FactSet Research Systems

BTU Analytics is a consulting and research analysis firm focused on the North American oil, natural gas, and natural gas liquids markets. The company delivers independent, fundamentals-based analytical reports and consulting services, including market outlooks and various analytical tools. By offering insights into oil and gas market trends, BTU Analytics enables clients to develop their projects effectively and stay informed about their specific market segments.

TruValue Labs, Inc. specializes in real-time sustainability data analytics for investors, financial institutions, and corporations globally. Based in San Francisco, the company offers a range of products including the INSIGHT360 APP, which evaluates sustainability performance and provides insights on environmental, social, and governance (ESG) factors for public companies and industry sectors. Their services also include INSIGHT360 ON EIKON, which helps identify sustainability risks and opportunities within client portfolios, and the Insight360 ESG Data API that utilizes real-time data for similar analyses. Additionally, the Insight360 Data Service employs artificial intelligence and big data to create alternative datasets focused on material sustainability issues. TruValue Labs serves a diverse clientele, including portfolio managers, analysts, sustainability managers, researchers, and executives, as the relevance of sustainability in investment decisions continues to grow. The company has been operational since its incorporation in 2013.

BI-SAM Technologies S.A. provides analytics software, client reporting, and data management solutions to the investment management community. It provides functional and operational solutions; technical architecture solutions; B-One platform for data management, performance, attribution, and risk portfolio analysis, as well as automated fact sheets and institutional client reports production; and analytics suite to calculate performance measurement, equities/balanced attribution, fixed income attribution, risk attribution, and decomposition. The company also offers data management suite, an info-centre for the management of data integration, integrity, storage, extraction, data management, data repository, data mart manager, and application protocol interface Web service phases; and reporting suite to customize and diffuse report builder, report generator, report publisher, and workflow management. In addition, BI-SAM Technologies S.A. provides services, including integration interfaces, data management and controls, calculation and classification settings, customized reports, go live and stepped implementation assistance, technical and business training, and client support; professional services; and training services. Its customers include private banks, asset managers, hedge funds, and family offices. The company has strategic partnerships with Rimes, Business Objects, Altran Switzerland, Fincad, Citisoft, Investit, Bea, Oracle, Sybase, and IBM. BI-SAM Technologies S.A. was incorporated in 2000 and is based in Paris, France with additional offices in Luxemburg, Switzerland, the United Kingdom, the United States, and the Asia-Pacific.

Interactive Data Managed Solutions AG develops, distributes, and operates customized financial market information systems for banks, online brokers, media portals, and asset managers. Its solutions include PrimePortal, which offers customized financial information systems with market data, analytics, and news for financial service providers and portals; PrimeTerminal, which offer professional users of banks and financial service providers support in optimizing customer-oriented processes.

CYMBA Technologies Limited specializes in developing business solutions tailored for the asset management and hedge fund sectors. The company's product suite includes the Athena Investment Management Solution, which offers comprehensive support for portfolio modeling, analytics, decision support, and trading across various asset types, including equities and fixed income. Additionally, CYMBA provides Centurion, a compliance solution for managing pre- and post-trade processes, and Silverstone, a trading and execution platform that integrates market data and analytics. The CymbaNET electronic trading network facilitates seamless trading across multiple venues and strategies. CYMBA Technologies serves a diverse clientele, including asset managers, multi-managers, hedge funds, family offices, and brokerage firms, both in the United Kingdom and internationally. Founded in 2006 and based in London, the company also offers implementation consultancy, training, and production support to enhance its clients' operational effectiveness. As of September 2016, CYMBA operates as a subsidiary of FactSet Research Systems Inc.

Vermilion Software is a leading international provider of client reporting software and services to investment managers in the global institutional asset management, retail and mutual fund, banking, pension, hedge fund, wealth management and insurance industries. Combining business knowledge and a passion for software excellence, Vermilion deliver the worlds foremost enterprise client reporting solution – Vermilion Reporting Suite (VRS) – giving you the benefit of automation, user-empowerment, scale, control, visibility, desktop formats, consistent quality and reliability.

Portware is a developer of broker-neutral, automated trading solutions for global equities, futures, options and FX. With offices in New York, London, Hong Kong, and Hyderabad, Portware works in partnership with its clients to create highly integrated solutions to streamline workflow and increase operational efficiencies on trading desks worldwide. Portware's flagship product, Portware Enterprise, is a fully customizable trade management and execution system for single stock, portfolio, basket, automated and algorithmic trading. Portware Enterprise has been implemented at more than 130 financial firms worldwide, including sell-side program trading desks, quantitative hedge funds and investment management firms.

