Equity data science. Act with confidence to make sound investment decisions.

Equity data science (EDS) is a global investment process management solutions provider with deep domain expertise and modernized technology. EDS is configured to client needs, so third-party data and insights are exactly where they want them, and how they want them. One should have a strong understanding of investment management workflows and operations, client facing experience and ability to manage multiple projects and work collaboratively. Introduction to Equity Risk Models: Guest Speaker Ben Lieblich. ©2024 Equity Data Science, Inc. Data Science for Health Equity is a cross-sector community of academics, health and care professionals, policy-makers and enthusiasts advancing health equity through data science. By Rahul 1 author 1 article. Leveraging a suite of equity models, EDS clients can better understand exposures and sources of risk in their equity [] Experience in developing high volume / data driven consumer web applications. His professional odyssey has taken him across the globe, engaging [] NEW YORK, Equity Data Science, Inc. The Chartered Alternative Investment Analysts Association (CAIA) has published an article, entitled “Including Investment Process Technologies within Operational Due Diligence“, by Dana Lambert and Rayne Gaisford. Make data-driven decisions through Through a partnership with Equity Data Science (EDS), Northern Trust’s suite of Whole Office solutions offers industry-leading, cloud-based software to help you formalize, measure, and refine your investment decision-making. Responsibilities: [] Client Background A global hedge fund, who started with EDS in 2020 with ~$500 Million in AUM. Last year, BlackRock received the same award and we are honored to have been chosen for the same category. Solutions Overview; Idea Generation; Research Management System; Portfolio Construction The EDS Comp sheet helps investors identify the right peers using a combination of industry classification and multiple metrics, such as Profitability, Growth and Quality factors. Clarity AI is a sustainability technology platform that uses machine learning and big data to deliver environmental and social insights to investors and organizations. It offers a single source of truth, seamless workflows, integrated data and intelligence, and performance EDS helps many of the world’s leading hedge funds and asset managers to make smarter investment decisions. Greg spent three decades as a Fundamental Technology Analyst/Portfolio Manager and was an early investment team member/partner of multiple billion dollar-plus funds, including WestWay Capital, a pioneering technology fund Equity Data Science (“EDS”), a cloud-based analytics platform provider that delivers decision support tools for the investment process to hedge funds and asset managers, has named Erin Greenfield as the Company’s Head of Customer Success to solidify the company’s relationships with clients around the world. Greenfield will build structure to EDS’s Theresa Elamparo 2 minutes Practical Application for Fundamental Hedge Funds In a recent webinar co-hosted by MSCI and Equity Data Science (EDS), experts from the investment management industry, including EDS. Stay up to date with the latest from EDS. 04M over 1 round from 1 investor. Good knowledge of financial markets is required. OUTLAW BLIND BIAS: INVEST IN PROCESS Even with advanced technology that can synthesize and deliver quantitative data in actionable formats, further context and understanding of qualitative data and process feedback loops must be understood and assessed. Ben Lieblich 2 minutes In today’s fast-paced world of fundamental management, staying ahead requires more than just sharp investment acumen—it demands an acute awareness of risk factors. For the asset management industry, harnessing its potential is a real and urgent challenge. You will collaborate with cross-functional teams to define data quality standards, develop quality checks, and maintain data accuracy across platforms like AWS and Snowflake. This book makes the case for field wide definitions, literacies and practices for data science teaching and I co-founded and have the privilege to run Equity Data Science (EDS) - where we are · Experience: Equity Data Science · Location: New York · 500+ connections on LinkedIn. EDS is a platform that helps fundamental investors leverage technology to improve their investment process and outcomes. He went on to lead the analytics group at Shapeways 3D Printing, a prominent tech startup, after which he [] Show Notes on Encode Equity Organizations have flocked to data science as a means of achieving unbiased results in decision-making on the premise that “the data doesn’t lie. EDS offers more than just a stand-alone risk tool—it’s a comprehensive platform designed to integrate seamlessly into your investment strategy