List of FactSet Performance Customers
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Since 2010, our global team of researchers has been studying FactSet Performance 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 Performance for Portfolio and Investment Performance and Planning 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 Performance for Portfolio and Investment Performance and Planning include: DBS Bank, a Singapore based Banking and Financial Services organisation with 36000 employees and revenues of $16.50 billion, Amundi, a France based Banking and Financial Services organisation with 5300 employees and revenues of $1.45 billion, Loomis, Sayles & Company, a United States based Banking and Financial Services organisation with 739 employees and revenues of $150.0 million and many others.
Contact us if you need a completed and verified list of companies using FactSet Performance, 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.
The FactSet Performance customer wins are being incorporated in our Enterprise Applications Buyer Insight and Technographics Customer Database which has over 100 data fields that detail company usage of software systems and their digital transformation initiatives. Apps Run The World wants to become your No. 1 technographic data source!
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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 Performance | Portfolio and Investment Performance and Planning | 2016 | n/a |
In 2016, Amundi deployed FactSet Performance within its Portfolio and Investment Performance and Planning environment to centralize portfolio analysis and performance attribution across its investment organization. FactSet Performance was used to deliver consistent analytics and benchmark management, aligning portfolio-level performance workflows with the firmwide investment process.
FactSet delivered Benchmark Data Solutions and Multi‑Asset Class Portfolio Analytics as the primary capabilities in the engagement, providing benchmark data feeds and multi asset portfolio analytics to support attribution, holdings level performance analysis, and cross-asset class performance reporting. The implementation focused on configuration of multi-asset analytics models, benchmark feed ingestion, and attribution engine tuning to meet institutional reporting requirements.
Operational coverage included global investment teams in EMEA and APAC, where the platform provisioned standardized data feeds and analytical outputs for regional portfolio managers and performance teams. The rollout standardized performance attribution workflows and centralized benchmark management across sites, and the FactSet case study reports roughly a 2x efficiency gain and significant resource reduction as a result of the deployment.
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DBS Bank | Banking and Financial Services | 36000 | $16.5B | Singapore | FactSet | FactSet Performance | Portfolio and Investment Performance and Planning | 2017 | n/a |
In 2017, DBS Bank deployed FactSet Performance to support wealth management across its Hong Kong and Singapore relationship managers. FactSet Performance, implemented under the Portfolio and Investment Performance and Planning category, was configured to provide mobile portfolio access, centralized market-data provisioning, and client reporting capabilities for front-office wealth teams.
The implementation concentrated on wealth and portfolio workflows and client reporting modules, aligning portfolio analytics, performance reporting, and mobile portfolio viewing to relationship manager workflows. FactSet Performance was configured to surface consolidated portfolio views and standardized client reports to support advisory conversations and relationship manager mobility.
Operational scope covered relationship managers in Hong Kong and Singapore, equipping more than 300 relationship managers with mobile access to portfolios and consolidated market data. The rollout emphasized front-office adoption and standardized reporting processes for private banking and wealth teams.
As described in vendor case materials, the deployment reduced relationship managers’ market-data expenses by nearly 50 percent while provisioning mobile portfolio access and client reporting through FactSet Performance.
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Loomis, Sayles & Company | Banking and Financial Services | 739 | $150M | United States | FactSet | FactSet Performance | Portfolio and Investment Performance and Planning | 2018 | n/a |
In 2018, Loomis, Sayles & Company integrated FactSet Performance into its investment technology stack. FactSet Performance was deployed in the Portfolio and Investment Performance and Planning category using FactSet APIs to enable customization and improve operational efficiency for portfolio teams in the United States, accelerating report generation and bespoke analytics.
The implementation centered on Performance and Portfolio Analytics capabilities exposed via FactSet APIs, with API-driven instrumentation embedded into existing analytics and reporting workflows. Integration focused on programmatic data feeds and analytics calls to support automated report generation and bespoke analytics for portfolio managers and operations, while configuration and reporting workflows were standardized to support team consumption and ongoing customization.
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