Screening

Identify securities that meet specific investment criteria and create reports based on those companies.

With FactSet's Universal Screening, you can create a quick industry analysis, complicated stock selection models, or simple tests of different investment theories on a universe of over 100,000 global securities.

Key Features:

  • Build a universe: mold the report exactly to your needs by combining identifiers, portfolios, and benchmarks from the equity, fixed income, holdings and fund databases on FactSet
  • Specify screening criterion: use a step-by-step wizard to combine hundreds of pre-defined formulas and create your own custom formulas to set screening parameters
  • Add statistics: perform statistical calculations on parameters to find figures such as an average rating for universe, or apply multi-factor ranking to analyze compound variables
  • Customize reports: group your report by one or more characteristics, such as sector/industry, geography, or your own specified formulas; suppress overall totals; and choose the report's title and layout
 
Request Information
On FactSet's buy-side solutions
Comments
Comment