Marketplace Catalog

Data Feed

FactSet Estimates - Detail

Updated intraday, the FactSet detail estimates feed provides individual broker-level estimates collected from over 800 sell-side analysts. This database contains 20+ years of broker history across more than 59,000 global companies. Data Frequency: Quarterly; Update Frequency: Intraday.

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Highlights:

FactSet Estimates - Detail

Review comprehensive detail-level estimates and statistics from leading investment banks and research firms

View estimate types for thousands of active and inactive global companies, including segment estimates and company-issued guidance and actuals, as well as commodities and sector-specific data

Benefit from persistent analyst identification and tracking from broker to broker, including contact information where available

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Data Feed

FactSet Streaming Exchange DataFeed

FactSet’s Streaming Exchange DataFeed provides cost-effective access to consolidated real-time and delayed global exchange data. Proprietary technology normalizes data from over 200 global exchanges and across 150+ data fields. Asset types integrated include equities, futures, options, warrants, fixed income, mutual funds, ETFs, indices, commodities, and FX rates. The Streaming DataFeed is an object-oriented framework used to communicate with a FactSet data source. FactSet’s Proprietary SDK assists developers with all aspects of communication, request/message processing, and subscription management. The classes provided by the SDK simplify data access by providing asynchronous messages to application-defined callbacks.

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Highlights:

FactSet Streaming Exchange DataFeed

Stream consolidated real-time and delayed exchange data from over 200 global exchanges across all major asset types for a custom list of symbols. Cutting-edge technology ensures reliability and provides scalability to allow applications to seamlessly process exchange data.

Leverage FactSet’s redundant data centers for simple and elegant programmatic access to normalized exchange data. Flexible delivery options are available via the internet using FactSet’s hosted servers or a local FactSet Workstation connection.

Reduce development time by powering proprietary and third-party applications with streaming exchange data, including depth of book, from a unified data model. Choose between FactSet’s propriety Windows and Linux based SDKs in C++, .NET, JAVA, and COM.

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Data Feed

FactSet Options Reference Data

The FactSet Options Reference DataFeed provides access to a series of identifier, price, Greeks, and reference data items for a global universe of active options.

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Highlights:

FactSet Options Reference Data

Access broad, global coverage of options on equities, futures, FX, and indices via a single, comprehensive flat-file.

Leverage standard packages for Global, USA, & Global Ex-USA markets, or define a custom exchange list tailored to your investment universe.

Empower enterprise data management platforms and your security master with the data they need, when they need it.

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Data Feed

FactSet Corporate Governance

FactSet’s corporate activism database, SharkRepellent, allows you to monitor and analyze corporate activism with data items related to poison pills, significant activism reported in SEC filings and news sources, and key takeover defenses compiled from articles of incorporation, bylaws, and other publicly available sources. Data Frequency: Event; Update Frequency: Intraday.

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Highlights:

FactSet Corporate Governance

Access activism campaign details, including participants, events, defenses, filing dates, and related entities

Leverage takeover defense and corporate governance data, including bullet proof ratings, charter provisions and amendment details, and appeal/repeal percentage requirements

Obtain data for all U.S. in-force poison pills, Canadian in-force and ratification pending poison pills, and any other non-U.S. EDGAR filers that adopts a U.S. style poison pill

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API

Open:FactSet Marketplace API

Access FactSet’s comprehensive catalog of Data Feeds, APIs and Technology Solutions available on the Open:FactSet Marketplace. API endpoints enable you to retrieve product attributes, media files, documentation, categories and filters to seamlessly integrate and display content within your environment.

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Highlights:

Open:FactSet Marketplace API

Seamlessly integrate product offering details from the Open:FactSet Marketplace into your environment.

Enrich your marketplace with FactSet’s comprehensive library of Data Feeds, APIs and Technology Solutions.

Leverage resources such as product attributes, descriptions, filters, classifications and media files to enhance the user experience.

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Data Feed

FactSet Document Distributor - XML Transcripts

Access information for over 1.7 million company corporate events, such as conference call date and time, access details, and participant name and contact information. Transcript participants are mapped to FactSet symbology, allowing users to perform historical analysis on firms, individuals, analysts, or brokers using FactSet’s permanent identifiers. Updated intraday, this feed delivers event transcripts in a standardized and tagged XML format.

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Highlights:

FactSet Document Distributor - XML Transcripts

Rely on sentiment and natural language processing models with a well-defined XML format

Leverage FactSet symbology to perform efficient cross-content analysis on company call participants with other content sets, such as Estimates and People databases

Access information on key events, including but not limited to earnings calls and releases, analyst, investor and shareholder meetings, and special events like M&A activity

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Data Feed

FactSet Estimates - Consensus

Gain access to 20+ years of comprehensive estimates and statistics on a wide variety of financial statement items as well as industry specific metrics. Updated intraday, FactSet’s consensus estimates are aggregated from a wide base of contributors and cover over 19,000 active companies across 90+ countries. Data Frequency: Quarterly; Update Frequency: Intraday.

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Highlights:

FactSet Estimates - Consensus

Access 200+ data items, including 100+ metrics across 18 industries, including airlines, banking, insurance, oil/gas, and retail. Actuals and Guidance are also available where provided

Leverage estimates that are collected directly from the research reports and flat file feeds of over 800 contributors across 55 countries

Gain transparency with improved consensus classes with broker methodology identification and reconciliation

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Data Feed

FactSet Fundamentals Industry Metrics

FactSet Fundamentals Industry Metrics provides a rich, global data set of performance-driving metrics in airlines, retail, metals & mining, oil & gas, pharmaceuticals, hotels & gaming, banks, REITS, homebuilding, and telecommunications.

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Highlights:

FactSet Fundamentals Industry Metrics

Take your investment models to another level by incorporating over 1,000 industry-specific data items.

Focus your industry analysis on the indicators that separate the leaders from the laggards among a global universe of companies.

Leverage FactSet's connected data model to uncover possible correlations between industry outperformers and factors derived from other unique FactSet content sets.

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API

FactSet Ownership API

FactSet’s Ownership data provides institutional, mutual fund, stakeholder, and float-related share ownership information for equities and fixed income securities worldwide from company and institutional filings, investor reports, and press releases. Updated daily, this database provides 17+ years of history across 120 countries.

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Highlights:

FactSet Ownership API

Access unadjusted history and insider transactions that provide as-reported positions for active and terminated securities and holders.

Get more accurate institutional and manager aggregations with shareholder identification and entity relationships.

Rely on accurate free-float data that represents shares truly available in the market.

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Data Feed

FactSet Debt Capital Structure

Thoroughly examine a company’s sources of debt. Access public and private company debt financing and analyze debt at the individual instrument level. FactSet Debt Capital Structure provides summary and detailed information on the debt structure of more than 75,000 reporting entities globally, linked to over 45,000 ultimate parents. Capture revolving credit (balances and availability), term loans, notes and bonds, and other borrowings as of a specific fiscal date. Data Frequency: Quarterly; Update Frequency: Daily.

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Highlights:

FactSet Debt Capital Structure

Utilize FactSet symbology to map individual debt instruments to the entity level in order to connect to equity listings and other content sets

Leverage the liquidity package to see the total size, usage, and availability of an entity’s credit facilities

Break out a company’s total debt, collected from financial statements, credit agreements, and indenture, into individual debt instruments for further analysis

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Data Feed

FactSet ETF

FactSet ETF data feeds provide complete and accurate security, fund and reference data across the universe of exchange-traded products. Data is sourced from ETF providers across the globe and includes more than 100 unique data points, resulting in comprehensive coverage to help you evaluate and construct ETFs, analyze potential trades, and perform fund research. Data Frequency: Daily; Update Frequency: Intraday.

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Highlights:

FactSet ETF

Analyze fund composition with detailed holdings data for both equity and fixed income securities, including shares, market values, and weights.

Identify trends over time with time series fund level information such as Fund Flows, NAV and AUM.

Create objective measures of fund efficiency, risk, tradability, and fit relative to benchmark by utilizing proprietary ratings, scores and reference information such as launch date, currency and expense ratio.

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Solution

FactSet Views

FactSet Views delivers reports from the Workstation (ranging from News and Prices to Estimates and Ownership) that clients can embed into their websites, portals, and applications. The reports render in a dynamic fashion and offer supplementary functionality such as downloading and pop-ups to additional information.

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Highlights:

FactSet Views

Leverage FactSet's best-of-breed data, reports, and applications in your own websites, portals, and applications.

Access Views reports via a URL that can be embedded in an iFrame, seamlessly connect end users to FactSet content via SAML 2.0 single sign-on, and manage end user permissions with FactSet’s User Provisioning API.

Shorten project timelines and achieve lower costs by utilizing FactSet's off-the-shelf, curated, industry-proven reports.

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Data Feed

FactSet Concordance Service

The FactSet Concordance Service leverages FactSet’s extensive entity master and Symbology databases along with its industry leading content collection expertise to provide one-to-one relationships between locally managed identifiers and the FactSet Entity ID. FactSet identifiers are mapped to industry-standard identifiers, as well as to a comprehensive set of reference data and unique content, to greatly enhance the ability to connect other content sets quickly and easily.

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Highlights:

FactSet Concordance Service

Save time and resources by outsourcing the cumbersome and time-consuming task of mapping data from disparate sources. Leverage FactSet’s 40 years of experience acquiring, integrating and managing content to ensure complete and concorded data.

Offered via API, scheduled feeds, and a web application - FactSet’s flexible, automated Concordance solutions can integrate into your existing or legacy systems without creating an additional burden for your back office.

Rely on a single system for your analytic, risk management, concordance, and regulatory needs. Optimize the organization of your internal data assets and 3rd party data to increase efficiency, transparency, and scalability.

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Solution

FactSet Workstation

The FactSet Workstation, available installed or fully web-based, seamlessly combines hundreds of data sources in one user-friendly research solution. Leverage sophisticated search technology to find information quickly and easily. Create customizable watch lists, alerts, models, and screens to gain actionable insight - anytime, anywhere. Rely on an industry-leading support team that is available 24/7 by phone, email, or IM.

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Highlights:

FactSet Workstation

Consume connected, global content in pre-built, intuitive reports and easily test new ideas with FactSet’s robust suite of analytical tools. Surface fresh insights and identify opportunities with unique data sets, customizable charting, and sophisticated screening options.

Receive curated, contextual news and quotes. FactSet delivers both the market-level headlines and granular details needed to make better decisions faster. Get accurate, real-time updates on the topics, companies, and industries that matter to you.

Automate your workflow for maximum efficiency. FactSet’s industry-leading tools for Microsoft Office enable auditable, refreshable links to FactSet content in your models, charts, and tables in Excel, Word, PowerPoint and Outlook.

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Data Feed

FactSet Data Management Solutions

Gain access to FactSet’s security- and entity-level symbology and comprehensive entity reference data. Data Management Solutions (DMS) provides all the necessary relationships and connections you need to link disparate sources of information to a master identifier.

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Highlights:

FactSet Data Management Solutions

Expose direct and indirect relationships and hierarchies between entities, securities, people, and funds through time.

Access comprehensive entity and security reference data, along with LEI linkages, to help fulfill compliance and regulatory reporting requirements.

Link and aggregate a variety of content sources to meet your analytical, risk management, and regulatory needs.

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Data Feed

FactSet Hierarchy

Get a 360-degree view of a company's diverse businesses. Our unique multi-sector, variable-depth classification system groups companies with up to three times the depth found in conventional industry classification systems. When fully expanded, the Hierarchy has over 7,000 sector and product groups, providing the precision needed to understand companies in a multi-dimensional manner.

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Highlights:

FactSet Hierarchy

Access global coverage, including a cross section of large, medium, and small companies across all sectors, prioritized by (but not limited to) index inclusion, liquidity, market value, and asset size

Leverage bottom-up taxonomy construction that groups products and services in both primary and ancillary lines of business

Examine a unique source for discovering valuation anomalies, analyzing market share, and understanding revenue exposures across hundreds of industry verticals

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Data Feed

FactSet Geographic Revenue Exposure

FactSet Revere Geographic Revenue ("GeoRev") Exposure data provides a highly structured and normalized display of companies’ revenues by geography. Quickly understand a company’s revenue exposure in countries impacted by geopolitical, macroeconomic, and market risk. Understand the geographic footprint of a company based on sources of revenue versus country of domicile, and analyze global revenue exposures at the company, index, or portfolio level. Data Frequency: Annual; Update Frequency: Daily.

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Highlights:

FactSet Geographic Revenue Exposure

Understand the geographic footprint of a company based on sources of revenue, versus country of domicile, highlighting opportunities and risk

Rely on a calculation engine that algorithmically distributes revenues from disclosed region to country level

Leverage a four-level taxonomy, containing data for 280+ countries, regions, and super-regions

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API

FactSet Estimates API

Access 20+ years of comprehensive estimates and statistics on a wide variety of financial statement items as well as industry specific metrics. FactSet’s consensus estimates are aggregated from a wide base of contributors and cover over 19,000 active companies across 90+ countries.

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Highlights:

FactSet Estimates API

View estimate types for thousands of active and inactive global companies, including segment estimates and company-issued guidance and actuals, as well as commodities and sector-specific data.

Review comprehensive detail-level estimates and statistics from leading investment banks and research firms.

Benefit from persistent analyst identification and tracking from broker to broker, including contact information where available.

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Data Feed

FactSet Fundamentals

Gain access to current, comprehensive, and comparative information on securities in worldwide developed and emerging markets. Composed of annual and interim/quarterly data, detailed historical financial statement content, per share data, and calculated ratios, FactSet Fundamentals provides you with the information you need for a global investment perspective. Data Frequency: Quarterly; Update Frequency: Intraday.

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Highlights:

FactSet Fundamentals

Access over 750 fundamental items, including financial statement data, derived ratios, and both business and geographic segments

Leverage the Officer and Directors package containing personal and professional information on over 500,000 individuals, including employment history, board affiliations, and education

Receive the timeliest data available with intraday updates from press releases for more than 100 key items

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API

FactSet Prices & Returns API

Gain access to comprehensive global coverage for equity prices, returns, volume, shares, splits and dividends. Security types include Common Stock, ADR, GDR, Preferred, Closed-ended Fund, Exchange Traded Fund, Unit, Open-ended Fund, Exchange Traded Fund UVI, Exchange Traded Fund NAV, Preferred Equity, Non-Voting Depositary Receipt/Certificate, Alien/Foreign, Structured Product, and Temporary Instruments. Reference over 180,000+ active and inactive securities. Perform quick analytics by controlling the date ranges, currencies, and rolling periods, or simply request Open, High, Low, and Close prices. Easily connect pricing data with other core company data or alternative content sets using FactSet’s hub and spoke symbology.

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Highlights:

FactSet Prices & Returns API

Access historical prices, returns, volume, shares, splits, and dividends for a global equity universe, including Common Stock, ADR, GDR, Preferred Equity, Closed-ended Fund, Open-ended Fund, and Exchange Traded Fund securities.

Leverage flexible parameters to specify return settings including dividend reinvestment, currency and rolling calculation period in the request. Comprehensive pricing metrics include Open, High, Low, and Close.

Perform historical research and modeling alongside core company data, such as, Fundamentals, Estimates, and Ownership.

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Data Feed

FactSet Global Sanctions

Monitor the entities (companies and individuals) on U.S. and global economic sanctions lists with FactSet Global Sanctions. This data set monitors the U.S. Treasury’s Office of Foreign Assets Control (OFAC) sanctions lists and other restricted lists maintained by global authorities (e.g., Great Britain, United Nations, and European Union). Identified with FactSet symbology, the entities that appear on these lists are further analyzed to identify related entities as well as the connecting relationship.

