ALTERNATIVE
DATA
ENTERPRISE SOLUTION
COMPLIANCE ANSWERS
ENTERPRISE SOLUTION
From thought experiment to process execution, FactSet’s tools give you the power to test your hypotheses, an opportunities, and visualize a path forward.
FINANCIAL DATA
FINANCIAL DATA
ANALYTICS
TECHNOLOGY
SERVICES
With more than four million client portfolios, 30+ datasets (including two dozen exclusive sets), and 850 independent data providers, FactSet is an industry leader in acquiring, integrating, and managing financial data.
FactSet’s full range of analytics and trading solutions delivers data continuity and powerful, flexible, open solutions to evaluate and act on your portfolio across asset classes and strategies.
FactSet’s open and flexible technology includes a comprehensive data marketplace, a configurable mobile and desktop platform, digital portals, APIs, and more to transform the way you discover, evaluate, and act on opportunity.
Partner with FactSet to solve your workflow challenges and implement solutions that will help your team chart new territories and work more efficiently.
FactSet is an integral part of what we
do for research, for portfolio attribution, even for marketing.”
“
CHIEF INVESTMENT OFFICER & PORTFOLIO MANAGER, LARGE ASSET MANAGER
Capitalize on opportunities faster with FactSet’s multi-asset class solutions for order management (OMS) and execution management (EMS). Predictive analytics help your team determine the optimal execution strategy for any order in any market environment and apply message-based and rules-driven order management and compliance options before, during, and after trades. FactSet’s solutions also allow you to optimize algorithm selection based on your specific order trends via portfolio manager profiling.
Maximize the reach of your best thinking with highly configurable and fully integrated research management tools. Give your organization the power to collaborate across disparate teams, ensure the security and continuity of its best ideas, and maintain the transparency necessary to comply with evolving regulations. FactSet’s centrallized research repository gives your thought leaders the tools to develop concepts, broadcast breakthroughs, and tap the wisdom of their peers.
Integrate risk analytics at every state of the porfolio lifecycle, from research and construction to oversight and reporting, with a single source of data integrity. FactSet’s enterprise risk solution, inlcuding Cognity’s cutting-edge risk modeling, combines equity, fixed income, alternative, private assets, and currency factors. Gain a full, transparent view of risk distribution at the portfolio, factor, and asset levels with a selection of models that match your investment philosophy. With a wide range of measures and capabilities, FactSet offers the ability to measure irsk across all asset classes.
Evaluate and enhance your investment strategies and better service clients with solutions that can ggive you insight and expplain the impact of your decisions. With our sophisticated, next-generation Portfolio Analytics application and the award-winning B-One performance and attribution solution, FactSet brings you greater accuracy of performance calculations and reporting withhigher frequency and faster delivery plus a complete workflow across front- and middle-office users.
Save time each reporting period and move beyond traditional reporting to persuasive PDFs, presentations, and documents or flexible JSON, flat files, and CSV delivery. With the power of FactSet and Vermilion’s award-winning client reporting suite, you can automate your reporting process, combining key portfolio analytics with internal data sources to produce client-facing documents such as fund factsheets, regulatory reporting like PRIIPs and KIDs, marketing pitchbooks, and internal board reports.
SEAMLESS USER EXPERIENCE ACROSS THE PORTFOLIO LIFECYCLE
Data
Trading
Performance
Analytics
Trading
Analytics
Data
Performance
Data
Trading
Analytics
Performance
Data
Trading
Analytics
Performance
INDUSTRY AWARDS
We serve all areas of the financial industry, helping you stay ahead of global market trends, access extensive company and industry intelligence, monitor portfolio risk and performance, and execute trades. Our comprehensive data feeds, desktop analytics, web and mobile applications, sell-and buy-side research tools, and white-glove client service transform the way you discover, decide, and act on opportunity. Everything we do is built around understanding your workflows and helping solve challenges across your organization. From more than 60 offices in 24 countries, FactSet’s goal is to create value for you and we’re proud that 90% of clients who use FactSet continue to use it, year after year.
FactSet helps the financial services community address its most pressing challenges such as optimizing technology costs, building integrated cross-organizational workflows, mitigating risk due to increased regulatory demand, and creating efficient data governance throughout an organization. Our solutions enable investment professionals to be more efficient and productive across the front, middle, and back offices; harness the power of community; and add value with company-wide data integration. From streaming real-time data to historical information, FactSet offers unique, proprietary, and third-party data through desktop, mobile, Microsoft Office, and off-platform solutions.
