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PORTFOLIO MANAGEMENT
Research, analyze, and execute investment ideas faster to maximize portfolio performance.

Actionable Insight to Power Your Decision Making

Finding opportunity anywhere and acting faster than your peers requires data beyond the conventional, as well as an intelligent, predictive system that can help you go from decision to trade first. FactSet's portfolio management and trading solutions combine the best in order and execution management with unique company and portfolio insight to transform the way you discover, decide, and execute.

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Portfolio Management

    COMPETITIVE STRATEGIES FOR ACTIVE MANAGERS

    Learn how to plan for the shift from active to passive management, improve performance, and attract new business in this free guide.

    Award-winning portfolio management solutions

    portfolio management platform

    Gain an end-to-end portfolio management solution.

    Rely on a comprehensive monitoring and simulation platform designed specifically for portfolio managers. Monitor and optimize your portfolios in real time with up-to-the-second insights into news and internal research as well as portfolio risk, performance, exposures, and composition. Simulate trades without triggering compliance workflows to thoroughly test ideas without creating an unnecessary audit trail, then check compliance rules directly when you’re ready to execute. Quickly test ideas by simulating individual or multiple trades across multiple portfolios at a time to see their real-time impact on risk. Easily submit tested trades to your OMS for order entry and compliance.

    Portfolio Monitoring & Simulation
    generate ideas as unique as your data

    Gain a performance advantage powered by real-time news and research insights.

    Quickly review relevant, breaking insights about the companies and markets you care about, without the noise around the ones you don't. Review stories and summaries generated by industry professionals and pulled from global news sources. Leverage custom alerts, powerful filters, and scheduled overviews to facilitate your active portfolio management and ensure you're notified of relevant news as it happens. Rely on FactSet's internal research and portfolio management tools to stay connected to the ideas, guidance, and recommendations of your thought leaders.

    News & Research
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    Connect the front office with seamless integration and collaborative tools.

    Align the work of analysts, traders, and portfolio managers with FactSet's turnkey integration of your firm's proprietary holdings, transactions, and research with our content and expansive data sources. Rest assured that data and information is consistent and synchronized for users across your firm. Incorporate extensive benchmark data and global exchange indices, global news coverage, and other sources of critical information with our unique suite of applications, including our execution management system. Populate dynamic reports, custom annotated charts, news displays, and more with a combination of high-quality financial data and your firm's research.

    Connected Teams
    monitor global trends to find opportunity

    Leverage unique content to monitor macro and geopolitical trends.

    Differentiate your investment process with unique data that helps you stay ahead of market trends. Segment companies into highly specific, precise categories according to primary focus. Understand your portfolio’s true exposure to geopolitical risk, macroeconomic factors, and market conditions, view ESG-related business practices, or uncover interconnected relationships within your stock portfolio that may affect overall performance. FactSet’s global coverage and unique content take you beyond the standard datasets to find an edge.

    Trends
    create and manage winning portfolios

    Harness powerful analytics to assess risk and performance and simulate trades.

    Understand risk performance at the total, sector, and security level relative to a benchmark using FactSet’s cutting edge portfolio management platform.  See potential changes to portfolio risk in real time based on simulated trades and review their compliance before passing them on to the trading desk for execution. Gain a rich understanding of historical risk and performance with an industry-leading portfolio analytics that lets you simulate trade ideas, project the impact of future market events by defining stress tests and yield curve scenarios, and shock spreads over different horizons.

    Optimized Portfolios

    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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