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Visit WebsiteHow one of the world’s largest asset managers leveraged FactSet to reduce operational costs and boost growth
Amundi Asset Management
Laurent Cohen
Asset Manager
FactSet
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. For 40 years, through market changes and technological progress, the focus has always been to provide exceptional client service. From more than 60 offices in 23 countries, they are all working together toward the goal of creating value for all the clients, and they were proud that 95% of asset managers who use FactSet continue to use FactSet, year after year.
Case Studies
Showing 39 FactSet Customer Success Stories
Barrett asset management cuts costs and improves cross-firm collaboration with factset
Barrett Asset Management
Wells Beck
Portfolio Manager, Managing Partner, and Director of Research
Bentley University - Customer Case Study
Bentley University
Richard K Gibble
Director, Hughey Center for Financial Services
Asian asset owner improves accuracy and quality of multi-asset risk analysis and reporting
Burgiss
DBS Bank reduces market data costs with factset solutions for wealth management
DBS Bank
Patrick Dreyfuss
Chief Operating Officer of Wealth Management
Drexel University - Customer Case Study
Drexel University
Daniel Dorn
Associate Professor and Dragon Fund Advisor
EFG Asset Management (UK) ltd partners with factset for equity and multi-asset class risk analysis
EFG Asset Management
Russell Thornton
EFG Asset Management
The First National Bank of Long Island improves client service with factset’s solutions for wealth managers
First National Bank of Long Island
Jane Carmody
Managing Director
FactSet’s Professional Services group removes the burden of manual reporting for a leading investment performance team
Fortune 500 Financial Services Firm
Global Asset Manager increases scope and accuracy of calculation performance and reporting
Global Asset Management and Investment Firm
Global Asset Management Firm improves its data governance procedures using portfolio vault
Global Asset Management Firm
FactSet’s focus on white glove service results in a seamless deployment for a leading global bank
Global Bank
Investment Bank streamlined its solutions for bankers with factset data
Global Investment Bank
Top-Tier Global Bank slashes market data costs by 66% with factset solutions for wealth management
Global Largest Multinational Bank
Asset manager becomes gips® compliant and reduces reporting time by 70%
Global Mid-Sized Asset Management Company
Global Multi-Asset Class manager reduces monthly reporting time by three days with factset
Global Multi-Asset Class Investment Firm
Pharmaceutical Company streamlines its research management process with factset content and solutions
Global Pharmaceutical Company
Guggenheim Partners improves data infrastructure with factset dms
Guggenheim Partners
Jonathan Summer
Managing Director of Business Integration
Helios Life Enterprises, Inc improved data management and sentiment analysis with factset events audio
Helios Life Enterprises
Sean Austin
Chief Operating Officer
Invesco indexing creates over 30 indexes with factset investment software and services
Invesco
Andrew Waisburd
Head of Invesco Indexing
Investec teaches local students about responsible investing using factset data and analytics apis
Investec Wealth and Investment
Insurance firm improves delivery time and quality of performance data across asset classes
Large Global Insurance Firm
Large International Wealth manager improves the user experience with factset digital solutions
Large International Wealth Management Firm
Large U.S. Endowment Leverages FactSet’s Solutions for Asset Owners
Large U.S. Endowment Company
Property Insurer easily transitions to factset and gains robust compliance, performance, and analytics solution
Largest Property-Casualty Insurer Firm
Wealth management division at a Leading Global Financial Services Firm leverages factset’s web solutions
Leading Global Financial Services Firm
Investment manager automates data integration and connectivity to become more efficient
Leading Medium-Sized Investment Management Firm
Newly merged asset management firm and investment manager reduce integration time by 75%
Leading Multi-Boutique Asset Management Firm
Loomis, Sayles & Company leverages factset’s api to drive customization and efficiency
Loomis Sayles
James Lombardo
Head of Investment Technology
Martin Currie streamlines communication with factset RMS
Martin Currie
Jeff Casson
Head of Investment Process
South African pension fund improves flexibility with factset
Metal Industries Benefit Funds Administrators
Vernon Reddy
Chief Investment Officer
OP Financial Group improves the customer experience with factset investment dashboard
OP Financial Group
Kristian Wilkman
Senior Business Development Manager
Leading global investment management firm celebrates ten years of successful client reporting with Vermilion
Pioneer Investments
Christine Griffin
Vice President, Global Applications Manager
Polen Capital gains competitive edge in aggressive investment environment
Polen Capital
Dan Davidowitz
Chief Information Officer and Lead Portfolio Manager
Global asset manager seeks a solution to deliver a centralized operational model for multi-domicile communications and global reporting
Principal Financial Group
Christopher Reddy
Executive Director of Marketing, Product, and Business Development
Strategic Investment Group reduces reporting time by 20% with vermilion + northpoint data management solutions
Strategic Investment Group
Joshua O’Brien
Managing Director
Bank augments crm with factset data, reducing manual processes and uncovering cross-sell opportunities
The Largest International Bank
University of Michigan - Customer Case Study
University of Michigan
Kai Petainen
Tozzi Trading Floor Manager and Adjunct Lecturer
FactSet’s intuitive interface makes data easily accessible, allowing UNC students more time to focus on their analysis
University of North Carolina System
Jim Britton
Associate Director, Capital Markets Lab and MBA for Executives
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