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FactSet Launches FactSet Fund Marketing, a Fund Distribution Service Powered by APX Stream

November 1, 2022

NORWALK, Conn. - FactSet (NYSE:FDS) (NASDAQ:FDS), a global provider of integrated financial information, analytical applications, and industry-leading services, announced the launch of a new fund distribution offering – FactSet Fund Marketing – powered by the integration of APX Stream technology. The new end-to-end solution brings together FactSet’s analytics and publishing engines with APX Stream’s data warehouse and distribution engines. Users will benefit from a fully automated solution across all vehicle types, including analytics (characteristics & exposures) and performance creation along with holdings, warehousing, and reconciliation through distribution out to over 50 global vendor and consulting databases. 

 Asset managers leverage APX Stream data vault and mapping engine to drive scalability and AUM growth with a single place to centrally manage, reconcile and distribute their marketing and client servicing content. Integrating this technology into FactSet's best-in-class analytics solution for fixed income, performance, risk, and portfolio level characteristics and exposure, offers a unique operated marketing and client servicing solution from analytics creation to distribution. 

“FactSet is committed to delivering efficiency, cost reduction and accuracy to our clients’ operations,” said Rob Robie, EVP Analytics & Trading, FactSet. “By taking a process that typically requires multiple vendors, manual transformations and Excel, and moving it to a fully hosted and automated solution with the reconciliation and compliance capabilities that investors and regulators are demanding, we deliver benefits to our clients in the long term.” 

“Embedding our solution into the FactSet ecosystem creates a unique opportunity for the asset management industry,” said Richard Jackson, CEO, APX Stream LLC. “This collaboration will enable asset managers to leverage APX Stream’s technology to expand their marketing footprint and grow AUM.” 


About FactSet 

FactSet (NYSE:FDS | NASDAQ:FDS) delivers superior content, analytics, and flexible technology to help approximately 180,000 users see and seize opportunities 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 Learn more at and follow us on Twitter: 


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