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
Sep
24
2019
Online FactSet Training

 

FactSet Basics

In this 30-minute session you will learn tips on navigating and personalizing your FactSet workspace for maximized efficiency.

Topic FactSet Solutions

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Event
Sep
25
2019
Industry Conference

Location New York

The Trading Show: NY 2019

Join us at The Trading Show NY, where Drake Bushnell is moderating the "Data Infrastructure – Aligning Technology and Strategy to Achieve Peak Investment Performance" panel discussion on September 25th at 11:40 AM. Visit our booth to learn how FactSet can power your investment decisions with best-of-breed content, industry-leading support, and flexible data delivery options.

Topic Performance Management, Information Technology, Quantitative Management

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Event
Sep
25
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

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Event
Sep
25
2019
Industry Conference

Location New York

Sustainable Investment Forum: North America

Visit our booth at the Sustainable Investment Forum to learn how you can leverage FactSet to integrate ESG content with your portfolio and risk analytic applications, examine your portfolio across asset classes and strategies, and test your best thinking.

Topic Performance Management, Quantitative Management

Register Now

Event
Sep
25
2019
Webcast

Location Boston

GIPS 2020 Webcast

Join our live webcast where Sean Murray, FactSet, will lead a panel on GIPS 2020 with Beth Kaiser, The CFA Institute, and Alicia Spencer, ACA Performance Services. If you already GIPS verfired or looking to become verified, this webcast is for you.

Topic Performance Management, Information Technology, FactSet Solutions

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 Portfolio Managment, FactSet Solutions

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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, Quantitative Management

Contact us for more information

Event
Oct
7
2019
Industry Conference

Location Tokyo

Alternative Data Conference

Visit us at the Alternative Data Conference and learn how FactSet can help uncover business relationships, performance and market indicators, sources of risk, and investment opportunities.

Topic Information Technology, FactSet Solutions

Register Now

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, Information Technology

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Event
Oct
9
2019
Industry Conference

Location Mexico City

4th Afores National Convention

Join us at the 4th Afores National Convention to hear from Pat Reilly on the "Sustainable Investments (ESG)" panel and learn more about FactSet's multi-asset class solutions for pension managers.

Topic Performance Management

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
15
2019
Industry Conference

Location New York

MATLAB Computational Finance Conference: 2019

Visit us at MATLAB's Computational Finance Conference to learn how FactSet's integrated tools and content take you from idea to construction and beyond and help uncover business relationships, performance and market indicators, sources of risk, and investment opportunities.

Topic Portfolio Managment, Risk Management, FactSet Solutions

Register Now

Event
Oct
15
2019
Industry Conference

Location Hong Kong

The 14th Annual Battle of the Quants - BIG DATA

Visit us at Battle of the Quants. Learn how FactSet's integrated tools and content can take you from idea to construction and beyond while uncovering business relationships, performance and market indicators, sources of risk, and investment opportunities.

Topic Information Technology, Quantitative Management

Register Now

Event
Oct
15
2019
Webcast

 

Know Your Customer Webcast

The financial industry today is challenged with the Know Your Customer (KYC) processes, exposing their firms to heightened risk, increasing costs, and the potential loss of business. Join us for a live 30-minute webcast where we will discuss the current market and regulatory challenges that financial institutions are facing when conducting KYC due diligence.

Topic Risk Management, Regulatory Compliance

Register Now

Event
Oct
16
2019
Industry Conference

Location London

Alpha Trader Forum 2019: London Equities

Join us at K&K Global Consulting's Alpha Trader Forum 2019, where Henri Waelbroeck will lead a panel on the use cases for data science, machine learning, and artificial intelligence on the buy-side trading desk.

Topic Buy-Side Trading, FactSet Solutions

Register Now

Event
Oct
17
2019
Industry Conference

Location Boston

The CFA Fixed Income Management Conference

Join us at the CFA Fixed Income Management Conference to hear about the latest trends in the global bond market and discover new best practices and solutions. Visit our booth to learn how FactSet can help you with your fixed income strategy.

Topic Financial Advising, FactSet Solutions

Register Now

Event
Oct
22
2019
Industry Conference

Location New York

FINJS NYC Conference

Join FactSet at FINJS New York, a capital markets network that showcases innovations driven by web technologies, to hear how we're partnering with our clients and third-parties to be a primary source of content, analytics, technology, and services in the cloud.

Topic Information Technology

Register Now

Event
Oct
22
2019
Industry Conference

Location Singapore

Waters Asia 2019

Visit our booth at Waters Asia to learn how FactSet can power your investment decisions with best-of-breed content, industry-leading support, and flexible data delivery options.

