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Analytics

Portfolio Analytics

Portfolio Analytics

Analyze performance, risk, style, and characteristics for multiple portfolios and portfolio managers.

Manage Multiple Portfolios

FactSet's unique combination of risk and quantitative analytics tools is the most complete in the industry. Identify systematic sources of relative performance. Analyze the specific exposures that helped or hurt performance to make more informed portfolio management decisions.

Perform Style, Performance, and Risk Analysis

FactSet’s returns-based portfolio analysis solutions provide reports and charts that help you study a portfolio relative to a benchmark, competitor fund, or peer group. Beyond analyzing particular portfolios, use FactSet to research the optimal allocation of a set of indices or products, or use fund screening to identify all portfolios that meet your exact criteria.

Streamline Reporting

FactSet’s portfolio publishing tools allow you to combine key portfolio analytics with your proprietary content in a presentation-ready document or data file. Customize the design of each document to reflect your corporate identity.

FactSet News and Insight

Economic Impact of Amazon-Whole Foods Deal May be Limited

How the mega merger could affect deflation, the grocery industry, and the retail industry as a whole.

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