Building a successful fund is about scale. And today, with increased competition and more information to digest, successful funds are leveraging technology to build scale - knowing their bets better, owning the right amount of each position, controlling their intellectual property, aligning their portfolios with their style, and making sure they have the right investment team. EDS was built from the inside-out, inside of multiple funds to drive continuous investment process improvement without the complexities and cost of building it yourself or cobbling together multiple vendors.
Chief Investment Officer
Chief Risk Officer
The Right Information, in the Right Place, and Exactly How Your Want to See It
From aggregating your intelligence and optimizing workflows, through to constructing the optimal portfolio, and managing risk, no other solution provides this depth of functionality or configurability to your specific requirements.
IDEA GENERATION: Leading fundamental funds are giving their teams an advantage - a centralized system that optimizes the increasing intelligence they utilize as part of their investment process. Whether it's proprietary In-House data, such as estimates, price targets, positions and notes, or market data, alternative and research data, EDS integrates it all in one system for better and faster research. Your process is no longer stuck "up in your head", across multiple spreadsheets, emails, word documents or outlook, it's now always up-to-date & organized, generating better ideas and smarter decisions in less time..
PORTFOLIO CONSTRUCTION: 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, like Excel, EDS captures your investment decisions, pre-trade and post-trade, analyzing them for insights that help you continuously improve your investment process.
RISK MANAGEMENT: Each investor looks at risk through their own lens, but most platforms define risk according to industry standards. EDS breaks free of the traditional mold to provide your team with the metrics that matter to you - while also complying to industry benchmarks, such as MSCI. With EDS, your team becomes more prepared and proactive, when it comes to risk management