FactSet Research : Alecta Occupational Pension Selects FactSet’s Risk and Performance Solutions

Alecta Occupational Pension Selects FactSet's Risk and Performance Solutions

May 23, 2024

NORWALK, Conn., May 23, 2024 - FactSet, a global financial digital platform and enterprise solutions provider, is pleased to announce that Alecta Occupational Pension, one of the largest pension funds in Europe with 110 bn EUR in assets under management (AUM), has selected FactSet's robust, multi-asset class risk and performance services to provide a unified solution for all aspects of Alecta's portfolio analytics.

FactSet's risk and performance solutions, along with its expansive market data capabilities, deliver exceptional levels of transparency into market risk. The solution combines sophisticated risk analytics with robust portfolio attribution and decomposition capabilities designed to uncover hidden exposures and pinpoint key risk drivers that help users make data-driven investment decisions.

The decision was made to help support and enhance Alecta's core operations while providing significant flexibility to conduct ad-hoc risk analysis, portfolio decomposition, stress-testing, ESG reporting, and more.

"We are confident that using FactSet's risk and performance solutions will further enhance our ability to deliver good returns with controlled risk," noted Alecta's Head of Portfolio Analysis and Valuation, Mattias Bylund. "This partnership is one important part of our ambition to continuously improve how we analyze and manage risks in our portfolio."

FactSet brings a powerful performance analytics solution that allows clients to break down portfolio performance to understand sources of return. These factors include market, selection, interaction, and timing effects. Additionally, the performance solution offers customizable workflows that enable investment professionals to efficiently assess their firm's performance against the backdrop of market dynamics.

FactSet's award-winning risk analytics provides financial professionals with the essential tools needed to assess and manage risk effectively. By leveraging advanced technology and robust data sets, FactSet enables users to quantify and mitigate exposure in their portfolios with precision.

"As we continue to expand our footprint in the Nordic market, we are thrilled to partner with Alecta, one of Europe's largest pension funds, which further validates FactSet's position as a leading provider of cutting-edge risk and performance solutions," said Carl Cedstrand, SVP, Director EMEA, at FactSet. "We are driven by our mission to empower investment professionals with innovative, flexible tools, allowing them to stay ahead and make informed investment decisions."

For more information on FactSet's solutions for asset owners, please visit: https://www.factset.com/solutions/clients/asset-owners

About FactSet

FactSet (NYSE:FDS | NASDAQ:FDS) helps the financial community to see more, think bigger, and work better. Our digital platform and enterprise solutions deliver financial data, analytics, and open technology to nearly 8,000 global clients, including over 206,000 individual users. Clients across the buy-side and sell-side as well as wealth managers, private equity firms, and corporations achieve more every day with our comprehensive and connected content, flexible next-generation workflow solutions, and client-centric specialized support. As a member of the S&P 500, we are committed to sustainable growth and have been recognized amongst the Best Places to Work in 2023 by Glassdoor as a Glassdoor Employees' Choice Award winner. Learn more at www.factset.comand follow us on Xand LinkedIn.

About Alecta Occupational Pension

Alecta manages collectively agreed occupational pensions in Sweden. Since 1917, our mission has been to provide the best possible occupational pensions for our corporate and private customers. We focus on high returns, great customer service and low costs. We manage approximately 1300 billion SEK for our owners - 2,8 million private clients, and 36,000 corporate clients.

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