FactSet helped the OCIO group improve its manager selection process by providing Cabot’s proprietary analytic tools that quantify equity manager skills—such as buying, sizing, and selling—and visualize the manager’s investment process. These insights enhanced the OCIO’s ability to identify skilled third-party managers beyond traditional portfolio analytics. Integration with the FactSet platform streamlined workflows and allowed for portfolio-level performance reviews, enabling more data-driven, transparent, and scalable manager assessments and better-informed allocation decisions.

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