A PORTFOLIO THAT TRULY REPRESENTS YOUR INTELLIGENCE
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, analyzing them for insights that help you continuously improve 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:
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Integrate Your Intelligence into Configurable Dashboards: Combine internal intelligence, fundamental data, research data & alternative data. EDS works with all your information.
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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.
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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
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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.
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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.
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Decision-Support that Answers the Questions that Matter to Your Team:
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Does higher confidence lead to higher returns?
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Which ideas should we be adding / trimming?
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Which analysts are making the best forecasts?
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Are we better at forecasting longs or shorts?
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What's our forecasted return for this year?
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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)
EDS VAULT
A Centralized & Intelligent Repository for Your Most Important Asset - Your Intellectual Property
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:
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Are our revisions in front of or behind consensus
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How accurate are our estimates and price targets. Do we change them too often.
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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:
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In-house data is the only truly “proprietary” dataset — no other investor has it.
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In-house data offers a competitive advantage to large fundamental managers with many analysts and a long track record of decisions to analyze.
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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."