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Guardian Capital Selects FactSet Programmatic Environment and DataRobot to Power Analytics Platform

July 20, 2023

NORWALK, Conn., July 20, 2023 – FactSet, a global financial digital platform and enterprise solutions provider, announced that Guardian Capital LP (Guardian Capital) has selected FactSet’s Programmatic Environment (FPE) and DataRobot to power its i3 InvestmentsTM Team’s analytics platform for an enhanced end-to-end quant workflow.

The i3 InvestmentsTM Team is a portfolio management team within Guardian Capital LP that combines artificial intelligence (AI) and human intelligence to provide a modern approach to stock selection, incorporating the advantages of big data with the experience and perspective of its investment professionals.  

This relationship enables i3 InvestmentsTM to combine FactSet’s quantitative product suite for factor creation and research with DataRobot’s integrated AI and Machine Learning (ML) platform to help solve complex investment management problems.

By leveraging FactSet’s quantitative solutions alongside its DataRobot partnership, which integrates FactSet and third-party content to compute AI and ML predictions, i3 InvestmentsTM is equipped to scale up its research and product development for improved operational efficiency and accuracy across its AI, ML, and quant workflows.

“We are excited to work with Guardian Capital’s i3 Investments TM team to enhance its analytics platform and help tackle complex investment management problems in a highly configurable and efficient manner,” said Rob Robie, EVP, Head of Analytics and Trading at FactSet. “By utilizing FactSet's Programmatic Environment and DataRobot's advanced AI and ML capabilities, we are equipped to provide unique insights and deliver exceptional value to our clients.”

“FactSet’s FPE Digital sandbox coupled with DataRobot provides a scalable AI platform for us to efficiently research, engineer, and select factors that drive performance of investment companies while allowing for development, testing, deployment and management of multiple AI models across different regions and timelines,” said Sri Iyer, Managing Director, Head of i³ Investments TM at Guardian Capital.

For more information on FactSet’s solutions, visit: FactSet Programmatic Environment (FPE) | FactSet

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 7,500 global clients, including over 185,000 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&P 500, 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 DataRobot

DataRobot is the leader in Value-Driven AI, a unique and collaborative approach to AI that combines an open platform, deep expertise and broad use-case experience to improve how organizations run, grow and optimize their business. The DataRobot AI Platform is the only complete AI lifecycle platform that interoperates with an organization’s existing investments in data, applications and business processes, and can be deployed on any cloud environment. Global organizations, including 40% of the Fortune 50, rely on DataRobot to drive greater impact and value from AI. Learn more at and follow us on LinkedIn and Twitter.

About Guardian Capital LP

Guardian Capital LP is the manager and portfolio manager of the Guardian Capital Funds and Guardian Capital ETFs, with capabilities that span a range of asset classes, geographic regions and specialty mandates. Additionally, Guardian Capital LP manages portfolios for institutional clients such as defined benefit and defined contribution pension plans, insurance companies, foundations, endowments and investment funds. Guardian Capital LP is a wholly owned subsidiary of Guardian Capital Group Limited and the successor to its original investment management business, which was founded in 1962. For further information on Guardian Capital LP, please visit

About Guardian Capital Group Limited

Guardian Capital Group Limited (“Guardian”) is a global financial services company, which provides extensive investment management services to institutional, retail and private high and ultra-high-net worth clients through its subsidiaries. As at March 31, 2023, Guardian had C$56.3 billion of total client assets, while managing a proprietary investment portfolio with a fair market value of C$1.3 billion. Founded in 1962, Guardian’s reputation for steady growth, long-term relationships and its core values of trustworthiness, integrity and stability have been key to its success over six decades. Its Common and Class A shares are listed on the Toronto Stock Exchange as GCG and GCG.A, respectively. To learn more about Guardian, visit