Our Clients & Industries

Investment professionals trust FactSet, across teams, across asset classes, and at every stage of the investment process.

Serving Financial Professionals is at our Core

We’ve spent each day of the past four decades putting our clients first. We make sure everything we do is built around understanding your needs and helping to solve your challenges across your organization. From more than 60 offices in 23 countries, we’re all working together toward the goal of creating value for our clients, and we’re proud that 95% of asset managers who use FactSet continue to use FactSet, year after year.

Today we serve nearly 100,000 financial professionals in all areas of the industry, helping them stay ahead of global market trends, access extensive company and industry intelligence, monitor portfolio risk and performance, and execute trades. Our comprehensive data feeds, desktop analytics, web and mobile applications, and white-glove client service transform the way our users discover, decide, and act on opportunity.

    The FactSet Advantage

    Performance Intelligence

    Performance Intelligence

    Performance Intelligence

    Staying ahead of the markets means more than finding hidden signals, but connecting these new data types into real, actionable information. Our one-of-a-kind company data sets and best-in-class analytics give you intelligence, beyond the conventional, so you can find your next big idea.

    With sophisticated next generation portfolio analytics, paired with our award-winning performance and attribution solutions, you get an unparalleled combination of portfolio equity and fixed income analytics, data concordance management, workflow capabilities, and data distribution for internal and external clients. 

    When you find opportunity, act first with our leading Order Execution Management System, which brings you intelligent trading at machine speed.

    Connected Teams

    Connected Teams

    Connected Teams

    When the front and middle office share information seamlessly, the result is higher productivity and better, faster decisions. FactSet brings together research, performance, risk, reporting, portfolio managers, traders, and technology teams to streamline processes, boost efficiency, cut manual reconciliation, and maximize your firm’s most important asset: your ideas. When you connect teams, you can drive performance and capture the opportunities that others miss.

    Unique, Trusted Data

    Unique, Trusted Data

    Unique, Trusted Data

    With the confidence that comes from trusted data at each stage of your investment process, you can stay focused on analytics, not on data maintenance. FactSet brings together the world of financial data, your own in-house data, and our own unique alternative data to help you stay ahead of global market trends, access extensive company and industry intelligence, and monitor performance with our leading desktop analytics, web and mobile applications, and comprehensive data feeds.

    When you let FactSet take on the processing of your firm’s data and analytics, our team of specialists will work around the clock to monitor and remedy issues during all stages of your workflow, from data extraction to analytical enrichment, through report generation and data delivery.

    We tried a lot of competitive products, but nothing was even close to the capability of FactSet’s software, and the service was unmatched. FactSet is an integral part of what we do for research, for portfolio attribution, even for marketing.

    Daniel Davidowitz, Chief Investment Officer & Portfolio Manager, Polen Capital Management

    Talk To Us

    The best way to understand what makes FactSet different is to see it for yourself. We've worked with investment professionals for 40 years, so we understand your workflow and know precisely how to help. Talk to us about your challenges, and we’ll help you design the most effective solutions for your firm with everything you need — and not what you don’t.

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