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Highlights:

FactSet Global Sanctions

Leverage data on the aliases for entities and individuals to support enhanced due diligence with client onboarding, KYC, and AML workflows

Access over 125 global sanction lists, including the dates the individual or entity first appeared and last appeared on the list

Identify direct relationships, parent hierarchy relationships, and affiliated entities

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Data Feed

FactSet Supply Chain Relationships

FactSet Revere Supply Chain Relationships data is built to expose business relationship interconnections among companies globally. This feed provides access to the complex networks of companies' key customers, suppliers, competitors, and strategic partners, collected from annual filings, investor presentations, and press releases.

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Highlights:

FactSet Supply Chain Relationships

View direct relationships (relationships disclosed by the reporting company) and reverse relationships (relationships not disclosed by the reporting company but by companies doing business with the reporting company)

Analyze 13 key company relationship types to understand how extreme market environments could affect your custom portfolios, and uncover interconnected relationships within and around a stock portfolio that may affect overall performance

Determine the downstream impact of changes in a relationship network and understand opportunities and risks caused by events

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API

FactSet Exchange DataFeed Snapshot API

FactSet’s Exchange DataFeed Snapshot API provides cost-effective access to real-time and delayed global exchange data. Proprietary technology normalizes data from over 200 global exchanges and across 150+ data fields. Asset types integrated include equities, futures, options, warrants, fixed income, mutual funds, ETFs, indices, commodities, and FX rates. Cutting-edge technology ensures reliability and provides scalability that allow applications to request multiple items at a time. To simplify client-side development an entire response can be placed in a matrix or table for effortless integration into internal and external applications.

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Highlights:

FactSet Exchange DataFeed Snapshot API

RESTful API delivers consolidated real-time and delayed exchange data from over 200 global exchanges across all major asset types based on a custom list of symbols. Leverage FactSet’s redundant data centers for simple and elegant programmatic access to normalized exchange data.

Reduce development time by powering proprietary and third-party applications with exchange data from a unified data model. Using specified output formats (CSV, XML, JSON, or HTML) receive all standard fields by default or customize the list based on specific needs. Flexible delivery via the internet using FactSet’s hosted servers or a local FactSet Workstation connection.

Control the frequency and size of your requests through scalable technology. Make structured requests at defined intervals or pull data ad-hoc based on your application requirements.

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Data Feed

FactSet Ownership

FactSet’s Ownership data provides institutional, mutual fund, stakeholder, and float-related share ownership information for equities and fixed income securities worldwide from company and institutional filings, investor reports, and press releases. Updated daily, this database provides 17+ years of history across 120 countries. Data Frequency: Quarterly; Update Frequency: Daily.

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Highlights:

FactSet Ownership

Get more accurate institutional and manager aggregations with shareholder identification and entity relationships.

Rely on accurate free-float data that represents shares truly available in the market.

Access unadjusted history and insider transactions that provide as-reported positions for active and terminated securities and holders.

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Data Feed

FactSet People

Gain instant access to personal and professional information for individuals associated with over 1.3 million firms, including public and private companies and financial sponsors, as well as private equity firms and investment professionals. Active and historical employment, board positions and select job details are included. The FactSet People database is updated intraday.

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Highlights:

FactSet People

Review personal and professional information for individuals, including details such as biographical, educational, professional, direct ownership information, and management and board affiliations

Find job details for portfolio managers and analysts, such as historical fund management and regional security coverage, and identify relationships based on shared employer, tenure, board history, and educational background

Uncover connections between two or more individuals with information from company websites, SEC/SEDAR filings, newswires, institutional coverage lists, sell-side broker reports, and direct contact with entities

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Data Feed

FactSet Tick History DataFeed

FactSet’s Tick History DataFeed provides cost-effective access to consolidated real-time and delayed global exchange data. Proprietary technology normalizes data from over 200 global exchanges and across 47 tick history fields. Asset types integrated include equities, futures, options, warrants, fixed income, mutual funds, ETFs, indices, commodities, and FX rates. Receive end-of-day tick data on a scheduled basis for a custom list of symbols via FTP. History is available for all quotes and trades for the trailing 6 months and 1-year, respectively. Quotes and trade data for Options is available for 30 days. Receive all trades and quotes by default or filter to only trades.

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Highlights:

FactSet Tick History DataFeed

Access consolidated tick data from over 200 global exchanges across all major asset types for a custom list of symbols. Chose to receive all tick data or specific time periods and intervals to fit unique needs.

Reduce development time by powering proprietary and third-party applications with normalized tick data from a unified data model. Receive all 47 fields by default or customize the list based on specific requirements, such as exchange provided Price, Volume, Bid, Ask and FactSet calculated VWAP and Cumulative Volume.

Receive end-of-day tick data in CSV format delivered via FTP using FactSet’s hosted servers. Files are sent based on specific queues to ensure timely updates for global markets.

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Data Feed

FactSet Broadcast Streaming Exchange DataFeed

FactSet’s Broadcast Streaming Exchange DataFeed provides cost-effective access to consolidated real-time and delayed global exchange data. Proprietary technology normalizes data from over 200 global exchanges and across 150+ data fields. Asset types integrated include equities, futures, options, warrants, fixed income, mutual funds, ETFs, indices, commodities, and FX rates. The Broadcast DataFeed is an object-oriented framework used to communicate with a FactSet data source. FactSet’s proprietary SDK assists developers with all aspects of communication, request/message processing, and subscription management. The classes provided by the SDK simplify data access by providing asynchronous messages to application-defined callbacks.

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Highlights:

FactSet Broadcast Streaming Exchange DataFeed

Reduce development time by powering proprietary and third-party applications with unfiltered and filtered streaming exchange data from a unified data model. Choose between FactSet’s proprietary SDKs for Windows (C++/.NET) or Unix (C++/.NET/C).

Stream consolidated real-time and delayed exchange data from over 200 global exchanges across all major asset types. Simply request an entire exchange or select a customized group of exchanges specific to your data requirements, such as NYSE, NASDAQ, or Euronext. Cutting-edge technology ensures reliability and provides scalability to allow applications to seamlessly process exchange data.

Leverage FactSet’s redundant data centers for simple and elegant programmatic access to normalized exchange data. Delivery occurs via dedicated cloud-based infrastructure using cloud-hosted servers managed by FactSet with a choice between single or multiple production, UAT, and development streams.

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Data Feed

FactSet Hierarchy with Revenue

Hierarchy with Revenue normalizes non-standardized business segment reports of over 47,000 public companies by mapping segment revenues to the granular sectors of FactSet Revere Hierarchy - a patented industry classification taxonomy comprised of over 7,000 niche sector nodes and up to 11 levels of depth. This produces a quantified, variable-depth sector participation tree representing each company’s most granular revenue breakdown in a form that can be compared across relevant peer groups.

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Highlights:

FactSet Hierarchy with Revenue

Easily compare companies’ overlapping sector exposure trees for more lucid peer group analysis.

Augment portfolio construction and screening by evaluating companies’ aggregate exposure to ESG, regulatory, and thematic mandates.

Rely on FactSet’s specialized industry experts to interpret and standardize companies’ as-reported business segments. Gain access to timely and more robust analyses of the companies and niche markets in which they operate.

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Data Feed

FactSet Private Equity

The FactSet Private Equity feed contains comprehensive information on thousands of global private equity and venture capital firms. You can access information about a firm’s venture capital financing rounds, view in-depth company profiles and investment trends, analyze industry and geographic holdings, as well as discover potential investments and buys.

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Highlights:

FactSet Private Equity

View the funds managed by each private equity or venture capital firm, including details on fund open date, status, amount sought, and amount raised

Get details on companies held by the private equity or venture capital firm, including investment date, financing rounds, percent holdings, additional investors, board seats, revenue, industry, and entry deal information

Access the latest pending M&A deals by buyer or seller, management and board, industry and geographic areas of focus, and investment approach overview

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Data Feed

FactSet Solvency II

FactSet’s Solvency II solution provides asset managers and asset owners with a consolidated source of data and analytics to maintain compliance with the European Union’s Solvency II capital and quantitative reporting requirements, which regulate all insurance and reinsurance activity in the EU.

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Highlights:

FactSet Solvency II

Leverage a combination of FactSet’s high-quality, broad content and industry-leading analytics to obtain the most comprehensive enrichment of the TriPartite Template ("TPT") available on the market, including security-level analytics and indicative Solvency Capital Requirements (SCRs).

Strengthen your compliance processes by creating a tailored, effective solution for your specific requirements. Work with our team of regulatory specialists to upgrade your current solution without disrupting your investment process.

Gain access to Solvency II security and entity reference and metadata across asset classes and issuer types, as well as comprehensive fixed income terms & conditions, derivatives and fund look-through data.

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Data Feed

FactSet Economic Events and Estimates

Keep track of past and future economic event calendar and estimate information for 60+ countries and regions with FactSet Economic Events and Estimates. Each event record includes descriptive data, release date and time, and the associated indicator, period, and region. In addition, recent actual and consensus estimates are provided for indicator events. Data Frequency: Event; Update Frequency: Daily.

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Highlights:

FactSet Economic Events and Estimates

Leverage the importance indicator that ranks economic events based on importance to the market - measured using variables such as interest from estimate contributors and historic market impact trends

Access as reported actuals collected from 140+ primary economic sources and consensus estimates extracted from contributor research and calculated as a pre-event statistic

Gain insight into 40+ indicators, including inflation, labor, tourism, surveys, industrial production, and housing & construction

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API

FactSet Symbology API

FactSet’s Symbology API translates market identifiers into FactSet security identifiers.

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Highlights:

FactSet Symbology API

Rely on market-leading symbology to seamlessly connect core and third-party content without worry.

Offload the burden of screening, scrubbing, and connecting content to FactSet.

Gain access to a single point of access to harmonized data and tools needed to power your investment workflow.

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Data Feed

FactSet Mergers

The FactSet Mergers data feed provides global merger and acquisition information for over 500,000 announced mergers, acquisitions, divestitures, and spin-offs involving both public and private companies. In addition to deal terms and details, this feed identifies participants, attitudes, and company details at the time of the announcement. Data Frequency: Event; Update Frequency: Daily.

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Highlights:

FactSet Mergers

Leverage key fields, such as announce date, close date, and rumors reported in verified financial and trade publications to analyze deal activity and identify trends

Track multiple versions of deals as terms change and deals evolve

Access deal details collected from newswires, key financial publications, and newspapers, as well as annual reports, filings, and surveys

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Data Feed

FactSet Reference Data - Fixed Income Terms & Conditions

FactSet Reference DataFeed - Fixed Income Terms & Conditions provides access to a series of fixed income terms & conditions data items, such as coupon details, redemption options, and convertible features, for corporate, government, and agency bonds based on a client-defined global universe.

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Highlights:

FactSet Reference Data - Fixed Income Terms & Conditions

Empower enterprise data management, security master, research, and other workflows with an expansive catalog of data fields.

Discover granular details on the securities present within FactSet's industry-leading entity structure model and easily link content to other FactSet proprietary feeds, like Debt Capital Structure and Data Management Solutions.

Rely on FacSet's data collection expertise to deliver best-of-breed content sourced via FactSet's sophisticated surveillance of global new issues.

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API

FactSet Intraday Tick History API

Experience dynamic intraday access to consolidated, normalized tick history. Reduce the need for additional data analysis and find trades quicker and more efficiently by filtering based on trade condition. Request data as of a specific point in time to receive first trade, last trade, quote at time, or trades at time. Proprietary technology normalizes data from over 200 global exchanges. Asset types integrated include equities, futures, options, warrants, fixed income, mutual funds, ETFs, indices, commodities, and FX rates. History for all trades with Best-Bid-Offer (BBO) quotes is available for a rolling 24-month period, while options are available for a rolling 30-day period.

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Highlights:

FactSet Intraday Tick History API

RESTful API delivers real-time or delayed tick data one security at a time from over 200 global exchanges across all major asset types. Leverage FactSet’s redundant data centers for simple and elegant programmatic access to normalized tick history.

Reduce development time by powering proprietary and third-party applications with tick history from a unified data model. Using specified output formats (CSV, XML, or JSON) receive all 19 fields by default or customize the list based on specific requirements. Flexible delivery via the internet using FactSet’s hosted servers.

Control the frequency and size of your requests through scalable technology. Make structured requests at defined intervals or pull data ad-hoc based on your application requirements.

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Data Feed

FactSet Events

Find details for over 1.7 million corporate events, such as conference call date and time, phone number and password, type of conference call, and investor relations contact information. Transcript participants are mapped to FactSet symbology, allowing users to perform analysis on firms, individuals, analysts, and brokers using FactSet’s permanent identifiers. Data Frequency: Event; Update Frequency: Intraday.

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Highlights:

FactSet Events

Perform efficient cross-content analysis on company call participants with other datasets, such as Estimates and People data

Access comprehensive data on key events, including earnings calls and releases, analyst meetings, investor meetings, shareholder meetings, and special events (e.g. M&A activity)

Leverage event data that is collected from several sources, including newswires, investor relations email distribution lists, websites, and in-house phone research

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Data Feed

FactSet Document Distributor - XML StreetAccount News

With real-time, distilled market-moving information, FactSet Document Distributor -StreetAccount provides access to crucial intelligence for the companies and markets that matter to you in a standardized and tagged XML format. StreetAccount features comprehensive U.S. and European company coverage (and expanding Canadian and Asia Pacific coverage) by scanning all possible sources for corporate news, including corporate conference calls, FDA and EU drug approvals, SEC filings, FTC antitrust decisions, brokerage firm upgrades/downgrades, and trading floor conjecture. It also includes around-the-clock market summaries of the U.S., European, and Asian markets. Intraday updates are available and historical content is available from 2003.

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Highlights:

FactSet Document Distributor - XML StreetAccount News

Augment existing analysis with unique qualitative information from curated news. StreetAccount writers use their collective market expertise to report only those stories that are new and material, providing context where applicable, for an intelligent perspective.

Access unstructured news in an easily consumable, machine-readable XML format that can be seamlessly analyzed within python or other programming languages. Leverage FactSet’s symbology and entity mapping structure to perform cross-content analysis.

Gain deeper insight with FactSet’s enhanced metadata tagging, multiple time stamps, reference data and granular categorizations.

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Data Feed

FactSet RBICS with Tradenames

RBICS with Tradenames maps over 170,000 products, services and brands (a.k.a. Tradenames) to the granular sectors of the FactSet Revere Business Industry Classification System taxonomy, resulting in a multi-sector participation map for each company. Whereas RBICS with Revenue offers quantified multi-sector exposure based on a company’s segment disclosures, RBICS with Tradenames provides a comprehensive view of sector participation at the product level.

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Highlights:

FactSet RBICS with Tradenames

Delve beyond simplistic company-level peer groups to reveal product-level competitors.

Create a robust framework for NLP-based analysis by integrating unstructured or alternative content associated with a particular product, service or brand.

Uncover the true market landscape exposed through the interactions of companies’ complete multi-sector profiles.

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API

FactSet Fundamentals API

Gain access to current, comprehensive, and comparative information on securities in worldwide developed and emerging markets. Composed of annual and interim/quarterly data, detailed historical financial statement content, per share data, and calculated ratios, FactSet Fundamentals provides you with the information you need for a global investment perspective.

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Highlights:

FactSet Fundamentals API

Access over 750 fundamental items, including financial statement data, derived ratios, and both business and geographic segments.

Perform company and comparative analysis of annual and interim data including reported and derived data items.

Rely on a database focused on timeliness, accuracy, and coverage.

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Solution

FactSet Benchmark DataFeed Solutions

FactSet’s Benchmark DataFeed (BDF) service allows you to outsource your data management and greatly reduce your operational costs. FactSet’s normalized and efficient file format is compatible across leading vendors in the performance, reporting, compliance and risk market. Benchmark data, combined with our consistent symbology and a centralized, round-the-clock team for support, ensures a cost-effective solution that frees you up to focus on the critical aspects of your business. The BDF solution also provides quality assurance testing and supports revisions and custom benchmarks. FactSet covers over 350,000 benchmarks, amounting to 4 million plus benchmark variants by currency and return type, across dozens of vendors.

