Events

Join us at industry networking events, interactive sessions, and thought leadership engagements.

We hope to see you at an upcoming event

FactSet is an active participant in the financial community and present at a variety of conferences and symposiums throughout the year.

This page provides a look at the upcoming events FactSet is coordinating or attending. Keep an eye out for details regarding networking opportunities, interactive sessions, thought leadership engagements, and more. 

Event schedule is subject to change. 

 

2019 FactSet EMEA Investment Process Symposium

Join your peers from across EMEA this June in Barcelona for our signature conference. Packed with thought-leading sessions, hear from industry experts and FactSet specialists on topics around portfolio strategy, performance and risk management, quantitative analysis, client reporting, and more.

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Event
Apr
9
2019
Industry Conference

Location New York

Buy-Side Risk USA

FactSet is excited to be both a sponsor of the Buy-Side Risk USA conference, and attend with our own presentation. Stop by our booth to find out more about this as well as our award-winning risk management solutions. Find out more and register today.

Topic Risk Management

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Event
Apr
10
2019
Webcast

 

Uncover Opportunities with FactSet's Portfolio Analytics Engine API

Join us for a 30-minute live webcast to understand how FactSet’s API can create new efficiencies for your firm. During this presentation, we will discuss the API's capabilities and showcase examples of how clients are incorporating it in their workflow. We will also review the forward-looking roadmap for the API program.

Topic Information Technology

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Event
Apr
11
2019
Industry Conference

Location Washington, D.C.

ESG Asset Owners Summit

FactSet is proud to support the ESG Asset Owners Summit, where the the top influencers, experienced investors, academics, and researchers will discuss environmental, social and governance investing trends.

Topic Portfolio Managment

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Event
Apr
24
2019
Industry Conference

Location Paris

TradeTech Europe

Gain an insight into how your buy side peers are leveraging innovative data and tech driven approaches to thrive in the post-MiFID II shifting liquidity landscape. Hear from FactSet's John Adam on a panel discussing how to leverage AI and automation to achieve scalability in trade performance.

Topic Buy-Side Trading

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Event
Apr
24
2019
Industry Conference

Location São Paulo

ANBIMA 10th Investment Fund Congress

Join us at ANBIMA, the biggest event in the Brazilian investment fund industry, to hear about the key topics impacting local markets. Visit our exhibit to learn more about FactSet's solutions for research, portfolio management, risk, performance, and more.

Topic Portfolio Managment

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Event
Apr
29
2019
Industry Conference

Location Las Vegas

Raymond James National Conference

FactSet is excited to be sponsoring the Raymond James Financial Services ELEVATE conference! Stop by our booth and meet the FactSet team to see how our award-winning solutions can help you make better decisions in a complex market.

Topic Financial Advising

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Event
May
2
2019
Industry Conference

Location Toronto

TSAM Toronto

FactSet is proud to sponsor TSAM Toronto as one of the key summits for the asset management industry. Stop by our booth to see how our award-winning solutions can help you make better decisions in a complex market.

Topic Portfolio Managment, Performance Management

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Event
May
7
2019
Industry Conference

Location Munich

DKF

Join other business executives, solution providers, and opinion leaders from the financial services industry at a conference and exhibition that combines thought-provoking conferences with product reviews tailored to the financial industry.

Topic Portfolio Managment

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Event
May
9
2019
Industry Conference

Location New York

Microsoft Financial Services Summit

Visit our booth to see how FactSet Data Exploration on Microsoft Azure gives you instant access to alternative and financial datasets, plus the tools to build investment applications, in a fully hosted environment.

Topic Information Technology

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Event
May
12
2019
Industry Conference

Location London

CFA Annual Conference

The annual conference will feature keynotes with noted economists, best-selling authors, leading researchers and successful practitioners, as well as dedicated educational tracks on FinTech, Sustainable Investing, Private Wealth Management, Investing in Emerging Markets and Career Management. Meet our on-site team to discover what products and services FactSet can offer in this rapidly changing world.

Topic Portfolio Managment

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Event
May
14
2019
Industry Conference

Location Philadelphia

PMAR North America

As a winner of the Dietz Award for our article contribution to The Journal of Performance Attribution, we are proud to be guest speakers at the PMAR North America 2019 conference. Be sure to attend our session on the role of trading in performance attribution.

Topic Performance Management

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Event
May
15
2019
Industry Conference

Location Milan

SIAT QuanTech

The SIAT QuanTech conference is an event dedicated to financial professionals, bringing together industry experts and practitioners. Covering topics such as technological innovation applied to financial markets (AI) and product innovation (ETF smart and factor investing) this is a can't miss event for FactSet and we look forward meeting you there.

Topic Risk Management

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Event
May
20
2019
Industry Conference

Location New York

North American Financial Information Summit

Visit our booth to learn how FactSet can power your investment decisions with best-of-breed content, industry-leading support, and flexible data delivery options. Join Lauren Stevens, Senior Director of Open:FactSet Strategy, as she moderates a panel discussion, How Can Collaboration with Fintech Companies Drive Innovation and Accelerate Change, at 2:25 pm in Stream 2.

Topic Information Technology

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Event
May
20
2019
Industry Conference

Location New York

Battle of the Quants

Visit us at Battle of the Quants. Learn how FactSet's integrated tools and content can take you from idea to construction and beyond, and help uncover business relationships, performance & market indicators, sources of risk, and investment opportunities.

