Swiss asset management firm integrates FactSet’s Portfolio Analysis and Order Management System
FactSet a global provider of integrated financial information, analytical applications, and industry-leading service, announced that Zurich-based asset manager ESG Asset Management has selected FactSet for its portfolio performance attribution platform and order management system (OMS).
A fixed-income house with a focus on environmental, social, and governance (ESG) investments, ESG-AM uses FactSet’s Fixed Income Portfolio Analytics (FIPA) product and extensive ESG data to analyze and report performance attribution for its multi-currency portfolios. With FactSet’s solutions, ESG-AM can easily create highly customized attribution reports across ESG and United Nations Sustainable Development Goals (UN SDGs) ratings, sectors, and geographies.
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Another key component of the FactSet implementation at ESG-AM was the addition of FactSet’s OMS, which allows the asset managers to simulate trades across multiple portfolios and perform pre-trade compliance checks.
“The combination of FactSet’s powerful multi-asset-class portfolio analytics tools and best-in-class ESG data allows us to decompose interest and credit spread components of a portfolio and examine them from an ESG perspective,” said Philipp Good, CEO of ESG-AM. “For us, working with a data and solutions provider that prioritizes client service was a must-have and a key deciding factor in our choice of vendor.”
“With FactSet’s fully integrated, cloud-hosted order management and compliance solution, ESG-AM can seamlessly manage its investment workflow and streamline tasks across portfolios,” said Josch Zimmermann, VP, Regional Director for Austria, Germany, and Switzerland at FactSet. “In addition, thanks to FactSet’s seamless integration of both proprietary and third-party ESG data sets, ESG-AM has gained access to a wide range of ESG data sets that can be easily incorporated into its fixed-income portfolio analysis.”
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