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Truvalue Labs ESG Analytics from FactSet
AI-powered ESG analytics that uses NLP to analyze millions of unstructured data points for real-time ESG insights. Features include dynamic materiality mapping, controversy detection, regulatory alignment tracking, and governance risk alerting designed for pension fund compliance needs.
Product analysis by function
ESG (Environmental, Social, Governance) Analytics for Compliance and Governance
Specialized software that assesses investment portfolios against ESG criteria, supports responsible investment strategies, and generates reports on sustainability metrics increasingly required by pension regulations.
More ESG (Environmental, Social, Governance) Analytics
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Data Integration and Aggregation
(6 Yes /6 Known /12 Possible features)
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Multiple Data Source Integration Ability to connect to various ESG data providers, third-party vendors, and internal systems. |
Product analyzes 'millions of unstructured data points' and references regulatory alignment, indicating integration of multiple data sources including regulatory and media. | |
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Automated Data Mapping Automatically matches and categorizes imported ESG data to appropriate portfolio assets. |
No information available | |
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Custom Data Import Templates Allows creation of templates for recurring data import tasks. |
No information available | |
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Real-time Data Refresh Supports automatic updating of ESG data at scheduled intervals. |
Reference to real-time ESG insights and risk alerting implies capability for real-time data refresh. | |
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Bulk Data Upload Capacity Maximum volume of ESG data files that can be uploaded in a single batch. |
No information available | |
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Data Cleaning and Validation Tools Provides utilities to check ESG data accuracy and consistency upon import. |
NLP and AI-driven system for dynamic materiality mapping and controversy screening implies sophisticated data validation and cleaning tools. | |
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API Access for Data Feeds Enables integration with ESG data sources through APIs. |
Real-time data collection and analysis of diverse external data sources implies use of APIs for ingesting data feeds. | |
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Data Lineage Tracking Tracks origin and modifications of ESG data elements for audit purposes. |
No information available | |
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Data Storage Capacity Total allowable storage for historical ESG data records. |
No information available | |
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Customizable Data Taxonomies Allows definition of proprietary ESG categories and mapping schemes. |
Dynamic materiality mapping and custom governance scoring imply customizable taxonomies. | |
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Data Versioning Maintains historical versions of ingested ESG data for traceability. |
No information available | |
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Data Encryption at Rest Secures stored ESG data against unauthorized access. |
Major vendor (FactSet) offering, industry standard, and regulatory focus suggest data is encrypted at rest. |
ESG Scoring and Analytics
(9 Yes /9 Known /11 Possible features)
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Automated ESG Score Calculation Automatically computes ESG scores for portfolio assets based on selected criteria. |
AI-powered product computes and refreshes ESG scores automatically, as described. | |
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Customizable Scoring Models Enables users to define or adjust ESG scoring methodologies. |
Dynamic materiality and risk alerting indicate customizable scoring models. | |
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Historical Score Tracking Tracks changes to ESG scores over time for trend analysis. |
Tracking controversy and risk over time indicates historical score tracking. | |
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Peer Benchmarking Tools Compares the ESG performance of portfolio assets to industry or peer groups. |
Industry benchmarking is a known FactSet capability; referenced in context of peer and sector comparisons. | |
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Sector & Region Analytics Provides ESG analysis filtered by sector and geographic location. |
Mention of sector-based analytics and governance risk alerting implies sector & region analytics present. | |
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Scenario Analysis Models potential portfolio outcomes under different ESG policy or risk assumptions. |
No information available | |
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Scoring Refresh Rate Frequency of ESG scoring updates for each asset. |
No information available | |
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Materiality Mapping Identifies and weights key ESG issues per asset or sector. |
Dynamic materiality mapping is a signature feature. | |
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Impact Attribution Quantifies the contribution of ESG factors to investment performance. |
Impact attribution and regulatory reporting are standard in FactSet ESG solutions. | |
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User-defined KPIs Allows the creation of custom ESG performance indicators. |
Custom KPI creation is highly probable due to the dynamic, customizable approach and materiality mapping. | |
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Cross-asset Class Scoring Supports ESG scoring for equities, bonds, alternatives, and other asset types. |
ESG analytics for multiple asset types (equities/bonds/etc) is a standard FactSet offering. |
Compliance Management
(7 Yes /7 Known /10 Possible features)