Topic Information Technology

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Event
May
21
2019
Industry Conference

Location Hong Kong

14th Asian Investment Summit

Join us at the Asian Investment Summit, where asset managers from across the globe will learn how flexible, open technology and data provide the answer to the challenges of turbulence and a fast-changing industry for investment managers. Visit our booth to learn how we can empower you and your workflow across the portfolio lifecycle.

Topic Risk Management, Performance Management

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Event
May
21
2019
Industry Conference

Location London

FINJS London

Join FactSet at FinJS London, a capital markets network that showcases innovations driven by web technologies, to hear how we're partnering with our clients and third-parties to be a primary source of content, analytics, technology, and services in the cloud.

Topic Portfolio Managment

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Event
May
22
2019
Industry Conference

Location London

Alpha Trader Forum

The ATF brings together senior buy-side executives from leading investment organisations in the UK. The roundtable sessions focus on current challenges, best practices, management and business issues surrounding trading professionals. As a sponsor of this prestigious event, our specialists will give insight into market trends and discuss and resolve issues pertinent to equity trading and equity market structure.

Topic Buy-Side Trading

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Event
Jun
5
2019
Industry Conference

Location Washington D.C.

PLANSPONSOR National Conference

FactSet is excited to sponsor the 2019 PLANSPONSOR National Conference on June 5th - 7th. Visit our booth to learn how we can help you identify and investigate new investments, create optimal portfolios and simulate potential portfolio values, and evaluate the impact of proposed adjustments on your plan’s asset allocation, direct investments, and investments in external managers.

Topic Portfolio Managment

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Event
Jun
12
2019
Industry Conference

Location London

Insurance Asset Risk EMEA

Insurance Asset Risks sixth annual conference takes place in London this June. The conference attracts representatives of insurance companies and their asset managers from all over Europe to discuss challenges such as low returns, volatility, geopolitical risks, regulation and increased competition. The event also aims to explore investment trends such as ESG, where we are proud to be presenting a session around the opportunities this strategy offers and how to best implement ESG tactics in your existing workflows.

Topic Risk Management, Performance Management

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Event
Jun
13
2019
Industry Conference

Location London

A Meeting of Minds

Meeting of Minds Wealth Management and Private Banking forum offers an opportunity to work through the key challenges facing both your business and the industry. The agenda encompasses investment trends and the geopolitical climate impacting them as well as the day to day issues faced by those running these businesses.

Topic Financial Advising

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Event
Jun
18
2019
Industry Conference

Location Philadelphia

Fixed Income Leaders Summit

Join us at the Fixed Income Leaders USA Summit 2019, where the greatest minds in fixed income will learn how to capitalize on technology disruption and rise above the current market to gain a competitive edge.

Topic Buy-Side Trading

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Event
Jun
19
2019
Industry Conference

Location New York

BattleFin Discovery Day New York

FactSet is excited to sponsor BattleFin's Discovery Day New York 2019. Visit our booth to learn how FactSet can help you find untapped alpha with unique datasets backed by best-in-class symbology and data concordance.

Topic Information Technology

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Event
Jun
19
2019
Industry Conference

Location London

PMAR Europe

As a winner of the Dietz Award for our article contribution to The Journal of Performance Attribution, we ar proud to be a guest speaker at the PMAR Europe 2019 conference. Be sure to attend our session on the role of trading in performance attribution. Find out more information here. [https://spauldinggrp.com/pmar-europe/]

Topic Performance Management

Register Now

Event
Jun
25
2019
FactSet Hosted Event

Location Barcelona

2019 FactSet EMEA Investment Process Symposium

FactSet is excited to announce that registration is now open for our signature event, the FactSet Investment Process Symposium, taking place 25-27 June 2019 in Barcelona. Attendees can look forward to an agenda packed with insightful sessions and inspirational talks from industry influencers and FactSet technology experts.

Topic Portfolio Managment, Risk Management, Quantitative Management

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Event
Jul
16
2019
Industry Conference

Location New York

In|Vest

FactSet is excited to be sponsoring In|Vest! The Industry’s Largest WealthTech Showcase will cover a range of topics such as the strategic expansion from industry’s largest players, how advisors are (or aren’t) embracing Charles Schwab’s digital advice platform and what TD Ameritrade is doing to attract millennials. Stop by our booth and hear from the FactSet team about our award-winning solutions.

Topic Financial Advising

Register Now

Event
Oct
3
2019
FactSet Hosted Event

Location Copenhagen

Let's Talk: Quant & Data Science - Copenhagen

FactSet is excited to bring our thought-provoking roundtable series to Scandinavia. Join us this April in Copenhagen for our first event for quants and financial data scientists.

Topic Information Technology

Register Now

Event
Oct
8
2019
Industry Conference

Location Paris

Amtech Day

Meet FactSet at AmTech Day 2019 to keep up with technological innovations such as robo advisers, AI, and behavioral data analysis that can help you optimize your investment strategies. Get the insight you need to meet regulatory constraints and rethink your customer experience by capitalizing on award-winning technologies. Visit our booth to learn how FactSet’s open and flexible solutions already help thousands of other asset managers drive productivity and performance.

Topic Portfolio Managment

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Event
Oct
13
2019
Industry Conference

Location Vancouver

WFIC 2019

Visit our booth at the World Financial Information Conference to learn how FactSet can power your investment decisions with best-of-breed content, industry-leading support, and flexible data delivery options.

Topic Information Technology

Register Now

Talk To Us

The best way to understand what makes FactSet different is to see it for yourself. We've worked with investment professionals for 40 years, so we understand your workflow and know precisely how to help. Talk to us about your challenges, and we’ll help you design the most effective solutions for your firm with everything you need — and not what you don’t.

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