List of FactSet Multi-Asset Class Analytics Customers
FactSet
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Since 2010, our global team of researchers has been studying FactSet Multi-Asset Class Analytics 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 Multi-Asset Class Analytics for Analytics and BI 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 Multi-Asset Class Analytics for Analytics and BI include: RBC Wealth Management, a Canada based Banking and Financial Services organisation with 96165 employees and revenues of $40.41 billion, BMO Nesbitt Burns, a Canada based Banking and Financial Services organisation with 2000 employees and revenues of $3.24 billion, Amundi, a France based Banking and Financial Services organisation with 5300 employees and revenues of $1.45 billion and many others.
Contact us if you need a completed and verified list of companies using FactSet Multi-Asset Class Analytics, 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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Amundi | Banking and Financial Services | 5300 | $1.4B | France | FactSet | FactSet Multi-Asset Class Analytics | Analytics and BI | 2019 | n/a |
In 2019, Amundi implemented FactSet Multi-Asset Class Analytics as a centralized benchmark data and analytics capability, classified under Analytics and BI, to support its global equity, fixed income, performance attribution, and reporting teams. The deployment positioned FactSet Multi-Asset Class Analytics as the primary conduit for index-level and constituent-level benchmark data distribution across Amundi’s investment and reporting functions.
The implementation delivered an index-level benchmark data feed sized to support up to 3,000 unique commercial index levels and 3,000 unique constituent levels, with Amundi electing to receive all indices daily and intraday updates per region. The configuration included the ability to create and validate custom indices within FactSet Multi-Asset Class Analytics and publish validated indices back to the benchmark data feed. Data scope explicitly covered index-level data, constituent-level data, projected and pro-forma data, and automated intraday refreshes to meet the needs of global portfolio analysis.
FactSet Multi-Asset Class Analytics was integrated with Amundi’s existing use of FactSet portfolio analysis and workstation solutions, enabling direct data feeds into portfolio reporting and analysis workflows. Operational coverage extended across Amundi’s global organization, with support and production continuity for offices including Paris and Tokyo, and a holiday production calendar per index to permit roll forward of constituents on providers’ non-production days. FactSet’s Issue Tracker portal provided interactive, transparent request and production management parallel to the data feed.
Governance was established through standard FactSet quality assurance checks augmented by custom Amundi requests, including weight recalculation and market cap rollup checks, and a help desk model aligned to Amundi workflows. The outcome from Amundi’s perspective included a leaner data management team, resource requirements reduced by roughly half, recognized cost savings, reduced IT follow up due to standardized processes, and broader adoption of FactSet data across front office, compliance, and risk functions for improved alignment and collaboration.
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BMO Nesbitt Burns | Banking and Financial Services | 2000 | $3.2B | Canada | FactSet | FactSet Multi-Asset Class Analytics | Analytics and BI | 2018 | n/a |
In 2018, BMO Nesbitt Burns implemented FactSet Multi-Asset Class Analytics to centralize cross-asset analytics for its private wealth and capital markets trading desks in Toronto, Canada. The deployment positioned FactSet Multi-Asset Class Analytics as the principal Analytics and BI platform to support equity trading coverage, client reporting, and intraday monitoring workflows used by Sales Trader, Associate Trading Products, and the Cash Equity Desk.
FactSet Multi-Asset Class Analytics was configured to deliver portfolio analytics, performance attribution, multi-asset risk analysis, scenario and stress analytics, and interactive reporting and dashboards consistent with Analytics and BI capabilities. Configuration emphasized role-based dashboards and automated reporting to surface trade ideas, screen fundamental and technical signals, and track stock performance and earnings impacts for client portfolios.
Operational use ran in conjunction with market intelligence tools such as Bloomberg and StreetAccount, with the platform supporting coordination between BMO Capital Markets trading desks, Institutional Sales, and the Equity Research team. The implementation scope covered client-facing equity trading workflows, overnight monitoring of research coverage, and consolidation of analytics used to generate actionable trade ideas for hedge funds and asset managers.
