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Analytics

Portfolio Analytics

Portfolio Analytics

Analyze all Aspects of Your Portfolio

Spend more time finding answers and less time managing data with FactSet’s sophisticated Portfolio Analytics platform. FactSet’s flexible and customizable Portfolio Analytics tools help portfolio managers measure performance, risk, style, and characteristics for multiple portfolios, and asset classes. Understand composition and risk, view metrics, including weights, valuation measures, ratings, and other ratios for your portfolio and benchmarks, and evaluate relative performance using several different attribution models.

Understand Composition and Risk

Customize exposures reports and gain insight into portfolio and benchmark weights using your own groupings for reports and charts. Use aggregated and security-level reports to view metrics including weights, valuation measures, ratings, and other ratios for your portfolio and selected benchmarks.

Evaluate Relative and Absolute Performance

Understand how management decisions such as security selection, group allocation, and currency tilts affected performance results. Evaluate relative performance using several different attribution models, including equity, fixed income, balanced, risk, top down, and macro-level. Identify the securities and groups that contributed to or detracted from portfolio performance on an absolute or relative basis.

Seamlessly Integrate Data

Combine your proprietary holdings with high-quality FactSet content or third-party data sources, including extensive benchmark data and global exchange indices. Integrate your holdings and transactions with a nightly upload or by connecting your custodian, prime broker, or your firm’s accounting system with FactSet.

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.

Extensive Support

Get unlimited access to a team of consultants and product specialists with deep experience enhancing the productivity of our clients by addressing their portfolio analytics needs.

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