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Highlights:

FactSet Benchmark DataFeed Solutions

Gain a comprehensive solution that scales with your needs and optimizes your benchmark data integration, from performance measurement and client reporting to supporting your compliance and risk workflows. With decades of experience integrating databases and a host of database engineers and quality assurance staff ensuring timeliness and integrity, FactSet provides broad coverage of the highest-quality benchmark data.

Maximize efficiency with flexible, scalable solutions. FactSet’s hub-and-spoke model allows for integration of benchmark data with Economic, Fundamental, Fund, ETF, Derived Fixed Income Analytics, Classification, Ownership, and other data. And benchmark customization tools to handle blends, hedged exposures, exclusions, and more.

Leverage FactSet’s entity centric, historically linked data model to properly handle corporate actions and ensure accurate historical symbols. FactSet’s proprietary symbology is mapped to vendor IDs and standard market identifiers such as CUSIP, SEDOL, ISIN, and FIGI.

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Solution

FactSet Execution Management

Complete the portfolio lifecycle with optimized algorithm selection and automated trading using FactSet’s fully integrated, multi-asset class execution management system (EMS). Combine best-of-breed execution management, powered by Portware Intelligence, with FactSet's robust, accurate data. Strengthen existing FactSet deployments including Portfolio Analysis, risk analytics, attribution, and more, with real-time trade data from the EMS.

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Highlights:

FactSet Execution Management

Gain a fully customizable trading solution that features flexible deployment options, comprehensive market data support, and multi-asset class capabilities. Connect to other applications and data providers through versatile hosted- or cloud-based options.

Employ rules-based automation to help your firm achieve performance at scale. Reduce the burden of managing straightforward trades and empower your team to focus on more difficult, illiquid, or otherwise sensitive orders.

Leverage predictive analytics to determine the optimal execution strategy for any order in any market environment. Optimize algorithm selection based on your specific order trends via portfolio manager profiling, and watch the EMS learn how to trade like you.

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Data Feed

FactSet RBICS with Revenue

RBICS with Revenue normalizes non-standardized business segment reports by mapping companies’ segment revenues to the granular sectors of FactSet Revere Business Industry Classification System (RBICS). This results in a quantified multi-sector participation tree for each company, enabling easy comparison, screening, and grouping across a universe of roughly 47,000 companies. The RBICS matrix structure consists of 12 anchor sectors, 6 levels of depth, and over 1,500 individual sector groups.

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Highlights:

FactSet RBICS with Revenue

Reveal the true sector exposures of a company, index, or portfolio based on a multi-sector classification of each firm’s primary and ancillary revenues.

Screen for companies based on revenue exposure to one or more niche sectors and analyze market share trends over time.

Gain superior visibility of company peer groups, quantified multi-industry competitors and potential M&A targets.

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Data Feed

FactSet RBICS

Get a comprehensive structured taxonomy to classify companies by what they primarily do. FactSet Revere Business Industry Classification System (RBICS) delivers a granular view for investors by classifying companies using a bottom-up approach according to the products and services they provide. By combining this approach with a top-level grouping based on companies’ behavior similarities and stock co-movement, FactSet RBICS delivers unprecedented precision for 1,400+ sector groups.

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Highlights:

FactSet RBICS

Access the fourteen by six matrix structure, consisting of 12 anchor industries and two specialty industries

Leverage the patented bottom-up approach of classifying companies according to the products and services offers unparalleled level of precision and granularity

Create accurate and granular peer groups and identify multi-industry competitors based on a company’s detail product offering

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API

FactSet OnDemand API

The FactSet OnDemand API enables users to access FactSet's wide range of financial data directly through our web service or through our software development kit (SDK). By consuming the FactSet OnDemand API through the web service, users enjoy the flexibility of retrieving data through custom built URLs with control over the output format, the type of HTTP method, and environment used to submit requests. With our SDK, the FactSet OnDemand API can integrate into several programming languages such as Python, VB, .NET, C#, C++, and Java through the Developer’s Toolkit. These integrations bring the data directly into the third-party application, frees the developer from the details of network connectivity tasks, and provides debugging tools.

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Highlights:

FactSet OnDemand API

Access FactSet's vast array of financial data through the FactSet OnDemand API.

Use the FactSet OnDemand API directly through the web service to enjoy flexibility and control.

Use the FactSet OnDemand API though the Developer's Toolkit for integration into programming languages including Python, VB, .NET, C#, C++, and Java.

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API

FactSet RBICS API

Get a comprehensive structured taxonomy to classify companies by what they primarily do. FactSet Revere Business Industry Classification System (RBICS) delivers a granular view for investors by classifying companies using a bottom-up approach according to the products and services they provide. By combining this approach with a top-level grouping based on companies’ behavior similarities and stock co-movement, FactSet RBICS delivers unprecedented precision for 1,400+ sector groups.

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Highlights:

FactSet RBICS API

Access the fourteen by six matrix structure, consisting of 12 anchor industries and two specialty industries.

Leverage the patented bottom-up approach of classifying companies according to the products and services offers unparalleled level of precision and granularity.

Create accurate and granular peer groups and identify multi-industry competitors based on a company’s detail product offering.

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Solution

Portfolio Analytics

Measure performance, risk, style, and characteristics for multiple portfolios and asset classes with best-in-class, flexible reports and charts. With faster reporting and automated calculations, go from data to decision first. FactSet’s full range of portfolio analytics combines all the data and flexibility you need to examine your portfolio across asset classes and strategies.

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Highlights:

Portfolio Analytics

Find answers to complex questions with FactSet’s best-in-class, fully integrated content sets. 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 asset. Integrate third-party content to better understand portfolio exposures. Set thresholds to ensure your portfolios are investing according to compliance guidelines or risk tolerances.

Better understand portfolio composition, performance, and risk. Easily analyze current and historical exposures on an absolute or relative basis. Find what’s driving performance using attribution models to pinpoint which securities and groups contributed to or detracted from overall return. Identify portfolio vulnerabilities and examine drivers of risk at the asset and portfolio levels. Create customized reports and charts that reflect your investment process.

Integrate portfolio holdings and transactions with a nightly upload or direct connection to your custodian, prime broker, or accounting system. Rely on FactSet’s team of data specialists who work around the clock to ensure secure, accurate and consistent overnight processing of portfolio data across all asset classes.

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Solution

Quantitative Research

FactSet’s integrated tools for quantitative research take you from idea to construction and beyond. Create factors, understand and adjust for biases, simulate strategies, optimize portfolio exposures, and manage risk and performance with FactSet’s comprehensive quantitative solutions. With unparalleled data and robust analytics, quantitative teams can discover, develop, and implement innovative strategies, without the burden of manual alignment or data maintenance.

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Highlights:

Quantitative Research

Quickly research investment ideas to find factors that drive performance. Run backtests that integrate your own data and any of the data sources available on FactSet. Use portfolio simulation tools to construct and rebalance more realistic portfolios with buy/sell rules and trading constraints. Easily build presentation-ready reports that combine risk and performance analytics, and batch outputs or query results via API for all your quant models and portfolios.

Keep pace with the rise in new datasets. Use FactSet Data Exploration to explore and evaluate new ideas faster and without adding costly infrastructure. Instantly interact with data from the Open:FactSet Marketplace in a fully hosted environment that includes industry standard databases, programming languages (Python and R), and data visualization tools.

Focus on ideas rather than data management. Rely on FactSet’s extensive symbology mappings and deep, bias-free historical data. FactSet’s hub-and-spoke data model connects disparate content to ensure consistency, transparency and data integrity. A large and experienced team of content collection specialists eliminate data redundancies and discrepancies during the intake process, leading to cleaner and more accurate information.

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API

Benchmark Constituents API

With decades of experience integrating data and a host of database engineers and quality assurance staff ensuring timeliness and integrity, FactSet provides broad coverage of the highest-quality benchmark data. Covering over 350,000 benchmarks sourced from dozens of vendors, the Benchmark Constituent API allows you to quickly request weight, shares held, price, and market values for a specified date and currency. Simply request a Benchmark ID, and the response returns associated constituent data. The data can then be integrated with other economic, fundamental, fund, ETF, estimate, ownership, and classification data using FactSet’s hub-and-spoke model.

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Highlights:

Benchmark Constituents API

Leverage FactSet’s hub-and-spoke model to seamlessly integrate benchmark data with economic, fundamental, fund, ETF, reference, ownership, estimate, and other data.

Quickly and easily retrieve benchmark constituent weights, shares held, price, and adjusted market value for a specified date and currency.

Gain access to constituent data from over 350,000 benchmarks and dozens of vendors.

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API

News API for Digital Portals

The API provides ultra-low latency access to news from over 80 distributors, covering more than 200 publishers. News search results and news article lists can be subscribed to receive streamed updates. All text data is UTF-8 encoded to support true global applications across various languages. The underlying platform can power even the most performance-demanding application environments in the Wealth space. It has been built for scale and easily serves solutions with millions of application users. FactSet’s Wealth APIs draw from almost 20 years of experience creating and using such interfaces in the digital space.

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Highlights:

News API for Digital Portals

Enrich your intranet and web applications with news feeds personalized to your investment focus.

Consume FactSet’s StreetAccount news and 3rd party content through an API that seamlessly integrates with quotes, time series, watchlists, and other Digital APIs.

Incorporate a multitude of search parameters such as region, category, source, article type and provider-specific meta data, to easily filter out the noise.

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API

Quotes API for Digital Portals

The API supports over 20 different price types for each quote and comes with basic search endpoints based on security identifiers and instrument names. The underlying platform is able to power even the most performance-demanding application environments in the Wealth space. It has been built for scale and easily serves solutions with millions of application users. FactSet’s Wealth APIs draw from almost 20 years of experience in creating and using such interfaces in the digital space.

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Highlights:

Quotes API for Digital Portals

Enrich your intranet and web applications with intraday and historical market prices and other related data such as names, ISIN, local identifiers and security cross reference functions.

Display exchange and OTC price snapshots real-time, delayed and end-of-day, as well as aggregated and full orderbook data, streamed and request/response.

Benefit from a unified data model that allows intelligent aggregation and normalization across portfolio, client and market data, as well as proprietary data for personalized alerts, events and intelligent search suggestions.

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Solution

Risk Analytics

Fuel your decision-making and drive portfolio performance with FactSet’s flexible enterprise risk solutions. Transform everyday analysis into valuable decision-drivers with robust, sophisticated risk analytics, premier models, and global multi-asset class data integrated across the portfolio lifecycle. Seamlessly connect your front, middle, and back office with our scalable risk solution.

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Highlights:

Risk Analytics

Better understand true portfolio risk. Choose the model that matches your investment process with risk models from FactSet’s market-leading risk and quantitative research team including Cognity-patented research, leading model providers, or your own custom models. Incorporate short-, medium-, and long-term forecast horizons and easily decompose risk at a specific date or investigate changes over time.

Perform factor and extreme event stress testing to identify vulnerabilities in your portfolios and assess them under a broad array of market environments and historical scenarios. 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.

Integrate portfolio holdings and transactions with a nightly upload or direct connection to your custodian, prime broker or accounting system. Rely on FactSet’s team of data specialists who work around the clock to ensure secure, accurate and consistent overnight processing of portfolio data across all asset classes.

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Solution

Exchange DataFeed Solutions

Rely on a partner with decades of experience collecting and delivering exchange data solutions. FactSet’s Exchange DataFeed Solutions provide cost-effective access to consolidated real-time and delayed global exchange data. Proprietary technology normalizes data from over 200 global exchanges and across 150+ data fields. Asset types integrated include equities, futures, options, warrants, fixed income, mutual funds, ETFs, indices, commodities, and FX rates. Leverage SDKs, RESTful APIs, and DataFeeds to easily power proprietary and third-party applications. With the flexibility of subscribing to an entire exchange or a custom list of symbols, exchange data can be delivered to your systems at scale.

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Highlights:

Exchange DataFeed Solutions

Access consolidated exchange and tick data from over 200 global exchanges across all major asset types. Cutting-edge technology ensures reliability and provides scalability that allow applications to seamlessly process exchange data.

Leverage FactSet’s redundant data centers for simple and elegant programmatic access to normalized exchange data. Flexible delivery is available via the internet or dedicated infrastructure using FactSet’s hosted servers, cloud-hosted servers, or a local FactSet Workstation connection.

Reduce development time by powering proprietary and third-party applications with exchange and tick data from a unified data model. Control the frequency and size of your requests through flexible and scalable technology.

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Solution

StreetAccount

StreetAccount is a premium real-time market intelligence news service that delivers comprehensive US, Canadian and European coverage (and expanding Asia coverage). All possible sources for corporate news are scanned and key story facts are highlighted and presented in an easy-to-read format.

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Highlights:

StreetAccount

Easily filter out the noise. StreetAccount writers use their collective market expertise and experience to report only those stories that are new and material, providing context where applicable, for intelligent, actionable news.

Receive comprehensive portfolio-level coverage delivered directly to your inbox. News and commentary are written in short bullet points that highlight key facts and important information concisely.

Leverage an experienced team of analysts. StreetAccount writers are former industry professionals, well versed in the information that moves stocks and markets.

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Solution

Research Management Solutions (RMS)

FactSet's highly configurable and fully integrated research management tools ensure your research efforts grow alongside your business needs. Give your team the power to collaborate across disparate locations, ensure the security and continuity of your best ideas, and maintain the transparency necessary to comply with evolving regulatory regimes.

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Highlights:

Research Management Solutions (RMS)

Gain a centralized repository for your globe-spanning research. Your best ideas were meant to be shared. FactSet's centralized research repository gives your thought leaders the tools to develop concepts, broadcast breakthroughs, and tap the wisdom of their peers. Mobile access ensures support wherever inspiration strikes, while transparent views and workflows keep teams in synch and prepared to capitalize on every opportunity to expand the business.

Demonstrate compliance with confidence. Many of today's most complex regulations are predicated on your firm's ability to articulate the origin of its investment recommendations. Having a detailed record of your research's development has never been more important, and with FactSet's research management solutions it's never been easier.

Ensure business continuity to protect your progress. When employee turnover or inconsistent data management threaten the impact of your internal research, FactSet's research management solutions let you regain control of your content. Detailed permissioning tools ensure access for the right people, while internal commentary options capture the development of research as it happens.

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API

Time Series API for Digital Portals

The API covers more than 15 years of historic price information and supports over 20 different price types. The underlying platform is able to power even the most performance-demanding application environments in the Wealth space. It has been built for scale and easily serves solutions with millions of application users. FactSet’s Wealth APIs draw from almost 20 years of experience in creating and using such interfaces in the digital space.

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Highlights:

Time Series API for Digital Portals

Enrich your intranet and web applications with time series data, end-of-day or intraday, tick-by-tick or subsampled, and adjusted for currency changes.

Benefit from a unified data model that allows intelligent aggregation and normalization across portfolio, client and market data, as well as proprietary data for personalized alerts, events and intelligent search suggestions.

Use FactSet price histories to display security price charts in various histories and benefit from the platform’s native ChartIQ interface support

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Solution

Managed Database Service (MDS)

FactSet's Managed Database Service (MDS) is the next iteration of its Data Exploration product, allowing users to connect directly to a Microsoft SQL Server database hosted in Microsoft Azure. This environment enables users to access all purchased or trialed Open:FactSet datafeeds without worrying about in-house infrastructure or procurement.

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Highlights:

Managed Database Service (MDS)

Easily upload to and download from the Azure hosted database. Integrate the Open:FactSet data with your own internal applications and servers or build your own data warehouse in the cloud. Use the data analysis tools you work with every day to interact directly with FactSet, third-party, and internal data.

Advance from discovery (via Open:FactSet Marketplace), to trial, to implementation with Managed Database Service. Use MDS in conjunction with, or independent from, FactSet's Data Exploration product to trial datafeeds or to implement them in a local production manner.

Take advantage of a direct, secure connection to a Microsoft Azure hosted SQL Server database to seamlessly query Open:FactSet datafeeds without the need for dedicated infrastructure. Multiple sizing options allow you to select the scale that fits your team's requirements.

