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FactSet Funds is an ideal distribution channel to market your fund information directly to more than 63,500 FactSet users, most notably wealth managers, fund of funds, pension funds, and sovereign funds.

FactSet publishes and disseminates fund data provided by major fund managers in more than 75 countries. The information is fully integrated into the FactSet platform, letting users easily select the data they want to see, and quickly run their own analysis and selection process based on the allocation of funds.

The FactSet Funds database integrates portfolio details from thousands of databases (including equity, fixed income, pooled, segregated, private, money market, UCITS, fund of funds, master funds, exchange traded funds, exchange traded notes, and exchange traded commodities data) on a single platform to offer a comprehensive workflow solution for publishing data.

Connect with Institutional Investors

Publication of your information on FactSet Funds is free. You may start or stop contribution at any time.

  • Increase exposure: Market your key investment expertise to a broad network of institutional investors. Choose the desired frequency and embargo period of your contribution.
  • Enhance service: Allow your clients and prospective investors to go beyond the fund’s performance and ratings data to refine their analysis and selection process by looking at the detailed asset allocation of each fund.
  • Expand access: Target and contact institutions that invest in specific sectors and regions that fall under your particular expertise using the FactSet Fund Center screening tool.

FactSet receives most file formats, and will work with you to streamline the transfer of your portfolio information. By contributing your portfolio information to FactSet Funds, you consent to FactSet's further unlimited redistribution of the submitted data and metadata. Fund buyers and investment advisors can access FactSet Funds data through FactSet applications or via an XML-based data feed.

To learn more visit our page on Content Contribution.

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