and decision-making process. Advice and answers from the Equity Data Science Team. 3+ years experience with NodeJS and REST Ben Lieblich 1 minute EDS Chief Data Scientist Ben Lieblich recently sat on a panel, along with Snowflake’s Bryan Lenker and FactSet’s Kellyn Cochell, discussing data trends among investment teams and how cloud-enabled capabilities can power quantitative research and investment analytics workflows. The company offers a platform that includes features such as Through a partnership with Equity Data Science (EDS), Northern Trust’s suite of Whole Office solutions offers industry-leading, cloud-based software to help you formalize, measure, and refine your investment decision-making. Portfolio and benchmark aggregated ESG scores and metrics, What If ESG and Controversy Tracker . We do this by analyzing complex datasets, developing predictive About the Role: This is a crucial role where you will take ownership of developing and managing innovative products that meet customer needs and align with business objectives. Improving Equity in Data Science offers a comprehensive look at the ways in which data science can be conceptualized and engaged more equitably within the K-16 classroom setting, moving beyond merely broadening participation in educational opportunities. We pursue independent research, study our on-the-ground data work, partner with experts, and consult with communities to continually improve and update our understanding of what ‘equity’ means in data science. 5 out of 5, based on over 23 reviews left anonymously by employees. Combine trade data with behavioral science to identify patterns and biases in investment decisions. . He is an accomplished leader in the fintech space, bringing more than two decades of experience in product development, solution engineering, business analysis and consulting. This is why fundamental funds, such as Point 72, Coatue, Citadel, Maverick, and [] Equity Data Science has an overall rating of 4. Read more We are honored to be shortlisted, alongside Northern Trust’s Investment Data Science, as a finalist in the 2022 With Intelligence HFM US Technology Awards for Most Disruptive Technology Solution. Other apps from EQUITY DATA SCIENCE, INC. Act with confidence to make sound investment decisions. But even as technology continues to On February 24 2022, EDS was the recipient of the 2022 HFM US Tech Award for Most Disruptive Technology Solution, alongside our strategic partner Northern Trust Asset Servicing in their Investment Data Science division. Throughout that [] Equity Data Science Integrates FinX Capital Markets Investment Data to Enhance Multi-Asset Class Analytics Capabilities NEW YORK--(BUSINESS WIRE)-- #datascience--Equity Data Science, Inc. FactSet creates flexible, open data and software solutions for tens of thousands of investment professionals around the world, providing instant access to financial data and analytics that investors use to make crucial decisions. This contrasts sharply with [] We are thrilled to announce that EDS, in collaboration with Northern Trust – Investment Data Science, has won the Best Analytics Tool award at the With Intelligence HFM US Services Awards 2024 and has also been listed as Highly Commended for Best Data Management Solution. This honor underscores our dedication to delivering premier performance measurement solutions, In partnership with WBR Insights, Northern Trust surveyed 300 CEO’s, CIO’s, and Chief Data Information Officers from global asset management firms to find out what their strategies are for maximizing their data, how they incorporate that data into their investment process and their plans to leverage data science tools to optimize their investment performance. Using data science and analytics to improve decision making has grown significantly over the past decade in many industries. View Sandeep Varma On November 4, 2022, during the 2022 Waters Tech Buy-side Tech Award ceremony, EDS had the honor of being named Best Buy-side Risk Management Initiative over the last 12 months. Client: Canopy Investors Implementing a Modern Research Management System (RMS) for Better Decision-Making Canopy is a 2024 long-only equity launch, spinning out of a large, global equities asset manager in Australia. Attendees gained practical knowledge on subjects such as trades, risk baskets, and factor drivers. We do this by harnessing public and private data on a modern, efficient and actionable user interface to serve best-in-class Equity Data Science (EDS) is an investment process management (IPM) solutions provider that empowers many of the world's leading hedge funds and asset managers through greater insights Operator of a cloud-based fundamental investment process management (IPM) solutions platform intended to empower hedge funds and asset managers. Over the course of a month, participants will design a project that utilizes one