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Solution

Performance Measurement & Attribution

Sophisticated next generation portfolio analytics is paired with FactSet’s award-winning B-One performance and attribution solution to allow for highly accurate performance calculations and more frequent and timely reporting. Seamlessly distribute performance data across your entire organization, including front office personnel, marketing and sales specialists, and your executive team. FactSet’s flexible information delivery systems can support any type of market and portfolio data in multiple formats and languages with robust performance and attribution results, native Microsoft Excel integration, API support, and flexible browser portals that deliver results to internal and external clients.

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Highlights:

Performance Measurement & Attribution

Make more informed decisions. Analyze the specific exposures that helped or hurt performance by evaluating absolute or relative returns using several sophisticated attribution models for equity, fixed income, and multi-asset class portfolios or macro attribution models for fund of fund or asset allocation strategies.

Maintain GIPS compliance. With multi-firm and multi-currency capabilities, you can integrate GIPS composites management within your FactSet performance measurement system or use it separately. Both options give you rules-based or manual composite membership, flexible gross/net of fee functionality, and automatic controls and checks at the firm, composite, and portfolio level.

Find and highlight your unique value. Analyze portfolio returns against 20,000 equity and fixed income benchmarks, with more than 70 Modern Portfolio Theory risk statistics such as beta, standard deviation, R-squared, alpha, and tracking error. FactSet helps you determine the peer rankings of your portfolios against thousands of benchmarks, competitor funds, and peer groups.

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Solution

Data Exploration

FactSet Data Exploration combines the power of the Microsoft Azure cloud with the content of the Open:FactSet Marketplace, offering a streamlined way to explore and evaluate new ideas. Instantly interact with data from the Marketplace in a fully hosted environment that includes industry-standard databases, programming languages (Python and R), and data visualization tools. FactSet Data Exploration eliminates the cost of trialing data locally by providing everything needed to analyze new content with a simple log in. The environment is also available for purchase as an annual subscription.

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Highlights:

Data Exploration

Access tools such as Microsoft SQL Server, Python, R, and data visualization software alongside premium financial data in a single location. Seamlessly upload proprietary content to test your data together with FactSet and other 3rd party datasets.

Explore new ideas faster. The cloud-based environment, built on Microsoft Azure, allows you to jump start your evaluation with a username and password in place of costly infrastructure and IT.

Tap into the ever-expanding content catalog of the Open:FactSet Marketplace. Immediately evaluate the latest trends in the market using the newest, integrated datasets as soon as they become available.

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Data Feed

State Street MediaStats and Media Linkages

In partnership with MKT MediaStats LLC, State Street MediaStats quantifies content from over 100,000 digital media sources to analyze the potential impact of media chatter on US equities’ price fluctuations. Media Linkages gauge the size, strength and significance of dynamic inter-company relationships based on co-mentions in media.

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Highlights:

State Street MediaStats and Media Linkages

Gain detailed insights and quantify the impact of media coverage on financial asset prices with daily intensity, sentiment and disagreement indicators for over 3,000 U.S. companies.

Rely on a proprietary process that corrects for a variety of consistent media biases discovered through years of academic research.

Leverage tools that have been carefully designed for investing - not high-frequency trading - to help meet your long-term goals. Unlike other media analytics offerings, which provide real-time alerts to boost trading speed, State Street MediaStats produces consistent, daily measures that help analyze future asset performance over longer time horizons.

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Solution

Quantitative Techniques in Python (QTPy)

Built on Kuberre EDM and Python as the core development environments, Kuberre’s Quantitative Techniques in Python (QTPy) is a comprehensive PaaS technology solution designed for Data Science and Quantitative projects. QTPy offloads the enterprise data management burden to Kuberre while seamlessly providing massively scalable access to underlying data through fully associated Python objects. Clients using this service can start building compelling data science projects in just a couple of weeks.

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Highlights:

Quantitative Techniques in Python (QTPy)

Benefit from ready-to-be-consumed python objects that are pre-populated from federated data sources in a distributed computing environment. Pre-built associations in python objects eliminate complex joins and data access bottlenecks from databases at run time.

Leverage a federated architecture to quickly integrate and explore new data sets with absolute ease and seamless scalability.

Offload Data Engineering from Data Science and accelerate your quantitative projects in Python/R.

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Data Feed

Libra Apollo - the Smart Alpha Solution

Apollo is an asset pricing model that incorporates implied cost of capital to determine both the return opportunity and the risk of loss for over 6700 stocks worldwide. Updated daily, the dataset stretches back to 2000 and provides users with both estimated future cash-flows and the rate at which they’re being discounted. Factors such as style, rating, value, volatility, growth and potential alpha are used to create a proprietary stock level indicator. The dataset can also be used to create aggregate indicators at the portfolio, sector or market level.

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Highlights:

Libra Apollo - the Smart Alpha Solution

Understand the value of a stock at any given moment, as well as the fundamental factors that are driving that valuation. Identify trends over time and quantify the market risk appetite toward a company using Apollo’s proprietary set of signals and indicators.

Enhance existing investment models with Apollo’s unique approach to stock level valuation. Due to the systematic nature of their continuous time series stock level dataset, signals can also be aggregated cross-sectionally to create portfolio, sector or market indicators.

Incorporate valuable alternative data into any stock selection, risk management or portfolio construction process. Leverage Apollo’s proprietary signals or add their bespoke datasets to existing systems.

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Data Feed

RoyaltyStat®

RoyaltyStat® is the best-in-class, most up-to-date, and reliable source of royalty rates extracted from license agreements. RoyaltyStat’s royalty rates are used in transfer pricing, assets purchase price allocation (PPA), reasonable royalty infringement damages, and due diligence connected with tax and intellectual property litigation, business development connected with the acquisition or licensing of intellectual property, bankruptcy, and mergers and acquisitions.

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Highlights:

RoyaltyStat®

Determine the present value of intangible assets (intellectual property) for company valuations in mergers, acquisitions, the securitization of corporate debt and potential damage assessments in IP litigation financing.

Gain access to a database of over 16,500 royalty rates based on the net sales (revenue) of the licensee, with annual data flow ranging from 800 to 1,200 new royalty rates, each extracted from a license agreement.

Analyze supplemental information about the contractual terms in a royalty rate’s source agreement to facilitate comparability assessments.

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Data Feed

LinkUp Raw

LinkUp Raw contains the most complete set of LinkUp’s job market data, dating back to 2007. The dataset includes full job postings sourced directly from employer websites as well as related statistics and analysis of the job postings. Delivered daily, LinkUp Raw consists of 3 distinct components: individual job records, core analytics, and company reference data. LinkUp’s dataset includes over 20 unique job and company level attributes and identifiers, such as, job title, job URL, company name, location, occupation code, sector code, ticker, reference data, and more.

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Highlights:

LinkUp Raw

Rely on a unique, timely, and accurate job listings dataset that is sourced directly from employer websites globally. LinkUp collects, refines and distributes data to deliver insightful, predictive and actionable job market information.

Perform deeper analysis with extensive global coverage, irreplaceable history, and over 20 unique job and company level attributes and identifiers.

Enhance alpha. Create models and signals to assess and predict job growth at the macro, sector, geographic, and individual company level.

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Data Feed

Sentiment & Fundamental Indicators

Valspresso’s data feed empowers subscribers to design and deploy persistent alpha-generating strategies. Valspresso’s proprietary technology and patented methods make it easy for quants, analysts, and portfolio managers to integrate proven indicators and signals into new or existing trading strategies with the objective of reducing risk and improving returns. Historical values are available from 2004 along with an example use case that clearly demonstrates how the Valspresso data can deliver higher alpha and lower beta, consistently. The signals for the use case strategy are available for subscribers to independently reproduce the results and perform their own analysis.

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Highlights:

Sentiment & Fundamental Indicators

Leverage innovative indicators and intelligent technology to identify under- or over-valued securities. Valspresso’s patented measurement method quantifies the market’s price sentiment for every U.S. stock. Their Automated Stock Analyst performs deep fundamental analysis to provide meaningful, actionable insight into a stock’s current price.

Build persistent alpha-generating strategies based on one of Valspresso’s proven predefined templates or customize a baseline strategy to create your own model portfolios. Easily evaluate historical performance back to 2004.

Seamlessly integrate indicators and signals into new or existing trading strategies. Better adapt to market conditions and manage portfolio risk by leveraging the model’s predictive factors.

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Data Feed

FDA Adverse Event Reporting System (FAERS)

Advera Health's FDA Adverse Event Reporting System Database is the gold standard for cleaned, de-duplicated, and dynamically linked FAERS data.

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Highlights:

FDA Adverse Event Reporting System (FAERS)

Combine machine learning algorithms with highly trained data analysts to gain 100% accuracy and timely data updates following FDA release.

Identify previously unknown adverse events being reported at an elevated rate with RxSignal, Advera Health’s proprietary signaling algorithm.

Get ahead of the curve. Backtesting has shown that RxSignal predicts 72% of FDA label changes.

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Data Feed

IdealRatings ESG Data

IdealRatings’ proprietary ESG solution incorporates over 150 inputs to score the ESG performance of 34,000+ companies globally, including large, mid and small cap companies across developed, emerging and frontier markets.

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Highlights:

IdealRatings ESG Data

Identify compliant instruments across asset classes that adhere to responsible investment parameters.

Perform relative and sector allocation analysis with ESG scores based on an aggregation methodology that takes sector materiality into account.

Expand your investable universe with extensive global coverage. Continuously monitor high risk instruments and find new companies with positive ESG performance.

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Data Feed

Arialytics IDEAS™ Alpha - US Equity Research

Arialytics IDEAS™ Alpha is a comprehensive, survivor-bias-free, point-in-time artificial intelligence data feed that processes millions of fundamental, exchange, and macroeconomic data streams into alpha assessments for 5,000+ US listed and traded equities and ADRs, as well as 200+ industries across seven investment horizons ranging from one month to five years. An additional 5,000+ delisted firms are also included allowing for bias-free model development and backtesting.

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Highlights:

Arialytics IDEAS™ Alpha - US Equity Research

Rely on an accurate, unbiased measure of expected five-factor alpha drawn from more than eight decades of fundamental and economic data for quantitative, quantamental, and fundamental investment processes.

Gain access to survivor-bias-free metrics for virtually every equity with primary listings on the NYSE, NYSE American, and NASDAQ exchanges, as well as international companies whose shares are traded in the US (ADRs). The current universe includes over 5,000 active equities and 5,000 delisted equities.

Leverage extensive historical data, including point-in-time data back to 1999, for deep and unbiased analysis.

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Data Feed

Arialytics IDEAS™ - US Equity Research

Arialytics IDEAS™ is a comprehensive, point-in-time artificial intelligence data feed that processes millions of data streams into return assessments for 5,000+ US listed equities (including ADRs), and 200+ industries across seven investment horizons ranging from one month to five years. Arialytics IDEAS™ provides both real-time analytic value and historical depth to asset managers.

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Highlights:

Arialytics IDEAS™ - US Equity Research

Rely on an accurate, unbiased, evidence-based measure of expected returns drawn from more than eight decades of fundamental and economic data.

Leverage extensive historical data, including point-in-time data back to 1999, for deep and unbiased analysis.

Gain access to metrics for virtually every equity with primary listings on the NYSE, NYSE American, and NASDAQ exchanges, as well as international companies whose shares are traded in the US (ADRs). The current universe includes over 5,100 active equities.

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Data Feed

Genscape's TESLA Insights

Using patented analytics, the TESLA Insights feed tracks and estimates daily battery production at the TESLA Gigafactory. It provides an up-to-date count of Model 3 battery deliveries from TESLA’s Gigafactory to their Fremont plant. Leverage this information along with finished TESLA vehicle counts leaving the Fremont plant, including Model 3, Model S, and Model X, to spot production trends before the company reports. Data Frequency: Intraday; Update Frequency: Weekly

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Highlights:

Genscape's TESLA Insights

Get clarity into TESLA Model 3 ramp-up on a weekly basis, ahead of quarterly reports

Gain insight into Gigafactory operations to inform portfolio management strategies

Identify trends and inflection points to understand indicators of TESLA financial health

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Data Feed

Yewno Emerging Technologies

Yewno’s Emerging Technologies data feed goes back to 2011 and quantifies entity-specific exposure to transformative technologies that are likely to disrupt the economy in the future. Global companies that produce various types of intellectual property receive multiple factors for each one of 35 emerging technologies, including autonomous vehicles, blockchain, and deep learning, resulting in 100+ scores that measure which companies contribute the most to the development of emerging technologies. Data Frequency: Daily; Update Frequency: Weekly

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Highlights:

Yewno Emerging Technologies

Factors leverage Yewno’s Knowledge Graph to measure the entity’s contribution to each emerging technology

Content sourced from the U.S. Patent and Trademark Office and the World Intellectual Property Organization

Scores are entity-specific and AI-based forward-looking intellectual property measures

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Data Feed

Genscape's Equity Production Insights

Obtain access into companies’ oil and gas production levels to make more informed trading decisions when timing matters. Equity Production Insights leverages Genscape’s proprietary thermal and image monitoring capabilities to deliver highly accurate estimates for 30+ E&P companies and 20+ midstream companies in the energy sector. With a strong correlation to the company reported production number, Genscape’s raw estimate provides valuable insight into these companies and the oil/gas industry. Data Frequency: Daily; Update Frequency: Weekly

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Highlights:

Genscape's Equity Production Insights

Obtain clarity into oil and gas companies’ production levels on a weekly basis to understand the impact on quarterly earnings

Inform investment decisions and risk/reward calculations with granular data and analysis for E&P companies

Gain insight into daily oil and gas production at the producer level to inform portfolio management strategies

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Data Feed

Alexandria Text Analytics - Economic

Alexandria’s Global Economic dataset is the application of their proprietary algorithms on macro-economic news. Each article is summarized into a record of structured data which includes the economic country or region, the topic or news event, and the overall sentiment of the article based on their AI analyst’s assessment on how it will affect that economy (positive impact, negative impact or neutral/no impact). Data Frequency: Intraday; Update Frequency: Intraday.

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Highlights:

Alexandria Text Analytics - Economic

Enhance your investment analysis with global coverage of economic news that you can turn into a top-down factor.

Consistently capture sentiment and topics in macro news to forecast risk, direction and volatility in equity markets and macro instruments.

Leap beyond lexicon and price-derived NLP. Alexandria’s programs can match a professional investment analyst with >91% accuracy, processing each article in 1/10th the blink of an eye, across the thousands of economic news stories published every day from around the world.

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Data Feed

2iQ Global Insider Transaction Data

Gain access to an accurate and complete global insider transaction database that provides an average of 3,000 transactions daily. Contrary to other sentiment data, 2iQ captures ownership activity of corporate insiders who use their own capital to demonstrate confidence in their business. 2iQ has leveraged over a decade of experience working with insider transaction data and some of the top quantitative managers globally to create a custom insider transactions rating model. This model ranks companies based on insider sentiment to identify the transactions and insiders with the highest predictive strength, then delivers a trading signal in the form of a score which can be used as an input to the quantitative portfolio construction process.

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Highlights:

2iQ Global Insider Transaction Data

Trace over 10 million transactions by over 500,000 company leaders and executives with a unique insider ID, as well as links to roughly 250,000 individuals from the FactSet People Database.

Leverage data for over 60,000 stocks across 50 countries with an average history of 12 years across all regions to ensure maximize coverage of your investable universe.

Increase the accuracy of your analysis with uniform data representation across time and regions, such as standardized hierarchical positions and transaction labels. Signals based on insider transactions typically provide orthogonal value and are uncorrelated to other quantitative factors.

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Data Feed

Global Risk Analytics

Verisk Maplecroft's Global Risk Analytics data encompasses over 150 ESG, climate, political and economic factors (indices) on a worldwide basis. The indices are built using proprietary methods from structured and unstructured datasets, drawing on ~800 underlying indicators. They are updated on an annual or quarterly basis.

