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Over the last 15 years, the online information industry has enjoyed supercharged growth. FactSet® has established itself as the market leader and continues to find new ways to deliver financial information. FactSet is consistently recognized by BusinessWeek, Forbes, and other business analysts as a fast and steadily growing company.

Our Business
FactSet offers clients an extensive data library wrapped in functionality. Without the tools and applications we develop, clients just have raw data. We make it easy for clients to convert this raw data into powerful information. With a combination of sophisticated tools, data, and applications on a single platform, FactSet lets clients seamlessly maneuver from one task to another, integrating data from multiple sources in one location. Our goal is to provide our clients with everything they need to do their jobs effectively. From downloading data on thousands of companies into a spreadsheet model to customizing returns analysis on portfolio holdings data, we help our clients become more productive at their jobs.

FactSet's clients focus on the details of their work, not on the process of gathering, manipulating, and formatting information. FactSet is a powerful tool, but without sufficient support, it would be difficult for our clients to derive the maximum benefit of the services we provide. That's why one of the biggest components of our business is client service. By becoming as involved as possible with our clients' investment processes, we can show them how to get the most value out of FactSet.

Our efforts are directed at continually upgrading and enhancing our products to better serve our clients' ever-expanding information needs. This makes FactSet a creative, collaborative, dynamic environment.

Our Clients
We have over 39,000 users at more than 2,000 client sites, including most of the world's premier financial institutions. Our clients — money managers, research analysts, portfolio managers, and investment bankers — access FactSet's information 24 hours a day, 7 days a week.

Our clients use FactSet's custom software to search our many databases, download data into spreadsheets, create customized charts or reports, and read the latest financial news. They can research companies and industries, access portfolio holdings, track market trends, screen for companies with similar characteristics, and gather data for reports and presentations.

Our client retention rate has remained an astounding 95% for more than 15 years, a testament to the high degree of service and quality for which we’ve become known. More than 700 of the largest investment firms in the world use FactSet.

Last updated August 2008.


"This is a unique company that understands the workflow and challenges for asset managers and investment bankers. FactSet found a niche in developing applications that provided the data and models that financial professionals needed to make investment decisions."-Eric, Director, Product Development

"It's really important to me to understand all aspects of our clients' workflows so we can provide them with the most useful products and make FactSet their number one resource. "-Jackie, Product Manager