Code:Red is a provider of research management technologies designed for the investment community. The company allows firms to integrate their research, unique workflows, and data from various systems into a cohesive and efficient investment process. By consolidating essential information and tools, Code:Red enhances the ability of investment professionals to make informed decisions, promoting a streamlined approach to investment management.

Matrix Solutions are leading data and research firms for advisor-sold investments and insurance worldwide.

Revere Data is a provider of industry classification and supply chain specialty data, analytics, and index solutions for the global financial services industry. Revere's data is invaluable for traditional to alternative asset managers seeking alpha generation opportunities and better risk management capabilities. Index owners and fund sponsors use Revere to create innovative investment products for customers ranging from institutions to retail investors.

StreetAccount offers real-time equity market intelligence services tailored for institutional investors. The company specializes in distilling relevant news into concise, timely content, ensuring that investment professionals can easily access critical information. Its services include company news, sector and portfolio filtering, email alerts, market summaries, and financial calendars. Additionally, StreetAccount provides drug databases and industry metrics, equipping investors with the necessary insights to make informed decisions in a fast-paced market environment.

The firm was originally part of Monitor Group, a family of professional service firms that is primarily focused on strategy consulting.

DealMaven specializes in enhancing the productivity of finance professionals, particularly investment bankers, by offering tools that integrate with Microsoft Office applications such as Excel, PowerPoint, and Word. These add-ins facilitate the efficient gathering, analysis, verification, and presentation of quantitative data, significantly streamlining workflow processes. Additionally, DealMaven provides a financial analysis training program that has been utilized by several leading investment banks, further supporting the development of skills necessary for financial analysis. The company's solutions aim to reduce costs while improving the overall efficiency of financial operations.

Europrospectus is an online platform that offers efficient access to a wide range of hard-to-find prospectuses and specific clauses within them. The service is designed for professionals in the international capital markets, including investment banks and law firms. Users can perform detailed searches using text, field, and clause queries to locate required information within prospectuses related to equity, fixed income, and derivatives, as well as asset-backed securities, loans, and bond obligations. Europrospectus can be utilized for internal purposes or integrated into a client's extranet, providing flexible options to meet user needs.

Derivative Solutions is a provider of analytics and portfolio management software to financial institutions trading and investing in bond markets. Since 1991, Derivative Solutions products have provided tools necessary for the proper valuation and risk management of fixed income securities including CMOs, ABS, CMBS, CDOs, MBS, treasury, agency, corporate, municipal and derivative instruments. Traders, analysts, portfolio managers and risk managers at leading Wall Street institutions, as well as regional dealers, banks, insurance companies, investment managers, and other financial market participants use the Derivative Solutions suite of products for bond trading, portfolio management, risk management, hedging and performance attribution.

StreamVPN Limited specializes in providing an equity research platform that facilitates communication between institutional money managers and brokerage firms. Its flagship product, the Alpha Network, launched in 2003, enables fund managers to identify and evaluate high-conviction investment ideas from the sell-side that align with their investment criteria. The Alpha Network has gained widespread adoption, with over 2,000 brokers from more than 100 sell-side firms utilizing the platform to submit ideas to their clients. In addition, the company offers the Alpha Pool, introduced in 2004, which allows both fund managers and brokerage firms to share and track internal investment ideas. Overall, StreamVPN aims to maximize the value of equity research for brokerage houses and their equity fund management clients.

FactSet CallStreet specializes in providing high-quality transcripts of quarterly conference calls conducted by public companies. This service is designed to cater to the investment community by offering fully corrected and formatted transcripts, ensuring that users receive accurate information. In addition to the transcripts, FactSet CallStreet also supplies corporate calendar information, which further aids investors in making informed decisions. By delivering reliable and comprehensive data, the company supports the needs of investors seeking clarity and insight into corporate communications.

TrueCourse, Inc. is a research firm specializing in takeover defense intelligence, proxy voting, and corporate governance. The company's online SharkRepellent product and custom research services provide critical strategic situation awareness that is relied upon by leading investment banks, law firms and institutional investors.

JCF Group is a highly-regarded supplier of global broker estimates to institutional investors. JCF provides investment professionals with easy-to-use, customizable tools for accessing global broker estimates, analyzing detailed financial information and managing the automatic generation of research reports.

LionShares provides stock ownership information and analysis to investment banks, investor relations department, institutional investors, and financial advisors.

Innovative Systems Techniques is a provider of database management and decision support systems.