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Highlights:

Global Risk Analytics

Support your sovereign ESG integration & political risk analysis, and build a foundation for in-depth investigation and engagement.

Analyze ESG risk exposure to see the full picture for equities and corporate debt. Understanding the context that a company operates in helps establish which ESG issues are potentially material, whether they’re being managed appropriately, and what questions to ask when engaging.

Generate risk metrics for any location worldwide, including climate risk, to form a consistent view of risk to real assets and municipal bonds.

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Data Feed

Executive Team & CEO Quality Ranks

The Team Quality Ranks score executive teams on a double relative basis versus similar size, similar industry peers. Separate ranks are calculated for individual CEOs and for 5-person executive teams. Scores are based on three factor baskets: operating traction, pay & incentive alignment, and fiduciary risk factors. Bottom quintile teams consistently underperform both their industry peers and broader indexes on price returns, ROA, ROIC, and ROE. Fiduciary risk factors are available as a monthly time series, executive changes are available weekly, and ranks are updated daily.

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Highlights:

Executive Team & CEO Quality Ranks

Access over 10 years of monthly out-of-sample Fiduciary Risk factors without survivorship bias

Identify idiosyncratic CEO, CFO or Board risk for public companies using executive scores based on a structured, fact-based methodology. Executive teams represent a clear, measurable, unique risk factor that has been shown to be a leading indicator of future company level operating and price returns.

Rely on due diligence performed by a team of mostly CFA charter holders with years of experience evaluating management skill and compensation plans. Analysts are assigned as sector generalists and conduct their research process in the exact same way across all CEOs, CFOs or other senior executives in the industry.

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Data Feed

Short Interest and Securities Finance Data

S3’s Short Interest and Securities Finance data provide the necessary tools to view how Short Interest, Financing Rates, and crowded trades affect price action. Clients rely on this unique dataset for accurate Short Interest analytics and to identify crowded long and short trades. S3’s data provides transparency to the true spread of the borrow / loan market, with the only independent and unbiased bid, offer, and last rates for Securities Finance.

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Highlights:

Short Interest and Securities Finance Data

Access the only independent Short Interest and Securities Finance dataset available. Understand bearish bets, conviction levels and what is driving price action. Identify which trades are crowded and why for over 40,000 global securities.

Eliminate delays in receiving exchange-reported data and seamlessly integrate data into existing systems and workflows.

Trust S3’s holistic and unbiased data collection and contribution methodology. Gain a complete dataset sourced from proprietary software and data, bank and broker inventory feeds from all major market participants, regulatory filings from every public exchange globally and an in-house service desk that performs live confirmation of intraday rates from voice brokered financing markets.

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Data Feed

CSRHub ESG Business Intelligence

Enhance corporate, investor, and consumer ESG and sustainability decision-making with strong signal data from CSRHub. Through a patented algorithm and machine learning, CSRHub aggregates and harmonizes disparate data from over 650 SRI/ESG sources to generate a consensus score for the ESG performance of more than 19,000 global companies from 140+ countries. Leverage CSRHub’s big data expertise to increase corporate market value, see portfolio opportunities and risks, and augment other Business Intelligence data.

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Highlights:

CSRHub ESG Business Intelligence

Identify risks and opportunities. CSRHub ratings represent the consensus opinion of a company’s ESG performance. Asset owners, portfolio managers, and investment analysts can compare their own assessment of a company against the CSRHub consensus and build alpha-creating strategies. CSRHub’s score is also used for screening potential investments and for examining the social impact of an existing portfolio.

Understand ESG metrics and trends. CSRHub offers monthly data back to 2009. Because CSRHub ratings are based on millions of data items drawn from hundreds of sources, they are stable, fit into a smooth distribution, and correlate well with other indicators. CSRHub ratings are used by hundreds of universities and have been cited in many publications.

Benchmark corporate ESG performance. Companies can compare their CSRHub rating to those of their peers or competitors using CSRHub’s broad industry and geographic coverage. Through these comparisons, managers can build strategies to improve upon existing practices, plan new sustainability-related programs and reporting, better manage their stakeholders’ perception of corporate values and social impact, and evaluate their brand’s CSR performance.

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Data Feed

Aggregate Analytics

Unique content derived from Credit Benchmark's database of over 750,000+ risk observations, contributed from thousands of credit analysts at the world's leading financial institutions. The database provides hundreds of forward-looking, trend-tracking aggregates across 105+ countries, 300+ industries and 75+ sectors.

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Highlights:

Aggregate Analytics

Gain deeper insight with an entirely new source of data: the credit risk views of the world’s leading financial institutions. Credit Benchmark is a unique source of real-world, forward-looking consensus credit analytics across industries, sectors and countries.

Understand changes in credit risk which may not yet be reflected in prices, ratings, or other risk measures. Credit Benchmark provides both an alternative to credit rating agencies on rated entities and visibility into the larger, unrated universe

Rely on data based on the views of leading global financial institutions. This same information is used to manage these firms’ own institutional risk and regulatory requirements.

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Data Feed

MariData

Access a structured record of global shipping movements, including information on the vessel type, and estimated type and tonnage of each cargo, to develop unique market insights, identify investment opportunities, and monitor the activity of individual ships, companies, commodities and industry sectors.

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Highlights:

MariData

Receive daily updates on the exports and imports of major commodity groups, including coal, iron ore, and liquid natural gas (LNG).

Identify which companies are importing and exporting goods with access to terminal level detail. Gauge the performance of shipping companies with individual ship details.

Use aggregated data to gain a unique perspective on the total sea-borne import and export volumes for all maritime economies. Monitor the trade growth in emerging economies, measure the impact of trade wars and sanctions on physical trade, and identify shifting trade patterns.

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Data Feed

Real-Time ESG

Alexandria’s global ESG Sentiment and Topics dataset is the application of proprietary algorithms on ESG-related news. Each company news article is summarized into a record of structured data showing the company, the topic, and the overall sentiment for that article . Each record of data represents an ESG topic being present in a news story.

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Highlights:

Real-Time ESG

Leverage over 60 hierarchical event topics on ESG that are consistently captured to better forecast risk, direction and volatility. Sentiment is precisely assessed for each topic found, which includes topics pertaining to: infrastructure, sustainability, accounting, climate, health, poverty, and more.

Enhance your investment analysis with global coverage of ESG-related news mapped to United Nation’s 17 Sustainability Development Goals (SDG) that can be turned into top-down factors.

Leap beyond lexicon and price-derived NLP. Alexandria’s programs can match a professional investment analyst with >91% accuracy, processing each article in 1/10th the blink of an eye, across the thousands of news stories published every day from around the world.

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Data Feed

Woodseer Dividend Forecasting

Employing an algorithm + analyst approach, Woodseer provides dividend forecast data for 7,400+ equities in over 60 countries. This approach enables broad coverage and strong accuracy with intraday updates for dividend and disbursement specific items, including ex-date, pay date, record date, fiscal year, frequency, dividend type, amount, and currency. Data Frequency: Event; Update Frequency: Intraday

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Highlights:

Woodseer Dividend Forecasting

Algorithmically calculated forecasts reviewed and enhanced by experienced London-based analyst team

Global coverage across 1000+ indices and 100+ countries with dividend history back to 2012 included

24 month forecasts of standard and selected special dividends with full dates and amounts

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Data Feed

Arabesque S-Ray® Sustainability Scores

The Arabesque S-Ray® data feed provides four lenses for analysis on the sustainability of 8,000 of the world’s largest corporations through the GC Score, ESG Score, Preferences Filter, and Temperature™ Score. The additional Feature layer data feed serves as the building blocks for the GC and ESG scores and provides even more insight into a company’s sustainability performance through scores on 22 well-defined sustainability topics. Through big data and machine learning, these scores combine over 250 ESG metrics from company reports with daily news signals from over 30,000 sources across 170 countries and NGO campaigns. The Temperature score is built from publicly disclosed greenhouse gas emissions data and covers over 3,100 companies.

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Highlights:

Arabesque S-Ray® Sustainability Scores

Gain a deeper understanding of the potential reputational risk facing a company. S-Ray is the first to quantify the GC Score based on a normative assessment of the principles of the United Nations Global Compact (Human Rights, Labour Rights, Environment and Anti-Corruption).

Assess how corporations report on greenhouse gas emissions and contribute to global temperature rise through the Temperature™ Score's 2030 and 2050 degree pathway scenarios, complemented by indicators on a trend in decreasing emissions, a target to comply with the Paris Agreement and a scope 3 flag to highlight its disclosure. All three scores can be used with the Preference Filter, flagging business involvement in 13 controversial activities (e.g. Tobacco, Nuclear, Weapons, GMO etc.).

Identify companies that are better positioned to outperform over the long run. The ESG Score is based on a sector specific analysis of each company’s performance on financially material environmental, social, and governance (ESG) issues.

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Data Feed

Liquidnet IA Equity Sentiment

Using a combination of natural language processing and machine learning, the Liquidnet IA Equity Sentiment Analytics Data Feed delivers comprehensive, unbiased, quantitative analysis of corporate earnings calls from nearly 3,000 publicly traded companies in the U.S. Corporate language is parsed and converted to quantitative data that allows investment professionals to forecast market outcomes. Data Frequency: Event-Driven; Update Frequency: Daily

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Highlights:

Liquidnet IA Equity Sentiment

Anticipate the market impact of earnings calls based on the historical relationship between a company’s language and corresponding market activity.

Access analytics generated immediately after call transcripts become available, including scores of entire earnings calls, as well as scores for the individual components of each call, e.g. company presentation, analyst Q&A.

Incorporate standardized scores that indicate a positive or negative outlook relative to the market benchmark.

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Data Feed

Sanctioned Securities Monitoring Service

SIX’s Sanctioned Securities Monitoring Service (SSMS) datafeed provides an easy-to-digest daily list of issuers and securities linked to the domiciles, companies and individuals sanctioned by the UN, EU, US OFAC, UK, Australia, Canada, Switzerland, Singapore and the Hong Kong Sanctions Regime. The list eliminates the need to source, scrub and map data while minimizing the risk of large fines and reputational damage, all supported by award-winning reference data. As the global landscape evolves, SIX continues to innovate its SSMS offering to ensure that market participants are able to adjust seamlessly to new rules, reduce costs and focus on value-add business activities.

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Highlights:

Sanctioned Securities Monitoring Service

Reduce costly, complex and resource-intensive data processing with automatic daily updates that provide a consistent and comprehensive overview of the sanctions landscape.

Transact with confidence with human-readable files that act as guides through today’s rapidly-changing environment.

Gain the edge and agility to react quickly to changes in the sanctions landscape.

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Data Feed

Enchilada

Wall Street Horizon’s Enchilada DataFeed offers more than 40 corporate event types including earnings revisions, dividend dates, option expiration dates, splits, spinoffs and investor related conferences.

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Highlights:

Enchilada

Find untapped alpha and manage risk with applications built around valuable corporate event data. Efficiently access and aggregate over 40 corporate event types for easy integration into your models.

Create trading and risk strategies based on anticipated volatility derived from corporate event updates throughout the day.

Rely on a process that has been optimized over 17 years to ensure the most accurate process of collection, analysis and verification of forward-looking corporate event information for over 9,250 publicly traded companies worldwide.

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Data Feed

SmarTag

SmarTag is ChinaScope’s flagship news analysis engine that deconstructs unstructured Chinese language text into structured machine-readable metadata. Sentiment embedded in the vernacular expressed in the text is used to calculate scores that can be used to predict stock movements. Mappings for the Chinese characters corresponding to the SmarTag name, title, and summary fields can be made available upon request.

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Highlights:

SmarTag

Overcome the language barrier to the world's second largest economy with locally sourced data that provides deeper insight into what's happening on the ground in China.

Track news using metatags mapped to ChinaScope's supply chain and knowledge graph data.

Follow the ebb and flow of market sentiment as reflected in Chinese language news.

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Data Feed

Research Signals

Research Signals provides over 500 investment signals covering more than 30,000 securities in 80 countries, supporting security selection and strategy development. The signals are extracted from a variety of data sources, including direct financial, technical, industry-specific, proprietary, and alternative data sources, and are designed to help asset managers expedite return generation goals. Research Signals analyst team focuses on discovering and testing factors that relate to traditional and specialty themes such as value, quality, momentum, short interest, ESG, and more.

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Highlights:

Research Signals

Identify top performing strategies across universes, horizons, and investment themes with factor ranking, correlation, and performance metrics for various markets that span more than 30,000 securities across 80 countries.

Access proven insights and actionable ranking data, freeing up time and resources otherwise required to define, calculate, and test strategies in-house.

Find insight into signal definitions, providing broader perspective beyond standard signals and supporting rapid strategy prototyping.

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Data Feed

Transcript Text Analytics

Alexandria’s global transcripts dataset is the application of proprietary algorithms on company transcripts; as well as on earnings, investor, and all public company calls. Each transcript is parsed into many sections of structured data, each showing detail on what was said in that section including the topic, the sentiment, the speaker and more.

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Highlights:

Transcript Text Analytics

Enhance your investment analysis with global coverage of company transcripts that can be turned into a top-down factor.

Consistently capture sentiment and topics in transcripts to forecast risk, direction and volatility. Every transcript is broken down into sections, which are then classified by topics. There are 250 topics, including Accounting, Commodity Costs, Guidance, Product Recall, Regulations, Technology, and more.

Leap beyond lexicon and price-derived NLP. Alexandria’s programs can match a professional investment analyst with >91% accuracy, processing each article in 1/10th the blink of an eye, across the thousands of call transcripts published every day from around the world.

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Data Feed

MAER Stock Ranking Model

MAER, the Monitor of Analysts' Earnings Revisions, is a proprietary multi-factor equity ranking model. Updated monthly, it incorporates trends in analyst estimate revisions, price action and valuation to rank stocks globally with an intermediate-term (1-3 month) forecasting horizon.

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Highlights:

MAER Stock Ranking Model

Leverage proprietary implementations of well-established drivers of returns to obtain results that are more effective, robust, and institutionally investable than most other models. Investment professionals can integrate this unique data into existing models to add alpha.

Rely on a model designed to generate positive risk-adjusted returns in all types of stocks with reasonable turnover. MAER’s model construction avoids the tendency to rely on very small, illiquid, or highly volatile stocks to generate favorable results on paper.

Gain broad global coverage of 5,800+ stocks in both developed and emerging markets that meet the following investment criteria: (1) market capitalization of at least $200 million for US stocks and $500 million for non-US stocks, (2) at least 3 analysts reporting estimates for each of the next two fiscal years, and (3) Three-month average daily trading volume of at least $2 million/day.

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Data Feed

Alexandria Text Analytics - Equity

Market sentiment news analysis that covers 110,000+ public companies worldwide. Algorithms trained by buy-side research analysts replicate their own analysis of news items, which yields a more accurate and consistent classification across a deep history of news stories. This product helps quantitative researchers and compliance professionals better understand and explore the impact of news and provide more clarity on trade activity. Data Frequency: Intraday; Update Frequency: Intraday.

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Highlights:

Alexandria Text Analytics - Equity

Rely on extremely robust classification technology that is accurate and consistent in matching a human analyst

Leverage the ACTA news sentiment, which is predictive on price and orthogonal to traditional quant factors

Access archive data that is out of sample from 2005 with no corrections; point-in-time accurate for sentiment with no revisions due to model changes

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Solution

Quantopian Enterprise

Quantopian Enterprise pairs FactSet’s experience in data aggregation and integration with Quantopian’s industry leading quantitative finance software, offering a sophisticated data analysis and quant workflow environment. The platform provides everything needed to research and develop effective quantitative investment strategies, supporting the workflow end-to-end, including research, alpha factor construction, portfolio optimization, strategy simulation, and evaluation.

