NORWALK, Conn., July 14, 2022 – FactSet (NYSE: FDS) (NASDAQ: FDS), a global provider of integrated financial information, analytical applications, and industry-leading service, announced the inclusion of private capital indexes in the FactSet workstation from Burgiss, a global, market-leading provider of data and analytic solutions for private capital investors.

FactSet clients can now access up to forty years of quarterly time-weighted returns for over 130 private capital indexes across 12 regions and 12 private capital sub-classes, including Private Equity, Private Debt, and Private Real Assets. These indexes have been incorporated across FactSet’s Portfolio Analytics suite, augmenting workflows in the Style, Performance, and Risk (SPAR), macro attribution, and asset allocation applications, as well as through FactSet’s extensive benchmark data feeds.

“We are pleased to be working so closely with FactSet to improve reporting and analytics for private capital investments and multi-asset class portfolios,” said Brian Schmid, Managing Director and Head of Product at Burgiss. “Our Burgiss Private Capital Indexes are a perfect fit for the FactSet platform and their global customer base, while our broader collaboration to integrate Burgiss Commitment, Transparency, and Universe data adds tremendous operational efficiencies and portfolio insights to our shared customers.”

“As accredited investors and qualified clients increase allocations in private capital, this Burgiss data empowers deeper analysis of multi-asset performance, composition, and risk. This trend is equally clear for both our asset owner and wealth management clients,” said Chris Ellis, SVP, Global Head of Strategic Initiatives at FactSet. “Burgiss’ index methodology is ideal for a multi-dimensional analysis across public equity, fixed income, private capital, and a broad array of other asset classes like crypto that are relevant to our clients.”

About Burgiss

Burgiss is a global, market-leading provider of data and analytics solutions for investors. With over 30 years of expertise in alternative investments, we offer unrivaled data, analytics, and transparency that enable asset owners, asset managers, and financial intermediaries to evaluate and manage complex portfolios. Burgiss’ solutions serve 1,000+ clients in more than 30 countries, delivering data that represents over $15 trillion in assets. With offices throughout the Americas, EMEA, and Asia Pacific, we leverage our network and expertise so that we can service our clients by focusing on their varying needs across regions. Further information is available at www.burgiss.com.

About FactSet

FactSet (NYSE:FDS | NASDAQ:FDS) delivers superior content, analytics, and flexible technology to help more than 170,000 users see and seize opportunity sooner. We give investment professionals the edge to outperform with informed insights, workflow solutions across the portfolio lifecycle, and industry-leading support from dedicated specialists. We're proud to have been recognized with multiple awards for our analytical and data-driven solutions, with the distinction of having been recently added to the S&P 500, and repeatedly scored 100 by the Human Rights Campaign® Corporate Equality Index for our LGBTQ+ inclusive policies and practices. Subscribe to our thought leadership blog to get fresh insight delivered daily at insight.factset.com. Learn more at www.factset.com and follow us on Twitter: www.twitter.com/factset.

FactSet Media Contact: 

Megan Kovach  

+1 (512) 736-2795 
Email: megan.kovach@factset.com