Newsmaker: A First Look at the FactSet–Arcesium Collaboration for the Buy-Side
Log in to Register
Virtual
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
- CIOs, CTOs, and Heads of Technology evaluating modern data architectures and vendor ecosystems
- Heads of Data Management, Data Governance, and Enterprise Architecture aiming to reduce data fragmentation and improve data quality
- Investment Operations and Middle-Office Leaders responsible for post-trade processing, reconciliation, and oversight
- Portfolio Operations, Performance, and Risk Teams looking for enhanced data connectivity and analytic readiness
- 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.
Speakers
Lisa Masten
Head of Vendor Services
Lisa Masten has more than 20 years of experience in the investment management industry, leading projects and designing solutions in the areas of performance and attribution, data management, market data administration, portfolio analytics, and investment accounting. Lisa leads Cutter Associates’ Data and Performance practice, where she advises and designs operating models, selects systems, and implements business and technology solutions. She also organizes the Implementation practice for Cutter, including leading development of its adaptable delivery framework and project toolkit.
Prior to joining Cutter, Lisa was a Senior Manager at Invesco, where she managed a global team responsible for designing and implementing data, performance, and accounting solutions. She has held roles implementing and supporting processes and technology across the front, middle and back office at multiple asset management firms. Lisa holds a Bachelor of Arts in finance and computer science from North Central College in Illinois.
David Mellars
Senior Vice President, Senior Director, Middle Office Product Management, FactSet
Mr. David Mellars is Senior Vice President, Senior Director of Product Management for FactSet’s Institutional Buy Side division. In this role he leads product strategy, development and execution for our Portfolio Analytics, Risk, Performance, Attribution and Reporting products across asset managers, asset owners, insurance companies and hedge funds. Prior to this, he led FactSet’s Core Analytics business, leading product development, strategy, engineering and implementation for our Portfolio Analytics, Fixed Income and Analytics Infrastructure suite of products. David graduated from Washington and Lee University in 2007 and is a CFA charterholder.
Mahesh Narayan
Senior Vice President, Head of Commercial Partnerships, Arcesium
Mahesh Narayan, Senior Vice President, Head of Commercial Partnerships at Arcesium
Mahesh oversees Arcesium’s capabilities for institutional asset managers, including the Arcesium Data Platform, middle- to back-office solutions, and associated financial operations.
Previously, he was the commercial director of BlackRock’s Aladdin Data Cloud, the data warehouse platform, supporting large global asset managers and asset owners in their data strategy, data analytics, and data re-platforming needs.
Before BlackRock, Mahesh was Global Head of Portfolio Management and Research at Refinitiv, responsible for Refinitiv’s buy-side data, workflow, and analytics solutions to a diverse set of financial institutions across the Americas, EMEA, and Asia Pacific. Earlier in his career, Mahesh worked for various hedge funds, including S.A.C. Capital and Calypso Capital Management, and as a consultant with McKinsey & Company.