RISK MANAGEMENT

Access a flexible and innovative enterprise solution for managing risk across the full portfolio lifecycle.

ROBUST AND FLEXIBLE RISK FRAMEWORKS ACROSS YOUR ENTERPRISE

Leverage our award-winning suite of trusted analytics, premier models, global, multi-asset class data, and reporting tools to fuel your decision-making and drive portfolio performance. Understand your portfolio's true risk, identify investment opportunities, stress test investment ideas, and build resilient high-performing products. Our comprehensive, configurable enterprise risk management solutions empower you to transform everyday analysis into valuable decision-drivers while connecting the front, middle, and back office.

Risk and MAC
Risk Managers

    Understand portfolio risk with a linear approach

    Watch our webcast, A Concentration on Risk, Understanding Portfolio Risk with a Linear Approach, to see an outlook on portfolio risk and why linear risk plays such a crucial role, an overview of FactSet’s new Global Linear Factor Risk Model, and a walk through of key linear risk reports and how to seamlessly implement them into your investment process.

    Award-winning risk management solutions

    integrate risk analytics at every stage

    Integrate risk analytics into your investment process.

    Integrate risk analytics at every stage of the portfolio lifecycle, from research and construction to oversight and reporting, with a single source of data integrity. FactSet’s multi-asset class models are fully integrated across our enterprise solutions and enable you to view risk across the many steps of your investment process; from high-level dashboards to flexible portfolio-, factor-, and asset-level detail, all the way to client-ready presentations.

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    Integrated Analytics
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    Align your risk model with your investment process.

    Choose the risk model that matches your investment process with risk models from FactSet and Cognity, other leading model vendors, or your own custom models. Better than standalone providers, FactSet lets you incorporate and compare models from multiple risk model providers. Include asset classes that are most important to your investment style such as: equity, fixed income, commodity, currency, alternatives and private assets, and their derivatives and take risk management from a reporting function to a true driver of decisions.

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    Risk Models
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    Decompose risk and create optimal portfolios.

    Gain insights on risk beyond volatility and tracking error with downside and extreme event risk and integrate FactSet’s extensive market and security data to take your analysis to the next level with customized stress testing. Our fat-tail distribution framework lets you capture risk across the distribution and better reflect real-world events. Use our integrated optimizer tools to set portfolio constraints and generate the trades necessary to construct a multi-asset class portfolio with an optimal risk-return tradeoff. Incorporate your strategy with limits on sector weights, asset weights, turnover, and other metrics so your optimal portfolio is sure to comply with fund mandates.

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    Risk Decomposition
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    Pinpoint vulnerabilities across all portfolios.

    Use factor stress testing and extreme-event stress testing to identify vulnerabilities in your portfolios and assess them under a broad array of market environments and historical scenarios. FactSet’s robust market data gives you everything you need to create custom shocks and stress tests with control over factor, direction, magnitude, and correlation assumptions. When news breaks or trends shift, quickly quantify firm-wide exposures to a security, an issuer, an industry, a country, or a specific set of securities to analyze precise ownership.

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    Exposure Across Portfolios
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    Maintain compliance with shifting regulations.

    The risks and costs associated with new and enhanced regulatory mandates are growing every day and keeping up with policy can derail your strategies. FactSet’s combination of industry expertise, reliably connected data, portfolio analytics , multi-asset class risk modelingclient reporting, and strategic partnerships can ease the burden of compliance with many regulations and standards including MiFID II, Solvency II, UCITS, KYC, and many others.

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    Regulatory Compliance
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    Answer complex questions with unique data.

    New asset types need more complete data to uncover a security’s true risk. FactSet’s fully integrated alternative data, along with hand-selected partner data, gives you the information you need to better understand your ESG exposures; decompose the revenue segments of your portfolio across regions, countries, sectors, and industries; and easily identify underlying assets of any mutual fund, ETF, or other internal assets. Set thresholds to ensure your portfolios are investing according to compliance guidelines or risk tolerances. Rely on FactSet’s open technology to enable you to access and consume data via API.

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    Unique Data
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    Focus on risk, not data processing.

    Throughout your process, concentrate on analytics and not on data maintenance, when you let FactSet take on the processing of your firm’s data and analytics. Our team of specialists works around the clock to monitor and remedy issues during all stages of your workflow from data extraction to analytical enrichmentthrough report generation and data delivery.

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    Trusted Data

    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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