Drives incremental alpha, AUM and cost savings (McKinsey 2018 Report)

  • Shareable process leads to a better culture and work environment

  • Sharper definition of investment process

  • Improves Marketing process

  • Lowers operational risk (reduces errors)

  • Consolidates your vendors

  • Recruiting/Retention benefits

  • Improves scalability of fund

  • Low to zero cost vs. high ROI

  • Reduces the need to add additional personnel

Biggest Funds are Investing in Technology to Drive AUM Growth

 

  • Today's research process is fragmented & inefficient

  • Research tools are becoming un-competitive. Relying solely on excel as your mission critical application is inefficient

  • Current software solutions are expensive and are not configured to your firm

  • Shared drive chaos (poor data - store, analyze and retrieve firm-wide intelligence, models, notes, etc.)

  • Data overload for investment teams

EDS is Focused on Solving Critical Needs for Success

 

  • Quantitative/Fundamental Research

  • Factor Awareness

  • Alternative Data Predictions

  • Data Science

  • Managing & Leveraging In-House Data & Intelligence

  • Portfolio Construction

  • Portfolio Risk Analysis

  • Trading Simulation

  • P&L Attribution

  • Marketing/Investor Relations

sales@equitydatascience.com
205 East 42nd St.,
New York, NY 10017
(646)-838-4107
EDS and EQUITY DATA SCIENCE are trademarks owned by Equity Data Science, Inc.  All rights reserved.  © 2016-2017.