Generate ideas, find action items, and streamline portfolio monitoring and reporting.


Power your multi-asset class portfolio analysis and seamlessly connect workflows across your firm with FactSet’s integrated solution for insurance professionals. Leverage rich public and private datasets, measure risk across your investment book and off-balance-sheet instruments, and produce book and market projections to support all reporting and compliance requirements. 

Insurance Professionals


    Learn how Asset Owners and Investment Managers can effectively incorporate ESG data in their strategy with our transparent framework.



    Harness powerful portfolio analytics.

    Gain access to FactSet’s deep fixed-income analytics for portfolio risk measurement and scenario stress testing across entity or accounting standards. Access all major fixed-income indices, pricing sources and reference data from best-of-breed providers in one place, combined with enhanced fixed income and derivatives coverage through FactSet’s powerful fixed-income calculation engine. Automate the modeling of CMLs, private placements, alternative investments and other complex investment structures for complete coverage of the general account. Rely on FactSet’s matrix pricing to automate the process of valuing private placements.  Replicate your liability book as a series of cashflows or derivative instruments to optimize asset allocation decisions and maximize risk-adjusted return.
    Portfolio Analysis

    Rely on seamless integration.

    Streamline your workflow and support your general account with FactSet’s seamless integration of major custodians, accounting systems, and data warehouse to pull par amounts, book and market prices, and insurance portfolio cuts.  Rely on FactSet to store this information in multi-dimensional databases that are ideal for firms that manage large portfolios or maintain extensive historical proprietary databases. FactSet supports GAAP, IFRS, and STAT book prices, allowing you to select the book price method of your choosing.

    Seamless Integration

    Leverage cutting-edge technology.

    Reduce IT costs and shorten your quarterly reporting cycle with the support of our intuitive interface, modern technology, and dedicated support professionals. Easily produce Rating Agency Surveys, Asset Adequacy Tests, and Cash Flow Projections under large economic or stochastic scenarios in a fraction of the time. Scale your technology and shorten the time allocated to calculations for Principal Based Reserving, AG43 , and Solvency II.


    Leverage round-the-clock portfolio monitoring and data reconciliation.

    Rely on FactSet’s Portfolio Services team for turnkey accounting and trade data integration, comprehensive and transparent reconciliation, and custom reporting options. Our specialists monitor and remediate issues as they  occur in real time during all stages of your workflow, from data extraction to analytical enrichment and report generation and delivery. This service ensures reporting is timely and of the highest quality, so all members of your team can be assured the data is consistent and reliable. FactSet builds a robust process around the book of record and through technology automates its integration into client environments and third-party systems.

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    Portfolio Services

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    The best way to understand what makes FactSet different is to see it for yourself. We've worked with investment professionals for 40 years, so we understand your workflow and know precisely how to help. Talk to us about your challenges, and we’ll help you design the most effective solutions for your firm with everything you need — and not what you don’t.

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