2017 Asset Management & Servicing Winners


Data & Technology

FactSet Winner
In the fast-paced environment of technological innovation, FactSet is keeping up with the times through acquisitions, strategic partnerships, and new product offerings.

The firm continues to transform itself from a workstation to a workflow provider, bolstering its traditional portfolio analytics platform with the intent of providing an all-encompassing investment tool to its clients.

Examples of the firm’s activities include the acquisitions of Vermilion Software, a global provider of client reporting and communications software; and BISAM, a provider of portfolio performance, and attribution and multi-asset risk analysis.

The firm also forged strategic partnerships with MSCI ESG research and Informa Global Market to expand its market intelligence across certain asset classes, and with the global consulting firm Mercer, just to name a few.

Data & Technology Finalists

• BlackRock

• Bloomberg

• Clearwater Analytics

• PitchBook