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2014 Poison Pill Impetus: Why are U.S. companies adopting poison pills?
FactSet StreetAccount Summary - Week Ahead: January 5-9
In proxy voting, public disclosures often lead to private agreements
The public disclosure of communication with management often leads to private agreements prior to a proxy vote.
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With oil prices falling, why are analysts bullish on Energy in 2015?
Despite falling oil prices, industry analysts are most optimistic on the Energy sector, based on their ratings and target price estimates. Plus: for 2015, both industry analysts and market strategists predict the S&P 500 will increase in value for the year.
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Despite lower gas prices, record high number of Consumer companies lower guidance for Q4
After declining for three consecutive quarters, the number of companies in the S&P 500 issuing negative EPS guidance for Q4 (87) has increased relative to the previous quarter. A record high number (24) of companies in the Consumer Discretionary sector have issued negative EPS guidance for Q4.
2015 S&P 500 preview: Record-level bottom-up EPS and other projections
As 2015 begins, industry analysts and market strategists have made a number of projections for the S&P 500, including target prices and EPS estimates for individual companies in the index and for the index as a whole. This special Market Insight provides an overview of these predictions for 2015.
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Fixed Income portfolio optimization now offered through Axioma Portfolio Rebalancer
The Axioma Portfolio Rebalancer, a fixed income optimization tool, is now integrated with the FactSet workstation.
Predictions for actual earnings growth and earnings surprises for Q4
What will be the actual earnings growth rate for the quarter? Which sectors and industries may report upside and downside earnings surprises over the next few weeks?
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FactSet StreetAccount Summary - US Weekly Recap: Dow (0.54%), S&P (0.65%), Nasdaq (0.48%), Russell (1.09%)
FactSet StreetAccount Summary - Week Ahead: January 12-16
2015 ESG Trends to Watch
MSCI ESG Research Webinar: 2015 ESG Trends to Watch
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The Integration of the Alpha Alignment Factor and Earnings Forecasting Models in Producing More Efficient Markowitz Frontiers
Bijan Beheshti, manager of portfolio and quantitative analytics, summarizes his research recently published in The Journal of Investing: The Integration of the Alpha Alignment Factor and Earnings Forecasting Models in Producing More Efficient Markowitz Frontiers
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Managing Equity Portfolios with Tax Efficiency
Quantitatively-based strategies with a disciplined approach to harvesting losses can produce attractive after-tax returns over time.
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etf snapshot report
Quickly access key information for Exchange Traded Funds in a single report
Poison pills and net operating loss assets: protecting the balance sheet or the board of directors?
The overall activism rate against companies with NOL-specific poison pills is similar to the rate for companies that adopt ownership limits, but the rate of campaigns that target changes in board representation is significantly higher and on-par with the rate for overall activism.
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December retail sales disappoint as energy prices tumble
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Big Three Banks All Miss Earnings Estimates for First Time since Q4 2011
During the past week, Bank of America, Citigroup, and JPMorgan Chase all reported actual EPS numbers for the fourth quarter below the expectations of analysts. The last time all three companies reported actual EPS below the mean EPS estimate in the same quarter was Q4 2011.
FactSet StreetAccount Summary - US Weekly Recap: Dow (1.27%), S&P (1.24%), Nasdaq (1.48%), Russell 2000 (0.76%)
FactSet StreetAccount Summary - Week Ahead: January 19-23
Markit ETP data now available on FactSet to enhance fund performance assessment and screening
Markit’s exchange-traded product (ETP) data has been integrated with FactSet’s analytical tools to support research, investment decisions, risk management, and reporting.
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Maintain compliance and adhere to GIPS provisions with FactSet GIPS Composite Management
FactSet’s GIPS Composite Management seamlessly integrates with your FactSet portfolios, data, and workflows to help you remain compliant and follow the provisions of GIPS (Global Investment Performance Standards).
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Highest P/E Ratio for S&P 500 Energy Sector Since 2002
The Energy sector now has the highest forward P/E ratio of all ten sectors at 22.4.
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Apple is the eye of technology sector earnings again
Apple is scheduled to report earnings for the fourth quarter on January 27.
FactSet StreetAccount Summary - US Weekly Recap: Dow +0.92%, S&P +1.60%, Nasdaq +2.66%, Russell 2000 +1.04%
FactSet StreetAccount Summary - Week Ahead: January 26-30
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A Fundamental Approach to Low Volatility Investing
To maximize long-term cumulative growth through downside protection, a fundamentally-driven, low-volatility strategy offers greater potential.
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Proxy access wolf packs in sheep's clothing
Proxy access may be much more than another checkbox on the shareholder rights scorecard.
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New Corporate Actions report is now available in the Company/Security tab
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corp actions report
Q4 earnings rise on Apple surprise, while Q1 earnings now expected to see year-over-year decline
It was a tale of two earnings growth rates for the S&P 500 this past week.
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FactSet StreetAccount Summary - U.S. market recap: Dow (1.45%), S&P (1.30%), Nasdaq (1.03%), Russell 2000 (2.08%)
FactSet StreetAccount Summary - Week Ahead: February 2-6
FactSet StreetAccount Summary - Week Ahead: February 9-13
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