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Highlights:

Quantopian Enterprise

Quality: Quantopian Enterprise is pre-integrated with premium financial data sourced and cleaned by FactSet

Efficiency: Using the latest advances in cloud computing, the analyses and simulations are fast and efficient, giving you the opportunity to streamline the entire quantitative workflow, from idea generation to portfolio construction

Flexibility: By providing a Python development environment for the creation of alpha factors, the quantitative researcher has the needed flexibility to pursue any idea with data

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Data Feed

Liquidnet IA Central Bank Sentiment

Using a combination of natural language processing and machine learning, the Liquidnet IA Central Bank Sentiment data feed delivers comprehensive, unbiased, quantitative analysis of official communications from 15 central banks globally. Language is parsed and converted to quantitative data that allows investment professionals to forecast market outcomes. Data Frequency: Intraday; Update Frequency: Intraday.

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Highlights:

Liquidnet IA Central Bank Sentiment

Anticipate the market impact of central bank language based on the historical relationship between a bank’s language and corresponding market activity.

Incorporate standardized scores that indicate a positive or negative outlook across multiple asset classes and time horizons.

Access analytics generated immediately after communications become available, including scores of official central bank statements and policymaker speeches, as well as metadata and analytics on individual policymakers.

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Data Feed

ISS Executive Compensation Data

Leverage comprehensive compensation data for CEO and NEO (named executive officer), including salary, bonus, stock-based incentive awards, option grants, non-equity incentive plan payouts, deferred compensation payouts, and other components of total compensation. Access more than 100 compensation factors for 9,000 companies globally. Detailed pay data is available on 32,000 executives in U.S., Canada, U.K., Europe, and Australia.

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Highlights:

ISS Executive Compensation Data

Evaluate the link between executive pay and financial performance and assess whether pay incentives are aligned with company strategy.

Analyze the ISS quantitative pay for performance tests and benchmark companies against their peers for risk and performance analysis. Analyze base pay, short term incentives, long term incentives and total compensation. Standardized valuations of stock option grants, performance equity grants, time-based equity grants and CEO pay ratio data is also available in relevant regions.

Incorporate executive compensation data into fundamental and quantitative investment models to uncover potential outliers.

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Data Feed

Cortera Spend Insights

Predict the financial health and future performance of businesses by identifying trends in purchasing, spend and payment behaviors over the past 3+ years, segmented across 45 categories. Information includes firmographics and modeled attributes.

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Highlights:

Cortera Spend Insights

Perform deeper analysis through segmentation of spend behaviors across 45 categories, such as Metals, Food, Building Supplies and Shipping.

Gain visibility into indicative patterns with 3+ years of historic data.

Broaden your analysis to include 150,000+ public and privately-held companies with additional data from Cortera.

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Data Feed

Truvalue Labs SASB Scores DataFeed

Short-term, long-term, and momentum scores are generated for 26 ESG categories defined by the Sustainability Accounting Standards Board, along with an overall score and a volume score. The SASB Codified DataFeed has 20,000+ companies, constituents of major indices including the S&P 500, the Russell 1000 and 3000, and MSCI Emerging Markets and World. ESG Ranks are also available and provide expanded coverage for a universe of public and private firms, including companies which are infrequently discussed by third-party media sources. The scores can be used to systematically identify ESG industry leaders and laggards, and easily combine Truvalue SASB scores with proprietary or third-party data to produce composite scores.

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Highlights:

Truvalue Labs SASB Scores DataFeed

Leverage AI to unlock ESG insights hidden in massive volumes of unstructured text that capture external stakeholder viewpoints about company behavior.

Gain a unique dataset with demonstrated alpha, consistent methodology, and more than 12 years of data history.

Monitor both positive & negative events daily with artificial intelligence mining unstructured data from more than 100,000 sources.

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Data Feed

ESG Performance & Incident Analysis

Who’s Good analyzes both overall ESG performance and specific ESG incidents at companies to provide comprehensive risk management insights. The ESG Performance Analysis shows companies’ strategies and policies as well as important company statistics on ESG. This analysis is based on reliable public and open data sources and shows how well companies are prepared to prevent ESG risks. The ESG Incident Analysis identifies corporate scandals and incidents from a large universe of news articles. The AI algorithms provide key risk signals based on the impact of incidents that occurred.

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Highlights:

ESG Performance & Incident Analysis

Gain in-depth ESG insights for the Korean market. Who’s Good delivers data from reliable and local sources. Their AI-based analysis incorporates international standards and leverages their extensive knowledge of the Korean market.

Create weekly alerts to identify the latest high-impact ESG incidents. All listed companies in Korea are tracked using our AI-based algorithms scanning over 10,000 Korean news articles every day. Read the most relevant articles directly from the original news source.

Benefit from a transparent rating model. Who’s Good provides scores calculated from over 160 indicators as well as the underlying raw data. Users can customize the dataset for their specific needs.

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Data Feed

American County Review Rankings

The American County Review provides rankings and underlying data for socioeconomic factors including climate change, environmental, health, crime, flood risk, opioid prescription rates, mortality overdose rates, superfund sites, coal ash impoundment and more. ACRe provides a broad and detailed analysis of each individual County and its respective School District. Final rankings are provided for each County, School District, and City/Town. Counties, School Districts, and Cities / Towns are ranked both within their own individual state, as well as against all peers, nationally. This patent pending ranking is an invaluable tool for risk assessment for asset owners, retail and commercial real estate participants, and index providers.

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Highlights:

American County Review Rankings

Leverage a single, comprehensive source of alternative data for the U.S. municipal bond market. ACRe links social, economic and environmental data to offer one of the only datasets that can be used to identify trends and perform comparable analysis within each state and across the U.S.

Access a unique ranking based on ACRe’s proprietary methodology that incorporates census data, crime data, environmental data, personal infrastructure data and climate change, for better risk analysis and assessment of each City, County, and School District in America.

Remove the dependency on rating agencies to determine the risk of municipal bond investments. Trust a team that has over three decades of experience and excellence in designing leading fixed income analytics, pricing models and trade analysis tools.

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Data Feed

Commodity Risk Analytics

Verisk Maplecroft's Commodity Risk Analytics assess over 160 hard and soft commodities across 20 ESG, climate and political risks. For each commodity and risk, country-specific scores are available for key producer countries, alongside production-weighted global scores derived from these country-specific scores. Scores and qualitative evidence that drive the sub-indicators beneath the country-specific scores are also available.

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Highlights:

Commodity Risk Analytics

Gain the visibility you need into commodity-specific ESG risks, whether your exposure is via farmland, timberland or other real assets; commodities trading; or corporates with commodity-dependent value chains.

Enhance your ESG due diligence process with independent, third-party data, and build a foundation for in-depth investigation and engagement.

Access underlying indicator data and qualitative analysis behind each index to better understand what’s driving risk.

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Data Feed

Social Market Analytics, Inc. (SMA) S-Factor Sentiment

Social Market Analytics (SMA) S-Factor metrics provide quantitative measures of the intentions of professional investors as expressed on Twitter. SMA's metrics provide raw sentiment as well as a measure of sentiment on the security level relative to its history. Historical back-testing, independent research, and customer feedback support the fact that SMA insights are tradable and can deliver alpha. The SMA Sentiment Data Feed represents a new uncorrelated source of predictive information that can add value to predictive models.

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Highlights:

Social Market Analytics, Inc. (SMA) S-Factor Sentiment

Leverage Social Market Analytics’ patented technology to identify and aggregate market-moving tweets. Independent research has shown that SMA’s social media-based factors are predictive at statistically significant levels and can provide alpha enhancement and risk reduction to most quantitative models.

Incorporate SMA data into multi factor Quantitative models, Algo Execution, Market Making, Indices, Barra and VarRisk models and Research. Predictive signals range in frequency from real-time to quarterly. Data for sectors and industries is aggregated from the security level. SMA has point in time out of sample data dating back to 2011 for accurate backtests.

Identify professional investors with SMA proprietary algorithms. SMA’s process is driven by two U.S. patents that extract, evaluate, and calculate nearly 1B textual data points per day to provide real time APIs. SMA’s financial machine learning NLP has been built over the past seven years using supervised and unsupervised training. All SMA data is out-of-sample and all changes are applied on a go forward basis.

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Data Feed

K Score China A-Shares Stocks

The K Score China A-Shares data feed covers CSI 300, CSI 500 and CSI 800 component stocks. Scores are calculated daily and available to clients on the same trading day a few hours after the market closes. The K Score equity rating is delivered as an integer with possible values ranging from 1-to-9.

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Highlights:

K Score China A-Shares Stocks

Analyze K Scores to generate new equity long/short ideas, incorporate as a signal in investment models, or validate research as a screening parameter.

Discover alpha with high K Scores (7-9) indicating a higher probability of outperformance.

Mitigate risk in portfolio construction by avoiding stocks with low K scores (1-3).

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Solution

Kuberre EDM

Kuberre's cloud-based hosted Enterprise Data Management (EDM) service uses high-quality resources such as AWS or Azure. Kuberre takes responsibility for all aspects of their clients' EDM requirements, including normalizing and combining internal and external data, maintaining and provisioning data to applications and processes, and providing full technical support. Benefits of the service include scalability, flexibility, reliability, security, high performance, and cost effectiveness.

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Highlights:

Kuberre EDM

Trust Kuberre’s long track record of successfully managing EDM responsibilities for some of the world's largest investment management firms. Spend more time focused on core business initiatives, rather than expensive data engineering tasks.

Maintain high data integrity through 24x7 managed services support and a dedicated team of Business & Systems Analysts. Navigate across datasets with ease and confidence using a system that supports high-speed processing in a distributed computing environment.

Gain from a centralized, scalable, fully-managed investment data platform that integrates both proprietary and third-party content, including any data available via FactSet Standard DataFeeds. Leverage best-in-class data governance tools in a private cloud environment.

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Data Feed

Alexandria Text Analytics - Commodity

Alexandria’s Global Commodity dataset is the application of their proprietary algorithms on commodity-related news. Each article is summarized into a record of structured data which includes the type of commodity, the topic or news event, and the overall sentiment of the article based on their AI analyst’s assessment on how it will affect that commodity (positive impact, negative impact or neutral/no impact).

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Highlights:

Alexandria Text Analytics - Commodity

Enhance your investment analysis with global coverage of commodity-related news that you can turn into a top-down factor.

Consistently capture sentiment and topics to forecast risk, direction and volatility.

Leap beyond lexicon and price-derived NLP. Alexandria’s programs can match a professional investment analyst with >91% accuracy, processing each article in 1/10th the blink of an eye, across the thousands of news stories published every day from around the world.

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Data Feed

ISS ESG Governance QualityScore

The ISS ESG Governance QualityScore is an objective, point-in-time, data-driven tool that helps investment professionals measure and identify areas of corporate risk in Board Structure, Compensation programs, Shareholder Rights, and Audit & Risk Oversight. Company-level scores provide an indication of relative governance quality based on an evaluation of approximately 100 of 230 total factors that are most relevant to a given country or region.

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Highlights:

ISS ESG Governance QualityScore

Integrate non-financial data into fundamental investment processes so risks and opportunities are automatically included as part of the research mosaic.

Identify and target portfolio companies that have poor governance practices, construct portfolios around governance, and leverage governance issues effectively when making investment decisions.

Better understand a company’s approach to governance over time with historical scores and data that can provide greater context and help to uncover trends, through the point-in time nature of the feed.

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Data Feed

RepRisk ESG Business Intelligence

RepRisk’s proprietary risk metrics and analytics systematically flag and monitor ESG and business conduct risks, as well as potential company-specific violations of internal policies and/or international standards. RepRisk’s data feeds offer a comprehensive solution for risk management and compliance. The dataset offers full coverage of any market universe including emerging and frontier market as well as private equity. Historical data is available with consistent methodology since 2007. An issues- and event-driven methodology provides daily-updated risk information based on over 100,000 public sources and stakeholders screened and analyzed in 20 languages. Data Frequency: Daily; Update Frequency: Daily.

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Highlights:

RepRisk ESG Business Intelligence

Leverage RepRisk’s unique event- and issues-driven methodology to analyze any company exposed to ESG risks. Coverage includes public and private companies of any size, in every sector and location, including emerging and frontier markets. Over 150,000 companies are mapped to 28 ESG issues and 67 ESG topics based on RepRisk’s research scope in accordance with the key international standards on ESG and business conduct such as the UNGC Principles.

Gain access to several ESG risk metrics and underlying scores. Systematically flag and monitor ESG and business conduct risks, as well as violations of internal policies and international standards. Underlying severity and source influence scores provide additional insights. RepRisk’s proprietary risk metrics and analytics are updated daily, i.e. whenever a new risk incident occurs. History spans back to January 2007 to provide an unbroken time series with more than 13 years of data.

Focus on risks from an outside-in perspective. Look beyond policies to assess a company's actual on-the-ground performance. RepRisk combines machine learning with human analysis in 20 languages to translate big data into curated and actionable research and metrics using a proprietary, rules-based methodology. More than 100,000 media, stakeholder, and other third-party sources on the local, national, and international level, are screened daily.

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Data Feed

Estimize US Equities

Gain access to crowdsourced earnings and revenue estimates from 70,000+ hedge fund, brokerage, independent, and amateur analysts covering over 2,600 U.S. companies in multiple sectors, including Technology, Healthcare, and Industrials. Estimize’s diverse range of data provides estimates that allow you to avoid the systematic bias of the Wall Street consensus. Data Frequency: Quarterly; Update Frequency: Daily

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Highlights:

Estimize US Equities

Artificial intelligence-driven weighted consensus based on contributor accuracy and behavior which is more accurate than the Wall Street consensus 70% of the time, by an average of 15%

Diverse contributor base comprised of buy-side analysts, PMs, and traders, along with independent analysts, traditional sell-side contributors, industry experts, and academics

Estimize Consensus is deeper, more diverse, and more reflexive to new information, giving investors a more representative look at expectations and a lead on future sell-side revisions

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Solution

Snowflake Data Marketplace

The Snowflake Data Exchange enables companies to easily source external data and combine it with their own internal datasets for better analytics and faster decision-making. Reduce query times from hours to seconds and enable secure collaboration across all data for all your business users, and your extended business ecosystem. Snowflake’s unique architecture simplifies the data pipeline and eliminates complexity, enabling every organization to be data-driven.

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Highlights:

Snowflake Data Marketplace

Gain immediate and secure access to external data for evaluation and testing. Eliminate the need for the extract, transform, and load (ETL) process by gaining access to live, ready-to-query data.

Centralize, integrate, and analyze disparate sources of data with the Snowflake Cloud Data Platform. Enable faster and more cost-effective decision-making.

Run large, complex queries without resource contention and simplify data management while improving security and data governance.

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Data Feed

FactSet Shipping

Better understand the increasingly complex global supply chains of 200,000+ companies with access to a normalized view of over 30 million shipments with FactSet Shipping. Use this data to conduct network analysis, uncover undisclosed business relationships, detect supply chain risks, and identify trends in shipping to predict a company’s sales volume. Data Frequency: Daily; Update Frequency: Intraday.

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Highlights:

FactSet Shipping

Track maritime shipping transactions from bills of lading that are systematically linked with FactSet’s entity structure to properly identify shippers and consignees at the subsidiary, parent, and ultimate parent level

Access data on roughly 35,000 bills of lading, which are processed daily, incorporating metadata and textual information combined with natural language processing to verify accuracy and derive HTS codes

Rely on point-in-time transparency that shows transaction dates from freight arrival and U.S. Customs and Border Protection (CBP) recording all the way through to final data publication

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Data Feed

Homebuilders Signals Powered by Equifax

Model portfolio predicting the homebuilders most-likely to outperform the sector. Multi-factor, AI-derived strategy constructed from monthly Equifax consumer credit data and key fundamentals.

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Highlights:

Homebuilders Signals Powered by Equifax

Constructed with Equifax loan and credit utilization information specific to home equity installments and home equity revolving credit. The model consults global macro, fundamental, and technical factors curated and engineered by Lucena. Designed and backtested to outperform the S&P Homebuilder ETF (NYSE:XHB).

