FactSet Strengthens Insurance Sector Footprint as Curi Holdings Adopts Portfolio Analytics Suite

In a significant move that underscores its commitment to the insurance sector, FactSet Research Systems Inc. has announced the deployment of its Portfolio Analytics Suite by Curi Holdings, a full-service advisory firm. This partnership aims to bolster Curi's capabilities in navigating the complexities of investment management by integrating advanced analytics across its operational framework.

Curi Holdings faces a range of structural challenges typical in the financial services landscape, including disconnected systems and limited oversight of total portfolio impacts. These challenges can lead to operational inefficiencies, exposure to unforeseen risks, and ultimately, suboptimal portfolio performance. FactSet’s solutions are poised to address these issues head-on, providing the necessary tools for Curi to enhance its investment infrastructure.

Curi's adoption of FactSet’s Portfolio Analytics Suite includes three key offerings:

FactSet’s flagship tool for asset owners, Whole Portfolio Analytics, delivers a unified platform that offers real-time visibility into exposures, performance, and risk across various asset classes. This comprehensive system allows users to benchmark against investment policies and engage stakeholders with data-driven insights.

The FactSet Performance Solution provides industry-leading performance analytics and attribution across more than 10 models. This tool enables investment teams to identify key performance drivers and effectively communicate results to stakeholders, thus enhancing transparency and accountability.

The Private Capital Data Aggregation Service allows asset owners to outsource the collection and management of private fund data. This service extracts and validates Net Asset Values, cash flows, and portfolio metrics from unstructured General Partner documents. By streamlining data management, Curi can unlock deeper insights for performance, risk, and total portfolio analysis, bolstering its investment strategy.

David Mellars, Head of Portfolio and Risk at FactSet, commented on the partnership: "Curi's adoption of our unified portfolio analytics solutions suite is a testament to FactSet's growing presence in the asset owner space. As institutional investors face increasing pressure to consolidate their tech stack and gain a single view of their portfolios, we are uniquely positioned to deliver the tools they need."

Curi’s Chief Financial Officer, Ben Remke, also shared insights on the collaboration: "At Curi, we are continually evolving our capabilities to better serve our member-owners, clients, and long-term mission. FactSet's portfolio analytics suite provides the integrated data and insights we need to make informed decisions and navigate an increasingly complex investment landscape."

FactSet (NYSE:FDS | NASDAQ:FDS) is a leading provider of financial intelligence and AI solutions, dedicated to helping clients maximize their potential. With over 47 years of expertise, FactSet offers tailored solutions across various sectors, leveraging advanced data connectivity and next-generation tools to streamline workflows and enhance decision-making processes.

Curi is a full-service advisory firm that includes Curi Insurance, Curi Advisory, and Curi Capital. As advocates in the healthcare sector, Curi combines deep industry knowledge with a commitment to client relationships, ensuring actionable and meaningful outcomes for its clients.

The partnership between FactSet and Curi Holdings marks a strategic effort to enhance the operational efficiency and effectiveness of investment management within the insurance sector. By adopting FactSet’s Portfolio Analytics Suite, Curi is poised to leverage advanced analytics for improved decision-making and risk management, positioning itself for sustainable growth in a complex financial landscape.