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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. 

BVCA Virtual Summit

Join us at the BVCA Virtual Summit where private equity and venture capitalists will gather to hear from leading industry experts. Visit our virtual booth to find out about FactSet's award-winning products and services.

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Event
Sep
23
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.

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Event
Sep
23
2020
Online FactSet Training

Location Online

Intro to FactSet for Wealth Managers

This course will introduce you to the necessary tools needed to make informed decisions for your clients.

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Event
Sep
24
2020
Online FactSet Training

Location Online

Graph on the Go: Generate Dynamic Charts in PowerPoint

Create refreshable graphs in PowerPoint and format charts to meet your firm’s presentation standards.

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Event
Sep
24
2020
Industry Conference

Location Virtual Conference

Sustainable Investment Forum North America 2020

We are excited to sponsor the Sustainable Investment Forum. Visit our virtual booth to learn how FactSet can help you build sustainable investment strategies with flexible ESG data, research, and analytics.

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Event
Sep
28
2020
Webcast

Location Live Webinar

Impact Investing & ESG Asset Allocations

FactSet is proud to sponsor AIM Summits webinar on “Impact Investing & ESG Asset Allocation.” Hear from industry experts who will be discussing the evolution of impact investing and considerations for investors who want to invest in a conscious or impactful way.

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Event
Sep
29
2020
Online FactSet Training

Location Online

Analyze Market Reactions to Earnings Releases

Track earnings, measure surprise and price impact for your portfolio, audit post-event consensus, and compare SEC filings.

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Event
Sep
29
2020
Industry Conference

Location Virtual Conference

Financial Data Management Champions

FactSet is thrilled to sponsor Corinium's Data Champions event where executive-level data management leaders in financial services will learn about the latest financial data innovations.

Register Now

Event
Sep
30
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.

Register Now

Event
Sep
30
2020
Industry Conference

Location Virtual Conference

FIMA USA Virtual Event

FactSet is proud to sponsor FIMA USA, the virtual event for data management leaders in finance.

Register Now

Event
Oct
1
2020
Industry Conference

Location Virtual Conference

FinTech Virtual Summit

Join us at InvestmentNews' Fintech Summit to learn how FactSet's latest wealth management tool, Advisor Dashboard, can help you streamline your workflow and become more efficient.

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Event
Oct
6
2020
Online FactSet Training

Location Online

PA: Greatest Hits

Leverage unique reports and datasets in Portfolio Analysis to uncover valuable insights about your portfolio holdings.

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Event
Oct
6
2020
Industry Conference

Location Virtual Conference

AI Champions, Online: Trading & Investment

FactSet is thrilled to sponsor Corinium's AI Champions event. Be sure to join FactSet's Mackenzie Hargrave for a panel discussion, "Leveraging Alternative Data to Navigate an Uncertain Economy," on October 8, from 2:45 to 3:30 p.m. ET.

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Event
Oct
7
2020
Industry Conference

Location Virtual Conference

BVCA Virtual Summit: London

Join us at the BVCA Virtual Summit where private equity and venture capitalists will gather to hear from leading industry experts. Visit our virtual booth to find out about FactSet's award-winning products and services.

Register Now

Event
Oct
12
2020
Industry Conference

Location Virtual Conference

ACLI Annual Conference 2020

Join us at the ACLI Annual Conference, where insurance professionals examine today's business and political issues.

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Event
Oct
13
2020
Industry Conference

Location Virtual Conference

Amtech Day 2020

FactSet is excited to sponsor AmTech Day 2020, the European market event dedicated to the impact of technological innovation on the asset management industry. Join Surender Uttamsingh, Vice President, Sales Director, EMEA & APAC, who will speak on the roundtable “How to become an enhanced adviser, increase listening and interaction time with clients, and customize product range and marketing.”

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Event
Oct
14
2020
Industry Conference

Location Virtual Conference

CFA Institute's Women in Investment Management: Access to Success in a Changing Industry

FactSet is proud to sponsor the CFA Institute's Women in Investment Management: Access to Success in a Changing Industry virtual conference, where attendees will explore methods on how to generate greater access and inclusion in the investment industry.

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Event
Oct
20
2020
Online FactSet Training

Location Online

Exploring StreetAccount News in FactSet

Discover how to use FactSet's StreetAccount application and Alert Manager throughout earnings season and beyond.

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Event
Oct
27
2020
Industry Conference

Location Zürich

SIPUG Day: 2020

FactSet will be exhibiting at the forthcoming SIPUG Day in Zurich on October 27, 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.

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Event
Oct
27
2020
Industry Conference

Location Virtual Conference

API:World 2020

FactSet is thrilled to be sponsoring the largest, longest-running API event. Visit our virtual booth to learn how you can build financial models and power customized applications with FactSet APIs.

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Event
Oct
27
2020
Industry Conference

Location Virtual Conference

24th Annual GIPS Standards Virtual Conference

Join us at the 24th Annual GIPS Standards Virtual Conference where asset managers and owners will address the key points to be able to comply with the 2020 edition of the GIPS standards. Be sure to connect with one of our reps online to learn more about FactSet GIPS Solution.

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Event
Oct
29
2020
Industry Conference

Location Milan

SIAT QuanTech

Talk to us at SIAT QuanTech to learn how you can research, optimize, and simulate portfolios on one platform with FactSet.

Learn more

Event
Nov
2
2020
Industry Conference

Location Virtual Conference

ESG Virtual Investment Summit - London

Join us at the Virtual ESG Investment Europe where Gregoire Haftman will lead the panel "Take Data to The Next Level: Finding New Data Sources for Assessment & Screening" to discuss new datasets like satellite and drone data and social media data.

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Event
Nov
3
2020
Industry Conference

Location Virtual Conference

FIMA Europe

Join us at the FIMA Europe virtual conference in a one to one meeting 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.

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Event
Nov
5
2020
Industry Conference

Location Virtual Conference

2020 CFA Society South Africa

Join us online at the 2020 CFA Society South Africa Virtual Annual Investment Conference where local buy- and sell-side investment professionals from regulatory and investment-related businesses learn from topics to increase technical skills and knowledge in an ever-changing world.

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Event
Nov
16
2020
Industry Conference

Location Virtual Conference

SCIP IntelliCon 2020

oin us at SCIP IntelliCon 2020, where business professionals will come together to build and share strategic intelligence, research decision-support tools, processes, and analytics capabilities. Visit our virtual booth to see firsthand how FactSet can partner with you to enable strategic advantage and growth in the face of disruption and uncertainty.

Register Now

Event
Nov
17
2020
Industry Conference

Location Chicago

SCIP IntelliCon 2020

Join us at SCIP IntelliCon 2020, where business professionals will come together to build and share strategic intelligence, research decision-support tools, processes, and analytics capabilities. Visit our booth to see firsthand how FactSet can partner with you to enable strategic advantage and growth in the face of disruption and uncertainty.

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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