FactSet's unique combination of portfolio analytics applications, the Portfolio Manager Workstation (PMW), is the solution you need to comprehensively study performance, risk, composition, style, and characteristics. Each application in the suite emphasizes the analytical strength of its approach without sacrificing the continuity advantages of a single, linked platform.

Research Ideas

Identify fundamental or risk optimization strategies that meet your investment goals, test their performance over time, and simulate analytics on the resulting portfolios.

• Factor Backtesting

• Strategy Simulation

• Portfolio Optimization

Create and Manage Portfolios

Confidently manage and monitor your portfolio throughout the day by studying performance, risk, and composition in real time. Then, simulate suggested buys and sells before trades are executed to form a clear expectation of the impact of those changes.

• Performance Attribution

• Portfolio Composition

• Risk Analysis

Analyze Results

Understand how your decisions affected the performance of your portfolio, decompose risk, classify your funds, and compare your returns to thousand of benchmarks and mutual funds.

• Efficient Frontier Analysis
• Risk Decomposition

Communicate Results

Compare your portfolio against benchmarks or competitor funds to effectively position your products in the competitive marketplace. Then, create presentations to articulate portfolio results.

• Competitor Analysis
• Portfolio Reporting