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A-Team Insight Briefs

Rockefeller Capital Management Up and Running with FactSet Workstations

14 September 2022
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Rockefeller Capital Management is using FactSet advisor workstations across the enterprise to drive advisor productivity. The arrangement provides Rockefeller advisors with access to comprehensive, multi-asset content, robust analytics, and global market data through FactSet’s web and mobile solutions. The collaboration is a milestone for Rockefeller as it plans to more than double its 450 advisor and team members by using FactSet’s open and flexible technology and enterprise wealth management solutions.

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Related content

WEBINAR

Recorded Webinar: End-to-End Lineage for Financial Services: The Missing Link for Both Compliance and AI Readiness

The importance of complete robust end-to-end data lineage in financial services and capital markets cannot be overstated. Without the ability to trace and verify data across its lifecycle, many critical workflows – from trade reconciliation to risk management – cannot be executed effectively. At the top of the list is regulatory compliance. Regulators demand a...

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08 October 2025
Data Management Insight
BLOG

Aumni Acquisition Thrusts CUSIP into Private Markets Space

CUSIP Global Services (CGS) has agreed a deal with data provider Aumni to bring yet more transparency to rapidly growing and economically important private markets. The venerable provider of issuer and asset identifiers will use Aumni’s data, drawn from charter documents for venture capital firms, to create a set of its CUSIP identification codes for...

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05 August 2025
Data Management Insight
EVENT

Eagle Alpha Alternative Data Conference, London, hosted by A-Team Group

Now in its 8th year, the Eagle Alpha Alternative Data Conference managed by A-Team Group, is the premier content forum and networking event for investment firms and hedge funds.

16 June 2026
TradingTech Insight
GUIDE

Corporate Actions USA 2010

The US corporate actions market has long been characterised as paper-based and manually intensive, but it seems that much progress is being made of late to tackle the lack of automation due to the introduction of four little letters: XBRL. According to a survey by the American Institute of Certified Public Accountants (AICPA) and standards...

15 June 2010
Data Management Insight