Screening
Identify securities that meet specific criteria and create reports based on those companies.
With FactSet's Universal Screening, you can identify equity and fixed income securities that meet specific financial and non-financial criteria across all databases simultaneously to quickly create a comprehensive industry analysis.
Key Features:
- Build a universe: mold the report exactly to your needs by combining identifiers, indices, and benchmarks from the equity, fixed income, holdings and fund databases on FactSet
- Specify screening criterion: use a step-by-step wizard to combine hundreds of pre-defined formulas and create your own custom formulas to set screening parameters
- Add statistics: perform statistical calculations on parameters to find figures such as an average rating for universe, or apply multi-factor ranking to analyze compound variables
- Customize reports: group your report by one or more characteristics, such as sector/industry, geography, or your own specified formulas; suppress overall totals; and choose the report's title and layout
