Improve Client Communication

Contact the right clients fast and increase the value of your research content and investment ideas.

Prioritize and Target Your Morning Calls

• View detailed historical holdings reports that are focused on either an individual company, buy-side institution, fund, or individual shareholder
• Access summary statistics that aggregate institutional ownership information
• Find individual contacts at buy-side firms along with their coverage focus, biography, and the funds they manage
• Compare institutional holdings against your watch list of securities and prioritize your call list

Distribute Your Research and Trade Ideas

• Share and track idea generation and disseminate the best investment ideas to your clients and internal peers
• Monitor and measure the performance and accuracy of your analysts' ratings and investment ideas
• Contribute your estimates and research to FactSet and gain exposure to thousands of potential institutional clients
• Control and customize research entitlements and access comprehensive readership statistics for any time period