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FactSet and Rimes Extend Matrix Collaboration for Asset Owner Investment Workflow

June 20, 2023

NORWALK, Conn. - FactSet and Rimes today announced the enhanced connectivity between Rimes’ investment data management platform Matrix and FactSet’s industry-leading Portfolio Analytics, Performance and Risk solutions.

The new functionality will automate the flow of portfolio transactions and reference data, and portfolio hierarchies from Matrix into FactSet to power a seamless workflow experience, enhance investment operations, and accelerate investment decision-making for asset owners.

FactSet’s institutional-quality, multi-asset analytics then flow back into the Matrix platform, enabling a golden source of analytics within the Matrix platform to enhance downstream operational workflows.

“FactSet is constantly extending our ecosystem of best-in-class SaaS partnerships to serve the full range of client workflows across the investment community,” said David Mellars, SVP and Head of Middle Office Product Management. “By deepening our collaboration with Matrix, FactSet is positioned to support asset owners’ front-to-back workflow with real-time performance, risk and reporting solutions with a centralized source of connected, high-quality data and analytics.”

Irene Fusco, Global Head of Strategic Partners at Rimes, comments: “Rimes is delighted to be working with FactSet to provide our shared clients with robust, fund-level IBORs as well as other investment data intelligence. We have multiple clients leveraging our joint solutions and look forward to our ongoing collaboration.”

Learn more about FactSet’s work with Rimes here.

About FactSet

FactSet (NYSE:FDS | NASDAQ:FDS) helps the financial community to see more, think bigger, and work better. Our digital platform and enterprise solutions deliver financial data, analytics, and open technology to over 7,000 global clients, including over 180,000 individual users. Clients across the buy-side and sell-side as well as wealth managers, private equity firms and corporations, achieve more every day with our comprehensive and connected content, flexible next-generation workflow solutions, and client-centric specialized support. As a member of the S&P500, we are committed to sustainable growth and have repeatedly scored 100 on the Human Rights Campaign® Corporate Equality Index and been recognized amongst the Best Places to Work in 2023 by Glassdoor as a Glassdoor Employees’ Choice Award winner. Learn more at and follow us on Twitter and LinkedIn.

About Rimes

Rimes is an enterprise data management partner to the global investment community. Driven by our passion for solving the most complex data problems, we provide our clients with investment intelligence that powers more than 50 trillion in AUM annually. The world’s leading institutional investors, asset managers and service providers rely on Rimes to help them make better investment decisions using accurate information and industry-leading technology. Headquartered in New York and London, Rimes services its global clients through offices in Europe, the Americas and Asia Pacific.