Equity Data Science (EDS) - 2026 Pricing, Features, Reviews & Alternatives

EDS offers Investment Process Management solutions through a fully configurable, scalable, integrated platform to support investment decision-making. Leading fundamental investors including hedge funds and asset managers rely on EDS to digitally transform their workflows and centralize their intelligence, proprietary and third-party, for a single source of truth. We do this by aggregating all of your data sources and refining workflows to govern investment decisions. EDS enables clients to leverage modern data science technology that replaces adhoc, siloed, repetitive and error-prone processes, with centralized, streamlined and disciplined workflows. Our fully integrated workflow solutions include idea generation, portfolio construction and analytics, a research management system (RMS), risk management, performance attribution, and ESG.

Idea generation: Aggregate, analyze, and rank key investment inputs from any data source—all on one platform. Make the most of the intelligence you access with screening, back testing, competitive and ownership analysis.

Research Management: Drive better decision-making and richer insights through your centralized research process with real-time updates and both quantitative and qualitative information. Our RMS supports any note taking method and offers strong collaboration and compliance support.

Portfolio Construction and Analytics: Ensure your best ideas are making it into the portfolio and are sized correctly. Based on your intelligence and investment process, integrate data from any source into a fully configurable dashboard with real-time data feeds and alerts, and purpose-built analytics to measure the accuracy of inputs, team members, forecasts, estimates and decisions.

Risk Management: Analyze and optimize position sizing based on exposures, risk and performance. View your active risk decomposition versus any benchmark, and understand what you are buying, what you are exposed to, and its impact on risk before investing. Stress test to know how you would perform under different market circumstances.

Performance Attribution: Understand what drives your performance on an absolute or relative basis – repeat your success and learn from your blind spots. Through Brinson attribution, know how decisions such as security selection and group allocation affect performance results. EDS provides a holistic approach to attribution, so you know how each strategy, position or team member is impacting the portfolio across any time frame, and identify what’s driving the markets with intra-day analysis. Create any risk or attribution analysis you can think of – by analyst, geography, hit ratios, Sortino, Sharpe, etc. – with our flexible dashboards.

Environmental, Social and Governance (ESG): Integrate ESG data into idea generation, research management, portfolio construction, risk, and performance attribution. Improve ESG decision making utilizing historical analysis. The EDS solution facilitates pinpointing ESG trends, a better understanding of drivers of ESG scoring/performance. See how trades would impact the ESG of a portfolio with simulation and optimization functionality. EDS partners with MSCI, Sustainalytics, and Clarity AI, and can integrate with any data provider.

We also integrate any data source, proprietary or third-party, to ensure more informed decision-making:

Optimized data management with Snowflake

EDS provides a better, faster and more secure experience for clients leveraging Snowflake to enable sharing on a single, integrated platform, optimizing what had been a manual process dependent on physically extracting and delivering data files.

Streamlined your trading workflow with Enfusion

EDS partners with Enfusion to provide a streamlined approach between investment process management and the clients' OMS.