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From Data to Decision, Faster

From Data to Decision, Faster

Financial Data and Analytics

From fundamental stock selection and research to order management, execution, and reporting, FactSet’s flexible applications help you streamline analysis and reduce total cost of ownership. With FactSet’s expansive workflow solutions in an open and scalable platform backed by unmatched support, you have access to the financial data and analytics you need to make crucial investment decisions.

Learn more about FactSet’s total workflow solutions for research, portfolio management and trading, performance and risk teams, and reporting.

  • Research – Perform fundamental stock selection research and quantitative portfolio construction. Then, combine your research with your firm’s internal research notes through FactSet Research Management Solutions.
  • Portfolio Management and Trading – Monitor and model changes to your portfolios and determine whether proposed trades meet regulatory standards with pre-trade compliance functionality. Compile orders and ensure they are sent accurately and efficiently for execution. Then, provide optimized execution and post-trade analytics.
  • Portfolio Analytics and Reporting - After trades are executed, analyze portfolios interactively and from different perspectives and across asset classes. Evaluate and enhance your investment strategies with performance measurement and attribution results. Finally, automate your reporting workflow by combining key portfolio analytics with your proprietary content in client-facing documents.
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FactSet News and Insight

S&P 500 Reporting Record-High Profit Margin for Second Straight Quarter

During this earnings season, several companies in the S&P 500 have discussed rising costs during their earnings calls.

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