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.
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.