Understandable Artificial Intelligence

Overview

Risk analysis is one of the core value proposition of EDS software

We provide rigorous analysis of factor exposures and geographical risk assessment

Using EDS preference based approach, clients can focus on reducing certain risks or increasing exposure to others

Expected Alpha vs Active Risk

We use a very high bar when estimating forward-looking alpha expectations. These forecasts represent excess return over a benchmark and over factor driven return. Why do we do this? In essence, factor driven return can be harvested elsewhere, hence we use this strict definition

Funds names shorthand is on the following slide

*Data from EDS, Oppenheimer, & Bloomberg, courtesy of London Business School

Fund Names Shorthand

LCV - U.S. Large Cap Equity Value
LCG - U.S. Large Cap Equity Growth
MCV - U.S. Mid Cap Equity Value
MCG - U.S. Mid Cap Equity Growth
Small Cap - U.S. Small Cap Equity
Global - Global Equities
International DM - Developed Markets Equities
International EM - Emerging Markets Equities

Risks Breakdown

Risks by Type

Risks Breakdown - Type

Risks Breakdown - Geography

Disclaimers

Please remember that past performance may not be indicative of future results. Different types of investments involve varying degrees of risk, and there can be no assurance that the future performance of any specific investment, investment strategy, or product made reference to directly or indirectly in this presentation, will be profitable, equal any corresponding indicated historical performance level(s), or be suitable for an individual's portfolio.

Our projections are based on current market conditions which can vary over the coming months and weeks. Additionally, our projections are based on historical market behavior which may vary unexpectedly. Using Machine Learning, our tool should adjust to new market fluctuations but we might not be able to avoid short term volatility.

Get In Touch

info@EconomicDataSciences.com

www.EconomicDataSciences.com

info@EconomicDataSciences.com

EconomicDataSciences.com