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FactSet Financial Entities

Managers of financial data and the entities associated with the financial industry, need a system to keep track of it all.

Public or private companies and their operating subsidiaries, equity and fixed income securities, company officers and directors, analysts, and money managers change over time due to corporate actions and M&A activity, securities being issued and retired, and people moving in and out of jobs. The FactSet Financial Entities database tracks these entities and the relationships between them.

You can access FactSet Financial Entities through FactSet applications.

Scope and Coverage

Public companies and closed-end funds: More than 47,000

Private companies: 165,000

Operating subsidiaries: 227,000

Corporate executives & investment professionals: 365,000

Equity and fixed income securities: 400,000 (linked to 90,000 users)

Data history: Since 1993

Update cycle: Daily

Geographic coverage: Global

Dataset Features:

  • Linked securities: Roll issues up to parent issuers to establish a true understanding of exposure to a given parent issuer using FactSet’s entity framework
  • Corporate structure: Map a public or private company’s corporate structure to understand its divisions and operating subsidiaries
  • People: Whether it is officers and directors you’re interested in, or fund managers and analysts, you can relate people to the firms they work for, both past and present, as well as find common experiences or link between people that may have worked or gone to school together
  • Symbology:  With a single entity master, use the basis for mapping all types of identifiers to a single entity for cross referencing scores for vendor datasets
 
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