FactSet consolidates all the tools you need to monitor global markets, public and private companies, and equity and fixed-income portfolios in a single intuitive interface. FactSet offers multi-asset class Portfolio Analysis tools that enable users to measure investment performance, risk, attribution, and exposures effectively.
Headquartered in San Francisco, TruValue Labs is a technology company leveraging advances in natural language processing, cognitive computing, and machine learning to provide actionable insights. Our products analyze big data in real-time, providing analytics from sustainability and Environmental, Social, and Corporate Governance (ESG) issues at the speed of current events – an essential tool for successful business and investment decision-making. As the importance of sustainability issues in underlying value become increasingly apparent, TruValue Labs provides solutions to identify material data for researchers, analysts, portfolio managers and consumers to help understand company performance.
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 - is a supplier of business solutions for Asset Management, Multi-Manager, Hedge Funds, Family Office and Brokerage institutions. The Athena Investment Management Solution provides multi-asset class and multi-currency decision support, order generation, compliance, real time profit and loss, order and execution management. CYMBA’s Client Base includes a number of the world’s pre-eminent investment management institutions.
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 enables firms to combine their research, unique work flows and data from multiple systems into an efficient, complete and repeatable investment process. Code:Red is home to all the information and tools investment professionals use to make more informed investment decisions.
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.
DealMaven provides tools to improve the workflow of investment bankers when working in Microsoft Office®. DealMaven’s add-ins for Microsoft Excel®, PowerPoint® and Word® help firms gather, analyze, check and present data more efficiently. DealMaven’s financial analysis training program has been employed by several bulge bracket investment banks.
europrospectus.com provide quick and precise access to hard-to-find prospectuses and clauses within them, via text, field and clause searches. The global service (www.europrospectus.com) is now being used by investment banks, law firms and other professionals in the international capital markets. europrospectus.com can offer its service for internal use only, or to be incorporated within a client's extranet, or both.
Derivative Solutions
Acquisition in 2005
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 provides the world's leading brokerage houses and their most important equity fund management clients with tools that maximize the value of equity research. The Alpha Network, launched in early 2003, helps fund managers identify and assess the sell-side's high conviction ideas best suited to their particular investment criteria and has quickly become an industry standard with over 2,000 brokers from more than 100 sell-side firms using the Alpha Network to submit ideas to their most important clients. The Alpha Pool, a service launched in mid-2004, is a system used by both fund managers and brokerage firms to share and track internal ideas.
FactSet Events & Transcripts is the only fully corrected text solution for quarterly conference calls held by public companies.
TrueCourse
Acquisition in 2005
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.com
Acquisition in 2001
LionShares provides stock ownership information and analysis to investment banks, investor relations department, institutional investors, and financial advisors.
Innovative Systems Techniques
Acquisition in 2000
Innovative Systems Techniques is a provider of database management and decision support systems.
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