or two of several provided datasets, with guidance and Sean Lee Advisor Sean Lee is the Chief Technology Officer at Columbia Investment Management Company which manages Columbia University’s endowment. This recognition highlights the powerful combination of advanced Greg McCall 1 minute Investment data science enables asset managers and allocators to better understand why investment decisions are good or not so good President & CFO, Equity Data Science (EDS) Originally hosted by Institutional Investor. Incorporating factor models into investment strategies has become crucial for those looking to uncover insights that aren’t immediately visible. I began by spending my time answering questions for the PM and analysts. Publish your notes from Word directly into your private RMS instance. interpreted (process or algorithmic data equity); used to generate and inform outcomes (outcome data equity); and how its value is being distributed and shared with individuals and communities that have contributed to it (data value equity). We’re proud to Read More Greg McCall Co-Founder, President & CFO Greg McCall co-founded Equity Data Science in 2017 and serves as the Company’s President and CFO. Equity Data Science General Information Description. The partnership enables EDS to provide to its hedge fund clients MSCI FaCS, a factor classification standard designed to give investors the essential tools and common language for implementing factor investing strategies. Sanders inquired about our recently-announced equity stake in Equity Data Science (EDS), as they had been considering a research management solution. The ideal candidate will have at least 2 years of experience in project management and a passion for delivering successful projects on time and on budget. Solutions Overview; Idea Generation; Research Management System On September 13, Equity Data Science, in collaboration with Northern Trust – Investment Data Science, was recognized at the With Intelligence HFM US Services Awards 2023 gala. +1 646. ESG. Read More. Most firms are well aware that maximizing their data is the critical enabler in the hunt for alpha. (“EDS”), an investment process management (IPM) software provider that delivers decision-support and productivity tools to hedge funds and asset managers, today announced it has received a Hedgeweek US Award, for the second year in a row, in the Best Data Science Solution Provider category. Equity Data Science was founded in 2017 by a team of engineers, investors, and data scientists to commercialize a quantitative platform for fundamental investors, which has been in use at some of the top investment funds since 2013. Hosted by WatersTechnology, the aim of these awards [] Data equity is a growing movement for more responsible data work, from analytics and data visualization to data science and machine learning to data-driven decision-making. Test software component to ensure responsiveness and efficiency. Snowflake Equity Data Science (EDS) and Snowflake have teamed up to provide investment teams with seamless data integration and analytics. Ben Lieblich Chief Data Scientist Ben joined EDS early on as Vice President of Product and Quantitative Engineering. Events | 1 minute. To honor its sixth anniversary, Benzinga is honoring the winners for. The prestigious Equity Data Science (“EDS”), a cloud-based analytics platform provider that delivers decision support tools for the investment process to hedge funds and asset managers, has named Erin Greenfield as the. ” Yet, as data is reflective of the biases in our culture, in our history, and in our perspectives, it is particularly naïve to assume that models will [] We All Count continually develops tools, case studies, practices, and systems to improve equity in data science. Basically, this involved quantifying and manipulating [] Portfolio Construction solution for fundamental investing With EDS, your best ideas always make it into the portfolio, and are sized correctly, as it is based 100% on your intelligence and unique investment vision. Solutions. The EDS Analytics Platform is a customized solution that adds insight, efficiency and better alpha through the intelligent use of data science. Aggregate data and digitize your investment process. Centralize Excel and research workflows to enhance investment [] Sandeep Varma Co-Founder, CEO & CTO Sandeep co-founded Equity Data Science in 2017 and serves as the company’s Chairman and CEO. With over 50 years of expertise in research, data and technology, MSCI powers better investment decisions by enabling clients to understand and analyze key drivers of risk [] Equity Data Science was founded in 2017 by a team of engineers, investors, and data scientists to commercialize a quantitative platform for fundamental investors, which has been in use at some of the top investment funds since 2013. Release Benzinga Announces Winners for the 