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.


Matching Intent to Reality


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

  • 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



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:



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."