This global asset manager improved data governance and portfolio performance management by integrating FactSet’s Portfolio Vault. FactSet Portfolio Vault enabled the firm to store, validate, and lock performance and attribution data, creating a consistent, repeatable data distribution process. It provided a single source of accurate and historical analytics, seamless review of results, and easy downstream distribution via FactSet’s reporting solutions and APIs. This automation and control enhanced data quality and operational efficiency across multiple asset classes, supporting better decision-making.

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