Topic Portfolio Managment, Performance Management, Information Technology

Register Now

Event
Oct
24
2019
FactSet Hosted Event

Location Dublin

FactSet Forum Dublin

This October, we are excited to host our FactSet forum in Dublin where we will showcase our latest data and technology solutions. Take this opportunity to discuss new features and enhancements, learn best practices, and discover how you can get even more out of FactSet.

Topic Portfolio Managment, Risk Management, Financial Advising, Buy-Side Trading

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
Oct
28
2019
Industry Conference

Location Fort Lauderdale

The T3 Enterprise Conference

Join us at the T3 Enterprise Conference, where executives from financial services firms come together to learn about the best technology and enterprise solutions available. Visit our booth to learn how FactSet can help you create a custom digital experience for your clients and advisors by combining our award-winning technology and investment-grade data.

Topic Portfolio Managment, Performance Management, Financial Advising

Register Now

Event
Nov
4
2019
Industry Conference

Location San Diego

Schwab IMPACT 2019

Join us at IMPACT 2019, where wealth management professionals will learn fresh new perspectives about the industry. Visit our booth to learn how FactSet can help you win and retain clients with our connected data and sophisticated analytics.

Topic Portfolio Managment

Register Now

Event
Nov
5
2019
FactSet Hosted Event

Location Boston

FactSet Performance and Reporting User group

FactSet is excited to host users of our B-One and Vermilion Reporting Suite solutions in Boston to see our latest product developments, discuss the vision for FactSet’s performance and reporting solutions, and network with peers from across North America.

Topic Risk Management, Performance Management, FactSet Solutions

Contact us for more information

Event
Nov
5
2019
FactSet Hosted Event

Location Sydney

Melbourne Cup Australia

FactSet is excited to be hosting our annual client event celebrating Melbourne Cup at Bopp & Tone in Sydney. Event registration is by invitation only so please reach out to us if you are interested to join.

Topic  

Contact us for more information

Event
Nov
5
2019
Industry Conference

Location New York

Risk USA 2019

Join us at Risk USA, where you can hear from FactSet thought-leaders on enterprise risk management. Visit our booth to also learn how FactSet can help you elevate your risk management. Register to find out more.

Topic Risk Management, 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

Register Now

Event
Nov
6
2019
Industry Conference

Location Los Angeles

CutterResearch Member Meeting - Los Angeles

Join us at the CutterResearch Member Meeting in LA, where you can see FactSet’s open and flexible technology solutions for risk, performance, and more. Visit our booth to learn how FactSet can help you.

Topic Risk Management, Performance Management, FactSet Solutions

Register Now

Event
Nov
13
2019
Industry Conference

Location Cape Town

Risk South Africa EMEA

Join us at Risk South Africa, where senior industry experts will help identify and understand emerging trends, risks, and opportunities. Visit our booth to learn about FactSet’s award-winning risk management solutions.

Topic Risk Management, Financial Advising

Register Now

Event
Nov
14
2019
Industry Conference

Location New York

The 2019 RegTech Summit

Join us at RegTech Summit in NYC where Ali van Nes will participate on the panel, "How to digitize the customer experience with KYC and AML Innovation." Meet with one of our representatives on site to learn how FactSet can help you solve your KYC compliance challenges.

Topic Financial Advising, Regulatory Compliance

Register Now

Event
Nov
14
2019
Industry Conference

Location New York

Equity Research and Valuation 2019 Conference

Join us at the 2019 Equity Research and Valuation conference, where investment managers will learn about the latest advances and developments in equity research techniques, valuation, and portfolio management. Visit our booth to learn how FactSet can help you avoid the market's noise and stay focused on client objectives.

Topic Portfolio Managment, FactSet Solutions

Register Now

Event
Nov
14
2019
Industry Conference

Location Boston

The Summit for Asset Management: Boston

Join us at TSAM Boston 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.

Topic Risk Management, Performance Management, Buy-Side Research

Register Now

Event
Nov
18
2019
Industry Conference

Location New York

Wolfe Research 3rd Annual Global Quantitative and Macro Investment Conference

Join us at the Global Quantitative and Macro Investment Conference as FactSet's Terence Kempf, VP, Head of Revere Strategy, speaks on a panel about integrating ESG investing into active management processes.

Topic Quantitative Management

Register Now

Event
Nov
18
2019
Industry Conference

Location Boston

CutterResearch Member Meeting - Boston

Join us at the CutterResearch Member Meeting in Boston, where you can see FactSet’s open and flexible technology solutions for risk, performance, and more. Visit our booth to learn how FactSet can help you.

Topic Risk Management, Performance Management, FactSet Solutions

Register Now

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
21
2019
Industry Conference

Location London

The 14th Annual Battle of the Quants

Visit us at Battle of the Quants. Learn how FactSet's integrated tools and content can take you from idea to construction and beyond while uncovering business relationships, performance and market indicators, sources of risk, and investment opportunities.

Topic Quantitative Management

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

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
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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