FactSet
A network of Cusip workarounds keeps the retirement industry humming
Restrictive data licenses—the subject of an ongoing antitrust case against Cusip Global Services—are felt keenly in the retirement space, where an amalgam of identifiers meant to ensure licensing compliance create headaches for investment advisers and investors.
Buy-Side Technology Awards 2024 winner’s interview—FactSet
Video discussion on FactSet’s trio of wins in the 2024 BST Awards.
Saugata Saha pilots S&P’s way through data interoperability, AI
Saha, who was named president of S&P Global Market Intelligence last year, details how the company is looking at enterprise data and the success of its early investments in AI.
Waters Wavelength Ep. 307: The shrinking OMS landscape
This week, Tony and Nyela discuss FactSet’s recent acquisition of LiquidityBook and what it could signal for trading technology.
Orchestrade resists SaaS model in favor of customer flexibility
Firms like Orchestrade are minimizing funds and banks’ risks with different approaches to risk management.
Market data woes, new and improved partnerships, acquisitions, and more
The Waters Cooler: BNY and OpenAI hold hands, FactSet partners with Interop.io, and trading technology gets more complicated in this week’s news round-up.
FactSet lays out trading roadmap post LiquidityBook deal
The software and data provider announced it was buying LiquidityBook this month, filling a gap in its front-office suite of solutions.
A fireside chat with FactSet’s David Mellars
FactSet’s private markets data strategy, the relationship between risk and performance on the buy side and fixed income track record.
FactSet-LiquidityBook: The buy-side OMS space continues to shrink
Waters Wrap: Anthony spoke with buy-side firms and industry experts to get a feel for how the market is reacting to this latest tie-up.
Cusip Global Services wants to know, ‘What’s your damage?’
The evidence and discovery phase of the case against the identifier bureau is set to expire in March, bringing an anticipated jury trial one step closer.
An inside look: How AI powered innovation in the capital markets in 2024
From generative AI and machine learning to more classical forms of AI, banks, asset managers, exchanges, and vendors looked to large language models, co-pilots, and other tools to drive analytics.
Data costs rose in 2024, but so did mitigation tools and strategies
Under pressure to rein in data spend at a time when prices and data usage are increasing, data managers are using a combination of established tactics and new tools to battle rising costs.
In 2025, keep reference data weird
The SEC, ESMA, CFTC and other acronyms provided the drama in reference data this year, including in crypto.
The Waters Cooler: ’Tis the Season!
Everyone is burned out and tired and wants to just chillax in the warm watching some Securities and Exchange Commission videos on YouTube. No? Just me?
The Waters Cooler: Tidings of comfort and joy
Christmas is almost upon us. Have you been naughty or nice?
FactSet launches conversational AI for increased productivity
FactSet is set to release a generative AI search agent across its platform in early 2025.
BST Awards 2024: Best buy-side performance measurement and attribution product—FactSet
Product: FactSet Performance Solutions
BST Awards 2024: Best buy-side client reporting platform—FactSet
Product: FactSet Client Reporting Solutions
The Waters Cooler: Everybody wants data
We’ve got more identifiers drama, additional CTP bidders, a shiny new AI product and … Moo Deng. Gather around the cooler, folks.
UK, EU prepare for bond tape tender as Ediphy enters fray
Competition for the role of consolidated tape provider is heating up as regulators confirm tenders to open in Q1 next year.
FactSet unveils Data-as-a-Service offering
The vendor is introducing the suite of managed services for more efficient data management as emerging technologies, like GenAI, require more from datasets.