List of FactSet Portfolio Management and Trading Customers
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United States
Since 2010, our global team of researchers has been studying FactSet Portfolio Management and Trading 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 Portfolio Management and Trading for Portfolio and Investment Management 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 Portfolio Management and Trading for Portfolio and Investment Management include: T. Rowe Price, a United States based Banking and Financial Services organisation with 8084 employees and revenues of $7.09 billion, Invesco, a United States based Banking and Financial Services organisation with 8536 employees and revenues of $5.72 billion, AllianceBernstein, a United States based Banking and Financial Services organisation with 4380 employees and revenues of $4.48 billion, St. James's Place, a United Kingdom based Banking and Financial Services organisation with 2298 employees and revenues of $2.50 billion and many others.
Contact us if you need a completed and verified list of companies using FactSet Portfolio Management and Trading, 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 Portfolio Management and Trading 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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AllianceBernstein | Banking and Financial Services | 4380 | $4.5B | United States | FactSet | FactSet Portfolio Management and Trading | Portfolio and Investment Management | 2009 | n/a |
In 2009, AllianceBernstein deployed Portware Enterprise and aligned that trading implementation with FactSet Portfolio Management and Trading. The deployment supported multi jurisdictional equity trading and custom compliance workflows, and extended operational coverage from the US into the UK and Hong Kong.
The implementation of FactSet Portfolio Management and Trading focused on execution and order management capabilities typical of high performance trading platforms, including consolidated order routing, execution management workflows, and a configurable compliance engine. Configuration work emphasized consistent rule sets and workflow templates to enforce compliance checks and pre trade controls across regional desks.
Operationally the platform was extended to front office trading desks in multiple time zones, improving connectivity and consistency across desks by standardizing message flows and trading protocols. The deployment covered trading, compliance and operations functions, supporting cross border equity executions and shared operational procedures in the US, the UK and Hong Kong.
Governance and rollout followed a phased regional extension from the initial US implementation to the UK and Hong Kong, with centralized governance to maintain consistent compliance workflows and execution policies. Reported benefits included improved connectivity and consistency across desks, and the implementation is described as aligned to FactSet Portfolio Management and Trading within the Portfolio and Investment Management category.
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Invesco | Banking and Financial Services | 8536 | $5.7B | United States | FactSet | FactSet Portfolio Management and Trading | Portfolio and Investment Management | 2014 | n/a |
In 2014, Invesco implemented FactSet Portfolio Management and Trading. The deployment leveraged Portware Enterprise as a centralized execution management system to consolidate execution across equities, futures, options, fixed income and FX, with explicit aims to reduce transaction costs and enable proprietary algorithmic trading.
Functional modules implemented included centralized order management, execution management, algorithmic execution control, and transaction cost analysis and reporting, with standard pre-trade checks and post-trade workflow orchestration consistent with Portfolio and Investment Management platforms. Operational scope targeted trading desks and portfolio management teams, creating consolidated order flow, standardized execution governance, and a common rule set for algorithmic strategies. FactSet's acquisition of Portware means this implementation maps to FactSet Portfolio Management and Trading, aligning portfolio decisioning and execution orchestration within Invesco's investment operations.
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St. James's Place | Banking and Financial Services | 2298 | $2.5B | United Kingdom | FactSet | FactSet Portfolio Management and Trading | Portfolio and Investment Management | 2018 | n/a |
In 2018, St. James's Place implemented FactSet Portfolio Management and Trading to establish a centralized investment portfolio and trading capability. The deployment was explicitly aligned to Portfolio and Investment Management objectives, delivering portfolio management, trading support and enhanced risk analytics for the investment function.
The implementation of FactSet Portfolio Management and Trading encompassed application configuration, customization and the build out of resilient, scalable, performant investment portfolio and risk analytics infrastructure. Functional modules and capabilities focused on portfolio accounting and management workflows, trade capture and trading lifecycle support, and risk analytics instrumentation consistent with portfolio and investment management practices.
Integrations were executed into the SJP estate including parallel deployments of Bloomberg Port Enterprise and system improvements related to BlackRock Aladdin data provisioning, reflecting a multi-system analytics topology. Technical delivery emphasized data provisioning and systems integration, ensuring FactSet Portfolio Management and Trading consumed market and risk feeds and interfaced with existing investment analytics sources.
Governance and delivery were driven by an internal Technical Delivery Manager who provided delivery structure, cohesion and rhythm while managing three different vendors and navigating a shifting organisational landscape. The program reached successful conclusion against cost and sponsor expectations, with the implementation embedded into SJP investment operations and risk analytics processes.
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Banking and Financial Services | 8084 | $7.1B | United States | FactSet | FactSet Portfolio Management and Trading | Portfolio and Investment Management | 2010 | n/a |
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