FactSet Research Systems Inc. - Private Capital Data Aggregation Services & Reporting
Type of System
- Analytics
- Data management
- End-to-end ERM
- Environmental, social and governance
- Governance, risk, compliance (GRC)
- Operational risk management
- Portfolio analysis/hedging
- Stress and scenario testing
Type of platform
- Cloud
What are the typical implementation costs?
Implementation costs are based on the number of private funds.
How long does your software take to implement on site?
1 to 30 days.
Please name companies that use the system/solution
FactSet doesn’t disclose client names. However, the largest global insurance firms use FactSet for cash flow testing, scenario analysis, and regulatory capital management.
Do you have an open API?
Yes, all the data and analytics are available via APIs.
Does your solution incorporate AI technology? How?
Yes, AI is incorporated in the aggregation services to increase efficiencies and is being built out in our analytics and risk tools in our Portfolio Commentary functionality.
Most recent significant update:
Expansion of FactSet’s Private Company coverage for increased concordance.
Planned future enhancements:
The continued expansion of our proprietary multi-asset classed risk model for more granular factors for private capital.
How does your solution integrate with third-party systems or in-house systems?
FactSet integrates general account holdings from accounting systems, custodians, data warehouses, and general partners (GP) statements and distributions.
What is the key attribute of your product(s) that differentiates it from your competitors?
FactSet will look to cover all public and private assets in our Portfolio Analytics Suite to provide analytics, risk, stress testing, performance, and enterprise reporting on all sleeves of the general account. The system is backed by industry-leading models and thought leadership that powers an open and flexible interactive ecosystem. All data workflows are monitored in real-time for quality assurance, and all analytics and risk are run on a powerful hosted engine.
What trends are you seeing in terms of customer demand?
Our clients demand more transparency and need help in understanding their accurate investment exposure or risk. Data management is a challenge, and having a system like FactSet that brings the entire general account together in one system has proven invaluable. The need for more transparency in private investments is why we have built out our private modelling and aggregation capabilities.
Contacts
Email: [email protected]
