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EDS Launches Nexus: A Next-Generation Risk and Portfolio Management Solution

EDS Launches Nexus: A Next-Generation Risk and Portfolio Management Solution

Contact: Theresa Elamparo, Equity Data Science
Phone: +1.908.510.0412
Email: theresa@equitydatascience.com

Equity Data Science, Inc. (“EDS”), a leading investment process management (IPM) software provider, today announced the launch of Nexus, a risk and portfolio management solution that integrates Factor Risk, Internal Research, and Performance Attribution workflows into a single, seamless interface. Building on EDS’s existing capabilities, Nexus enhances how investment teams interact with critical data, creating a more efficient and streamlined experience.

Nexus leverages real-time, aggregated data from the EDS platform to provide investment teams with a centralized, configurable dashboard of portfolio risk and opportunities. Developed in collaboration with clients and industry leaders, it addresses common challenges in risk management by seamlessly incorporating fundamental and market data, internal research insights, and valuation metrics into decision-making.

“Nexus brings together the most critical aspects of risk, research, and performance analysis—allowing investment teams to analyze exposures, optimize strategies, and gain a holistic view of their portfolios,” said Sandeep Varma, CEO and Co-founder at EDS. “While our workflow solutions have been utilized for years, Nexus transforms how clients interact with aggregated data, delivering a modern, highly efficient experience designed for today’s investment teams.”

Key features include:

  • Integrated Risk and Performance Analysis – Combines factor risk, expected returns, and fundamental data, including valuation and growth metrics, into a unified view.
  • Trade Simulation and Optimization – Models portfolio adjustments in real time, optimizing for idiosyncratic risk and Sharpe ratio, with or without a factor model.
  • Exposures and Performance Tracking – Provides visibility into risk drivers, portfolio sensitivities, and historical performance trends.
  • Consensus Comparison – Enables users to view fund positioning relative to market consensus for better decision-making.
  • Research Integration – Incorporates internal research, including price target scenarios, IRR, DCF, and other valuation methodologies.

Nexus optimizes workflow by reducing reliance on multiple applications and data sources, providing configurable workflows and scalable architecture to support diverse investment strategies.

About Equity Data Science
Equity Data Science (EDS) provides investment process management (IPM) solutions that empowers leading hedge funds and asset managers through greater insights and productivity for decision-making. Trusted since 2012, EDS integrates proprietary and third-party data and research on a modern platform configured to each client’s unique investment vision. The EDS platform supports idea generation, research management, portfolio construction and analytics, risk management, performance attribution and ESG. Visit www.equitydatascience.com.