Case Study

Causeway Capital Management Increases Accuracy of Performance Data by Aligning FactSet with their Existing Workflow

Causeway Capital Management Increases Accuracy of Performance Data by Aligning FactSet with their Existing Workflow

Pages 2 Pages

Causeway Capital Management enhanced its performance data accuracy and streamlined workflow by integrating FactSet’s Portfolio Vault and Insight into its existing processes. FactSet’s Portfolio Analysis suite enabled Causeway to efficiently view daily exposures, characteristics, and performance attribution, improving analytics delivery and decision-making precision. This collaboration allowed the global investment firm to scale analytics capabilities while maintaining consistency and accuracy, supporting better portfolio management across its international and sustainable equity strategies.

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