Our goal is to provide a seamless user experience spanning idea generation, research, portfolio construction, trade execution, performance, reporting, and risk. FactSet’s solutions can be implemented across the entire enterprise or as standalone components serving different workflows in the organization. Our commitment to an open framework means you can integrate our solutions with proprietary and third-party data and applications to meet your unique needs.
OUR STORY
FactSet’s leading analytics, unique
high-quality data, and flexible technology
help financial industry leaders drive
productivity and performance and make
better investment decisions.
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THE FACT IS
WINNING INVESTMENT STRATEGIES DEMAND POWERFUL SOLUTIONS
115K+
USERS
24/7
CLIENT SOLUTIONS
& SUPPORT
5.2K+
CLIENT FIRMS
38
CONSECUTIVE YEARS OF REVENUE
GROWTH
9.5K+
EMPLOYEES ACROSS 24 COUNTRIES
90%
91%
92%
93%
94%
95%
CLIENT
RETENTION
FOR MORE THAN 40 YEARS
The world’s investment professionals have relied on FactSet,
across teams, across asset classes, and at every stage
of the investment process.
Data
Trading
Performance
Analytics
Trading
Analytics
Data
Performance
Data
Trading
Analytics
Performance
Data
Trading
Analytics
Performance
Download Brochure
INDUSTRY AWARDS
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9
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K+
.
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%
USERS
CLIENT FIRMS
CLIENT SOLUTIONS
+ SUPPORT
EMPLOYEES ACROSS
24 COUNTRIES
CLIENT
RETENTION
CONSECUTIVE YEARS
OF REVENUE
GROWTH
FLEXIBLE TECHNOLOGIES TURN YOUR IDEAS INTO INVESTMENT DECISIONS
With access to a universe of relevant data, leading analytics solutions, and open, flexible technology,
FactSet helps you drive productivity and performance across your organization.
YOUR PARTNER IN MAKING EVEN THE MOST COMPLEX TASKS EASIER
Tailor your workspace with drag-and-drop tiles, configurable menus, and hotkeys, or leverage FactSet’s knowledgeable support staff to further customize your experience. Mobile solutions let you edit watchlists, monitor performance, access quote activity, and keep up with investment news directly from your phone or tablet.
Tailor your workspace with drag-and-drop tiles, configurable menus, and hotkeys, or leverage FactSet’s knowledgeable support staff to further customize your experience.
Demonstrate your value to clients while protecting and growing their assets with all-in-one software that integrates portfolio analytics, multi-asset class research, global market analysis, and tools to create engaging digital experiences.
Gain flexible access to the normalized market data required to power your trade order management systems, execution management systems, web portals, and applications.
Access harmonized data from FactSet and global third-party vendors in the Open:FactSet Marketplace and test your ideas faster than ever before in our
full-hosted research environments.
In today’s increasingly competitive financial environment, success demands tools that give you what you need, when and where you need it.
FactSet’s flexible solutions can be implemented across the entire enterprise or as standalone components serving different workflows in the organization.
FactSet’s flexible solutions can
be implemented across the entire
enterprise or as standalone
components serving different
workflows in the organization.
ENTERPRISE HOSTING
Rely on FactSet for secure hosting of your sensitive data. We’ll work together to devise a custom solution that meets your firm's unique needs.
API
FOR MORE THAN 40 YEARS
The world’s investment professionals have relied on FactSet, across teams,
across asset classes, and at every stage of the investment process.
COMPANY
DATA
COMPANY DATA
ALTERNATIVE DATA
EVENT-DRIVEN DATA
EVENT-
DRIVEN DATA
With FactSet, you can monitor the global markets, research public and private companies, and gain industry-level insight with comprehensive reports that include financials, estimates, debt, ownership information, and more. In addition to data, our extensive suite of research tools lets you track individual companies, coverage lists, and industry performance in real time.
COMPLIANCE ANSWERS
< Back
Leverage our knowledge and data around the connections between companies, markets, and the economy. FactSet Index Solutions provide original, systematic, and custom indexes. Our original indexes let institutional investors, asset managers, and ETF issuers appropriately benchmark investment performance and develop unique ETFs and passive investment products.
Index Solutions
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Gain the support to address any challenge and get the most out of your FactSet experience. FactSet’s global client service and product specialists are trained to answer your questions, while ongoing learning opportunities give you the resources to keep your skills sharp.
