FactSet’s Portfolio Publisher combines key elements from the Portfolio Manager Workstation (PMW) with your proprietary portfolio information and commentary in a presentation-ready document that reflects your corporate identity. You design nearly every aspect of the document, from the calculation methodology of the analytics to the position of your logos.

Key Features:

• Combine analyses: integrate returns-based style analysis, ex-post historical risk analysis, and peer universe comparisons, along with non-quantitative, proprietary content into your documents
•  Design tailor-made documents: design a document to your exact specifications, choosing the type of report you want to create, selecting a page layout, and deciding which components (such as top 10 holdings, yield curve, or company description) you want to appear on each page
•  Create reports in minutes: produce Portfolio Publisher reports in minutes; simply select a portfolio and decide whether to save, print, or download it to PDF or Microsoft Word