FactSet and J.P. Morgan Securities Services announced a joint initiative on December 5, 2024, to deliver FactSet’s performance, reporting, and portfolio analytics solutions through J.P. Morgan’s Fusion data management platform.
This collaboration enables asset managers and asset owners to focus on investment insights and generating alpha by leveraging modern data management, outsourced accounting, and advanced analytics. The integration aims to streamline workflows and reduce total cost of ownership for clients.
The partnership signifies a major strategic alignment, enhancing FactSet's enterprise solutions and expanding its footprint within the institutional buy-side. It provides J.P. Morgan's clients with direct access to FactSet's industry-leading tools within their existing data environment.
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