Client Services & Learning
From your initial implementation all the way through to data organization and vendor management,
rely on FactSet’s dedicated teams to learn your unique workflows, understand your most complex challenges,
and design solutions and services to make you more efficient.
Read More +
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Ensure a seamless, hassle-free onboarding experience for even the most complex deployments with FactSet’s Implementation Services. Whether you need assistance with holdings data integrations or large-scale transitions, FactSet’s experienced and professional implementation project managers give your team the tools and solutions to identify efficiencies and speed your time to market.
Implementation Services
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Data Delivery & Management
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Power the integration, distribution, and evolution of your firm’s data and reporting when you leverage flexible, enterprise-wide solutions and the knowledge of our data management and delivery specialists. FactSet’s team of experienced database engineers and quality assurance staff offers continuous support for your technical needs, and a wide variety of data delivery methods ensure your data requirements are always met.
Data Delivery & Management
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Connect with a team that offers a combination of FactSet expertise, industry tenure, and project management experience to help you solve problems and improve your time to value. FactSet’s Business Advisory Services give you options for outsourcing your monthly, quarterly, or annual reporting processes and allow you to offload the burden of report creation, production, and distribution.
Business Advisory Services
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Read More +
Portfolio Services
Read More +
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Scale your operations while simplifying the resource-intensive process of integrating, reconciling, and standardizing data across all parts of your enterprise. With FactSet’s Portfolio Services, you’ll gain the ability to track your data workflows, monitor internal data checks, and identify concerns with the aid of a dedicated support team.
Portfolio Services
Read More +
Read More +
Read More +
Index Solutions
Read More +
Read More +
Client Services & Learning
Portfolio Services
Implementation Services
Client Services & Learning
Implementation Services
Implementation Services
Data Delivery & Management
Index Solutions
Business Advisory Services
Business Advisory Services
Index Solutions
Portfolio Services
Business Advisory Services
Client Services & Learning
FactSet (NYSE:FDS | NASDAQ:FDS) delivers superior analytics, service, data, and technology to help more than 115,000 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.
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ANALYTICS
TECHNOLOGY
SERVICES
Save time each reporting period and move beyond traditional reporting to persuasive PDFs, presentations, and documents or flexible JSON, flat files, and CSV delivery. With the power of FactSet and Vermilion’s award-winning client reporting suite, you can automate your reporting process; combine key portfolio analytics with internal data sources to produce client-facing documents such as fund factsheets, regulatory reporting like PRIIPs and KIDs, marketing pitchbooks, and internal board reports.
Evaluate and enhance your investment strategies and better service clients with solutions that give you insight and explain the impact of your decisions. With our sophisticated, next-generation Portfolio Analytics application and the award-winning B-One performance and attribution solution, FactSet enables greater accuracy of performance calculations and reporting more frequently and faster—plus a complete workflow across front- and middle-office users.
Integrate risk analytics at every stage of the portfolio lifecycle—from research and construction to oversight and reporting—with a single source of data integrity. FactSet’s enterprise risk solution, including Cognity’s cutting-edge risk modeling, combines equity, fixed income, alternative, private assets, and currency factors. Gain a full, transparent view of risk distribution at the portfolio, factor, and asset levels with a selection of models that match your investment philosophy. With a wide range of measures and capabilities, FactSet offers the ability to measure risk across all asset classes.
Capitalize on opportunities faster with FactSet’s multi-asset class solutions for order management (OMS) and execution management (EMS). Predictive analytics help your team determine the optimal execution strategy for any order in any market environment and apply message-based and rules-driven order management and compliance options before, during, and after trades. FactSet’s solutions also allow you to optimize algorithm selection based on your specific order trends via portfolio manager profiling.
Maximize the reach of your best ideas with highly configurable and fully integrated research management tools. Give your organization the power to collaborate across disparate teams, ensure the security and continuity of its best ideas, and maintain the transparency necessary to comply with evolving regulations. FactSet’s centralized research repository gives your thought leaders the tools to develop concepts, broadcast breakthroughs, and tap the wisdom of their peers.
CLIENT + PORTFOLIO REPORTING
PERFORMANCE MEASUREMENT
+ ATTRIBUTION
RISK
MANAGEMENT
TRADING
RESEARCH MANAGEMENT
PORTFOLIO ANALYTICS
From fundamental stock selection and research to order management, modeling, competitive research, and reporting—you can streamline analysis, drive productivity and performance, and reduce total cost of ownership across the investment lifecycle with FactSet’s flexible technology.
