List of Factset ESG (ex Truevalue Labs) Customers
FactSet
45 Glover Avenue 7th Floor,
Norwalk, 6850, CT,
United States
Norwalk, 6850, CT,
United States
1 203-810-1000
Professional Services
12886
$2.3B
Since 2010, our global team of researchers has been studying Factset ESG (ex Truevalue Labs) customers around the world, aggregating massive amounts of data points that form the basis of our forecast assumptions and perhaps the rise and fall of certain vendors and their products on a quarterly basis.
Each quarter our research team identifies companies that have purchased Factset ESG (ex Truevalue Labs) for Environmental, Social, and Governance (ESG) from public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources, including the customer size, industry, location, implementation status, partner involvement, LOB Key Stakeholders and related IT decision-makers contact details.
Companies using Factset ESG (ex Truevalue Labs) for Environmental, Social, and Governance (ESG) include: PSP Investments, a Canada based Professional Services organisation with 1500 employees and revenues of $17.80 billion, BMO US, a United States based Banking and Financial Services organisation with 12000 employees and revenues of $7.40 billion, Invesco, a United States based Banking and Financial Services organisation with 8536 employees and revenues of $5.72 billion, American Century Investments, a United States based Banking and Financial Services organisation with 1450 employees and revenues of $3.00 billion, Candriam Belgium, a Belgium based Banking and Financial Services organisation with 616 employees and revenues of $1.00 billion and many others.
Contact us if you need a completed and verified list of companies using Factset ESG (ex Truevalue Labs), including the breakdown by industry (21 Verticals), Geography (Region, Country, State, City), Company Size (Revenue, Employees, Asset) and related IT Decision Makers, Key Stakeholders, business and technology executives responsible for the software purchases.
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| Logo | Customer | Industry | Empl. | Revenue | Country | Vendor | Application | Category | When | SI | Insight |
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American Century Investments | Banking and Financial Services | 1450 | $3.0B | United States | FactSet | Factset ESG (ex Truevalue Labs) | Environmental, Social, and Governance (ESG) | 2020 | n/a |
In 2020 American Century Investments implemented Factset ESG (ex Truevalue Labs) to centralize third party ESG and financial data for Investment Management analytics. Factset ESG (ex Truevalue Labs) was used as the core Environmental, Social, and Governance (ESG) application to support data ingestion, normalization, and downstream reporting workflows across the firm.
The implementation used Open shift containerized jobs and AWS infrastructure to ingest FactSet, Bloomberg and ESG feeds into Amazon S3, then staged data into Redshift. Data engineering work included building ETL pipelines with AWS Step Functions for orchestration, AWS Glue PySpark jobs to transform nested JSON into parquet, and loading curated parquet files into Redshift. Automation patterns included SAM template based deployments to production, non production and QA, and Lambda functions to promote raw datasets through bronze, silver and gold business value tiers.
Integrations implemented alongside Factset ESG (ex Truevalue Labs) included real time Kafka ingestion of Bloomberg and FactSet feeds with Spark streaming on EMR, REST APIs and a Flask service to synchronize ServiceNow with the enterprise Datalake API, and a Mule runtime fabric app that queried S3 via Athena for tactical signal use. Persistent store components included a Postgres RDS instance deployed by cloudformation and ECS Fargate hosted services to support batch processing and CSV to parquet conversion. Operational tooling included Airflow MAP for complex DAG orchestration and level two support for production workflows.
Governance and operationalization focused on end to end data operations and automated file ingestion from multiple vendors, migration of existing pipelines into the data lake, and scripted transforms to create analytic ready objects for Investment Management. The implementation supported Tableau reporting for 250 plus ESG reporting metrics and scores used in business critical decisions, and included environment promotion controls and repeatable deployment templates to maintain consistency across environments.
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BMO US | Banking and Financial Services | 12000 | $7.4B | United States | FactSet | Factset ESG (ex Truevalue Labs) | Environmental, Social, and Governance (ESG) | 2015 | n/a |
In 2015, BMO Bank implemented Factset ESG (ex Truevalue Labs) to support Environmental, Social, and Governance (ESG) workflows for its Personal Trust and separately managed accounts programs. The deployment centralized ESG data and analytics to inform investment governance, compliance reviews, and risk monitoring across BMO Harris NA and BMO Delaware.
