FactSet

Product architecture for the ESG Client Solutions team at a global financial data provider, following its acquisition of Truvalue Labs.

Sector
Financial data and software
Role
Product Architect, ESG Client Solutions
Deliverables
Platform redesign for FactSet Workstation, UN Sustainable Development Goals dashboard, esg.factset.com beta
Timeframe
From November 2020

Context

FactSet creates flexible, open data and software solutions for investment professionals around the world. When it acquired Truvalue Labs in November 2020, a CedarVane co-founder joined as a Product Architect on the ESG Client Solutions team, carrying the Truvalue platform into FactSet’s product ecosystem.

Work

Truvalue platform adapted to FactSet Workstation
Truvalue platform adapted to FactSet Workstation

Workstation integration

A complete redesign of the Truvalue application, adapting FactSet’s design system so the product could be integrated into FactSet Workstation alongside the firm’s other research tools.

UN Sustainable Development Goals dashboard

A public dashboard monitoring global progress toward the UN’s Sustainable Development Goals. Data is fetched and processed in Python on an Express server with hourly cron jobs, then served to the dashboard.

Proposed esg.factset.com landing page
Proposed esg.factset.com landing page

FactSet ESG

A proposed esg.factset.com site showcasing FactSet’s sustainability offerings, with a live newsfeed covering the Sustainable Development Goals. The work included coordinating with FactSet engineering to take over the esg subdomain and launching a beta of the landing page as a pitch to the CEO and ESG leads.

Outcome

The esg.factset.com beta launched as a pitch to FactSet’s CEO and ESG leads, and the Sustainable Development Goals dashboard shipped as a public resource.

This work was done by a CedarVane co-founder before the company was founded.