ANALYSIS IS CRITICAL AT EVERY STAGE OF YOUR INVESTMENT PROCESS
SERVICES
SERVICES
TECHNOLOGY
TECHNOLOGY
ANALYTICS
ANALYTICS
FINANCIAL DATA
FINANCIAL DATA
THE FACTSET ADVANTAGE
Partner with FactSet to solve your workflow challenges and implement solutions that will help your team chart new territories and work more efficiently.
FactSet’s open and flexible technology includes a comprehensive data marketplace, a configurable mobile and desktop platform, digital portals, APIs,
and more to transform the way you discover,
evaluate, and act on opportunity.
FactSet’s full range of analytics and trading solutions delivers data continuity and powerful, flexible, and open solutions to evaluate and act on your portfolio across asset classes and strategies.
With more than four million client portfolios,
30+ datasets (including two dozen exclusive sets), and 850 independent data providers, FactSet is an industry leader in acquiring, integrating, and managing financial data.
FINANCIAL DATA
ANALYTICS
TECHNOLOGY
SERVICES
YOUR IDEAS CAN ONLY BE AS UNIQUE AS YOUR DATA
Measure performance, attribution, risk, style, and characteristics for multiple portfolios and asset classes with best-in-class, flexible reports and charts. With faster reporting and automated calculations, go from data to decision first. FactSet’s full range of investment and risk analytics combines all the data and flexibility you need to examine your portfolio across asset classes and strategies.
Get the expansive company data necessary to uncover hidden opportunities and risks. Whether you need to gain an understanding of a company’s credit strength and overall debt profile or its individual equity components, FactSet helps you understand a company’s true investment potential. Review consensus- and detail-level estimates directly from the research reports of over 800 contributors or access current, comprehensive, and comparative fundamental metrics covering nearly 1,000 data points. Regulatory bank financial data allows you to view extensive information concerning U.S. public and private banks using SEC and regulatory financial data.
Gain a competitive advantage and find exciting new insight with FactSet’s alternative data offerings. An extensive catalog of unique data and analysis techniques from both FactSet and leading providers gives your team the power to identify new investment opportunities. Datasets like takeover defense, supply chain, industry classification, geographic revenue, ESG, and sentiment let you test investment ideas and workflows that challenge the status quo.
Stay up-to-date with corporate actions, uncover indicators of future financial performance, and identify potential merger and acquisition targets with event-driven data. FactSet makes it easy to monitor and analyze corporate activism, find key information in conference call transcripts, and see critical-market events as they unfold.
Achieve your regulatory commitments confidently with help from our team of former regulators, consultants, lawyers, and industry specialists. Our professionals have helped firms around the world implement effective solutions for regulations such as MiFID II, Solvency II, PRIIPs, KIDs, and N-PORT. We will work closely with you to create the best solution given your compliance goal.
Deploy our solutions across your firm to link and aggregate a variety of data sources ensuring consistency, transparency, and data integrity for users in every department and job function. Real-time, normalized market data can be used to power your trade order management systems, execution management systems, web portals, portfolio applications, and more. From raw data to complex calculations, FactSet brings you consistency across a broad range of datasets to enable your system to scale with your needs.
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Data Delivery & Management
DIGITAL SOLUTIONS
FACTSET WORKSTATION
DATA FEEDS & APIs
OPEN:FACTSET MARKETPLACE
ENTERPRISE HOSTING
Rely on FactSet for secure hosting of your sensitive data. We’ll work together to devise a custom solution that meets your firm's unique needs.
Rely on FactSet for secure hosting of your sensitive data. We’ll work together to devise a custom solution that meets your firm’s unique needs.
ANALYSIS IS CRITICAL AT EVERY STAGE OF
YOUR INVESTMENT PROCESS
SEAMLESS USER EXPERIENCE ACROSS
THE PORTFOLIO LIFECYCLE
FactSet’s open and flexible technology includes a comprehensive data marketplace, a configurable mobile and desktop platform, digital portals, APIs, and more to transform the way you discover, evaluate, and act on opportunity.
Download Brochure
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COMPANY DATA
ALTERNATIVE DATA
EVENT-DRIVEN DATA
COMPLIANCE ANSWERS
ENTERPRISE SOLUTION
