FactSet - FactSet Performance System & Client Reporting Solutions
Type of system
- Data management
- Governance, risk, compliance (GRC)
- Internal/external reporting
- Performance attribution
Type of platform
- Cloud
- SaaS
- Web-based
Other features
- Brinson Attribution
- Fixed Income Return Attribution
- Benchmark Relative Attribution
- Client Reporting
Has the product an open API? Yes / No?
Yes, every application within the FactSet ecosystem is accessible via APIs.
What are the typical implementation costs for your product?
There are no typical implementation costs as they depend on the solutions and teams involved.
How long does your product take to implement on site?
Implementation varies depending on the length of history needed, the complexity of data (transactions or no transactions), and the number of portfolios. Typical implementation can last from six to 24 months.
Please name companies that use the system/product
FactSet doesn’t disclose client names. However, around 150 global insurance firms use FactSet for performance and reporting solutions supporting the General Account and Funds Retirement business.
Product summary: Please summarise your product’s key points for re/insurers in no more than 100 words.
With FactSet's extensive experience in market content and data integration, we offer a performance product suite that is fully integrated with content, providing clients with easy access to relative performance statistics and analytics compared to market indices and benchmark providers.
Another unique feature of FactSet's offering is combining ad-hoc and official performance calculations into a single platform. Users can input a simple list of identifiers into the application and quickly calculate the performance analysis of a hypothetical portfolio on the fly while using the official accounting book of record valuations to calculate accurate performance results.
FactSet utilizes a deployment model that is a significant differentiator. With a fully SaaS, enterprise-hosted solution, we provide our clients with a comprehensive technology and services stack, allowing them to focus on the value-added performance and reporting workflows that drive their business.