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
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
21
2019
Webcast

 

SEC Liquidity Rule 22e-4

The deadline for complying with the SEC Liquidity Rule is only months away. Join our live webcast with two of FactSet's regulatory experts as they shed more light on the requirements under the rule and answer your questions.

Topic Risk Management, Regulatory Compliance

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Event
Feb
27
2019
FactSet Hosted Event

Location London

Head of Performance Community Roundtable

FactSet is excited to host it's first Head of Performance Community roundtable in 2019. To find out more about joining this exclusive community and access our invite-only events, please send us an email.

Topic Performance Management

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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
Mar
5
2019
FactSet Hosted Event

Location Singapore

FactSet Buy-Side Forum - Singapore

Join us in Singapore for the return of our signature event in Asia: The FactSet Buy-Side Forum. Look forward to sessions where you can fact-check the realization of current influential trends and discuss the key developments and innovations in technology.

Topic Risk Management, Performance Management

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Event
Mar
7
2019
FactSet Hosted Event

Location Boston

Addressing the ESG Challenges of Today and Tomorrow

Environmental, Social, and Governance (ESG) investment growth is booming and shows no sign of slowing down. Join us to discuss what's driving the adoption of ESG investing and how to capitalize on it.

Topic Portfolio Managment

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Event
Mar
7
2019
FactSet Hosted Event

Location Hong Kong

FactSet Buy-Side Forum - Hong Kong

Join us in Hong Kong for the return of our signature event in Asia: The FactSet Buy-Side Forum. Look forward to sessions where you can fact-check the realization of current influential trends and discuss the key developments and innovations in technology.

Topic Risk Management, Performance Management

Register Now

Event
Mar
11
2019
Industry Conference

Location New York

Performance Measurement Americas

FactSet is excited to be both a sponsor of 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 find out more about this as well as our award-winning performance solutions. Find our more and register today.

Topic Performance Management

Register Now

Event
Mar
12
2019
FactSet Hosted Event

Location Shanghai

FactSet Buy-Side Forum - Shanghai

Join us in Shanghai for the return of our signature event in Asia: The FactSet Buy-Side Forum. Look forward to sessions where you can fact-check the realization of current influential trends and discuss the key developments and innovations in technology.

Topic Risk Management, Performance Management

Register Now

Event
Mar
13
2019
Industry Conference

Location London

Buy-Side Risk Europe

The Buy-Side Risk Europe conference will bring together senior risk, data science and investment strategy professionals from institutional investment funds, asset managers, hedge funds and insurers. Hear from the expert during our presentation on "the role of new generation flexible optimization approaches in executing efficient long-term term strategies and investment mandates". Stop by our booth to check on our award-winning risk management solutions and see how we empower our clients to manage risk across the full portfolio lifecycle.

Topic Risk Management

Register Now

Event
Mar
14
2019
FactSet Hosted Event

Location Paris

Let's Talk: Risk Management

FactSet and Axioma are proud to be coming together as partners to host an invite-only presentation on quantamental analysis. For more information on this event please email us.

Topic Risk Management

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Event
Mar
14
2019
Industry Conference

Location Los Angeles

ALTSLA 2019

Join us at ALTSLA 2019, to learn how FactSet provides data and analytics to help investment professionals from hedge funds, private equity firms, and asset owners analyze alternative investments and generate new ideas.

Topic Portfolio Managment

Register Now

Event
Mar
14
2019
FactSet Hosted Event

Location Tokyo

FactSet Buy-Side Forum - Tokyo

Join us in Tokyo for the return of our signature event in Asia: The FactSet Buy-Side Forum. Look forward to sessions where you can fact-check the realization of current influential trends and discuss the key developments and innovations in technology.

Topic Risk Management, Performance Management

Register Now

Event
Mar
19
2019
FactSet Hosted Event

Location Sydney

FactSet Buy-Side Forum - Sydney

Join us in Sydney for the return of our signature event in Asia: The FactSet Buy-Side Forum. Look forward to sessions where you can fact-check the realization of current influential trends and discuss the key developments and innovations in technology.

Topic Risk Management, Performance Management

Register Now

Event
Mar
21
2019
FactSet Hosted Event

Location Melbourne

FactSet Buy-Side Forum - Melbourne

Join us in Melbourne for the return of our signature event in Asia: The FactSet Buy-Side Forum. Look forward to sessions where you can fact-check the realization of current influential trends and discuss the key developments and innovations in technology.

Topic Risk Management, Performance Management

Register Now

Event
Mar
27
2019
Industry Conference

Location Sydney

2nd Investment Implementation Summit

FactSet is proud to sponsor the 2nd Investment Implementation Summit, which brings together leading asset managers, insurance companies, superannuation funds and other asset-owner organisations to discuss emerging trends. Hear from John Adam, our Global Director of Portfolio Management and Trading Solutions, on the panel “Data opportunities beyond TCA: from rear-view analysis to actionable insights”.

Topic Buy-Side Trading

Register Now

Event
Mar
29
2019
Industry Conference

Location San Antonio

CFA Texas Investor Summit

Join us at the CFA Texas Investment Summit to hear about the key investment topics in today's markets. Visit our exhibit table to to learn more about how FactSet's solutions for research, portfolio management, risk, performance, and more.

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
3
2019
Industry Conference

Location Miami

Credit Suisse Global Trading Forum

Visit our booth to learn how we can partner with you to navigate through the many factors currently disrupting markets, governments, investing, and technology with our tools and solutions.

Topic Buy-Side Trading

Register Now

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 as a thought leader with our own presentation. Be sure to stop by our booth to find out more about this as well as our award-winning risk management solutions. Find our more and register today.

Topic Risk Management

Register Now

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
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

Register Now

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

Register Now

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

Register Now

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 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

Register Now

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

Register Now

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

Register Now

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

Register Now

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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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