Governance was structured to align analytics ownership across trading, sales, and research, standardize reporting templates, and embed overnight surveillance procedures into routine equity desk operations. The rollout emphasized centralized analytics consumption by front office and institutional sales teams, with configuration set to support high-touch equity flow, earnings season monitoring, corporate action analysis, and index rebalancing periods.
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RBC Wealth Management | Banking and Financial Services | 96165 | $40.4B | Canada | FactSet | FactSet Multi-Asset Class Analytics | Analytics and BI | 2021 | n/a |
In 2021, RBC Wealth Management deployed FactSet Multi-Asset Class Analytics as part of a broader FactSet engagement that designated FactSet as the primary market data and technology provider for the firm’s wealth organization. The engagement included a virtual deployment of a range of web and digital solutions to over 8,000 RBC wealth management professionals, beginning with users in Canada and the United States in early 2021. FactSet’s role covered enterprise wide market data, analytical applications, and curated content sets across the wealth management function. The implementation is catalogued under the Analytics and BI category and anchors multi asset portfolio analytics across advisor workflows.
FactSet Multi-Asset Class Analytics was configured to deliver multi asset portfolio analytics, performance attribution, risk decomposition, and scenario analysis aligned to advisor workflows and reporting. The deployment also included FactSet’s web based workstation for wealth advisors and the Advisor Dashboard, providing a consolidated view of client holdings, portfolio level signals, and personalized advisor insights. These modules were provisioned to surface actionable signals to advisors, linking relevant market events to individual client portfolios.
Integration architecture relied on APIs to inject FactSet content into RBC internal applications and client portals, and to ingest content sets such as the StreetAccount news service and Dow Jones Newswires. The operational coverage explicitly spanned wealth advisory, client engagement, and portfolio management teams across Canada and the United States. Data and content orchestration was centralized under the FactSet platform to support advisor desktop and dashboard experiences.
Governance was structured as a multi year agreement with a phased rollout beginning in early 2021 and centralized vendor management for market data and analytics. The Advisor Dashboard was designed to drive improved client engagement by surfacing personalized insights and linking news to client portfolios, and the vendor framed the engagement as improving communication and efficiency and driving better results for customers.
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Buyer Intent: Companies Evaluating FactSet Multi-Asset Class Analytics
ARTW Buyer Intent uncovers actionable customer signals, identifying software buyers actively evaluating FactSet Multi-Asset Class Analytics. Gain ongoing access to real-time prospects and uncover hidden opportunities. Companies Actively Evaluating FactSet Multi-Asset Class Analytics for Analytics and BI include:
- Crane Company, a United States based Manufacturing organization with 7300 Employees
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| Logo | Company | Industry | Employees | Revenue | Country | Evaluated | ||
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FAQ - APPS RUN THE WORLD FactSet Multi-Asset Class Analytics Coverage
FactSet Multi-Asset Class Analytics is a Analytics and BI solution from FactSet.
Companies worldwide use FactSet Multi-Asset Class Analytics, from small firms to large enterprises across 21+ industries.
Organizations such as RBC Wealth Management, BMO Nesbitt Burns and Amundi are recorded users of
FactSet Multi-Asset Class Analytics for Analytics and BI.
Companies using FactSet Multi-Asset Class Analytics are most concentrated in Banking and Financial Services, with adoption spanning over 21 industries.
Companies using FactSet Multi-Asset Class Analytics are most concentrated in Canada and France, with adoption tracked across 195 countries worldwide. This global distribution highlights the popularity of FactSet Multi-Asset Class Analytics across Americas, EMEA, and APAC.
Companies using FactSet Multi-Asset Class Analytics range from small businesses with 0-100 employees - 0%, to mid-sized firms with 101-1,000 employees - 0%, large organizations with 1,001-10,000 employees - 66.67%, and global enterprises with 10,000+ employees - 33.33%.
Customers of FactSet Multi-Asset Class Analytics 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 Multi-Asset Class Analytics customer database with detailed Firmographics such as industry, geography, revenue, and employee breakdowns as well as key decision makers in charge of Analytics and BI.