Equifax collects and aggregates loan and credit information of over 800 million consumers and more than 88 million businesses worldwide. Lucena uses advanced AI on the anonymized data to transform Equifax’s six plus terabytes of historical data into features which have been validated to influence homebuilder market performance.

Utilize as a stand-alone portfolio or incorporate into more complex strategies.

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Data Feed

Retail and Autos Signals Powered by Equifax

Gain access to a simple and cohesive daily output file consisting of ranking, confidence scores and signal-strength values derived from one or more datasets. Signals are predicated on machine learning multi-factor models customized to a specific asset universe and investment objective.

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Highlights:

Retail and Autos Signals Powered by Equifax

Gain insight into macro trends in the market. Equifax collects and aggregates loan and credit information of over 800 million consumers and more than 88 million businesses worldwide. Lucena uses advanced data science on the anonymized data in conjunction with machine learning to turn Equifax’s six plus terabytes of historical data into actionable investment deliverables.

Identify optimal conditions for entry based on trends in bank card and retail card transactions of US consumers with the Equifax Bullish Retail Model. In addition, the model consults global macro, fundamental, and technical factors curated and engineered by Lucena.

Garner interest with sentiment-based data feeds or model portfolios all suited for various investment sophistications and styles.

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API

FactSet Documents OnDemand API

The Documents OnDemand service is designed to expose FactSet's powerful document search and retrieval functionality. FactSet collects, processes, and stores hundreds of news and document sources globally. A document search will query FactSet’s document databases based on certain search criteria specified in the request. The results are typically one or more story document links. Given a particular document’s story link, a document story request will retrieve and return the document requested. The two reports work together to provide the access to document information.

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Highlights:

FactSet Documents OnDemand API

Leverage FactSet’s robust yet intuitive search engine to easily retrieve relevant documents.

Choose from a wide selection of documents, such as News, Company Transcripts, Company Filings, Investment Research, ETF Fund Profiles, and more.

Gain large scale access via an API to documents collected by FactSet for use in databases, portals and libraries.

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Data Feed

U.S. Private Company Financials and Intelligence

Accelerate your research and discovery efforts with actionable financial insights on the U.S. private markets. Discover new targets in your preferred universe without hours of searching, and without being limited to only those companies with funding or deal histories. Drill down on companies, using highly accurate, timely, and robust U.S. private company financials. Identify prospects and acquisition targets, source deals and comps, gain competitive intel, and research the private market landscape.

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Highlights:

U.S. Private Company Financials and Intelligence

Quickly refine your universe with criteria you care about, such as current and historical revenues, EBITDA, employee counts (by year), growth rates, industry, geography, ownership structure, and VC or M&A activity.

Access the most comprehensive financial detail on U.S. private companies with $1M+ in revenue, regardless of ownership or deal activity.

Leverage elusive financial data and a QA overlay that ensures accuracy, so you can jump ahead to your shortlist of targets without multiple passes and extra effort.

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API

FactSet ID Lookup API

FactSet Identifier Lookup API exposes the service that powers the identifier search functionality in FactSet WorkStation and FactSet Web. Clients can leverage this API for their own identifier lookup to return tickers, entity names, and other identifiers that FactSet supports to answer their users' questions about FactSet symbology.

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Highlights:

FactSet ID Lookup API

Leverage FactSet’s proven API in proprietary applications to return the 25 most relevant tickers, entity names and other FactSet supported identifiers.

Better support your users’ questions about FactSet Symbology.

Quickly and easily find identifiers based on keywords for various entity types.

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Data Feed

ISS ESG Carbon & Climate Impact Data

The ISS ESG Carbon & Climate Impact data feed is a comprehensive product incorporating carbon footprint, climate impact, scenario analysis, Carbon Risk Rating, energy & extractives involvement, and Potential Avoided Emissions data. The carbon data covers companies’ scope 1 (direct) & scope 2 (indirect) GHG emissions and intensity, scope 3 (other indirect emissions), and transitional and physical climate risks for 25,000+ global companies. The Energy & Extractives data set contains 200+ factors, including revenue share, capacity, output and volume. Users can evaluate 18,000 companies for detailed fossil fuel and power generation involvement to acquire a deeper climate risk understanding.

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Highlights:

ISS ESG Carbon & Climate Impact Data

Risk Management: Perform ex-post and ex-ante analysis to identify how adjusting exposure to certain companies impacts your overall portfolio climate risk. With Climate Impact data, measure the physical risks linked to the sector and geographic exposure, and transitional risks covering fossil fuel reserves and renewable energy assets.

Measurement and reporting: Conduct a comprehensive forward-looking assessment to evaluate to what extent your portfolio companies’ can cope with future challenges related to climate change, including how your portfolio holdings aligns with below 2, 4, and 6 degrees Celsius climate scenarios. Have all data required for both internal and worldwide reporting initiatives on climate risks - such as the TCFD - at your fingertips.

Investing: Feed climate data into your investment process to mitigate risks and seize opportunities arising from a transition to a low carbon economy. With the Carbon Risk Rating, assess a company’s efficiency, risk management and measures taken to reduce its carbon footprint for 6,500+ companies through a forward-looking lens.

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Solution

FirstAlert Corporate Filings Insights

FirstAlert utlilizes Al, Natural Language Processing and analytics to dynamically source and analyzes unstructured data (text) in companies' corporate filings, extracting and revealing key information buried in mountains of text. Automated alerts deliver timely notice of the uncovered insights and material changes from previous filings. Highlighted information ranges from alerts requiring immediate action to insights into long term trends in the industry, to subtle changes in language that signal intention or internal projects that are significant to investors. The information revealed is often otherwise unknown to the marketplace and provides early indications of management intentions or projects that precede company announcements.

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Highlights:

FirstAlert Corporate Filings Insights

Complement existing models with information that is unique, actionable and uncorrelated with any other signals. Scores are based on importance levels and a subset of signals carry plus/minus scores.

Enhance idea generation, portfolio insurance, and risk management processes. Gain unique insight into competitors, suppliers, and customers.

Leverage a model that combines intelligent software with a human overlay to miminize false positives.

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Data Feed

Smart Climate® E-Score®

The Entelligent data feed is a forward-looking scenario analysis based product that incorporates a proprietary climate risk rating system for publicly listed equity securities. The patented Smart Climate® methodology applies climate scenario analysis to examine the expected impact of new ESG and sustainability laws, regulations, policies, technology and energy transitions on energy demand, mix and pricing together with the forecast impact on individual stocks. Our feed provides information on companies' resilience to climate change on a quarterly basis and gives access to 10+ years of historic data on the climate resiliency of stocks covering 85% of the global investable equity set.

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Highlights:

Smart Climate® E-Score®

Measure and manage risks related to climate change in equity investment products using forward-looking, climate scenario analysis based, financially measurable quantitative data.

Test ESG Climate Change investment strategies with 10+ years of historic data on the climate resiliency of stocks covering 85% of the global investable equity set.

Identify opportunities to reduce the TCFD carbon footprint of funds and accelerate net-zero trajectories, whilst generating alpha and maintaining sector diversity and volatility.

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Data Feed

iApp

iApp provides detailed mobile app usage information on any app in China, no matter how large or small. Some of the metrics provided include Install Base, New Users, Active Users including DAU and MAU, Time Spent, Geographical Breakdown and Demographics. Data is self-sourced, from Aurora Mobile’s market leading position in providing SDKs for developers, with the largest SDK for push notifications. Currently, over 1.4 million apps use their SDKs, growing at over 1,000 apps per day. iApp’s sample size is the largest in the market with over 1.3 billion unique mobile devices per month, or over 90% of the devices in China. The data is updated with a lag of T+3 and history goes back to 2016.

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Highlights:

iApp

Discern which apps are short and long term winners and losers. For example, during the COVID-19 lockdown, iQiyi, China's Netflix, saw short term user growth, but the number of users quickly declined, eventually falling below pre-Covid levels. Meanwhile, Tik Tok saw a spike early in the lockdown, but they have kept those gains and continue to add users. Honour of Kings, Tencent's biggest game, is seeing a much slower erosion of new users added during lockdown, despite the reopening of schools.

Create and enhance systematic strategies. Studies have shown that a long short market neutral strategy using iApp usage data resulted in over 35% annual returns since 2016.

Gain access to data that reflects the true operations of a company rather than what they disclose. For example, Sina Weibo (ticker WB) saw DAU/MAU steadily climb from 2016 until1Q2018, when iApp saw a reversal followed by a decline in the next 4 quarters. The company continued to disclose growing DAU/MAU counter to reality, as Tik Tok was gaining mindshare. The stock followed iApp data down >70%. There was an inflection point in early 2Q19, followed by the stock rebounding >50% in 3 months.

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Data Feed

Patent and Innovation Metrics

Quant IP’s Patent and Innovation Metrics data feed provides access to point in time patent data, including the number of patent applications per company, the number of granted patents per company, and the Quant IP Innovation Score per company. The Quant IP Innovation score is an aggregated indicator for consistency, quality and efficiency of a company's innovation process, making it possible to rank listed companies according to their innovation power and build portfolios to outperform regular equity indices.

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Highlights:

Patent and Innovation Metrics

Leverage Quant IP’s deep experience in patent law and patent data, statistical expertise and smart, AI-powered algorithms to identify trends and shifts in technology. Find true innovation leaders and make better decisions.

Extract value from information buried in more than 120 million patent documents. Quant IP provides access to point in time data with history available back to 1995 for backtesting purposes.

Enhance alpha. Backtests show strong evidence for sustainable, risk adjusted alpha generation and low correlations with common factors such as value, growth, and momentum. The pharmaceutical industry shows the strongest backtesting results and alpha >6 percent per annum.

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Data Feed

FactSet Document Distributor - Events Audio

Access a consolidated source of 500,000+ corporate event audio recordings for 10,000+ companies globally, totaling over 7 TB. Uncover valuable insights, judge sentiment, and unlock alpha based on speakers' tone, manner of speaking, pauses, and more. Pair with our Document Distributor - XML Transcripts product to add a text-based layer to your analysis and to gain access to information about call participants, mapped to FactSet symbology for full connectivity with other content sets. The data is updated on an intraday basis and historical files are available from 2004.

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Highlights:

FactSet Document Distributor - Events Audio

Train your models and back test with 15+ years of history covering 500,000+ corporate events for 10,000+ companies globally, totaling over 7 TB in audio files.

Uncover valuable insights, judge sentiment, and unlock alpha from corporate event audio recordings using audio data analysis tools.

Pair with our Document Distributor - XML Transcripts product to add a text-based layer to your analysis and to gain access to information about call participants, mapped to FactSet symbology for full connectivity with other content sets

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Data Feed

TenderAlpha

TenderAlpha by Bizportal is a global government contracts data product consisting of standardized information on approximately 80 million contract awards and the related private and public company data from more than 40 countries worldwide. It is the only global government contracting information product with 10 years of data history and various ongoing delivery options. The product offers a wide variety of analytical applications by providing powerful revenue prediction and immediate award-triggered alpha signals for stocks of traditional government suppliers in addition to equity research and ESG/economic analysis implications on company/institutional/industry/regional level.

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Highlights:

TenderAlpha

Explore the alpha signal based on the correlation between forward-looking government receivables as a proxy of revenue prediction and stock returns for listed companies heavily involved in public procurement.

Base ESG investment decisions by developing of actual environmental ratings per ticker sourced from historical and day-to-day monitoring of environmentally responsible action ('green' contracts) awarded by the government to listed companies.

Analyze the relationship between material government contract awards and subsequent sales surprise and stock price movements for companies involved in government contracting.

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Data Feed

China A-Shares Transcripts

Orbit’s China A-Shares Transcripts data feed covers full universe of over 3,500 companies since 2018. Enhancements are underway to add five or more years of history. Content covers below 3 types, both in Chinese and English 1)Earning Call Transcripts 2)Public disclosures on broker onsite research 3)Executive official responses on online platforms

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Highlights:

China A-Shares Transcripts

Transform unstructured data into actionable trade ideas with the ability to consume unstructured data in a systematic way.

Leverage Orbit’s cutting edge in-house Artificial Intelligence and deep learning algorithm to integrate a new source of alpha into your existing models.

Gain comprehensive coverage of China A listed companies. Access highly granular data with human verified transcripts in both Chinese and English.

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Data Feed

FactSet Standardized Economics

Gain access to approximately 2,250 economic series that have been standardized by FactSet. Standardized economic data creates consistency across countries which allows for easy comparison of different economies. The series cover a universe of over 90 countries, 3 regions, and over 40 commonly used economic concepts.

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Highlights:

FactSet Standardized Economics

Leverage FactSet's comprehensive coverage which allows for the comparison of 42 economic indicators for over 90 countries, five regional aggregates, and a world total.

Increase efficiency with standardized indicators that allow for easy comparison of macro series that are typically reported differently by government agencies.

Seamlessly integrate economic data into proprietary databases or internal systems with FactSet's convenient feed format.

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Data Feed

Alignment with TCFD

The TCFD score developed by Clarity AI measures the alignment of organizations and portfolios with the recommendations issued by The Financial Stability Board Task Force on Climate-related Financial Disclosures (TCFD), a market-driven initiative, established to develop recommendations for voluntary and consistent climate-related financial risk disclosures. It helps investors understand how a company is integrating climate risks and opportunities in its strategy and forward planning (in contrast to just backward reporting). It also supports engagement strategies, identifying areas where companies can improve their practices and disclosures related to climate risks and opportunities.

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Highlights:

Alignment with TCFD

Clarity AI's TCFD score helps investors understand how a company is integrating climate risks and opportunities in its strategy and forward planning (vs. just backward reporting). As defined by the TCFD, the disclosures are structured around 4 thematic areas (Governance, Strategy, Risk Management, and Metrics & Targets) that represent core elements of how organizations operate; those areas are then divided into 11 recommended disclosures.

The TCFD Methodology was developed leveraging years of research by experts in sustainability / social and environmental investing and impact. This methodology is purely quantitative and systematically applied to organizations across all industries using technology and algorithms. High quality data is used to calculate TCFD scores (the output of applying machine learning algorithms and estimation models to structured and unstructured data to improve reliability and ensure the largest coverage).

Leverage Clarity AI’s technology platform to better manage portfolios for impact. Using big data and machine learning, it offers a wide range of societal and environmental impact scores and modules such as ESG Impact, UN SDGs, Climate module, and Impact of products and services.

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Data Feed

Instock Apparel Pricing & Availability

Ascential works with the world’s best consumer brands and their ecosystems, connecting them with their customers throughout the purchase journey. Ascential also sells data to financial services clients. The Ascential alternative data team has expertise at pricing, sales and share, and consumer perception in sectors such as apparel, grocery, and CPG. Ascential’s Instock data tracks the price and availability of millions of apparel, footwear, and accessories products allowing our financial services clients to track movements in average price, promotional markdown depths for gross margin predictions, availability challenges, range expansions with weekly data, and up to 7 years history.

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Highlights:

Instock Apparel Pricing & Availability

We understand that traditional financial measures do not always provide a timely and complete story on the growth and health of most retail and consumer businesses. Clients utilize Ascential data to anticipate the daily price movements, availability, and new product introductions on e-commerce websites and marketplace platforms.

Ascential’s consistent, organized, compliance-friendly, structured data sets can support prediction models to track key current and historical measures. Fields are aggregated at the Retailer level down to the Subcategory, with fields on the count of products and SKUs stock status, markdown status, and newly introduced products & SKUs.

Of the many relationships to a company’s fundamentals found in the data, one can evaluate the relationship between a retailer’s level of discounting and markdowns and the parent company’s reported gross margins to nowcast likely gross margin on a weekly basis.

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Data Feed

BuildFax Analyst

The BuildFax Analyst File provides detailed insight into U.S. construction activity and cost drivers at the national, state, and zip code levels. The insights are derived from BuildFax’s robust database, rooted in ground-truth permit data, encompassing over 84 billion data points on residential and commercial structures.

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Highlights:

BuildFax Analyst

Leverage BuildFax Analyst to gain insights into many types of work including New Construction, Remodels, Electrical, HVAC, Solar, Pool, Roofing, and more.