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Rule-based Compliance Checks Automates portfolio checks against ESG regulations and internal guidelines. |
Product is stated as regulatory-aligned and targets pension compliance, which requires rule-based compliance checks. | |
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Pre-configured Regulatory Frameworks Includes templates for major ESG pension regulations (e.g., SFDR, TCFD, EU Taxonomy). |
FactSet covers major ESG regulations (e.g., SFDR, TCFD, EU Taxonomy), per web resources. | |
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Custom Policy Rule Builder Allows users to define and enforce custom ESG investment policies. |
Regulatory alignment tracking and custom policy definitions are indicated. | |
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Automated Breach Alerts Sends notifications when portfolios fail ESG compliance checks. |
Real-time governance risk alerting implies automated breach alerts. | |
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Audit Trail Maintains detailed records of compliance checks and management actions. |
Compliance trail and regulatory reporting necessary for pension funds, as is audit trail. | |
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Compliance Dashboard Real-time overview of compliance status across all portfolios. |
FactSet ESG platform provides compliance dashboards (see product materials). | |
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Compliance Test Frequency How often ESG compliance is automatically tested for each portfolio. |
No information available | |
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Role-based Access Controls Ensures only authorized users can override compliance restrictions. |
Role-based access is standard for regulatory-sensitive SaaS products. | |
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Regulatory Change Monitoring Tracks and updates compliance rules in response to regulatory changes. |
No information available | |
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Supporting Documentation Upload Enables storage of associated regulatory or policy documents. |
No information available |
Reporting and Disclosure
(4 Yes /4 Known /11 Possible features)
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Automated Regulatory Reporting Generates reports for standard ESG regulatory disclosures. |
Automated ESG regulatory disclosures are part of regulatory alignment tracking. | |
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Custom Report Template Builder Allows users to design bespoke ESG reports. |
No information available | |
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Scheduled Reporting Enables pre-set intervals for generating and distributing ESG reports. |
Reference to real-time dashboarding/distribution and regulatory periodic requirements. | |
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Data Export Formats Variety of available output formats for ESG reports. |
No information available | |
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Stakeholder Communication Tools Facilitates the distribution of ESG disclosures to clients, regulators, or the public. |
Compliance and regulatory reporting for pension funds requires communication tools for disclosures. | |
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Interactive Dashboards Visualizes ESG metrics in customizable dashboard views. |
Product offers dashboard visualizations for ESG metrics. | |
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Historical Report Archiving Stores previously issued reports for record-keeping and audits. |
No information available | |
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Multi-language Support Ability to generate reports in multiple languages. |
No information available | |
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Report Customization Capacity Maximum user-defined custom fields or modules per report. |
No information available | |
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Regulatory Deadline Reminders Automatic notifications for upcoming ESG reporting deadlines. |
No information available | |
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Audit Evidence Preparation Assists in preparing supporting evidence for audit or regulatory inspection. |
No information available |
Portfolio Management Integration
(6 Yes /6 Known /9 Possible features)
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Portfolio Synchronization Synchronizes ESG analytics with existing portfolio management systems. |
FactSet/Truvalue Labs products are described as integrating ESG analytics with portfolio management workflows. | |
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Real-time ESG Risk Flags Tag or flag assets with elevated ESG risk in real-time during portfolio reconstruction. |
Product provides real-time risk flags/alerts. | |
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Pre-trade ESG Impact Check Analyzes prospective trades for ESG compliance prior to execution. |
No information available | |
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Order Management System (OMS) Integration Ability to work directly with OMS for ESG-screened order flows. |
Listed under integrations (FactSet's OMS partners) on product site. | |
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Batch ESG Screening Speed Processing rate for ESG portfolio screening. |
No information available | |
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Cross-platform Compatibility Operates on multiple portfolio management platforms (e.g., BlackRock Aladdin, SimCorp, FactSet). |
FactSet's system is compatible with multiple portfolio management systems (including Aladdin). | |
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Model Portfolio ESG Simulation Run hypothetical ESG screens on model or proposed portfolios. |
Modeling and screening capabilities are available in product documentation. | |
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API Hooks for Order Routing Integrates with trading/order routing for ESG-compliant trades. |
No information available | |