2024 Global Fintech Awards Benzinga, the leading financial media platform for next-generation investors, is thrilled to announce the winners and runners-up of its 10th annual Benzinga Global Fintech Awards. EDS Add-In for Word EQUITY DATA SCIENCE, INC. 838. Recipients of the award are voted for by participants within the hedge fund community and we are thankful that our clients and friends have placed their trust in EDS to receive this recognition. com for more information. Resources to Elevate Data for Equity Data Capacity Tools Data Capacity Groups Equitable This article, funded by the National Science Foundation, presents 10 principles for ethical use of big data research methods and infrastructures to reduce the chance of harm and build best practices based on the council’s consultations. Northern Trust In early 2021, Northern Trust created a new division, Investment Data Science (IDS), with EDS at the center of their strategy to digitally transform clients’ front office across the entire investment lifecycle, leverage data science to provide more insights, and deliver more enhanced outcomes. Measure and iterate idea generation to improve conviction and ensure the best ideas make it into the portfolio. MSCI Accessing MSCI factor, ESG, Index and other content through EDS equips fundamental investors with a powerful solution to integrate MSCI insights directly into the entire investment process. Sanders was impressed with its overall capabilities, but wanted to identify a Customer Stories Learn how some of our clients have brought their unique investment vision to life by optimizing their investment process with EDS. Your technical expertise in [] Limited Brands (LB) – Improve Relevance, Accuracy and Free Up Valuable Research Time More data makes for better decisions, but how do you use it efficiently and not drown under the weight of it or worse, pay attention to the wrong information. MSCI Q320 Quarterly Update – Redistribution agreement with Equity Data Science (EDS) Partners EDS partners with industry-leading data and tech providers to bring together best-in-class solutions and provide maximum flexibility to customers. Skip to main content Learning LinkedIn Learning. 100% of employees would recommend working at Equity Data Science to a friend and 86% have a positive outlook for the business. Greg McCall 1 minute With the recent shift to ESG investing due to a mix of investor demands, regulatory action and market opportunity, there is growing demand for standardization, quality and visibility of ESG data. Privacy Policy; Terms And Conditions; Cookie Policy; Privacy Policy; Terms And Conditions; Cookie Policy Charudatt Mulye, CFA Head of EDS India Charudatt joined EDS in 2021 as the Head of EDS India Pvt Limited. Equity Data Science is a provider of investment process management solutions for the hedge fund and asset management industry. Skip to main content. Read how modernizing your investment process with the EDS Decision-Support Platform In a recent Fundamental Edge webinar, our Chief Data Scientist Ben Lieblich shared a comprehensive overview on equity risk models. The EDS Intelligent Search technology is featured, and we are including highlights from the article: “The tools and processes below help enable more Performance Attribution solution for fundamental investing Drive better investment decisions with an integrated approach to attribution, harnessing all performance metrics to generate meaningful insights, understand your strengths and know your blindspots. Share Blog: Facebook Axioma EDS partners with Axioma by SimCorp, Qontigo’s analytics business and a leading global provider of factor risk models, to deliver hedge funds and asset managers access to its market-leading Axioma Equity Factor Risk Model Suite. Ben Lieblich, EDS’s Greg McCall 3 minutes When determining the right technology ecosystem for your investment team, the essential first step is distinguishing between platforms and applications, and which is a better fit. We even just took home a 2022 HFM US Technology Award for Most Disruptive Technology Solution, alongside Northern Trust Asset Servicing’s Investment Data Science division. NaN out of 2. We help you extract the value in qualitative and quantitative data, whether internal or third-party on one platform. EDS’s Greg McCall discusses the importance of having the right tools in place between support and decision making in a [] Greg McCall 1 minute Making Faster, Better Investment Decisions Hosted by Northern Trust Investment data science enables asset managers and allocators to better understand why investment decisions are good or not so good – and to improve future decision making in the process. This, on the heels of completing the best year Equity Data Science, Inc. Skip to content. You will work closely with cross-functional teams, Sandeep Varma 2 minutes My background is in computer science and