Whether you manage plan assets internally or work with an external plan manager, FactSet provides the perfect solution for fast, accurate decision-making and reliable results.

Plan Sponsors use FactSet to monitor existing external managers, boost the quantitative element of the manager selection process, and study underperforming managers to identify root causes.  By seamlessly integrating the key data underlying your analysis, FactSet helps you reduce the burden of collecting and managing data, thereby freeing time for a broader and deeper analysis.

A Single Solution to Support Your Entire Workflow

FactSet’s applications are linked through an easy-to-use, tightly integrated interface that provides a central platform for your analysis. This unique combination of applications is the solution you need to comprehensively analyze performance, risk, composition, style, and characteristics. With tools that help you complete both holdings- and returns-based analysis, each component emphasizes the analytical strength of its approach without sacrificing the continuity advantages of a single, linked platform.

A Quantitative Element for the Manager Selection Process

FactSet helps you study portfolio holdings in three ways:

1. each manager relative to a benchmark
2. a composite relative to its benchmark
3. a composite by manager, rather than by security

Because you choose the managers and their allocations, studying a composite by manager lets you analyze your plan in the framework of your critical decisions. More quantitative analysis on a prospective manager increases your comfort with the investment process and your confidence that the manager will outperform the benchmark in the long-term on a risk-adjusted basis. Also, quantitative analysis lets you assess how a prospective manager will fit within your existing lineup of external managers.

Real-Time Data, In the Office or On the Road

FactSet's wireless capabilities give you access to mission-critical information wherever, whenever. FactSet Wireless delivers news, quotes, and customized global market and company intelligence in real time to one of your most indispensable out-of-office tools: your handheld device.

The Key Data You Need

View manager holdings and returns from your custodian bank, holdings and returns for benchmark indices, institutional separate account returns for peer group comparison, predicted risk models from MSCI Barra, Northfield, and APT, and company fundamentals and earnings estimates for portfolio characteristics analysis. By eliminating your manual data burden and adding powerful analytics customized to your needs, you become more proactive in managing your plan. Your analysis will enable you to have a true dialogue with your managers instead of one-sided presentations.

Data and Content from a Variety of Sources

Combine real-time data, commercial content, and your firm’s proprietary data, such as portfolio holdings and internal commentary, in a variety of adjustable displays. FactSet integrates hundreds of data sources into a single platform.

Clean, Timely Data

The choice of an accurate database is paramount. FactSet invests huge resources in quality assurance and continuously cross-references its databases to find and correct anomalies.

Unlimited Client Support

Each firm is assigned a Consultant who becomes intimately familiar with its needs and processes. That knowledge enables the Consultant to suggest and build innovative, personal solutions. FactSet client support is available 24 hours a day, seven days a week.