FactSet Strengthens Insurance Sector Footprint as Curi Holdings Adopts Portfolio Analytics Suite
FactSet (NYSE:FDS) announced that Curi Holdings has adopted its Portfolio Analytics Suite, expanding FactSet’s presence among buy-side insurance firms.
Rhea-AI Summary
FactSet (NYSE:FDS) announced that Curi Holdings has adopted its Portfolio Analytics Suite, expanding FactSet’s presence among buy-side insurance firms. Curi will use Whole Portfolio Analytics, FactSet Performance Solution, and Private Capital Data Aggregation Service to unify analytics across public and private assets and support data-driven investment decisions.
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Details
News Market Reaction – FDS
In the Jul 21 session, FDS declined 3.46%, reflecting a moderate negative market reaction. Our momentum scanner triggered 2 alerts that day, indicating moderate trading interest and price volatility.
Data tracked by StockTitan Argus on the day of publication.
Key Figures
- Core offerings
- 3 core offerings
- Curi adoption
- Performance models
- 10+ models
- FactSet Performance Solution
- Company expertise
- over 47 years
- FactSet company description
- Global clients
- more than 9,100 global clients
- FactSet company description
- Individual users
- over 247,000 individual users
- FactSet company description
- Curi businesses
- three distinct businesses
- Curi company description
Historical Context
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Revenue growth, reaffirmed guidance, shareholder returns, and CFO appointment
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AI collaboration and additional infrastructure provider arrangement
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AI-powered wealth management workflows and strategic investment
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Portfolio analytics distributed into conversational and agentic AI workflows
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Third-quarter fiscal 2026 results and conference call scheduled
24h Move is the share-price change in the day after each event; other market factors may also have contributed.
Key Terms
buy-side financial
net asset values financial
AI-generated analysis. How Rhea-AI works. Not financial advice.
As insurance companies face growing pressure to modernize investment operations, Curi Holdings' is leveraging FactSet's Portfolio Analytics Suite to strengthen decision-making and position for long-term growth
NORWALK, Conn., July 21, 2026 (GLOBE NEWSWIRE) -- FactSet, a leading global intelligence and AI solutions provider to the financial markets, is expanding its footprint across buy-side insurance firms following Curi Holdings (Curi) deployment of its portfolio analytics suite. The full-service advisory firm is adopting three core offerings: Whole Portfolio Analytics (FactSet’s flagship tool for asset owners), FactSet Performance Solution, and Private Capital Data Aggregation Service.
Companies like Curi face a familiar set of structural challenges: disconnected systems, limited oversight of total portfolio impact, unforeseen risks, and fragmented analytics all contribute to operational inefficiencies, exposure to hidden risks, and suboptimal portfolio performance. Curi's adoption of FactSet’s solution reflects the organization's strategic focus on building a more connected, data-driven investment infrastructure. By unifying analytics across public and private assets within FactSet’s Portfolio Analytics Suite, Curi is positioning its investment team with deeper insights, enhanced risk visibility, and greater agility to support long-term growth objectives.
The adopted suite of FactSet’s solutions addresses industry-wide challenges across three core areas:
- Whole Portfolio Analytics delivers a unified platform with timely, plan-wide portfolio and market intelligence across asset classes, enabling real-time visibility into exposures, performance and risk, benchmarking against investment policies, and consistent, data-driven stakeholder engagement, all in one system.
- FactSet Performance Solution provides industry-leading performance analytics and attribution across 10+ models, helping teams identify performance drivers and clearly communicate results to stakeholders.
- Private Capital Data Aggregation Service enables asset owners to outsource the collection and management of private fund data by extracting and validating Net Asset Values, cash flows, and portfolio metrics from unstructured General Partner documents, unlocking deeper insights across public and private assets for performance, risk, and total portfolio analysis.
"Curi's adoption of our unified portfolio analytics solutions suite is a testament to FactSet's growing presence in the asset owner space. As institutional investors face increasing pressure to consolidate their tech stack and gain a single view of their portfolios, we are uniquely positioned to deliver the tools they need, from whole portfolio analytics to private capital data management, all within one, integrated platform", says David Mellars, Head of Portfolio and Risk at FactSet.
"At Curi, we are continually evolving our capabilities to better serve our member-owners, clients, and long-term mission," said Ben Remke, Curi’s Chief Financial Officer. "FactSet's portfolio analytics suite provides the integrated data and insights we need to make informed decisions, navigate an increasingly complex investment landscape, and continue building a resilient organization positioned for the future."
About FactSet
FactSet (NYSE:FDS | NASDAQ:FDS) supercharges financial intelligence, offering enterprise data and information solutions that help our clients maximize their potential. Our digital platform seamlessly integrates proprietary data, third-party sources, and flexible technology to deliver tailored solutions across the buy side, sell side, wealth, and corporate sectors. With over 47 years of expertise, we leverage advanced data connectivity, AI, and next-generation tools to streamline workflows and enable smarter decision-making. As an S&P 500 company serving more than 9,100 global clients and over 247,000 individual users, we are dedicated to innovation and long-term client success.
Learn more at www.factset.com and follow us on X and LinkedIn.
About Curi
Curi (curi.com) is a full-service advisory firm comprised of three distinct businesses: Curi Insurance, its flagship medical malpractice liability insurer; Curi Advisory, its dedicated healthcare performance and optimization vertical; and Curi Capital, a registered investment advisor. As fierce healthcare advocates, business leaders, and thoughtful partners, Curi offers unmatched access and exudes a deep understanding of specific client circumstances. With exceptional accessibility and dedication, Curi’s trusted expertise, ability to form deep relationships, and holistic approach deliver outcomes that are proven, actionable, and meaningful—in medicine, business, and life.
Media Contacts:
FactSet Investor Relations:
Kevin Toomey
Kevin.Toomey@factset.com
+1.212.209.5259
FactSet Media Relations:
Alexandra Shevchenko
Oleksandra.shevchenko@factset.com
+44 07518 131115
Curi Media Relations:
Jaime Askew
jaime.askew@curi.com
+1.919.878.7564
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