FactSet
Where have four years of Cusip legal drama gone?
The IMD Wrap: The antitrust case against Cusip Global Services has been a long, winding road. Reb recaps what you might have missed.
Plaintiffs propose to represent all non-database Cusip licensees in last 7 years
If granted, the recent motion for class certification in the ongoing case against Cusip Global Services would allow end-user firms and third-party data vendors alike to join the lawsuit.
LSEG’s private funds platform, Microsoft’s new datacenter, and more
The Waters Cooler: New private markets solutions, M&A activity, and a sprinkle of DLT in this week’s news roundup.
OEMS interest sputters
Combined order and execution management systems once offered great promise, but large buy-side firms increasingly want specialization, leaving OEMS vendors to chase smaller asset managers in a world of EMS consolidation.
BlueMatrix acquires FactSet’s RMS Partners platform
This is the third acquisition BlueMatrix has made this year.
The industry is not ready for what’s around the corner
Waters Wrap: As cloud usage and AI capabilities continue to evolve (and costs go up), Anthony believes the fintech industry may face a similar predicament to the one facing journalism today.
Waters Rankings 2025: Best ESG data provider—FactSet
Name of product or service: FactSet ESG Investing Solutions
Waters Rankings 2025: Best performance measurement and attribution system provider—FactSet
Name of product or service: FactSet Performance Solutions
People Moves: FactSet, DTCC, Broadridge, Amundi, SimCorp and more
A look at the past month’s people moves in the capital markets tech and data space, including the departure of FactSet CEO Phil Snow after 30 years at the firm.
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…
Sell-Side Technology Awards 2025: Best data provider to the sell side—FactSet
Product: FactSet Sell-Side Workstation and Productivity Suite
Real-time market data—Preventing vendor lock-in
The future of market data distribution, leveraging modern technologies, migration paths and outsourcing non-value-added data workflows.
Overnight trading gets another boost with deal between FactSet’s LiquidityBook and Blue Ocean
FactSet’s recently acquired LiquidityBook OMS will grant buy-side clients access to overnight trading on Blue Ocean.
EMS vendors address FX options workflow bottlenecks
Volatility is driving more buy-side interest in automating exercises and allocations.
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.