Solutions for Asset Managers
FactSet offers smart, streamlined software for researching companies and markets,
generating investment ideas, and analyzing portfolio performance and risk. FactSet
integrates thousands of datasets to give you the accuracy and transparency you
need to perform innovative analysis and present it clearly.
Research Equity and Debt Securities
Analyze easy-to-read reports with information on thousands of public and private companies and private equity firms, such as
company descriptions, business segments, size, performance, financials, events, deals, ownership, private equity holdings, and
key executives. Use sophisticated screening tools to identify equity and fixed income securities that meet specific financial and
non-financial criteria across all databases simultaneously.
Monitor Streaming News and Quotes
Track your coverage lists and industry’s performance
in real time, view streaming news, create custom
news and quote alerts, and chart market data. Find
the news you need fast with filters that quickly limit
your search to any source, industry, or portfolio.
Include your firm’s analyst commentary to see where
you stand against the Street.
Explore Global Economic Events
Track important events in real time for more than 850
indicators in 38 countries and regions, with access to
event details minutes after they are released. FactSet
makes it easy to incorporate fundamentals, country
factors, and commodity prices in a single view.
Track markets, chart performance, monitor news, and watch trends in one custom view.
Analyze Portfolio Performance in
Real Time
Analyze performance, risk, composition,
style, and characteristics for multiple
portfolios and portfolio managers in real
time. FactSet gives you the flexibility
to evaluate according to your unique
investment style, whether it includes
fixed income, alternative assets, fund of
funds, macro/asset allocation, a long/short
strategy, or currency hedging. Examine
portfolio style, risk and return statistics,
and peer group relative performance with
FactSet’s returns-based tools. Produce
presentation-quality documents that
combine reports and charts using your
firm’s custom layout, colors, and design.
Leverage the most sophisticated portfolio analysis tool in the industry, with the flexibility to match your
unique investment process.
Research, Construct, and Evaluate Portfolios
Backtest, optimize, simulate, and manage the risk of your portfolios on one platform. Combine hundreds of FactSet and third-party
databases with more than 20,000 benchmarks and your proprietary data. Analyze portfolio risk with models from APT, Axioma,
MSCI Barra, Northfield, R-Squared, or your own custom models. View predictive risk characteristics, study exposures, and identify
systematic sources of relative performance.
Understand the total risk of
your portfolio, then combine
this information in automated
period-end reports that reflect
your corporate identity.
Leverage FactSet’s credit analysis solutions for analyzing the
credit health of public and private issuers and conducting
relative spread valuation on bonds. Examine all relevant
details for corporate, government, sovereign, and municipal
debt, including notes, issue prospectuses, call schedules,
and covenants.
Leverage Internal Research
Share, track, and organize investment ideas across your
team. Compare broker recommendations to sell-side
research reports and your own analyst recommendations.
Automate Custom Reports
View a full breakdown of an issuer’s bond detail and link directly to source
Build powerful models, reports, and presentations in
documents for the current quarter or historical periods.
Microsoft Excel, Word, and PowerPoint with custom data
in your firm’s corporate identity. Automate reporting by
generating and distributing research reports combining your proprietary content and commercial market data.
Rely on Fast, Accurate Data Delivery
FactSet-sourced data offers global coverage, deep company data, and unparalleled transparency for a breadth of content types.
Deliver feeds to an external process on a real-time or scheduled basis.
Experience the FactSet Difference
As a FactSet client, you will have a dedicated, personal support team to train you, assist on projects, and keep you informed of the
latest enhancements, 24 hours a day, seven days a week, from offices worldwide.
About FactSet FactSet is a leading provider of financial information and analytic applications to investment professionals around the globe.
For More Information To learn more about FactSet’s Solutions for Asset Managers, contact [email protected].
Online www.factset.com
Copyright © 2014 FactSet Research Systems Inc. All rights reserved. #11422/0114/FSM133
Examine Detailed Credit Analysis