Equity Data Science (EDS)

?????? ???????? ???????? ??????! ????’???? ???????????????? ???? ?????????????? ???????? ?????? ?????????????????? ???????????????? ???? ?????? ????????: ?Perry Boyle ???????? – CEO of MITS Capital. Previously held leadership roles at Salomon Brothers, Alex. Brown & Sons, and Point72. Founding partner of Thomas Weisel Partners. ?Jay Chandler – Former Senior Managing Director and Head of Equity Syndicate at Evercore, 36-year capital markets veteran. Previously held senior leadership roles at Merrill Lunch and Bank of America Merrill Lynch. ????????? ????????????????– Former Deputy Head of Global Equities at Citadel and Managing Director and Head of Global Trading at Point72, with deep experience in global trading, portfolio management, and investment analytics. ?Vikas Kalra, CFA – Founder of Reliable Revenue Partners, fintech and data strategy expert. Previously led risk and portfolio analytics teams at MSCI and held leadership roles at Cross River, Alkymi, and FXCM. These industry leaders bring deep expertise in investment decision-making, portfolio analytics, risk management, and fintech innovation—strengthening our mission to help institutional investors optimize their investment process. Join us in welcoming them! Read more: https://lnkd.in/gbugEtek #InvestmentTech #InstitutionalInvesting #PortfolioManagement #EquityDataScience

??????????????: ?????????????????? ??????????????, ?????????????? ?????????? ?????? ???????????? ???????????????????? Factor risk is just one side of the coin—macro drivers can have an equally profound impact on portfolio performance. But many fundamental managers struggle to quantify macro influences with the same precision as factors. ? How do you balance macro & factor risk effectively? ? What happens when macro shifts override fundamental views? ? How can integrated data improve decision-making? In our latest blog, "?????????????????? ??????????????, ?????????????? ?????????? ?????? ???????????? ????????????????????", we break down why a unified view of factors and macro risks is essential—and how our partnership with Quant Insight brings this powerful capability directly into EDS. ?? Read more: https://bit.ly/4haZUQQ #InvestmentProcess #MacroRisk #FactorInvesting #PortfolioManagement #EquityDataScience #EquityDataScience

?????????????? ???? ?? ???????????? ??????????: ????????’?? ???????? ?????? ??????????????? The market has moved into full risk-off mode—but is this just a blip or the start of a larger regime shift? ????????’?? ??????????????????? ?Momentum and Residual Volatility have sharply sold off. ?Beta drawdown has been extreme wiping out months of gains in weeks. ?Investors are fleeing to Size, Value, Profitability, and Dividend Yield for safety. ?????? ??????????????: The liquidity crunch may signal a short-term bottom, but long-term caution could persist. Factor insights can help portfolio managers navigate uncertainty and drive real AUM growth. ?????? ?????? ??????????: Traditional risk tools only highlight factor movements. EDS goes further—combining Factor Risk, Internal Research, and Performance Attribution into a single, actionable platform. ???????? ?????? ???????????? ???????????? ??????????????????: https://lnkd.in/d2szDNdB #FactorInvesting #RiskManagement #PortfolioConstruction #EquityDataScience

Risk management isn't just about avoiding losses—it's about optimizing your portfolio for long-term success. Investors who leverage risk models and factors gain a critical advantage in navigating uncertainty, aligning with objectives, and securing sustainable returns. In our latest blog, we break down: Why risk models matter and how they impact investment outcomes ?The role of factors in shaping portfolio performance ?How performance attribution helps you understand where returns come from ?The power of optimization to fine-tune risk exposure, increase idiosyncratic alpha, and boost Sharpe ratios ?Don’t leave opportunity on the table. Start thinking about risk differently. Read more: https://lnkd.in/gnqHgPxp #RiskManagement #PortfolioOptimization #FactorInvesting #InvestmentStrategy

???Introducing Nexus: A Next Generation Risk and Portfolio Management Solution??? We’re thrilled to announce Nexus, our latest innovation designed to redefine how investment teams navigate the complexities of fundamental investing. Built on EDS’s powerful platform, Nexus seamlessly integrates internal research, portfolio construction, risk management, and performance analytics—all in one dynamic dashboard. Join the evolution of investment process management—because better decisions lead to better outcomes. Read the full press release here: https://lnkd.in/gCbfR9a3 #InvestmentManagement #DataDrivenDecisions #NexusByEDS #PortfolioOptimization #RiskManagement #EquityDataScience

We’re pleased to share that Sandeep Varma, CFA, CEO of Equity Data Science, will be a guest speaker in the?Factors for the Fundamental Investor?program by Fundamental Edge. Thank you to Brett Caughran for curating such a valuable resource for the investment community. In his session, Sandeep will explore the transformative power of integrated data and factor analysis in modern investing, offering?three key insights: 1??Factors are a mathematical representation of their underlying fundamental characteristics.?They are better at decomposing the primary drivers of a stock's return. 2??Factor models can be used throughout the investment process. 3? Fundamental investors are increasingly adopting factor models.This program is an excellent opportunity to learn from Sandeep and gain valuable perspectives on the intersection of investment strategy and analytics. ?? Check out this clip where Sandeep discusses the impact of?beta factors?on a portfolio. ?? Interested? Use the code?EDS-150?for $150 off enrolment. Learn more and register here: [https://lnkd.in/gN5-4Bg2] #InvestmentManagement #FactorAnalysis

As 2024 wraps up, we thank our clients, partners and team for an incredible year of collaboration and growth. Wishing everyone a joyous holiday season and a prosperous New Year. From all of us at EDS, cheers to new opportunities, bold decisions and continued innovation in 2025!

Equity Data Science (EDS), in partnership with Northern Trust Asset Servicing Investment Data Science, is honored to win Best Data Analysis Tool at the Benzinga 2024 Fintech Awards. This recognition highlights our commitment to driving innovation for investment decision-making. Congratulations to our incredible EDS and Northern Trust IDS teams! We also want to extend our gratitude to our clients and partners for their ongoing support. ? Congratulations to all the winners and finalists! Learn more:https://shorturl.at/H6Ft9

We are thrilled to share that Equity Data Science (EDS), along with Northern Trust Asset Servicing Investment Data Science, have been named finalists for two categories at the upcoming Benzinga 2024 Fintech Awards. ? Best Data Analysis Tool ? Breaking Barriers Congratulations to all the nominees! Learn more about the Benzinga 2024 awards, including the full list of finalists: https://shorturl.at/BgwqN

We are excited to announce that Equity Data Science (EDS) and Northern Trust Asset Servicing IDS have been named ESG Solution of the Year at the Hedgeweek US Awards last night. ?? We are proud to be recognized for the pivotal work we're doing in providing? integrated ESG solutions that help fundamental managers drive impactful, data-driven investment decision-making. We are grateful to our clients for their continued trust and support. Cheers to all the recipients celebrating their award! Full list of winners: https://lnkd.in/deK9QvzE