The Most Sophisticated Portfolio Analytics in the Industry

Real-Time Performance

Analyze performance, risk, composition, style, and characteristics for multiple portfolios and portfolio managers.

Total Risk Analysis

Understand all elements of risk within your portfolio with FactSet's Total Risk model and combination of reporting and analytics.

Returns-Based Portfolio Analysis

Study a portfolio relative to a benchmark, competitor fund, or peer group with FactSet’s returns-based portfolio analysis solutions.

Fixed Income Analytics

Apply the same in-depth analysis to debt as you do for equity, all in one platform. Combine mutliple asset classes in your analysis.

Publishing

Combine key portfolio analytics with your proprietary portfolio information and commentary in an automated data file or in a presentation-ready document. 

Portfolio Simulation and Optimization

Test optimization strategies over time and suggest potential trades.

Data Integration

Combine more than 800 FactSet and third-party databases with automated uploads of your proprietary data.