Leading Private Equity Firm Streamlines Its Fixed Income Reporting with FactSet

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FactSet helped the leading private equity firm streamline its fixed income reporting by automating quarterly capitalization model updates directly within Microsoft Excel using FactSet’s Excel integration. This automated data input from FactSet into Excel models allowed for faster, more reliable reporting, reducing manual effort and errors. The integration enabled the fixed income team to efficiently monitor portfolio exposures and credit risks, significantly improving the speed and accuracy of their fixed income portfolio reporting process.

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Leading Private Equity Firm Streamlines Its Fixed Income Reporting with FactSet

Leading Private Equity Firm Streamlines Its Fixed Income Reporting with FactSet

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