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. 

FactSet Buy-Side Forum 2020

FactSet is excited to bring back the signature event series, the FactSet Buy-Side Forum, to Asia. Fully-booked in previous years, we will be touring eight cities across the region through March and June to give you even more chances to join us. Secure your spot and register now to join industry leaders, your peers, and FactSet's experts for our most thought-leading agenda yet.

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Event
Jan
21
2020
Webcast

Location Online

Uncover hidden opportunities with FactSet’s Portfolio Management Platform

Register for our live webcast to see firsthand how our new portfolio management platform gives you the tools to identify important portfolio insights and make informed investment decisions

Topic Portfolio Managment, FactSet Solutions

Register Now

Event
Jan
22
2020
Online FactSet Training

Location Online

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

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Event
Jan
23
2020
Industry Conference

Location NYC

CFA Society's 5th Annual CIO Roundtable: NY

Join us at the CFA Society New York's CIO Insurance Roundtable, where chief investment officers and other industry professionals will discuss the industry's trends and challenges. Talk to one of our specialists on site to learn about our solutions for insurance companies.

Topic Financial Advising, FactSet Solutions

Register Now

Event
Jan
23
2020
Online FactSet Training

Location Online

FactSet's Analytics Solutions: Portfolio Analysis

In this 30-minute seminar, learn more about FactSet's premiere holdings-based, attribution tool Portfolio Analysis.

Topic FactSet Solutions

Register Now

Event
Jan
28
2020
Industry Conference

Location Miami Beach

2020 TraderForum Equity Trading Summit

FactSet is proud to sponsor the 2020 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 "Using Data to Tune Algos and Automate Trading" to learn how FactSet can help you apply artificial intelligence and machine learning techniques to algorithmic trading.

Topic Portfolio Managment, Buy-Side Trading, FactSet Solutions

Register Now

Event
Jan
29
2020
Online FactSet Training

Location Online

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
Jan
30
2020
Online FactSet Training

Location Online

FactSet's Analytics Solutions: Style, Performance, and Risk (SPAR)

This 30-minute seminar will feature FactSet's newly enhanced, industry-leading returns-based analysis tool SPAR3.

Topic FactSet Solutions

Register Now

Event
Feb
11
2020
Industry Conference

Location Miami Beach

TradeTech FX USA 2020

Join us at TradeTech FX USA, where Christopher Matsko will lead an all-star panel on trading in a multi-asset world. Attracting over 600 FX leaders, TradeTech FX brings together the "who is who" from the full value chain including key regulators, buy side, sell side, trading platforms, and technology partners.

Topic Financial Advising, Buy-Side Trading, Information Technology

Register Now

Event
Feb
21
2020
Industry Conference

Location Houston

Texas Investment Portfolio Symposium (TIPS) 2020

Join us at the Texas Investment Portfolio Symposium (TIPS) 2020, where students and faculty from Texas and Southwestern universities will gather together to receive real-world training in equity analysis and where local investment professionals can make an impact on the profession.

Topic Portfolio Managment, Financial Advising, FactSet Solutions

Register Now

Event
Feb
26
2020
Industry Conference

Location Austin

2020 Emerging Manager Conference: Texas

FactSet is excited to sponsor the 2020 Texas Emerging Manager Conference on February 26. 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, Financial Advising, Investment Banking

Register Now

Event
Mar
4
2020
Industry Conference

Location London

Digital Integration in Wealth Management 2020

Join us at Digital Integration in Wealth Management where Wealth Managers will learn about new digital tools and processes. Visit our booth to learn about our latest digital applications available for the wealth management industry.

Topic Performance Management, Information Technology, FactSet Solutions

Register Now

Event
Mar
5
2020
FactSet Hosted Event

Location Hong Kong

Buy-Side Forum 2020: Hong Kong

Our signature Buy-Side Forum returns in 2020 touring eight cities across Asia this March and June. Join us and hear from some of the best minds in the industry on key topics influencing the investment world. Check out our agenda for Hong Kong and register today.

Topic Risk Management, Buy-Side Trading, Buy-Side Research, Information Technology

Register Now

Event
Mar
10
2020
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

Event
Mar
10
2020
Industry Conference

Location London

The Summit for Asset Management: London

Join us at TSAM London and hear from FactSet experts on the latest asset management trends in performance, risk and reporting. Visit our booth to learn how FactSet can help you overcome your greatest challenges with our leading data and technology solutions. Register to find out more.

Topic Risk Management, Performance Management

Register Now

Event
Mar
10
2020
FactSet Hosted Event

Location Kuala Lumpur

Buy-Side Forum 2020: Kuala Lumpur

Our signature Buy-Side Forum returns in 2020 touring eight cities across Asia this March and June. Join us and hear from some of the best minds in the industry on key topics influencing the investment world. Check out our agenda for Kuala Lumpur and register today.

Topic Risk Management, Buy-Side Trading, Buy-Side Research, Information Technology

Register Now

Event
Mar
11
2020
Industry Conference

Location Sydney

3rd Investment Implementation Summit: Sydney

Join us at the 3rd Investment Implementation Summit where Ryan Verlin, VP of Trading Solutions Sales at FactSet, will lead a panel on "The Electronification of Fixed Income Trading: Towards Automated Dealer Selection and Execution." Talk to one of our specialists on-site to learn about our industry-leading trading solutions.

Topic Buy-Side Trading, Information Technology

Register Now

Event
Mar
12
2020
FactSet Hosted Event

Location Singapore

Buy-Side Forum 2020: Singapore

Our signature Buy-Side Forum returns in 2020, touring eight cities across Asia this March and June. Join us and hear from some of the best minds in the industry on key topics influencing the investment world. Check out our agenda for Singapore and register today.

Topic Risk Management, Buy-Side Trading, Buy-Side Research, Information Technology

Register Now

Event
Mar
18
2020
Industry Conference

Location Miami

Credit Suisse Global Trading Forum

Join us at the Credit Suisse Trading Forum where over 250 of Credit Suisse's buy-side clients will hear from a variety of speakers across equities, futures, options, FX and fixed income. Visit our booth to learn how FactSet can partner with you to navigate through the many factors currently disrupting markets, governments, investing, and technology with our tools and solutions.

Topic Financial Advising, Investment Banking, Information Technology, FactSet Solutions

Learn more

Event
Mar
19
2020
Industry Conference

Location NYC

Performance Measurement Americas 2020 Conference

FactSet is excited to both sponsor the Performance Measurement Americas conference and attend as a thought leader on one of the panel sessions. Be sure to stop by our booth to learn more about this as well as our award-winning performance solutions. Find out more and register today.

Topic Performance Management, Information Technology, FactSet Solutions

Register Now

Event
Mar
22
2020
Industry Conference

Location Florida

ACLI Financial & Investment Roundtable 2020

Join us at the ACLI Financial & Investment Roundtable 2020, where industry professionals will learn about investment and financial strategies from U.S. and global perspectives. Meet with one of our FactSet representatives onsite to discuss how our multi-asset class solutions can streamline your workflow.

Topic Financial Advising, Investment Banking, FactSet Solutions

Register Now

Event
Mar
31
2020
FactSet Hosted Event

Location London

FactSet Performance and Reporting User Group

FactSet is excited to host users of our B-One and Vermilion Reporting Suite solutions in London to see our latest product developments, discuss the vision for FactSet’s performance and reporting solutions, and network with peers. For more information, contact us.

Topic Performance Management, Quantitative Management, FactSet Solutions

Contact Us

Event
May
4
2020
Industry Conference

Location Boston

FIMA US 2020 Conference

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 Buy-Side Trading, 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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