FactSet - 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
Has the product an open API? Yes / No?
Yes, all the data and analytics are available via APIs.
What are the typical implementation costs for your product?
Implementation costs are based on the number of private funds.
How long does your product take to implement on site?
1 to 30 days.
Please name companies that use the system/product
FactSet doesn’t disclose client names. However, the largest global insurance firms use FactSet for cash flow testing, scenario analysis, and regulatory capital management.
Product summary: Please summarise your product’s key points for re/insurers in no more than 100 words.
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.
FactSet integrates general account holdings from accounting systems, custodians, data warehouses, and general partners (GP) statements and distributions.