TRANSFORMING INFORMATION INTO INTELLIGENCE
Welcome to FactSet
FactSet consolidates all the tools you need to
monitor global markets, public and private companies, and equity and fixed income portfolios in a single, intuitive interface. With FactSet, you gain powerful analytics
tailored to your workflow, the broadest scope of data available, and access to industry-leading client service.
Designed for the global investment professional, FactSet fits seamlessly into your workflow. From your first login, FactSet showcases reports and charts relevant to your job function, which you
can customize to support your specific process.
Examine a virtually unlimited range of investment ideas with the most sophisticated screening tool in the industry.
Monitor the markets before the opening bell and
throughout the day. Access real-time news on companies and exchanges along with intra-day portfolio performance.
Gain a complete understanding of your portfolios through FactSet’s unique combination of portfolio analytics:
performance, risk, composition, style, and characteristics.
Annotate charts with your own research notes and build custom reports that incorporate your research and holdings alongside market data.
Transfer your analysis into a fully supported message for existing and potential clients with Microsoft Office integration.
FactSet. Transforming information into intelligence.
For more than 30 Years, Financial ProFessionals have relied on Factset to deliver the Financial data
and soFtware solutions theY
need to drive their analYsis.
From utilities to upload and integrate your Firm’s proprietary data to
sophisticated analytics For research, Factset
provides the solutions
you need to enhance the
productivity oF your team.
Powerful Analytics
Analyze Public and Private Entities
Examine information for thousands of public and private companies and their debt issues, private equity and venture capital firms and funds, macroeconomic series, global M&A deals, ownership details, and people data.
Analyze companies, view market data in real time, generate investment ideas, and manage portfolios on a single platform. Seamlessly integrate FactSet data within your Microsoft Office models and presentations. Keep track of all your data and research on the go from your wireless device.
Stream News and Quotes
Stay up-to-date with content from premium global news outlets and hundreds of global exchanges. Set alerts to be notified when a security is in the news or reaches specified criteria, such as your target price, a 52-week high or low, or a certain P/E.
Generate Ideas
Screen for public and private companies that meet specific investment criteria. Create a quick industry analysis, design complicated stock selection models, screen for precedent transactions, and test investment theories.
Powerful Analytics
Measure Portfolio Performance
Monitor your portfolio throughout the day by studying performance, risk, and composition in real time.
Build Dynamic Models, Reports, and Presentations
Use FactSet’s report building tools to stably export and link text, tables, and charts in Microsoft Office applications.
With the best investment tools available combined into a sleek all-in-one interface, FactSet provides powerful analytics in a flexible, customizable system that’s packed with innovative features. Our custom platforms are designed for Investment Managers, Hedge Funds,
Investment Bankers, and more, but no two workspaces are the same. You choose the combination and presentation of reports that is perfect for you.
Intuitive Interface
Double-click any security to populate charts and company reports.
Resize, format, and rearrange components to create personalized workspaces.
Save and share workspaces online for improved collaboration.
Pull custom information, like research reports on the companies you are watching, directly into your news display.
Annotate price charts with events, research, deals, and more.
Resize, format, and rearrange components to create personalized workspaces.
Stay connected with mobile access linked to your desktop.
With FactSet, you have acceSS to inFormation that goeS beyond the baSicS. FactSet oFFerS our oWn dataSetS oF
the lateSt, moSt accurate inFormation available
along With hundredS oF
third-party databaSeS.
Comprehensive Content
Estimates
Get comprehensive broker-level estimates, recommendations, and revisions, plus sector-specific and commodity estimates.
Easily examine a range of data:
+
Aggregates+
Benchmarks+
Corporate Governance and Activism+
Economics+
Estimates+
Events and Transcripts+
Financial Research and Filings+
Fundamentals+
Mergers and Acquisitions+
News+
Ownership+
People and Connections+
Prices+
Private Capital+
Private CompaniesFactSet brings you a universe of financial intelligence with solutions powered by our high-quality, global databases for key content categories.
Integrate your proprietary data with hundreds of commercial content sets, so complete information is always a click away.
Fundamentals
Use our comprehensive coverage of annual and interim/quarterly data, detailed historical financial statement content, per share data, calculated ratios, pricing, and textual details to gain all the information you need for a global investment perspective.
Economics
Power your research with FactSet’s vast database of primary-sourced information and insight into the global economy.
Comprehensive Content
Ownership
Access ownership statistics for institutions, mutual funds, hedge funds, and insider/stakeholders. Analyze historical share movements, short interest, peer reports, and investor regions analysis.
M&A
Get up-to-the-minute news and research on the global deal market. Access precedent transaction reports, build league tables and volume totals, analyze fees, and more.
The FactSet Difference
It is not simply our cutting-edge applications and extensive collection of databases that set FactSet apart. What makes FactSet different from other providers is the care and attention we provide to each FactSet user.
Our top priority is ensuring that you always have the most accurate data available and the support you need to use it most effectively. When you become a FactSet client, you’ll be
backed by more than 4,000 Consultants, Product Specialists, Engineers, and Quality Assurance Specialists who are dedicated to making your processes as efficient as possible.
Client Support
Consultants are the foundation of FactSet’s service. As a FactSet client, you’ll have a dedicated, personal Consultant to train you, assist on projects, and keep you informed of the latest enhancements to FactSet. Along with the assistance of your Consultant, you have unlimited access to FactSet Consulting Services, available 24 hours a day, seven days a week, from 24 offices worldwide.
Mobility
FactSet’s wireless services keep you in the know, on the go. Analyze global market and company intelligence in real time with your BlackBerry, iPhone, iPad, or Nokia wireless device. Benefit from the data, analytics, and reports you trust, with the freedom to take FactSet with you wherever you go.
Software and Content
FactSet strives to understand the investment processes of our clients to design a system that is as efficient as possible for our users’ workflows.
We keep in constant contact with our clients to gain input and improve products to exceed our users’ expectations.
To create software of the highest quality, we continually work to produce and refine products to meet our clients’ needs. Software enhancements receive a rigorous set of quality assurance tests prior to installation. Data is also examined for anomalies through both automated and manual quality tests. In all, FactSet runs tens of thousands of quality control checks every week as teams around the globe constantly monitor data quality and system performance and respond throughout the day.
Security
FactSet’s security services are key to our clients’ business processes, providing functions like firewall and intrusion detection management. We partner with our clients’ business and security leaders to understand their goals, concerns, and regulatory demands so that we provide security capabilities that best protect client information and deliver reliable service.
Online www.factset.com About FactSet
FactSet is a leading provider of financial information and analytic applications to investment professionals around the globe.
For More Information To learn more about FactSet, contact [email protected].
Product Overview www.factset.com/products Contact FactSet www.factset.com/contact Client Support www.factset.com/services
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The difference between perform and outperform.
