National Bank Investments Selects FactSet’s Multi-Asset Class Risk Analytics Platform


September 13, 2017


FactSet, a global provider of integrated financial information, analytical applications and industry-leading services, today announced that National Bank Investments Inc. (NBI) selected FactSet’s multi-asset class risk model, workstation, and analytics suite as its investment risk management and manager due diligence system.

Driven by the convergence of risk and performance, increasing regulation, and more sophisticated investment strategies, FactSet has been expanding its multi-asset class solutions for more than 20 years. It now has one of the strongest multi-asset class analytics, performance, and risk management offerings in the industry.

“We are excited to partner with FactSet for its ability to seamlessly integrate information and its comprehensive data and risk analytics. As one of the largest manager-of-managers in Canada, NBI needed a strong solution for in-depth analysis to provide enhanced risk-adjusted returns and help our clients meet their financial goals. FactSet is, by far, the best suited for overseeing our requirements around monitoring, analyzing and optimizing our investment solutions”, stated Terry Dimock, Head Portfolio Manager, NBI.

Following implementation by FactSet’s Professional Services Group, NBI will have access to FactSet’s award-winning solutions for risk management, returns and performance analysis, as well as their industry-leading client service.

“NBI’s selection of FactSet validates our commitment to providing multi-asset class risk and analytics solutions for the front, middle, and back office both in the Canadian market and across the world,” said Wendy Thomas, Vice President, Canada Sales Manager.


Learn more about FactSet's solutions for Investment Managers::


About National Bank Investments Inc.

National Bank Investments Inc. (“NBI”) is an investment fund management firm committed to manufacturing and distributing mutual funds, investment solutions and services designed to help Canadian investors pursue their financial goals. As at June 30 2017, the value of assets under management in NBI products amounted to C$50 billion. Guided by a 100% open architecture structure, NBI is dedicated to providing diverse solutions to meet the evolving needs of its clients. NBI consistently strives to be recognized as a key partner by combining innovation and excellence. NBI’s role is not limited to administrative aspects of management; NBI Advisory Services and its registered representatives form a team of specialists who provide information and advice to help advisors build portfolios adapted to their clients’ financial needs.

® NATIONAL BANK INVESTMENTS is a registered trademark of National Bank of Canada, used under license by National Bank Investments Inc.


About FactSet

FactSet (NYSE:FDS | NASDAQ:FDS) delivers superior analytics, service, content, and technology to help more than 85,000 users see and seize opportunity sooner. We are committed to giving investment professionals the edge to outperform, with fresh perspectives, informed insights, and the industry-leading support of our dedicated specialists. We're proud to have been recognized with multiple awards for our analytical and data-driven solutions and repeatedly ranked as one of Fortune's 100 Best Companies to Work For and a Best Workplace in the United Kingdom and France. Subscribe to our thought leadership blog to get fresh insight delivered daily at
Learn more at and follow on Twitter:




Media Relations Contact: 
Amy Bowman

Investor Relations Contact:
Rima Hyder