A PORTFOLIO THAT MATCHES INTENT TO REALITY. ALWAYS 

The skills needed for successful security selection are not the same skills needed for portfolio construction. With EDS, you are in control - you are up-to-date with all your ideas, understand your strengths & weaknesses, have pinpointed risk and reward and have confidence in your team and how you size positions. And unlike traditional platforms, EDS captures your investment decisions, pre-trade and post-trade, helping you quickly (automatically) analyze them for insights to drive continuous improvement in your investment process.

 
 

PORTFOLIO CONSTRUCTION
Matching Intent to Reality

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Portfolio Dashboards 

The ideal portfolio is more than the sum of your ideas - it is also matching your best ideas to your biggest positions and identifying/taking advantage of opportunities when they present themselves:

 

  • Integrate Your Intelligence into Configurable Dashboards:​​​​​​ Combine in-house data, fundamental data, research data & alternative data. EDS works with all your information. 

  • Easy-to-Use & Implement: EDS automatically ingests your intelligence, wherever it is - be it price targets, ROIs, internal earnings estimates, or any vendor your team has access to. 

  • SuperCharge Your Investment Process:  EDS is 100% configurable to your team - it is a superior approach to executing and maximizing the value of your existing investment process

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  • EDS Identifies Opportunities: Based on your investment process, such as expected returns, min/max position size, idea conviction, EDS helps identify position sizing and trading opportunities.  

  • MSCI Barra and EDS: EDS integrates with leading vendors -  Want to be more factor aware - EDS has partnered with market leader MSCI Barra, to help you stay on top of all your opportunities, including their industry leading ESG Factors.

  • Decision-Support that Answers the Questions that Matter to Your Team:

  • Does higher confidence lead to higher returns? 

  • Which ideas should we be adding / trimming?

  • Which analysts are making the best forecasts?

  • Are we better at forecasting longs or shorts?

  • What's our forecasted return for this year?

  • What is our downside risk and upside return for our portfolio? 

Ego & Blind Spots | "Addressing Your Two Biggest Barriers”

- Ray Dalio, Bridgewater (a 4 minute amazing video)

Bring Data & Text Together in One Platform (Real-Time)

Implement a Modern Research Management System 

“Table stakes for a new era of investing” - Well Known Tiger Cub

  • Integrate Fundamental market data directly into the Research Management System 

 

  • Configurable templates for any team, including marketing

 

  • Powerful search capabilities (find any information in a few seconds with our intelligent search engine)

 

  • Embed any data, from any vendor, into your RMS (automatically updates in real-time)

 

  • Integrates with email, Slack, Teams or any other workflow or notes provider

 

  • Version control (your history in seconds)

 

  • Scalable across the entire investment lifecycle (not a separate application)

 

  • Easy-to-use and implemented quickly

 

  • Meets Compliance best practices

 

EDS VAULT 

Powerful Analytics for Your Most Important Asset - The Decisions You Make

 

Understanding the "Why" and the "How" your process works is what has made you successful - making sure it is repeatable, scalable and that you control your intellectual property is what creates long term value. This is what the EDS Vault is all about, a robust and intelligent database that automatically helps you answer tough questions, such as:

 

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Analysis that matters to your success:

 

  • Did I get the PE multiple, margins or growth right

  • Are trading decisions helping or hurting performance

  • Which data point or decision consistently creates better returns

  • Does a strong catalyst consistently lead to better returns

  • Does my alternative data make a difference

  • How good is my earnings forecast, my price target, my forecasted returns

  • Which members of my team can I count on

  • How do I train, grow and measure my team, while making sure we are disciplined in our strategy

  • How much of our returns are coming from asset selection vs. market factors

The Huge Value of “In-House” Data - Are You Maximizing Your Investment Process?

Excerpt from the CFA Institute Article - Can Quantamental Save Active Investing

"Managers should instead take a long, critical look at their investment process, they should identify weaknesses in their process and fix them. Instead of starting with “alternative datasets,” they should start with in-house data on investment decisions. There are several reasons for this:

  • In-house data is the only truly “proprietary” dataset — no other investor has it.

  • In-house data offers a competitive advantage to large fundamental managers with many analysts and a long track record of decisions to analyze.

  • In-house data provides the best chance to improve the manager’s “edge.” That’s a bigger prize than any single investment or strategy can offer."