Several of the most popular FactSet portfolio tools now work together better. With one click you can now jump from one application to another to perform further analysis, and any settings will automatically transfer, so you can be sure your comparison between applications is accurate.
Jump between the following applications:
- Portfolio Simulation to Style, Performance, and Risk Analysis or Portfolio Analysis
- Alpha Testing to Style, Performance, and Risk Analysis
- Alpha Testing to Portfolio Analysis
Click to enlarge
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Make the jump now
- To jump between utlities in FactSet, right-click a column in a relevant report, such as the Fractiles report in Alpha Testing.
- In this case, you will see the options to Jump to SPAR or Jump to PA.
- If there are multiple factors or fractiles to choose from you will be prompted to choose one, then the application you chose (i.e., Portfolio Analysis) will automatically launch.
Benefits
- View returns generated from Portfolio Simulation within a Style, Performance, and Risk Analysis report to analyze your simulated results using returns-based analysis
- Analyze model results using Style, Performance, and Risk Analysis
- Jump the constituents from your Alpha Testing model to Portfolio Analysis without having to archive them first
- Compare holdings from multiple simulations and Portfolio Simulation models quickly in the same Portfolio Analysis document
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