Case Study

University of Wisconsin Foundation Streamlines Data Integration and Reporting with FactSet’s Managed Reporting Service

University of Wisconsin Foundation Streamlines Data Integration and Reporting with FactSet’s Managed Reporting Service

Pages 2 Pages

FactSet helped the University of Wisconsin Foundation enhance transparency and streamline data management for its diverse endowment portfolio by providing integrated portfolio analytics and risk reporting solutions. FactSet's platform unified disparate legacy systems, enabling the Foundation's investment and compliance teams to access comprehensive, aggregated exposure and risk data across public equities, fixed income, and private assets. This allowed for clearer insights into country and sector exposures, improving monitoring and decision-making for the overall multi-asset portfolio. FactSet's scalable, automated analytics increased efficiency and accuracy in portfolio oversight.

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