To succeed, middle office teams require not only best-in-class performance analytics, but portfolio and risk analysis, robust reporting, and seamless delivery of these analytics, both inside and outside the firm. FactSet’s comprehensive, single platform embraces all steps in the lifecycle of the portfolio consistently for equity and fixed-income investments so you can power your entire investment team with official performance with indicative capabilities.
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When it comes to performance, you know the only correct model is the one that reflects your own investment process. But as methods shift to new asset classes, behavioral strategies, and passive investing, finding and adjusting models gets more difficult. FactSet gives you the most advanced equity, multi-asset class, and fixed-income attribution methodologies to audit and analyze standard and specific instruments while adapting to any management processes so you can count on accurate results.
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To meet the increasing demands of front office, you need always-accessible equity and fixed-income performance data, not just in static reports but in on-demand portals, API feeds, and automated pitchbooks. FactSet's digital, consumer-led reporting delivery lets you spend more time finding answers for your front office and less time repeating processes that never make it out of email. Let FactSet create a custom repository for you or let us simply provide the data, giving you full visibility into the consumption of your reports so you can focus on the processes that are most valuable, reducing data costs and time to market.
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Keeping up with complex strategies means accessing more data and more types of data than ever before, even if growing your team isn’t part of the equation. FactSet helps you lower your total cost of data ownership by consolidating your data delivery and integrating dozens of data types from benchmarks to derivatives. Our portfolio data management service allows you to scale your firm’s operations while minimizing the resource-intensive work of integrating, reconciling, and standardizing data across all parts of your enterprise.
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Even while you’re feeling the pain of making do with legacy systems, it can be daunting to consider the disruption in data and performance that can come with moving to a new system. We’ve helped some of the world’s largest asset managers through the process and we’ll partner with you to make the transition as smooth as possible; from integrating your security-level historical data to creating a centralized project management hub where you always have access to the latest status and deliverables. Choose the level of service that fits your business, from self-hosted systems to FactSet-hosted systems that manage the administration for you.
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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.
