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
Jan
15
2019
Webcast

 

Uncovering Opportunities with FactSet's Portfolio Analytics Engine API

We’re excited to introduce our Portfolio Analytics API, giving you the flexibility to access the same industry-leading, multi-asset class analytics outside of the FactSet workstation to create new business solutions and discover new opportunities. Join us for a 30-minute live webcast to understand how FactSet’s API can create new efficiencies for your firm.

Topic Portfolio Managment

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Event
Jan
29
2019
Industry Conference

Location Miami

TraderForum Equity Trading Summit

FactSet is proud to sponsor the 2019 TraderForum Equity Trading Summit, which brings together senior equity traders from more than 100 of the world's leading asset-management firms to discuss the critical market dynamics reshaping today's trading landscape. Join John Adam, Senior Director of Portfolio Management & Trading Solutions at FactSet, for his panel "Trading Systems: The Next Generation" to see how FactSet is staying relevant in a market where best execution, quantitative analysis, and automated workflows are increasingly important.

Topic Buy-Side Trading

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Event
Jan
29
2019
Industry Conference

Location Miami

BattleFin Discovery Day Miami

FactSet is excited to sponsor BattleFin's Discovery Day Miami 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
Feb
7
2019
Industry Conference

Location Austin, TX

TRS Emerging Manager Conference

FactSet is excited to sponsor the 2019 Texas Emerging Manager Conference on February 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 Performance Management

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Event
Feb
10
2019
Industry Conference

Location San Francisco

ABA Wealth Management & Trust Conference

Learn how to make full use of the latest technologies from industry thought leaders to become a forward-focused advisor for your clients.

Topic Financial Advising

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Event
Feb
13
2019
Industry Conference

Location Miami

TradeTech FX USA

Network with over 400 FX leaders from the full value chain to discuss how to solve your biggest FX trading and portfolio management challenges and shape the future of the FX industry.

Topic Buy-Side Trading

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Event
Feb
14
2019
Industry Conference

Location Las Vegas

CFA Societies Western Region Conference

In ongoing support of the CFA Institute, we will be joining 16 autonomous CFA societies at their fifth annual Western Regional Conference. This event brings together 120 executive decision makers to participate in an open forum for communication and information sharing about current industry trends and insights. FactSet collaborates with the societies to connect industry insights, data and analytics, and academic support to CFA societies.

Topic Portfolio Managment

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Event
Feb
21
2019
Industry Conference

Location Abu Dhabi

MENA Investment Congress

The MENA Investment Congress, organized by the CFA Society Emirates, brings together the brightest minds in regional and international investment to assess the strategies, technologies, and solutions that can generate returns in the new MENA region.

Topic Portfolio Managment

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Event
Feb
28
2019
Industry Conference

Location London

TSAM London

Hear from industry influencers, leaders and regulators whilst taking advantage of the unique opportunity to broaden your horizons across a multi-streamed platform. Sessions will focus on Brexit future-proofing, Robotic Process Automation and fee pressures.

Topic Portfolio Managment

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Event
Apr
1
2019
Industry Conference

Location Boston

FIMA US

Visit our booth at FIMA US to learn how FactSet can help you reveal interconnecting business relationships, business performance and market indicators, sources of risk, and areas offering new investment opportunities.

Topic Information Technology

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Event
Apr
24
2019
Industry Conference

Location Paris

Trade Tech 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. Join over 1000+ equity trading leaders, representing the ‘who is who’ from the full value chain- key regulators, sell side, trading platforms and technology partners.

Topic Buy-Side Trading

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Event
May
20
2019
Industry Conference

Location New York

North American Financial Information Summit

Visit our booth at the North American Financial Information Summit 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

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Event
Jun
11
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

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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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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