Streamline Communication with Portfolio Managers

Deliver insight that is relevant to your portfolio teams and their strategies.

Keep on the pulse of market fluctuations and their impact on your Portfolio Managers' holdings with access to real-time Portfolio Performance analytics.

Leverage FactSet's dynamic import of your portfolio holdings from your Order Management System to integrate daily portfolio holdings into your FactSet
Be the eyes and ears of your Portfolio Manager throughout the day. Identify pre-market advancers and decliners within a portfolio and uncover the news that’s driving trading activity
Identify the exposure of a position across your Portfolio Managers' portfolios and proactively alert them of price swings or breaking news related to relevant holdings

Quickly focus your attention to an active security. Blast the relevant identifier to chart and news displays and identify the catalyst for price movement
View intraday performance to determine which countries, industries, and securities are driving the portfolio performance on an absolute basis or relative to the respective benchmark down to the basis point
Dig deeper into individual securities to discover relevant news including insightful analysis and commentary from Dow Jones

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