Access new residential construction figures weeks before the U.S. Census release. Retain a complete view of risk with insight into the health of the U.S. housing stock, which comprises more than 90% of all U.S. properties.Gain access to job costs and analyze permit counts to predict future commercial activity

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Data Feed

ESGEvents Library

ExtractAlpha's ESGEvents Library is a raw dataset designed to help institutional investors derive measures of company behavior along Environmental, Social, and Governance (ESG) lines. ESGEvents also goes beyond traditional ESG measures to identify companies which have actively engaged in political activity, and those which have invested in innovation. The dataset includes 11 types of events, collected from from 9 government bodies, with history from as far back as 1972, covering more than 4000 U.S. stocks.

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Highlights:

ESGEvents Library

Gain deeper insight by harnessing stock-level data covering Innovation, Politics, and Regulatory-related events to quantify company behavior, build portfolios with favorable risk/return characteristics, and satisfy ESG mandates.

Uncover new opportunities with unique event categories, including Innovation (patent applications and grants, visa applications), Politics (campaign contributions, lobbying expenditures, and government contracts), and Regulatory (CFPB consumer complaints, EPA actions, OSHA inspections, and CPSC product recalls). Conduct event studies to attribute return and volatility characteristics around event types and instances.

Enhance alpha. Leverage ExtractAlpha's unique sources and analytical techniques to outperform strategies that are based solely on traditional datasets.

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Data Feed

Live Briefs PRO Global Markets

Live Briefs Pro Global Markets is a comprehensive premium news service providing complete, up-to-the-minute multi-asset class coverage of North American, European and APAC financial markets and economies.

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Highlights:

Live Briefs PRO Global Markets

Leverage a global network of experienced and respected financial journalists, editors and economists to gain unique and proprietary news and insights.

Identify fresh trading strategies with industry leading coverage of broad market and sector specific activity throughout the day, combined with breaking public company news. Gain up to the minute insight into forces affecting fixed income and foreign exchange markets. Analysts also tap into the cross-market relationships between bonds, currencies, equities and commodities.

Get the news that matters most. Customized news feed licenses and subscriptions are available via various flexible distribution options.

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Data Feed

RS Metrics MetalSignals

MetalSignals provides satellite-imagery based data, trends, and analysis for global Aluminum, Copper, Zinc, and Steel production, based on changes in daily, weekly, and monthly growth in metal concentrate and finished product stored outside at hundreds of individual smelters and storage facilities. MetalSignals provides global coverage across six continents and includes major countries such as China, Chile, Russia, USA, Australia, and more.

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Highlights:

RS Metrics MetalSignals

Generate fundamental insights and quantitative forecasts of exchange price and inventory for refined metals and bulk commodities and price direction for related equities, FX, and rates.

Monitor all major global locations through satellite monitoring of over 400 smelters and storage sites, which cover over 90% of global metal production.

Backtest various strategies using 5+ years of historical data and out-of-the box data science forecasts for in-sample and out-of-sample time-series including K-nearest neighbors and moving-average crossover models.

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Data Feed

BEAM Biotech & Pharm Company R&D Data

Access over 100,000 biotech and pharmaceutical company R&D records sourced directly from the US clinical registry, augmented with Ozmosi's proprietary libraries and proven pharmaceutical industry expertise. The company universe includes 6,000+ companies with over 1,600 public companies mapped to ticker symbols. Utilize more than 10,000 product names across 4,400+ disease areas over the course of 20 years, including all point-in-time versions, to unlock the R&D landscape and drive predictions.

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Highlights:

BEAM Biotech & Pharm Company R&D Data

Assess pipeline strength and determine ability to win using point-in-time clinical trial data including more than 1,600 ticker symbols mapped to public companies in the pharmaceutical and healthcare industry.

Unlock the biotech and pharmaceutical R&D landscape with access to over 20 years of model-ready clinical trial data.

Predict likelihood of success, timing, and value impact of company trials with our proprietary data elements for biomarkers, novel status, endpoints and mechanism of action to support your predictive analytics.

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Data Feed

Company Climate Risk Scores

Four Twenty Seven’s forward-looking data analytics empower investors to identify and mitigate physical climate risk in their portfolios. Access physical climate risk scores for global companies, across both developed and emerging markets. A database of over 1 million corporate facilities around the world informs operations risk scores for over 2,000 companies, based on the precise locations of their underlying assets. View companies' exposures to floods, hurricanes & typhoons, sea level rise, heat stress, water stress and wildfires (forthcoming). Supply chain and market risk scores are available for 10,000 companies globally.

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Highlights:

Company Climate Risk Scores

Asset Owners: Evaluate the long-term risk exposure of your portfolio holdings and engage with management teams to foster investments in resilience.

Portfolio Managers: Incorporate climate risk scores into your portfolio construction and risk assessment processes.

Research Analysts: Understand long-term exposures of companies, industries and sectors as a key component of future return performance.

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Data Feed

US Monthly Consumer Survey Data

Track how consumers are feeling about the economy, shopping behavior, future purchase intentions, and more. Based on responses from roughly 7,500 US adults each month and over 18 years of monthly history, the data is an excellent training dataset for Machine Learning initiatives and forecasting applications. Prosper’s data is anonymous and 100% Privacy Compliant. No PII is used and data is HIPAA and CCPA Compliant. New questions on the Covid-19 Economic Crisis are now included.

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Highlights:

US Monthly Consumer Survey Data

Access proprietary, trended, and correlated datasets based on consumer behaviors and intentions. The dataset is unique in its longevity as well as the nature of the questions (future spending intentions and consumer emotional mindset). Positive Predictive Correlations have been established between government data and Prosper’s Monthly Consumer intent data.

Enhance Machine Learning initiatives and Forecasting applications with over 18 years of monthly history. Uncover hidden local market propensities to accurately anticipate customer’s future purchase intentions without exposing confidential data.

Know your customer. Measure consumer confidence, spending, impulsivity, and mood. Prosper tracks virtually all the purchase categories that consumers are involved in and the U.S. datasets provide consumer segmentation insights on 300+ specific retailers and 500+ brands. Data is organized by over 100 consumer demographic and geographic segments.

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Data Feed

BQ US Public Companies

Access over 250 data items sourced directly from filings submitted to the IRS and Dept. of Labor. The public company universe includes all U.S. public companies & U.S. subsidiaries of global companies with employee benefit plans (e.g., healthcare, 401k, profit sharing) representing roughly 4,000 entities. Data is point in time, 2010 - present, collected monthly, and covers all sectors as all U.S. legal entities must file subject to the same federal regulations.

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Highlights:

BQ US Public Companies

Enhance models with unique U.S. public company data relating to headcount, cash contributions, and benefits coverage. This data is typically uncorrelated with Fama-French market & fundamental factors (e.g., market cap, size, volatility) and have Sharpe ratios of 1.5 - 2.0. Gain access to precise employment, cash expenditures & industry classification as reported to the IRS in addition to revenue & EBITDA estimated from IRS reports for US private companies with employee benefits.

Identify short selling signals for public companies using data such as delinquency in IRS payments relating to benefits & pensions, downward trends in headcount & cash contributions, cutbacks in payroll & benefits, and amendments to prior filings. Analyze similar growth & credit metrics for U.S. private companies with employee benefits.

Leverage the fact that the same information is available on both public and private companies for better comparable and valuation analysis. Build lists based on industry, revenue, EBITDA, and growth to enhance prospecting efforts . Uncover industry trends & perform deeper market share analysis. Incorporate quantitative measures of company generosity with welfare & retirement plans into ESG models.

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Solution

Thematic Sentiment APIs

Transform unstructured data into a structured set of themes and overall sentiment scoring that's more powerful and accurate than a sentiment score alone. Using FactSet’s Events & Transcripts data, Amenity Analytics' Thematic Sentiment APIs allow investors to categorize earnings calls and other forms of unstructured financial data into meaningful insights. These APIs apply sentiment analysis and classify clients’ data into dozens of unique events such as margin commentary, employment, and capacity. Further categorization allows users to navigate data by sections such as Q&A, Speakers and Key Drivers.

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Highlights:

Thematic Sentiment APIs

Leverage a proprietary NLP engine to gain accurate and precise sentiment analysis for earnings transcripts. Analyze summary data such as the document's total sentiment score, event counts by polarity, and totals by sections including Q&A, Prepared Remarks and Overall commentary. Detailed data such as event names in each section, number of events by polarity and related sentiment score is also available.

Uncover detailed information about business events in financial documents that are easily missed by traditional analysis methods. Gain a robust set of company identifiers, event names, their polarity, and type of entities included in the event. Integrate output seamlessly with existing workflows.

Customize the NLP engine for specific needs. Amenity Analytics works closely with clients to analyze, design and build specific signal requirements by combining Amenity’s proprietary NLP models with the text mining Insights Engine to create a robust suite of contextual analytics. Leverage a custom API to transform unstructured data into structured datasets of stock-specific analysis and sentiment tied to business events. Import insights into a variety of tools such as Tableau, Excel and SFDC.

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Solution

Coronavirus Tracker

Systematically monitor company exposure to COVID-19 with a live feed that tracks how your portfolio discusses the virus and what subtopics are being mentioned. Our NLP model analyzes earnings call transcripts and news articles for topics related to Coronavirus (COVID-19), such as Facilities, Financial Expectations, Guidance Change, Insurance Risk, Supply Demand and others.

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Highlights:

Coronavirus Tracker

Discover Critical Insights: News and earnings call integration lets you analyze and view relevant commentary across transcripts and hundreds of news sources, generating real-time information as it impacts your portfolio for better decision making.

Filter the Noise: See all relevant commentary in recently published transcripts and news so you are able to separate meaningful insight from a sea of volatility.

Intuitive Analysis: Our Time Series analysis monitors developments related to Coronavirus across watchlists, portfolios, and individual equities. Plus, the dashboard user interface provides an efficient, scalable way for portfolio managers and analysts to monitor exposures, find ideas, and quickly validate investment theses.

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Data Feed

ValuEngine US Stock Model

ValuEngine’s US Stock Valuation data is based on a proprietary quantitative model that employs the most innovative concepts in financial theory from academia and Wall Street. Research model outputs are calculated daily for approximately 4,000 US stocks and include VE Fair Market Valuation, VE Forecast target prices, and VE Strong buy/Buy/Hold/Sell/Strong Sell recommendations.

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Highlights:

ValuEngine US Stock Model

Rely on a robust and effective model that has been extensively backtested in the US Equities markets. The investment performance of each VE model has been proven to exceed that of many well-known stock-picking styles.

Gain access to timely and comprehensive data. VE calculates fair market value, forecast target prices, and buy/hold/sell recommendations across a coverage universe of approximately 4,000 US stocks, on a daily basis.

Enhance Alpha. Leverage an experienced research team that continues to develop, test and improve the VE Stock Valuation Models and econometric models for forecasting stock price movement.

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Solution

InnovationQ

InnovationQ is an intuitive intellectual property search solution. Streamline innovation discovery, find key prior art, and gain strategic competitive insights quickly and easily with a simple, user-friendly interface. Simply type in a patent number or invention idea and instantly get a comprehensive ranking of relevant results. Through IP.com’s proprietary combination of concept-based, common-language semantic search and enhanced Boolean search filters, InnovationQ helps clients accelerate patent ideation and monetization.

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Highlights:

InnovationQ

Streamline the Intellectual Property discovery process. InnovationQ’s semantic, machine-learning search engine is powered by common-language search and understands words in context. Craft better queries, faster, to efficiently explore over 110 million documents.

Gain a competitive advantage with competitive insights. Use InnovationQ’s Semantic Map to visualize a technology space and current patents in an industry to better understand the competitive landscape.

Create & share C-suite reports. Make smarter business decisions with analytics and reports on patentability, market position, competitive intelligence and more.

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Data Feed

ISS Voting Analytics

Identify trends and gain actionable insights with ISS Voting Analytics’ comprehensive database of global proxy voting agendas and meeting results. Spot voting patterns across regions or industries, research potential proposal vote outcomes, and aggregate voting statistics. Cross reference the ISS benchmark proxy vote recommendation with shareholder support to predict future outcomes.

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Highlights:

ISS Voting Analytics

Benchmark voting records and corporate governance practices of target companies against peers, identify proposal and voting patterns, and monitor shareholder proposals and success rates across 4.2 million agenda items from hundreds of thousands of meetings.

Leverage standardized ballot item topic coding to find correlations between shareholder support for key management or shareholder ESG proposals and corporate performance. Evaluate Director elections, Management Say on Pay resolutions, equity plans, or more obscure governance or compensation proposals for long or short idea generation.

Focus on shareholder support for special situations including M&A or proxy contests to identify support and outcomes for management or dissident director resolutions.

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Data Feed

BoardEx People Intelligence Data Feed

The BoardEx People Intelligence Data Feed provides accurate, relevant and timely executive and company data curated from publicly available sources. Delivered daily or weekly in a secure format, the feed includes categories e.g. People, Company, Announcement and Committees. Access executive and company information and specialist data across sectors, indexes and geographies to reveal analytics and insights for data-driven decisions. The BoardEx dataset covers career history, education, achievements, gender, name, age, accumulated wealth, equity-linked wealth, compensation, board, committee and role announcements, company type, advisors, market capitalization, stock, sector, index, corporate actions, PE holdings and more.

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Highlights:

BoardEx People Intelligence Data Feed

Improve data quality. Update, backdate, cleanse, and enrich internal CRM data on clients and prospects with accurate, relevant, and updated data from BoardEx. Optimize your organization’s workflow and increase efficiencies with daily data updates for over 1,600 companies and 13,000 people, including board members, C-suite, executives, and senior managers. BoardEx creates approximately 2,500 new profiles and updates roughly 27,000 profiles weekly to ensure comprehensive, high quality content.

Perform deeper analysis. Combine BoardEx data with fundamental or other data sources to identify correlations, patterns, and signals important to your organization or trading strategy. Enhance business development efforts, strengthen existing client relationships and make more informed investment decisions regarding issues such as ESG. Leading financial institutions, corporations and professional services and legal firms trust BoardEx to identify, qualify and connect them with decision makers.

Enhance Tracking and Reporting. Assess executive team and board changes and how their background may affect the performance of a company, fund, or index so you can manage exposure. Perform statistical research on business leaders to understand trends in leadership, management, diversity and inclusion, governance, compensation, and networks.

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Data Feed

Balance Sheet Complexity

Evaluate the complexity of portfolio companies based on Quantitative Complexity Theory (QCT). Using at least 12 quarters of company data, Optimum calculates the current complexity and a complexity interval. The upper bound (critical complexity) is the level of complexity above which the company becomes unmanageable, as too much entropy can arise from the Balance Sheet. The lower bound (minimum complexity) is the minimum level of complexity created by the company. Balance sheet items are also ranked according to their contribution to the overall company complexity. Items at the top are the main drivers of complexity and should be addressed by the executive management to reduce the complexity (and increase the manageability) of the company.

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Highlights:

Balance Sheet Complexity

Make more informed investment decisions. Quantitative Complexity Theory pinpoints when a company moves from 'too big to fail' to 'too complex to survive' and helps investors identify the true drivers of risk in the Balance Sheet. In a world dominated by turbulence and inter-dependency, fragility and complexity can significantly impact company profitability.

Gain deeper insight into complexity risks embedded in your portfolio companies. Complexity is a fundamental physical property of any system, and increasing uncontrolled complexity is a major threat to all businesses and the global economy. Take advantage of Optimum’s Balance Sheet Complexity Indicator to identify such risks in your portfolio.

Leverage a theory with origins in quantum mechanics, systems theory and image analysis. Optimum uses Quantitative Complexity Theory to extract all linear and non-linear relationships between the tradeable components of a system (e.g. an index or investment universe) to construct investment portfolios. It requires no models and accounts for the nonlinearities and dispersion of data using entropy concepts, as opposed to standard deviations.

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