Custom, Automated Portfolio Report Publishing

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

For many investment teams, monthly and quarterly reporting for client communications, marketing, and board reports means hours of cutting and pasting. This approach is not only time-consuming, but is also susceptible to a high degree of error. Most analytical systems produce key data, but with limited output flexibility, while standard publishing tools typically lack analytics or insight into financial data. FactSet solves this need by combining a full scope of analytics with your firm’s proprietary portfolio information and commentary in an automated reporting tool.

Merge Analytics in Published Documents

FactSet produces presentation-ready documents that combine holdings-based reports with returns-based reports and qualitative proprietary content your firm stores on FactSet. Publisher documents can combine interactive portfolio analytics such as weights, fundamental characteristics, and performance attribution alongside returns-based style analysis, historical risk analysis, and peer universe comparisons. FactSet also lets you integrate qualitative, proprietary content, including manager name and tenure, fees, and investment guidelines, into your finished documents. This breadth of choices for quantitative and qualitative information gives you tremendous flexibility in selecting content.

At month-end or quarter-end, you can batch produce any number of published reports. Simply schedule the jobs, specify your needs, and FactSet will send you a PDF of the results.