Case Study

Asset Manager Becomes GIPS Compliant and Reduces Reporting Time by 70%

Asset Manager Becomes GIPS Compliant and Reduces Reporting Time by 70%

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FactSet helped the asset management firm achieve GIPS compliance and verification within a tight four-month timeline by providing a comprehensive composite management solution. This platform reduced manual data management and reporting efforts by automating workflows, ensuring data accuracy and consistency while supporting both standardized and personalized reporting needs. FactSet’s tools streamlined the verification process, increased reporting efficiency by 70%, and enabled the firm to gain expanded distribution and new business opportunities confidently.

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