FactSet Expands Insurance Footprint with Curi Holdings Partnership
FactSet announced that Curi Holdings has adopted its Portfolio Analytics Suite, expanding FactSet's presence in the buy-side insurance market. Curi Holdings will leverage FactSet's Whole Portfolio Analytics, FactSet Performance Solution, and Private Capital Data Aggregation Service to enhance decision-making, improve risk visibility, and support long-term growth objectives. This partnership addresses common industry challenges like disconnected systems and fragmented analytics, positioning Curi with a more data-driven investment infrastructure.
Key Highlights
- Curi Holdings adopted FactSet's Portfolio Analytics Suite to modernize investment operations.
- The suite includes Whole Portfolio Analytics, FactSet Performance Solution, and Private Capital Data Aggregation Service.
- Curi aims to build a connected, data-driven investment infrastructure with FactSet's solutions.
- FactSet's Whole Portfolio Analytics provides unified platform for plan-wide portfolio and market intelligence.
- FactSet Performance Solution offers industry-leading performance analytics and attribution across 10+ models.
- Private Capital Data Aggregation Service outsources collection and management of private fund data.
Price Impact
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