Solutions for Portfolio Managers

Tour FactSet's portfolio solutions, from integrating your portfolio data to reviewing the latest streaming updates for attribution.

In this demonstration, we will give you an idea of how portfolio management tools work and connect on FactSet's system. You will see details on:

• Reporting and charting portfolio performance
• Integrating risk models
• Creating alerts 
• Working with non-standard securities such as derivatives and futures
• Downloading portfolio details to Microsoft Office applications
• And more

Click the button at the far right of the video player to launch a full screen view of the demonstration.