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Ipreo to Include FactSet Workstation in Corporate Services Suite

New York – September 19, 2013 – Ipreo, a leading global provider of market intelligence, investor data and workflow solutions to corporate and capital markets professionals, announced that it has signed a partnership agreement with FactSet Research Systems Inc. to offer the FactSet workstation and FactSet for Microsoft Excel as part of Ipreo’s global suite of products and services for the corporate market.

FactSet offers a customizable platform that delivers real-time and historical content to help corporations make more informed and effective decisions in relation to their markets, peers, and strategic opportunities. Under the new partnership agreement, Ipreo will be marketing and servicing FactSet workstations globally. Corporate clients will benefit from seamless access to the FactSet workstation and BD Corporate, Ipreo’s investor relations workflow application for researching, managing, and communicating with institutional investors. FactSet’s highly regarded tools for Microsoft Excel are also included in the arrangement.

Ipreo is a recognized leader in delivering exceptional data, analytics and workflow tools to support the Investor Relations function; FactSet is renowned in the industry for its robust content and intuitive analytics. The combined offering will support functions across all areas of the corporation, including IR, Treasury, Strategic Planning, Marketing, Business Intelligence, the Corporate Secretary and the C-suite.

“Ipreo continues to evolve our service offering to support and facilitate our clients’ daily workflow and market research needs”, said Kevin Marcus, President and COO of Ipreo. “FactSet is one of the world’s premier financial data providers, and we’re thrilled by the opportunity to offer the breadth of analytics and efficiency tools this partnership affords our clients.”

The two firms already had a long-standing relationship around a number of content sets, including research and estimates, events and transcripts, and ownership data. This new expanded partnership agreement represents the marriage of two industry-leading offerings encompassing both content and workflow tools.

Philip Hadley, CEO of FactSet said, “Ipreo’s knowledge of the corporate market, dedication to client service, data quality, and technology investment are well-aligned with our own, making them an ideal partner to deliver this superior set of solutions to corporations around the world.”

Features of the FactSet workstation:
Market data, quotes and news, including real-time company news from StreetAccount
Research and estimates from hundreds of global research providers
Events and transcripts that are timely, accurate, and easily searchable
M&A data on over 400,000 transactions involving both public and private companies
Company financials detailing current and comparative information on securities worldwide
Global filings aggregated from a wide variety of industry sources
Governance data for thousands of US public companies
Microsoft Office integration that improves the efficiency and accuracy of models and presentations

About Ipreo

Ipreo is a global leader in providing market intelligence, data, and technology solutions to all participants in the global capital markets, including sell-side banks, publicly traded companies, and buy-side institutions. Our extensive suite of investor relations services provides our corporate clients with unparalleled cross-asset class surveillance, investor targeting, buy-side perception studies, transaction analysis and predictive analytics. Additionally, Ipreo’s BD Corporate IR workflow platform offers the most accurate and comprehensive database covering global institutional contacts, profiles, and ownership data. Our critical insights and flexible solutions help our clients run more effective investor relations programs. Ipreo is a KKR portfolio company with more than 700 employees supporting clients in every major financial hub around the world. For more information, please go to

About FactSet

FactSet Research Systems Inc. (NYSE: FDS | NASDAQ: FDS) combines integrated financial information, analytical applications, and client service to enhance the workflow and productivity of the global investment community. The Company, headquartered in Norwalk, Connecticut, was formed in 1978 and now conducts operations along with its affiliates from more than twenty-eight locations worldwide, including Boston, New York, Chicago, San Francisco, London, Amsterdam, Frankfurt, Paris, Milan, Hyderabad, Mumbai, Dubai, Manila, Tokyo, Hong Kong, and Sydney. To learn more about FactSet, visit and follow on Twitter:


Press Contacts:

  • For Ipreo
  • Kate McKay
  • Managing Director, Global Marketing & Communications
  • 212.849.5060
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