Solutions for Plan Sponsors and Pension Funds

FactSet's solutions for fund managers are specifically designed for selecting, analyzing, and incorporating external managers into an overall plan. For both direct and indirect investment, you can aggregate portfolios, examine asset classes and styles, and analyze securities on a single platform. FactSet lets you oversee external managers, construct portfolios internally, or use a combination of approaches in building an overall portfolio to maximize performance and evaluate risk.

Monitor Existing Managers

Analyze manager performance, composition, and fundamental tilts, along with overall asset allocation.

Find and Change Managers

Understand the full impact on your plan before making changes.

Change Investment Policies

Use Efficient Frontiers analysis to create optimal portfolios from a set of asset classes and constraints.

Analyze Securities

Research tens of thousands of public and private companies worldwide.