Factset ESG (ex Truevalue Labs) was configured to deliver standard ESG capabilities such as data aggregation, issuer and fund ESG scoring, screening and research feeds, and reportable ESG indicators for account eligibility and disclosure workflows. Configuration focused on feeding ESG signals into subscription agreement reviews, alternative asset pricing oversight including capital call and distribution tracking, and inputs for performance and marketing reports.
The Factset ESG implementation was integrated into existing reporting and performance tooling, with FactSet outputs consumed alongside StatPro, Zephyr, and Performance Station for monthly and quarterly client and internal reporting. Operational coverage included the Personal Trust Investment Committee, SMA program administration, and liaison workflows between third party managers, the National Head of Investments, Governance, Compliance, and Audit.
Governance and process changes around Factset ESG centered on quarterly key risk indicator collection for management reporting, annual due diligence on third party managers, coordination of ADV and privacy mailings, stale pricing and conflict of interest reporting, and annual family member account reviews. The platform also supported training for new hires on Performance Station and committee reporting, and served as an information source for internal and external audits and regulatory examinations.
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Brunel Pension Partnership | Banking and Financial Services | 2000 | $600M | United Kingdom | FactSet | Factset ESG (ex Truevalue Labs) | Environmental, Social, and Governance (ESG) | 2021 | n/a |
In 2021, Brunel Pension Partnership implemented Factset ESG (ex Truevalue Labs) to centralize Environmental, Social, and Governance (ESG) analysis and reporting across its multi manager investment model. Brunel Pension Partnership used Factset ESG (ex Truevalue Labs) to support monitoring across listed equities and bonds within portfolios managed for nine county pension funds and the UK Environmental Agency, aligned to its fiduciary duty and responsible investment mandate.
The deployment emphasized data and analytics capabilities native to Factset ESG (ex Truevalue Labs), including automated natural language processing and AI driven signal extraction, SASB materiality aligned scoring, Insight scores and Momentum trajectories, drill down to source news, and attribution analysis. These modules were configured to produce an ESG dashboard and time series views that support both point in time assessment and momentum based evaluation of companies, enabling manager level and holdings level review.
Operational integration focused on embedding Factset ESG outputs into Brunel client reporting and manager engagement workflows. The solution was used live in manager meetings for dynamic company lookups, and the Insight and Momentum scores were incorporated into quarterly beneficiary reports and committee materials, providing a narrative and attribution that links portfolio contributors to overall ESG performance.
Rollout and governance included dedicated training sessions, quarterly reporting support, and frequent follow ups from the vendor to ensure consistent workflow adoption. Reported results from the engagement were explicit, including integration of leading metrics into client reporting, improved monitoring of ESG performance in portfolios, and consistent workflow support with dedicated training and frequent follow ups.
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Calvert Companies | Banking and Financial Services | 120 | $10M | United States | FactSet | Factset ESG (ex Truevalue Labs) | Environmental, Social, and Governance (ESG) | 2021 | n/a |
In 2021, Calvert Companies deployed Factset ESG (ex Truevalue Labs) to strengthen Calvert Research & Management’s ESG research and investment analysis workflows within the Environmental, Social, and Governance (ESG) category. The deployment addressed the challenge of analyzing and connecting disparate ESG information from corporate disclosures, news, regulators, NGOs, and third party sources to surface financially material ESG issues for investment decisions.
The implementation leveraged Factset ESG (ex Truevalue Labs) capabilities aligned to the Sustainability Accounting Standards Board Materiality Framework, using natural language processing and AI to ingest large volumes of unstructured data. Core functional capabilities implemented included real time company scoring on ESG factors, ESG Momentum scoring to evaluate trajectory, timeline visualization of material events, and the production of company level research briefs to inform fundamental and quantitative analysis.
Operational scope centered on Calvert Research & Management research teams, including sector research analysts and quantitative researchers, and extended to use cases involving private company diligence and peer comparisons. The platform was used as an ongoing research data feed to support security level analysis, issue monitoring, and thematic screening across the firm’s responsible investing activities.
Governance and workflow changes emphasized analyst review and integration of algorithmic signals into existing research processes, plus an ongoing engagement loop with the vendor to refine data coverage and product features. Outcomes explicitly reported by Calvert included deeper, real time insights into ESG activities and issues, helpful thought leadership on ESG integration with fundamental research, and improved data consistency and transparency for quantitative researchers.
