PSP Investments
1250 Rene-Levesque Boulevard West Suite 1400,
Montreal, H3B 5E9, QB,
Canada
Montreal, H3B 5E9, QB,
Canada
1 514-937-2772
Professional Services
PSP Investments Technographics
PSP Investments Technographics, Software Purchases, AI and Digital Transformation Initiatives
Discover the latest software purchases and digital transformation initiatives being undertaken by PSP Investments and its business and technology executives. Each quarter our research team identifies on-prem and cloud applications that are being used by the 1500 PSP Investments employees from the public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources.
During our research, we have identified that PSP Investments has purchased the following applications: Microsoft Dynamics 365 for Finance and Operations for ERP Financial in 2019, DocuSign eSignature for Digital Signing in 2021, Factset ESG (ex Truevalue Labs) for Environmental, Social, and Governance (ESG) in 2022 and the related IT decision-makers and key stakeholders.
Our database provides customer insight and contextual information on which enterprise applications and software systems PSP Investments is running and its propensity to invest more and deepen its relationship with Microsoft , DocuSign , FactSet or identify new suppliers as part of their overall Digital and IT transformation projects to stay competitive, fend off threats from disruptive forces, or comply with internal mandates to improve overall enterprise efficiency.
We have been analyzing PSP Investments revenues, which have grown to $17.80 billion in 2024, plus its IT budget and roadmap, cloud software purchases, aggregating massive amounts of data points that form the basis of our forecast assumptions for PSP Investments intention to invest in emerging technologies such as AI, Machine Learning, IoT, Blockchain, Autonomous Database or in cloud-based ERP, HCM, CRM, EPM, Procurement or Treasury applications.
PSP Investments Tech Stack and Enterprise Applications
PSP Investments ERP
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Microsoft | Microsoft Dynamics GP | Microsoft Dynamics 365 for Finance and Operations | ERP Financial | ERP | n/a | 2019 | 2019 |
In 2019, PSP Investments implemented Microsoft Dynamics 365 for Finance and Operations to replace Microsoft Dynamics GP, centralizing its ERP Financial platform to support core finance and operations functions. The engagement focused on cloud delivery of Microsoft Dynamics 365 for Finance and Operations, aligning the application with corporate finance workflows and operational accounting processes.
The implementation included creation and maintenance of multiple D365FO cloud environments to support developers, QA, infrastructure teams, business analysts and end users, and ongoing support for incidents, problem resolution and application development requests. A DEVOPS practice was implemented to automate provisioning of Microsoft Dynamics 365 for Finance and Operations environments and to refresh test data, improving consistency across development and test lifecycles.
Architecture and integrations were anchored on Microsoft technologies and established tooling, including Lifecycle Services, Visual Studio, Azure SQL and SQL, with virtualized components on VMWare where required. The environment inventory also included PowerBI, Fastpath, SKSoft, Office 365, Workday connections and an enterprise service bus for interfaces, with operational tooling such as Teams and PowerShell used for orchestration and monitoring. Functional coverage reflected ERP Financial capabilities such as general ledger, accounts payable, accounts receivable, procurement and fixed assets, aligned with standard finance and operational workflows.
Governance was formalized through technical deployment documentation and change authorization tickets, with coordination of deployments up to production involving internal technical teams and external IT suppliers. The project team documented system knowledge for institutional memory, participated in technical monitoring and product selection, and sustained a governance posture that combined release coordination, environment hygiene and cross functional operational support.
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PSP Investments Content Management
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| DocuSign | Legacy | DocuSign eSignature | Digital Signing | Content Management | n/a | 2021 | 2021 |
In 2021, PSP Investments deployed DocuSign eSignature as a Digital Signing solution on its public website. The implementation embedded DocuSign eSignature into web-facing document workflows to enable online signature capture and to maintain auditable consent records for web-submitted documents.
Configuration focused on web-embedded signing flows, template-driven envelopes, and standard eSignature authentication options consistent with Digital Signing functional patterns. The operational scope was explicitly the PSP Investments website, supporting client-facing document execution and online authorization workflows, while governance centered on standardized signing procedures and retention of electronic audit trails for compliance and record keeping.
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PSP Investments EPM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| FactSet | Legacy | Factset ESG (ex Truevalue Labs) | Environmental, Social, and Governance (ESG) | EPM | n/a | 2022 | 2022 |
In 2022, PSP Investments implemented Factset ESG (ex Truevalue Labs) to convert traditional ESG reviews into data driven investment analytics as part of its Responsible Investment group’s public markets coverage. The deployment focused on creating a proprietary ESG Composite score to track holdings, scale ESG integration across investment teams, and translate disclosure narratives into decision useful data for portfolio due diligence.
The implementation combined multiple functional modules and configurations, including a quantitative Corporate Governance assessment sourced from ISS ESG, a dynamic ESG materiality score produced by Truvalue Labs’ AI screening tool, and FactSet Universal Screening and data warehousing to construct a customized composite. PSP aligned inputs to the SASB Standards’ General Issue Category mapping and decomposed scores across the SASB five dimensions of Environment, Social Capital, Human Capital, Business Model and Innovation, and Leadership and Governance, enabling category level analysis within the Environmental, Social, and Governance (ESG) application context.
