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.

DISCIPLINED PORTFOLIO CONSTRUCTION

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 internal intelligence, 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.

Robust Decision-Support: EDS creates a history of your inputs and decisions - our best-in-class analytics supports your team, by identifying blind spots, as well as pinpointing opportunities

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

Download PC Factsheet

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?

Download PC Datasheet

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

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

A Research Management System (RMS) Like No Other

Always Up-to-Date & Integrated into Your Process

The story you develop is just as important as the data that supports it. And as a fundamental investor, you take copious notes, every chance you have - analyst calls, earnings calls, management meetings, conferences, etc. You even have a tearsheet that defines your investment thesis and projected risk & returns - and so does your whole team! However, all this information is disconnected - created in static applications (word, outlook, evernote, excel) & stored in multiple locations - meaning it is not organized on a firm-wide level. Getting the most out of your hard work, is, well, hard work.

EDS solves this challenge, by bringing your research process and everything that supports it to a centralized and intelligent platform.

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

A Modern Research Management System (RMS)

Works the way you do only. Easier. More powerful. Better Compliance

Integrate Fundamental market data directly into the RMS

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

Download RMS Factsheet

EDS VAULT

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

Enveloping the platform, is the EDS Vault, a unique decision-management database that captures all your inputs and decisions, helping your team analyzes where you excel and where it can improve.

Analysis that matters to your success:

Are our revisions in front of or behind consensus

How accurate are our estimates and price targets. Do we change them too often.

Should we care more about our management ratings or the strength of our catalyst

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."