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. 

 

World Financial Information Conference 2019

Financial industry professionals gather at the biennial World Financial Information Conference to discuss the sourcing, compliance and delivery of financial information. Visit FactSet's booth to learn how we can power your investment decisions with best-of-breed content, industry-leading support, and flexible data delivery options. Join us at 12:15 P.M. on Tuesday, October 15 as FactSet's own Lauren Stevens (VP, Senior Strategist) speaks on a panel about data ethics and alternative data.

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Event
Aug
7
2019
Online FactSet Training

 

Intro to FactSet for Investment Bankers

Created specifically with the banking workflow in mind, this course will walk you through the steps to build and format custom models and create active presentations in FactSet and will conclude with an overview of key sell-side reports in FactSet’s online application.

Topic FactSet Solutions

Register Now

Event
Aug
13
2019
Online FactSet Training

 

Explore Alpha Testing 4.0

This class will provide a high-level overview of Alpha Testing 4.0, FactSet’s newest version.

Topic FactSet Solutions

Register Now

Event
Aug
13
2019
Industry Conference

Location Minneapolis

Intellisight 2019: CFA Minnesota's 9th Annual Conference

Join us at CFA Minnesota's 8th annual investor conference, Intellisight: the largest non-broker based investor conference in the country.

Topic Information Technology, FactSet Solutions

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Event
Aug
14
2019
Online FactSet Training

 

Intro to FactSet for Investment Bankers

Created specifically with the banking workflow in mind, this course will walk you through the steps to build and format custom models and create active presentations in FactSet and will conclude with an overview of key sell-side reports in FactSet’s online application.

Topic FactSet Solutions

Register Now

Event
Aug
20
2019
Online FactSet Training

 

Activism Data in FactSet

Research activist investors and their potential impact as we explore activism data on FactSet.

Topic FactSet Solutions

Register Now

Event
Aug
21
2019
Industry Conference

Location Sydney

4th Investment Data & Technology Summit Australia 2019

Visit booth #6 at The Investment Data & Technology Summit to learn how FactSet can power your investment decisions with best-of-breed content, industry-leading support, and flexible data delivery options. Join us for a session on open data solutions and APIs.

Topic Information Technology, FactSet Solutions

Register Now

Event
Aug
21
2019
Online FactSet Training

 

Intro to FactSet for Investment Bankers

Created specifically with the banking workflow in mind, this course will walk you through the steps to build and format custom models and create active presentations in FactSet and will conclude with an overview of key sell-side reports in FactSet’s online application.

Topic FactSet Solutions

Register Now

Event
Aug
27
2019
Online FactSet Training

 

What's New in FactSet?

What’s New in FactSet? (Online) 1 2 3 4 5 FactSet is continuously developing new features and enhancing current products to keep up with the financial industry and to help improve efficiency when working in FactSet. This web demonstration keeps you informed about the latest enhancements and new products.

Topic FactSet Solutions

Register Now

Event
Aug
29
2019
Online FactSet Training

 

Explore Alpha Testing 4.0

This class will provide a high-level overview of Alpha Testing 4.0, FactSet’s newest version.

Topic FactSet Solutions

Register Now

Event
Sep
9
2019
Industry Conference

Location Boston

Boston FinTech Week 2019

Join us at Boston FinTech Week where Lauren Stevens will speak on a panel about how to address ESG challenges and opportunities and embrace ESG datasets created by FinTech firms.

Topic Information Technology

Register Now

Event
Sep
16
2019
Industry Conference

Location London

Al and Data Science in Trading

Join us at The AI and Data Science in Trading conference and see how FactSet’s latest tools and strategies can help you maximize your margins. Visit our booth to learn about our award-winning solutions and join FactSet's Peter Davaney-Graham at 2:50 p.m., day 1, as he discusses introducing quant methods & alt data into your fundamental approach.

Topic Information Technology

Register Now

Event
Sep
26
2019
FactSet Hosted Event

Location Toronto

Addressing the ESG Challenges of Today and Tomorrow: Toronto

Join FactSet to discuss what's driving the adoption of ESG investing, the challenges of current approaches, attractiveness for institutional clients and prospects, and how to capitalize on its evolution over time.

Topic FactSet Solutions

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

More info coming soon

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

Register Now

Event
Oct
10
2019
Industry Conference

Location Toronto

Pension Investment Technology Summit

Join us at The Pension Investment Technology Summit where Alyx Flournoy will speak on a panel about how pension funds are using technology to better understand and manage risk,and what challenges their organizations face when it comes to technology.

Topic Information Technology

Register Now

Event
Oct
13
2019
Industry Conference

Location Vancouver

World Financial Information Conference 2019

Visit our booth at WFIC to learn how FactSet can power your investment decisions with best-of-breed content, industry-leading support, and flexible data delivery options. Join us at 12:15 P.M. on Tuesday, October 15 as FactSet's own Lauren Stevens (VP, Senior Strategist) speaks on a panel about data ethics and alternative data.

Topic Information Technology

Register Now

Event
Oct
28
2019
Industry Conference

Location Zurich

SIPUG Day 2019

FactSet will be exhibiting at the forthcoming SIPUG Day in Zurich on 28th October, which will focus on regulations and their impact on data. Come and visit FactSet experts at our booth to learn more about our latest smart solutions for financial professionals.

Topic FactSet Solutions

Register Now

Event
Nov
6
2019
Industry Conference

Location Vienna

Risk & Compliance Leaders Summit

Join us at the Risk and Compliance Leaders Summit where Andrea Gagliardi will lead a panel on Strengthening AML through AI. Meet with one of our regulatory experts on-site to learn how FactSet's new KYC product delivers an intuitive web application that combines process automation with FactSet’s global content, which helps streamline the customer due diligence process.

Topic Risk Management, Performance Management

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Event
Nov
19
2019
Industry Conference

Location Lugano

The 9th Lantern Fund Forum in Lugano

The 9th annual Lantern Fund Forum will take place this November in Switzerland, focusing on Asset Management, Investment Tools, and Fundamental Analysis. FactSet will be exhibiting throughout the event to showcase our investment tools.

Topic Portfolio Managment

Register Now

Event
Nov
26
2019
Industry Conference

Location London

The Summit for Performance, Risk & Attribution

Join FactSet along with forward-thinkers in Asset Management Risk and Performance at this year’s Summit for Performance, Risk & Attribution. Learn from, share with, and connect to your peers from some of the industry’s most innovative and leading firms. Stop by our booth to see our industry-leading solutions as well as hear from our experts on our thought-leadership panel discussions. We look forward to seeing you there.

Topic Risk Management, Performance Management

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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