FactSet is the only information resource you need to research tens of thousands of public and

private companies worldwide, with reports that take you beyond everyday analysis.

Solutions

Streaming Real-Time Market Data

Track your coverage lists and industry’s performance in real time, view streaming news,
create custom news and quote alerts, and chart a variety of market data.

Unique Insight

Analyze easy-to-read reports with information on thousands of public and private companies
and private equity firms, including company descriptions, business segments, size, market
performance, summary financials, events, deal history, ownership, private equity holdings,
and key executives.

Sophisticated Screening

Identify equity and fixed income securities that meet specific financial and non-financial
criteria across all databases simultaneously.

Integrated Internal Research

Share, track, and organize investment ideas across your research team. Measure the
effectiveness and profitability of ideas by team, sector, and individual with performance
reports. Compare broker recommendations alongside sell-side research reports and your own
internal analyst recommendations.

Full Microsoft Office Tools

Build powerful models, reports, and presentations in Microsoft Excel, Word, and PowerPoint
with custom data formatted to reflect your firm’s corporate identity.

Automated Reports

Generate and distribute research reports combining your proprietary content and commercial
market data.

Wireless Access

Retrieve mission-critical information anywhere, receive up-to-minute news, quotes,

financials, and ownership data, and create your own reports from the road.

Markets and Economic Analysis

FactSet integrates the tools and data you need to monitor global market performance. Stay
on top of global economic events and analyze market, sector, and fundamental series. Our
research solution combines an interactive economic event calendar, dynamic charting, and
comprehensive country and comparison reports in one application.

Solutions

Streaming Global Economic Events

Track every important event on the horizon in real time for more than 750 indicators in 24
countries and regions, with access to event details just minutes after they are released.

Markets, Commodities, and Company Integration

FactSet makes it easy to incorporate different types of data such as fundamentals, country
factors, and commodity prices in a single view. Add transformation options such as moving
averages and lags to help you quantify and analyze relationships.

Powerful Charts

Gain insight into macroeconomic developments that are moving the market by building
customized charts in FactSet. Or choose from our library of presentation-ready charts
covering all major indicators.

Dynamic Reports

Analyze economic reports for more than 60 countries, including granular information such
as the components that make up retail sales. Flexible report options, such as the ability to
remove seasonal effects or look at data in real versus nominal terms, let you view the data
the way you need to.

Up-to-the-Minute Data

FactSet’s integration with Microsoft Office lets you seamlessly create and customize your
models and presentations. Integrate your own proprietary data, including forecasts,
alongside market data found on FactSet. Export charts into Office that you can refresh at
any time to retrieve the most up-to-date information.

The Most Sophisticated Portfolio Analytics in the Industry

Solutions

Real-Time Performance

Analyze performance, risk, composition, style, and characteristics for multiple portfolios and
portfolio managers.

Total Risk Analysis

Understand all elements of risk within your portfolio with FactSet's Total Risk model and
combination of reporting and analytics.

Returns-Based Portfolio Analysis

Study a portfolio relative to a benchmark, competitor fund, or peer group with FactSet’s

returns-based portfolio analysis solutions.

Fixed Income Analytics

Apply the same in-depth analysis to debt as you do for equity, all in one platform. Combine
mutliple asset classes in your analysis.

Publishing

Combine key portfolio analytics with your proprietary portfolio information and
commentary in an automated data file or in a presentation-ready document. 

Portfolio Simulation and Optimization

Test optimization strategies over time and suggest potential trades.

Data Integration

Combine more than 800 FactSet and third-party databases with automated uploads of your
proprietary data.

Understand all elements of risk in your portfolio

Only FactSet gives you a Total Risk solution:

 Stress Testing to perform both historical stress tests and hypothetical factor shocks
 The FactSet Total Risk multi-asset class factor model  
 Monte Carlo VaR simulation to create 5,000 scenarios for fat tail modeling 
 An extensive asset pricing algorithm
 A flexible reporting platform to calculate portfolio risk statistics and asset
contributions

Solutions

Risk Decomposition and Risk-Based Attribution

Decompose portfolio risk at a particular point in time or investigate changes over time using
your own models or those from APT, Barra, Northfield, Axioma, or R-Squared. Only FactSet
offers models from five risk model providers.

Stress Testing
Reveal how well a portfolio is positioned in the event your forecasts prove true and gain
insight into its vulnerabilities with stress testing.

Monte Carlo VaR Analysis

Address the challenges of analyzing portfolios with equity options and accounting for fat tails
in your short-term portfolio return distributions through Monte Carlo VaR.

Portfolio Optimization

Analyze an initial or model portfolio to suggest potential trades that maximize portfolio
utility in a risk/return construct using portfolio optimization tools from Northfield, Barra,
Axioma, or APT.

Portfolio Simulation

Test optimization strategies through time using your chosen risk model, optimizer, and
predicted alpha in FactSet's portfolio simulation utility.

Data Integration

Combine more than 800 FactSet and third-party databases with 20,000 benchmarks and
automated uploads of your proprietary data.

Blog

 Is Diversifying in Asia Dead?

I recently had an interesting meeting with a senior Portfolio Manager here in Hong
Kong at a large multi-national firm which has been working in Asia for over twenty
years. After the initial pleasantries, I asked her how her funds were performing this
year: “Great, we’ve been bullish on China and…

 Balanced Risk Explained

In our interview with Dr. Steve Greiner, FactSet's Director of Portfolio Risk Research,
we discuss the concept and details of FactSet's Balanced Risk. Listen to our 15-
minute discussion with Steve Greiner using the player below, or read highlights from
the interview below to understand more about the unique ways…

 Our Most Anticipated Sessions at GARP's Annual Risk Management Convention

This March 8-9, FactSet will be attending a two-day conference hosted by GARP (the
Global Association of Risk Professionals). We’re very interested in a number of
 sessions and hope to see some of our loyal blog readers there. For now, our
attendees wanted to tell you about a couple of…

It is my pleasure that you select me for the personal interview. I will be there at Monday.