State Street and FactSet have established a partnership that integrates State Street Alpha and FactSet to streamline data flows across the front, middle and back-office through State Street’s Alpha Data Platform.
The integration of State Street portfolio accounting data into FactSet’s performance attribution, risk and reporting capabilities will provide a more seamless client experience, with portfolio analytics from FactSet also integrated into the State Street Alpha Data Platform. In addition, portfolios in FactSet will update intraday as trades are executed and allocated in Charles River while proposed trades in FactSet transfer to Charles River for compliance and order management.
FactSet delivers content, analytics, and technology for >170,000 users, providing investment professionals with insights and workflow solutions across the portfolio lifecycle.