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Candriam Belgium | Banking and Financial Services | 616 | $1.0B | Belgium | FactSet | Factset ESG (ex Truevalue Labs) | Environmental, Social, and Governance (ESG) | 2017 | n/a |
In 2017, Candriam Belgium implemented Factset ESG (ex Truevalue Labs) to extend Environmental, Social, and Governance (ESG) data and analytics into its institutional portfolio management workflows. The deployment targeted the Brussels portfolio management team and was applied to fixed income indexed portfolio construction and rebalancing, daily cash management for insurance and pension fund mandates, daily portfolio monitoring to prevent active and passive breaches, and monthly accounting return forecasts over a three year horizon.
Factset ESG (ex Truevalue Labs) was configured to supply ESG signals, company level scoring, screening and reporting into portfolio analytics, compliance monitoring, and client presentation workflows. Configuration emphasized feeding ESG metrics into existing portfolio monitoring and benchmark controls used by assistant portfolio managers, and aligning ESG screening and analytics with rebalancing and forecasting processes used for mandates.
The implementation integrated Factset ESG with existing tooling used by the PM team, including Excel and VBA automation, Outlook automation, Bloomberg, Datastream Eikon, GPMS reporting and batch processes, CRD and AAA systems. Governance and rollout were enacted through formal internal controls around daily monitoring, project workstreams led to improve data quality and operational efficiency, and on-the-job training overseen by senior PMs to operationalize the new ESG data flows.
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Banking and Financial Services | 800 | $300M | United States | FactSet | Factset ESG (ex Truevalue Labs) | Environmental, Social, and Governance (ESG) | 2018 | n/a |
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Banking and Financial Services | 8536 | $5.7B | United States | FactSet | Factset ESG (ex Truevalue Labs) | Environmental, Social, and Governance (ESG) | 2019 | n/a |
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Professional Services | 1500 | $17.8B | Canada | FactSet | Factset ESG (ex Truevalue Labs) | Environmental, Social, and Governance (ESG) | 2022 | n/a |
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Banking and Financial Services | 20 | $5M | United States | FactSet | Factset ESG (ex Truevalue Labs) | Environmental, Social, and Governance (ESG) | 2021 | n/a |
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Buyer Intent: Companies Evaluating Factset ESG (ex Truevalue Labs)
ARTW Buyer Intent uncovers actionable customer signals, identifying software buyers actively evaluating Factset ESG (ex Truevalue Labs). Gain ongoing access to real-time prospects and uncover hidden opportunities. Companies Actively Evaluating Factset ESG (ex Truevalue Labs) for Environmental, Social, and Governance (ESG) include:
- Queen Mary University of London, a United Kingdom based Education organization with 5550 Employees
- Oxane Partners India, a India based Banking and Financial Services company with 300 Employees
- Link Group, a Australia based Banking and Financial Services organization with 7000 Employees
Discover Software Buyers actively Evaluating Enterprise Applications
| Logo | Company | Industry | Employees | Revenue | Country | Evaluated | ||
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FAQ - APPS RUN THE WORLD Factset ESG (ex Truevalue Labs) Coverage
Factset ESG (ex Truevalue Labs) is a Environmental, Social, and Governance (ESG) solution from FactSet.
Companies worldwide use Factset ESG (ex Truevalue Labs), from small firms to large enterprises across 21+ industries.
Organizations such as PSP Investments, BMO US, Invesco, American Century Investments and Candriam Belgium are recorded users of
Factset ESG (ex Truevalue Labs) for Environmental, Social, and Governance (ESG).
Companies using Factset ESG (ex Truevalue Labs) are most concentrated in Professional Services and Banking and Financial Services, with adoption spanning over 21 industries.
Companies using Factset ESG (ex Truevalue Labs) are most concentrated in Canada, United States and Belgium, with adoption tracked across 195 countries worldwide. This global distribution highlights the popularity of Factset ESG (ex Truevalue Labs) across Americas, EMEA, and APAC.
Companies using Factset ESG (ex Truevalue Labs) range from small businesses with 0-100 employees - 11.11%, to mid-sized firms with 101-1,000 employees - 33.33%, large organizations with 1,001-10,000 employees - 44.44%, and global enterprises with 10,000+ employees - 11.11%.
Customers of Factset ESG (ex Truevalue Labs) include firms across all revenue levels — from $0-100M, to $101M-$1B, $1B-$10B, and $10B+ global corporations.
Contact APPS RUN THE WORLD to access the full verified Factset ESG (ex Truevalue Labs) customer database with detailed Firmographics such as industry, geography, revenue, and employee breakdowns as well as key decision makers in charge of Environmental, Social, and Governance (ESG).