I have my CFA as well. Idea Generation solution for fundamental investing Make the most of the intelligence you access – search, aggregate, prioritize, rank, codify and analyze in one platform, across all global securities. MSCI Q320 Quarterly Update – Redistribution agreement with Equity Data Science (EDS) Media & Releases Read our latest press releases, published articles and news mentions. Welcome to We All Count! It’s a project to increase equity in data science. (EDS), a cloud-based analytics platform that provides decision support tools to asset managers for idea generation, portfolio construction and risk management. Founded by Sandeep Varma and Greg McCall in the year 2017. As of February 2022, Clarity AI’s platform analyzes more than 30,000 companies, 180,000 funds, 198 countries and 187 local governments, and delivers data and analytics for investing, corporate research and reporting. Responsibilities: Answering day to Sliding into the new year has brought us to a milestone for EDS, reaching five exhilarating years of strategy, innovation and growth. 8 Thus, it is crucial to consider data equity from the NEW YORK, NEW YORK, – MSCI signed a redistribution agreement with EDS, expanding MSCI’s market reach to fundamental managers. EDS is more than just an RMS; it’s a comprehensive platform designed for decision-making, tailored to align with your strategic vision. About the Role: As a Data Quality Analyst, you will play a pivotal role in ensuring the accuracy, consistency, and reliability of data across various systems. Equity Data Science - Portfolio management and data analytics solution for fundamental investors. For more than 20 years, Jen spent most of her career at FactSet focused on sales, both as an individual contributor and a sales manager. (“EDS”), an investment process management (IPM) software provider that delivers insights and productivity tools to hedge funds and asset managers, announced today Apply the insights of data science to private equity and venture capital firms to drive future growth and expand your portfolio. He started his career as a quantitative analyst at Credit Suisse where he first met Sandeep, our CEO. It empowers returns through greater insights and productivity by aggregating data sources and refining workflows to govern investment decisions. This project has a place for you in it if you want to work towards a world where data science is good, and good for everyone. Operator of a cloud-based fundamental investment process management (IPM) solutions platform intended to empower hedge funds and asset managers. Prior to joining Columbia, he was Chief Technology Officer at On October 27, 2022, EDS was delighted to receive the 2022 Hedgeweek US Award for Best Data Science Solution Provider. The Challenge While the investment team was actively using third-party software to manage their research, including Research Management (RMS) and Risk Management, [] Greg McCall 4 minutes When assessing a risk management solution for your investment team, the key question often comes down to whether you need a full platform or just an application. EDS provides a fully configurable, About Equity Data Science (EDS) Equity Data Science has been in use at some of the top investment funds since 2013. Risk Management solution for fundamental investing Integrate risk within your investment process to better understand what you’re buying, what you’re exposed to, and where your alpha is coming from. Equity Data Science has 517 competitors. Articles | 1 minute. About the Role: We are looking for a Customer Success associate with strong experience in client management, customer success, support or account management. 3+ years experience with Angular 2+ or React. Applicable to: Word. Prior to founding EDS, Sandeep was a quantitative analyst at Bridger Capital and a quantitative and fundamental analyst at Herring Creek Capital, Equity Data Science Help Center. Centralize all internal and external intelligence to optimize investment selection, [] We are thrilled to announce that EDS and Northern Trust – Investment Data Science have received the ESG Solution of the Year Award at the 2024 Hedgeweek US Awards. Hosted by the Lucy Family Institute for Data & Society and the Berthiaume Institute for Precision Health, the Health Equity Data Science Challenge is an opportunity for student teams to tackle an interesting, data-driven question related to health equity. Capitalize on opportunities and mitigate risk with actionable insights front and center. Raised a total funding of $5. English. EDS for performance attribution helps investment teams understand what drives their performance on an absolute or relative Skip to content. All rights reserved. As of 2024, the fund has a deep fundamental investment strategy across $2+ Billion in AUM. Join industry experts from Northern Trust and Equity Data Science, as “While data science