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Jeremy Zhou, CFA

Vice President, Head of Indexing Solutions

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Mr. Jeremy Zhou is Vice President, Head of Indexing Solutions at FactSet. In this role, his main responsibilities include alternative data sourcing, index creation and partnership, and investment strategy consulting. Together with top tier index providers and fund sponsors, Mr. Zhou has led the creation of a suite of smart-beta/thematic indices that power exchange-traded funds, unit investment trusts, and passive funds with more than $7 Billion assets under management. Prior to joining FactSet in 2013, Jeremy was a senior executive with Revere Data—a leading alternative data firm acquired by FactSet—and held positions as Head of Index Solutions, Associate Director of Product Strategy, and Director of Healthcare Equity Research. From 2011 to 2013, Jeremy was also a Portfolio Manager for Covestor Ltd.—now part of the Interactive Brokers Group. Mr. Zhou earned a Master of Public Health and a B.S. in Nutrition & Toxicology from the University of California, Berkeley. He is also a CFA charterholder and a member of the CFA Society San Francisco.

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