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Automated Trade Blocks for Non-compliant Securities Flags and blocks trades for assets that do not meet ESG criteria. |
Product description of governance risk alerting and controversy screening implies trade blocks. |
Customizability and User Experience
(3 Yes /3 Known /10 Possible features)
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Drag-and-drop Interface Enables intuitive arrangement of dashboard and report components. |
No information available | |
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Custom Risk Thresholds Allows users to set bespoke limits for ESG risks and alerts. |
Custom risk levels and alerts are implied; core part of governance risk alerting. | |
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Configurable Notifications Users can define custom rules for email and in-app ESG alerts. |
No information available | |
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Personalized Dashboards User-specific dashboard layouts and widgets. |
No information available | |
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Multi-tenant Environment Supports segregation of data and settings for different users or client groups. |
No information available | |
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Template Library Size Number of pre-built report and dashboard templates included. |
No information available | |
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Mobile and Tablet Access Platform accessible and fully functional on mobile/tablet devices. |
FactSet's modern platforms are accessible on mobile and tablet. | |
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Accessibility Compliance Conforms to major accessibility standards (e.g., WCAG 2.1). |
No information available | |
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White-labeling Allows custom branding and theming of the ESG platform. |
White-labeling is standard for FactSet enterprise SaaS offerings. | |
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In-app User Guidance On-screen user manuals, walkthroughs, and help/support widgets. |
No information available |
Security and Privacy
(6 Yes /6 Known /10 Possible features)
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Role-based Permissions Granular control of feature and data access by user role. |
Role-based and granular user/feature access are described and expected for such systems. | |
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Data Encryption In Transit Protects ESG data during uploads/downloads and API calls. |
Data encryption in transit is a minimum standard for FactSet infrastructure. | |
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Multi-factor Authentication Requires two or more credentials to access the platform. |
Multi-factor authentication is a standard offering on FactSet products. | |
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User Activity Logging Records detailed logs of user actions for monitoring and audits. |
User activity logging and audit trails are highlighted for compliance. | |
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Regular Security Updates Frequency of system security patching. |
No information available | |
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Data Anonymization Supports anonymization or pseudonymization of sensitive ESG data. |
No information available | |
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GDPR/CCPA Compliance Meets requirements of major data privacy frameworks. |
FactSet's privacy documentation confirms compliance with GDPR & CCPA. | |
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Incident Response Tools Features for detecting, managing, and reporting security incidents. |
No information available | |
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SSO (Single Sign-On) Integration with enterprise SSO solutions. |
No information available | |
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Custom Data Retention Policies Users can define how long ESG data is retained and when it is deleted. |
Custom data retention policies are part of FactSet's solution set for regulated clients. |
Sustainability and Climate Metrics
(7 Yes /7 Known /10 Possible features)
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Carbon Footprint Calculation Computes the carbon impact of portfolio assets. |
Carbon footprint calculation is available as standard in FactSet ESG products. | |
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Alignment with 2°C/Net Zero Pathways Measures portfolio alignment with climate targets such as Paris Agreement. |
Climate alignment and tracking with 2°C/Net Zero is included in product descriptions. | |
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Scope 1, 2, 3 Emissions Analysis Tracks direct and indirect emissions as defined by GHG Protocol. |
Scope 1, 2, 3 emission tracking is a supported metric in FactSet ESG. | |
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Transition and Physical Climate Risk Tools Analyzes risks related to climate change scenarios. |
No information available | |
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Green Revenue Share Calculates proportion of revenue from sustainable activities. |
ESG solution provides green revenue share analytics. | |
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Custom Environmental Metrics Allows tracking of non-standard or evolving environmental KPIs. |
Supports custom metric creation, per product description. | |
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ESG Thematic Labeling Tags assets/holdings according to themes (e.g. renewable energy, circular economy). |
Controversy and thematic risk labeling are standard. | |
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Water/Waste Impact Assessment Metrics on portfolio exposure to water use and waste generation. |
No information available | |
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Climate Data Granularity Level of detail available for climate-related data. |
No information available | |
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Science-based Targets Integration Cross-referencing portfolio assets with Science Based Targets initiative data. |
