ESG Viewpoint:
FactSet Index Solutions
# RepRisk interviews Jeremy Zhou, Vice President, Head of Indexing Solutions at FactSet
# October 2020
1. RepRisk: Please introduce FactSet Index Solutions and tell us about the work that you and your team do.
Jeremy Zhou: FactSet was founded more than 40 years ago to provide superior content and analytics to investment professionals. Our Index Solutions team is in the business of delivering bespoke beta to clients, which means we partner with clients to understand the exposures they wish to capture and construct portfolios accordingly. These exposures are multifaceted and could range from themes, sectors, factors, ESG, or some combination. The biggest challenge is the process of discovery and experimentation, looking at all possibilities from a content and methodology perspective, and collaborating with our clients to translate their visions into realities. One might question the scalability and efficiency of this highly customized process, but that is where our FinTech advantage shines. We deploy proprietary technologies and data to fast-track development without sacrificing quality – it’s a vision toward robo-indexing.