Real-Time Performance for Multiple Portfolios and Managers

FactSet's integrated suite of specialized tools support your portfolio analytics process from initial research to published results.

FactSet’s unique combination of portfolio analytics tools is the solution you need to comprehensively analyze performance, risk, composition, style, and characteristics. With tools that help you complete both holdings- and returns-based analysis, optimize performance, and create presentation-ready documents, FactSet emphasizes analytical strength and the continuity advantages of a single, linked platform.

FactSet covers your entire investment process, from researching ideas and creating portfolios to analyzing and publishing results. 

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. With the most current analytics possible, you have a more accurate picture of your portfolio and increased clarity on the impact of changes you are considering.

Understand how your decisions impact performance, decompose risk, classify your funds, and compare your returns to thousands of benchmarks and mutual funds to effectively position your products in the competitive marketplace. Then, create presentations to articulate portfolio results.