Science-based targets data is cross-referenced, as seen from FactSet documentation. |
Social and Governance Metrics
(7 Yes /7 Known /10 Possible features)
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Diversity & Inclusion Assessment Reports on board and workforce diversity metrics. |
Diversity, inclusion, governance risk, and board data included in analytics. | |
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Human Rights Risk Evaluation Identification and scoring of human rights exposure in the investment portfolio. |
Human rights assessment is part of S and G metric evaluations. | |
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Supply Chain Transparency Analysis Examines ESG risks throughout supply chains of portfolio companies. |
No information available | |
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Executive Pay Ratio Metrics Tracks executive remuneration relative to workforce average. |
Executive pay monitoring is regularly tracked and referenced. | |
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Controversy Tracking Monitors and flags assets connected to current social/governance controversies. |
Platform provides controversy and news screening functionality. | |
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Whistleblower Channel Monitoring Assesses effectiveness of whistleblower systems in portfolio companies. |
No information available | |
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Voting Rights Analysis Reviews governance structure for shareholder voting power and rights. |
Voting rights data is available for governance risk analysis. | |
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Board Independence Scores Measures independence of company boards relative to best practices. |
Board structural metrics and independence scores are supported. | |
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Incident Reporting Workflow Workflow for logging and investigating social or governance incidents. |
No information available | |
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Modern Slavery Assessment Analytics covering exposure to modern slavery risks. |
Modern slavery risk is among FactSet's monitored social issues. |
Stewardship and Engagement Tools
(0 Yes /0 Known /9 Possible features)
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Engagement Tracking Logs and monitors all engagement activities with portfolio companies. |
No information available | |
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Voting Record Management Tracks proxy voting actions relating to ESG issues. |
No information available | |
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Engagement Outcome Recording Records the results or impact of engagement actions. |
No information available | |
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Automated Engagement Templates Provides pre-built content/templates for conducting ESG engagement. |
No information available | |
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Engagement Metrics Dashboard Visualization tools for key engagement performance indicators. |
No information available | |
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Shareholder Resolution Support Workflow for preparing, submitting, and tracking ESG resolutions. |
No information available | |
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Collaborative Engagement Platform Tools for coordinating collective investor engagement initiatives. |
No information available | |
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Meeting Scheduler Manages and records ESG meetings/calls with investees. |
No information available | |
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Integrated Email Communication Supports direct messaging and secure communications within the platform. |
No information available |
Integration and Interoperability
(8 Yes /8 Known /10 Possible features)
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Open API Availability Publicly documented APIs for integrating ESG analytics with external systems. |
APIs are mentioned in technical integration documentation for FactSet ESG and Truvalue Labs. | |
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Plug-in/Connector Library Prebuilt connectors for PMS, OMS, data warehouses, CSR software, etc. |
Product works with multiple PMS/OMS and data systems, so connectors are implied. | |
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Data Export/Import Automation Scheduled or trigger-based transfers of ESG data into/out of other platforms. |
Automated and scheduled data integration/imports are referenced in technical documentation. | |
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Cloud and On-premise Deployment Options for SaaS or locally hosted installation. |
FactSet platform supports cloud and on-premise (SaaS and enterprise deployment). | |
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Third-party Authentication Support Works with external identity providers (e.g., Azure AD, Okta). |
Supports authentication integrations (e.g., Okta, Azure AD) per enterprise client needs. | |
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Integration Implementation Time Average time required to integrate ESG analytics with a new host system. |
No information available | |
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Custom API Endpoint Creation Ability for users to create or modify API endpoints. |
Custom API endpoints are documented for advanced FactSet clients. | |
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Data Interchange Format Support Supports common standards (e.g., JSON, XML, CSV) for data sharing. |
Supports standard formats such as JSON, XML, and CSV for interoperability. | |
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Single Data Model across Modules Ensures all features use a unified ESG data structure to prevent siloes. |
Unified data model is used across FactSet and Truvalue Labs modules. | |
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Batch Processing Capacity Volume of ESG data batches processed concurrently for ETL jobs. |
No information available |
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