leans on computer science, statistics, and domain science, and has a very well-established definition, our ideation of data equity revolves around four core areas: advocating for representative, high Jen Vermeulen, CFA Head of Sales Jen Vermuelen joined EDS in 2021 as the Company’s Head of Sales to lead all sales acquisition efforts and new business development. +1. Ed keller Director Ed recently retired after 28 years at Morgan Stanley as a Managing Director and the Global Head of Prime Brokerage, where he also sat on Morgan Stanley’s Equity Operating Committee and the Prime Brokerage Kindred Capital 2019 Investor Letter Excerpt: At the core of our investment process is Equity Data Science (EDS), a software program which affords us enormous leverage in stock selection and. Tailor easy-to-use dashboards and reports based on your own strategies for an accurate view of opportunities and threats. Please contact EDS at sales@equitydatascience. [] By Paul Fahey, Head of Investment Data Science Solutions at Northern Trust, Joshua Rand, Managing Director at Essentia Analytics and Greg McCall, Co-Founder at Equity Data Science (EDS). I was hired as a quant on the buyside and was seated among the analysts at my first fund. A New Era Beckons The proliferation and richness of data available to the financial services sector is already proving a profoundly disruptive force. This role involves researching changes in ESG regulations, analyzing their impact on the firm’s clients, and ensuring data accuracy and reliability through quality monitoring and collaboration [] As part of its continuing strategy to provide integrated services and technology across the investment lifecycle, Northern Trust has reached an agreement to take an equity stake in Equity Data Science, Inc. Equity Data Science was named on the Benzinga Global Fintech Listmakers and recognized as a “Best Investment Research Technology”. For quantitative researchers and investment managers, Equity Data Science Help Center. Portfolios Archive - Equity Data Science. About the Role: As an ESG Analyst with approximately 2 years of experience, you will play a key role in monitoring and analyzing the evolving ESG regulatory landscape. We help you curate and mobilize data and intelligence, unleashing new ideas, accelerating your internal processes and improving your hit rate. His unique experience includes computer science, fundamental analysis, and data science. Equity Data Science Help Center. EDS Add-In for Outlook EQUITY DATA FactSet EDS partners with FactSet to provide the highest quality financial and corporate data, directly integrated into the EDS platform. Blackstone Data Science (BXDS) is a team of data scientists, strategists, and engineers that uses data to “move the needle” with our portfolio companies and deal teams. This recognition underscores our commitment to providing innovative ESG solutions that empower our clients with data-driven insights and responsible investing practices. To start with the basics: equity seeks to ensure fair treatment, equality of opportunity, and fairness in access to information and resources for all, according to the Ford Foundation . A CFA Journal publication, entitled Stick to the Fundamentals and Discover Your Peers, written by Jens Overgaard Knudson, Simon Kold and Thomas Plenborg highlights the importance of About the Role: EDS is looking for a highly motivated and organized Project Manager/Business Analyst to join our team. This partnership brings together EDS’s expertise in Investment Process Management (IPM) with Snowflake’s powerful data cloud, enabling teams to centralize, scale, and optimize their data workflows efficiently. Equity Data Science offers a platform for fundamental investors to improve their investment process and outcomes through integrated data and intelligence. Year-on-year, the With Intelligence HFM US Technology Awards celebrate those technology firms who have demonstrated exceptional client service, Theresa Elamparo 2 minutes Practical Application for Fundamental Hedge Funds In a recent webinar co-hosted by MSCI and Equity Data Science (EDS), experts from the investment management industry, including EDS client Chris Greenfield, Head of Trading at Broad Bay Capital, Benjamin Lieblich, Chief Data Scientist at EDS, and Mark Carver, Managing Director Hedgeweek US Awards 2024: Northern Trust Investment Data Science – Equity Data Science named ‘ESG Solution of the Year’ Benzinga Fintech Awards 2024: Northern Trust Investment Data Science – Equity Data Science named ‘Best Data Analysis Tool’ We are excited to share that Equity Data Science (EDS) has been shortlisted for the FTF News Technology Innovation Awards 2024 in the Best Performance Measurement System category, under Northern Trust Investment Data Science – Equity Data Science. 4107 ; Linkedin Twitter. ffuyw bsat vvtcq dgupq sgfjfy hotg zvteq idayuwt wtyvf rqrtak