Integrations were explicit and central to the architecture, with Truvalue Labs extracting and scoring signals from millions of documents across more than 100,000 sources and Sustainalytics contributing aligned material category data, all consolidated into FactSet Workstation for reporting and screening. Dynamic Materiality calculations run daily to update category weightings and ESG scores, allowing continuous monitoring of stakeholder sentiment and material issue evolution for PSP’s public markets portfolio.
Governance and workflow changes centered on embedding the ESG Composite score into PSP’s due diligence process, enabling analysts to view separate Corporate Governance and ESG Materiality scores or a combined reading that replicates the organization’s investment decision rules. The dynamic weighting methodology provided an objective mechanism to prioritize salient issues over time, supporting consistent scoring governance and facilitating convergence between fundamental research and ESG assessment.
Explicit results reported by PSP include greater ESG precision and real time analytics, accelerated convergence between fundamental and ESG analysis, and improved insight into factors impacting intangibles and enterprise value. The Factset ESG (ex Truevalue Labs) deployment was used to benchmark issuers and portfolios, support issuer selection, identify new investment ideas, and enhance knowledge sharing across the organization.
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PSP Investments ITSM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
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IT Service Management | ITSM |
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2017 | 2017 |
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PSP Investments Investment Management
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
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Portfolio and Investment Management | Investment Management |
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2013 | 2013 |
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Portfolio and Investment Management | Investment Management |
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2015 | 2015 |
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Trade Order Management System (TOMS) | Investment Management |
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2008 | 2008 |
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PSP Investments TRM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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Governance, Risk and Compliance | TRM |
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2021 | 2021 |
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Treasury Management | TRM |
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2017 | 2017 |
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PSP Investments IaaS
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
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Application Hosting and Computing Services | IaaS |
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2016 | 2016 |
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Application Hosting and Computing Services | IaaS |
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2017 | 2017 |
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Content Delivery Network | IaaS |
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2016 | 2016 |
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PSP Investments CyberSecurity
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
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Identity and Access Management (IAM) | CyberSecurity |
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2022 | 2022 |
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IT Decision Makers and Key Stakeholders at PSP Investments
| First Name | Last Name | Title | Function | Department | Phone | |
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Director, Analytics and Support, Treasury | Director | IT | |
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Director, Integration and Data Services – Business Intelligence | Director | IT | |
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Vice President of Information Technology | VP | IT | |
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SVP Chief Financial & Risk Officer | CXO | Finance | |
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Senior Director Financial Reporting and Accounting Policies | Director | Finance | |
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Accounts Payable Manager | Manager | Finance | |
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Senior Vice President and Chief Technology, Data and Operations Officer | CXO | IT | |
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Senior Director, Capital Markets Solutions | Capital Markets, Market Risk, Inv. Ops./Compliance | Director | Risk | |
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Senior Director, Trading & Trade Support | Director | Investment | |
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VP, Managing Director Corporate Business Solutions, Technology | VP | IT | |
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Managing Director, Digital Innovation | Director | IT | |
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Director - Canada Growth Fund Investment Management | Director | Investment | |
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Senior Managing Director, Total Fund Management | Director | Investment | |
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Senior Director, Canada Growth Fund Investment Management | Director | Investment | |
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Apps Being Evaluated by PSP Investments Executives
APPS RUN THE WORLD tracks software evaluation trends across 2 million companies worldwide, including buyer insights from PSP Investments IT executives and key decision makers. This section highlights PSP Investments's latest recorded technology evaluations, including BlackRock Aladdin for Portfolio and Investment Management on 2025-08-06 and SimCorp Dimension for Portfolio and Investment Management on 2025-01-22. As part of ARTW Buyer Intent and technographics insights, these findings provide useful visibility into the PSP Investments digital transformation priorities and AI adoption trends.
| Date | Company | Status | Vendor | Product | Category | Market |
|---|---|---|---|---|---|---|
| 2025-08-06 | PSP Investments | Evaluated | BlackRock | BlackRock Aladdin | Portfolio and Investment Management | Investment Management |
| 2025-01-22 | PSP Investments | Evaluated | SimCorp | SimCorp Dimension | Portfolio and Investment Management | Investment Management |
FAQ - APPS RUN THE WORLD PSP Investments Technographics
PSP Investments is a Professional Services organization based in Canada,
with around 1500 employees and annual revenues of $17.80 billion.
PSP Investments operates a diverse technology stack with applications such as
Microsoft Dynamics 365 for Finance and Operations, DocuSign eSignature and Factset ESG (ex Truevalue Labs),
covering areas like ERP Financial, Digital Signing and Environmental, Social, and Governance (ESG).
PSP Investments has invested in cloud applications and AI-driven platforms to optimize efficiency and growth,
collaborating with vendors such as Microsoft, DocuSign and FactSet.
PSP Investments recently adopted applications including
Factset ESG (ex Truevalue Labs) in 2022, Okta Identity Cloud in 2022 and DocuSign eSignature in 2021,
highlighting its ongoing modernization strategy.
APPS RUN THE WORLD maintains an up-to-date database of PSP Investments’s key decision makers and IT executives,
available to Premium subscribers.
Our research team continuously updates PSP Investments’s profile with verified software purchases,
vendor relationships, and digital initiatives identified from public and proprietary sources.
Subscribe to APPS RUN THE WORLD to access the complete PSP Investments technographics profile,
including detailed breakdowns by category, vendor, and IT decision makers.