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Equity Data Science and LinqAlpha Partner to Launch Fusion, a Generative AI Initiative for Institutional Investment Workflows

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Equity Data Science (EDS), a provider of Investment Process Management (IPM) solutions, has partnered with LinqAlpha to introduce Fusion, a generative AI initiative designed to enhance institutional investment workflows through advanced data analysis.Fusion aims to transform the analysis of key investment data, including filings, earnings transcripts, news, and analyst notes, by enabling insights through natural language queries. This initiative integrates next-generation AI models to synthesize both structured and unstructured data, with the goal of increasing productivity and deepening analytical insights across the investment lifecycle.Sandeep Varma, CEO and Co-Founder of EDS, stated that the partnership with LinqAlpha represents a significant advancement in empowering institutional investors with generative AI. He emphasized EDS’s architectural flexibility, which supports seamless integration with various software partners, underscoring a commitment to customized solutions.Hojun Choi, CEO of LinqAlpha, noted that combining LinqAlpha’s multi-agent AI stack with EDS’s process-management framework is intended to provide investment teams with an “AI copilot.” This collaboration seeks to accelerate idea generation while delivering auditable responses required by institutional investors.Key features of Fusion include the integration of diverse data sources such as filings, transcripts, news, internal notes, price targets, estimates, and meeting notes. The platform supports natural language queries for actionable insights, automated tagging and classification, and the creation of knowledge graphs for contextual analysis.Earlier this year, EDS also integrated AI into its Nexus platform, which is designed for smarter risk analysis, portfolio optimization, and performance attribution. Fusion builds on this innovation by applying AI comprehensively throughout the investment lifecycle.EDS specializes in Investment Process Management (IPM) solutions, providing tailored workflows and analytics to hedge funds and asset managers. Its platform, which includes the RMS Suite and the Risk Suite, integrates proprietary and third-party data to support the entire investment lifecycle.LinqAlpha, founded in 2022, focuses on using AI to enhance discretionary investing. The company has developed a multi-agent system specifically for hedge funds and asset managers, built by a team with expertise in agentic AI, finance, and retrieval-based search. LinqAlpha has been recognized for its text retrieval accuracy and serves over 170 global investment managers and banks, helping them accelerate research and improve investment decisions.

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