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FactSet and Matrix IDM Integrate Data Across Their Platforms to Better Serve Asset Owner Workflow

May 21, 2021

NORWALK, Conn., May 21, 2021 - FactSet (NYSE:FDS) (NASDAQ:FDS), a global provider of integrated financial information, analytical applications, and industry-leading service, and Matrix IDM, the award-winning solution provider to asset owners and managers have announced a strategic program to integrate client portfolios and commercial data sets across their platforms. This effort will deliver a seamless workflow experience and support investment decision-making for asset owners.

“By collaborating with Matrix, FactSet is better positioned to support the workflows and meet the concordance and enterprise data management challenges of the asset owners we serve,” said Jonathan Reeve, SVP and Head of Content Technology Solutions at FactSet. “This integration brings together two powerful platforms, reducing the time and effort of implementation and elevating the support that our mutual clients will experience.”

Organizations that take advantage of both the FactSet and Matrix offerings will now experience a more streamlined implementation and decreased complexity of systems management. Clients will benefit from turnkey connections that bring Matrix’s robust data management and IBOR capabilities together with FactSet’s wealth of commercial content and industry-leading multi-asset class performance attribution and risk analytics. Together, FactSet and Matrix deliver unparalleled look-through and rebalancing abilities alongside sophisticated asset allocation and exposure management.

“The requirements on asset owners to provide complete transparency to their members and investors on what they are investing in and how they are delivering sustainable returns over the long term is increasing exponentially. This partnership is a significant step forward to providing this transparency and insight seamlessly and cost-effectively,” said Neil Lotter, Founder and Co-CEO of Matrix.

Learn more about FactSet’s work with Matrix here.

About FactSet

FactSet® (NYSE:FDS | NASDAQ:FDS) delivers superior content, analytics, and flexible technology to help more than 153,000 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 and repeatedly scored 100 on 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 Learn more at and follow us on Twitter:          

About Matrix IDM

Matrix IDM provides trusted investment data management software to the global asset owner and fund management community. Matrix IDM solves the most difficult data challenges facing the industry today with unique IP. With over half a trillion of AUM now managed on the platform, a growing number of asset owners, pension plans, fund managers and insurance companies rely on Matrix IDM to solve their complex investment, exposure and data management challenges. Matrix IDM has offices in Sydney, London and New York supporting a rapidly expanding, global customer base.