Profile Builder
Launch presentation-ready profiles for a summary of an institution’s holdings, an overview of its investment style and history, and contact information for its principal holders.
Use the Profile Builder to create one page customized investor profiles that compile information such as investment overview and strategy, key contact information, fundamental portfolio data, current and historical holdings, and more. These customizable reports are ideal for road shows, analyst presentations, pitchbooks, or client meetings.
Key Features:
- Choose from ready-made templates or work with your FactSet Consultant to create and save your own
- Use the Profile Batcher to run as many reports as you need at a given time
