Newsmaker: A First Look at the FactSet–Arcesium Collaboration for the Buy-Side

Event Summary

Cutter Associates will host a Newsmaker event spotlighting the newly announced strategic partnership between FactSet and Arcesium, bringing together two industry leaders to deliver a more integrated, data-driven operating experience for the buy-side. During this session, executives from both firms will outline how the collaboration unifies FactSet’s comprehensive content, portfolio management, analytics and reporting tools with Arcesium’s advanced post-trade, data-management, and workflow-automation capabilities. The partnership is expected to offer asset managers best of breed functionality while reducing the integration complexities with a consolidated platform. Attendees will gain early insight into the roadmap, use cases, and anticipated client benefits, positioning this alliance as a meaningful step forward in modernizing the investment lifecycle.

Agenda

10.30 – 10:35 Opening remarks

10:35 – 11:00 Cutter moderated session with executives from both firms detailing the specifics and anticipated benefits of the partnership.

11:00 – 11:15 Open Q&A and closing remarks

Who Should Attend

Professionals across the buy-side who are responsible for shaping their firm’s data, technology, and operating model strategy will benefit most from this event. Ideal attendees include:

COOs and Heads of Operations seeking greater efficiency, scalability, and workflow integration
Heads of Data Management, Data Governance, and Enterprise Architecture aiming to reduce data fragmentation and improve data quality
Portfolio Operations, Performance, and Risk Teams looking for enhanced data connectivity and analytic readiness
CIOs, CTOs, and Heads of Technology evaluating modern data architectures and vendor ecosystems
Investment Operations and Middle-Office Leaders responsible for post-trade processing, reconciliation, and oversight
Vendor Management, Procurement, and Transformation Leaders assessing the strategic implications of the FactSet–Arcesium collaboration

This event is designed for buy-side firms looking to modernize their investment lifecycle, consolidate platforms, and leverage unified data and workflow solutions.

Event Registration:

Event Summary

Agenda

Who Should Attend

Speakers

Lisa Masten

Consulting Principal – Data and Analytics

David Mellars

Senior Vice President, Senior Director, Middle Office Product Management

Mahesh Narayan

Senior Vice President, Head of Commercial Partnerships