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Case Study

Asset Manager Saves Valuable Time by Leveraging FactSet’s Hierarchy with Revenue and Tradenames Data

Asset Manager Saves Valuable Time by Leveraging FactSet’s Hierarchy with Revenue and Tradenames Data

Asset Manager Saves Valuable Time by Leveraging FactSet’s Hierarchy with Revenue and Tradenames Data

FactSet
Pages 2 Pages

This global asset manager leveraged FactSet’s ESG investment analysis capabilities, including its hierarchy with revenue and tradenames data, to measure and validate the environmental and social impacts of public equity investments. FactSet’s integrated ESG ecosystem provides comprehensive data from multiple sources, including company-reported metrics, thematic revenue exposure, and third-party ESG content. These tools support scalable workflows for portfolio construction, analysis, and impact reporting, enabling the asset manager to demonstrate tangible outcomes and improve transparency for its European pension fund clients.

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