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FactSet Portfolio & Risk Analytics from FactSet
Enterprise-level risk management platform for investment managers, allowing for advanced risk modeling, scenario analysis, regulatory reporting, exposure analysis, and compliance monitoring for funds and portfolios.
Product analysis by function
Enterprise Risk Management Platforms for Risk & Compliance
Comprehensive systems that identify, assess, and manage various types of enterprise risks, including operational, reputational, strategic, and financial risks across the organization.
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Data Integration & Connectivity
(0 Yes /0 Known /10 Possible features)
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Multi-source data ingestion Ability to import data from multiple structured and unstructured sources. |
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Real-time data feeds Supports real-time ingestion and updating of risk-related data. |
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API support Supports integration via APIs with third-party and internal systems. |
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Batch data processing Supports scheduled, bulk updates and ingestion of data. |
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Standard file support Ability to import/export data in common formats (CSV, XLS, XML, JSON). |
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Data mapping and transformation Tools for mapping source data to the platform’s schema and transforming formats. |
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Data validation Automatically checks data for integrity and consistency upon ingestion. |
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ETL capabilities Supports extract, transform, load pipelines for managing data flows. |
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Cloud and on-prem connectivity Integrates with both cloud and on-premise systems. |
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Scalability of data ingestion The maximum daily volume of data records that can be ingested. |
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Risk Analytics & Modeling
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Market risk calculation Ability to model and calculate exposure to market risks (e.g., VaR, stress tests). |
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Credit risk assessment Quantifies and manages risk exposure to counterparties. |
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Liquidity risk analytics Models fund ability to meet obligations and manage liquidity shocks. |
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Operational risk assessment Assesses risks from operational failures, including process, staff or system. |
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Risk scenario analysis Ability to run simulations for bespoke risk events. |
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Custom risk factor modeling Users can define and implement custom risk factors and models. |
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Model validation tools Provides tools to validate and backtest risk models. |
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Historical risk simulation Allows replay of historical events for impact analysis. |
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Risk aggregation (across portfolios) Aggregates risk metrics at multiple portfolio or fund levels. |
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Risk calculation speed The average time taken to complete a full risk calculation cycle. |
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Regulatory Compliance Management
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Regulatory rules library Comprehensive library of rules for key jurisdictions (e.g., SEC, ESMA, FCA). |
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Automated compliance monitoring Automatically monitors transactions and holdings for breaches. |
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Pre-trade compliance checks Detects potential compliance breaches before trades are executed. |
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Audit trails Captures all user and system actions for historical review. |
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Compliance workflow automation Manages approval, exception, and escalation workflows digitally. |
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Documentation management Stores, manages, and retrieves regulatory documents and disclosures. |
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Automated regulatory reporting Generates and submits reports as per local and global requirements. |
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Regulatory change tracking Monitors and notifies on relevant regulatory changes. |
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Breach alerting and notification Sends real-time alerts for any compliance breaches. |
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Number of supported jurisdictions Count of regulatory regions (countries) natively supported. |
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Reporting & Visualization
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Customizable dashboards Dashboards can be customized per user or role, with drag-and-drop widgets. |
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Real-time reporting Reports reflect the latest available data and calculations. |
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Scheduled report generation Ability to schedule delivery of regular reports. |
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Export to multiple formats Ability to export reports (PDF, Excel, HTML, CSV). |
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Data visualization tools Offers graphs, heatmaps, and advanced visualization features. |
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Ad-hoc reporting Users can create custom reports without coding. |
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Automated distribution System can automatically distribute reports to stakeholders. |
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Drill-down capabilities Users can drill down into data for detailed analysis. |
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Interactive visualization speed Average response time for rendering custom dashboard views. |
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Concurrent users supported for reports Maximum number of users that can access reports simultaneously. |
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Security & Access Control
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Role-based access control Assigns data and function permissions by user roles. |
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Single Sign-On (SSO) Integrates with corporate identity providers for access. |
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Multi-factor authentication Enforces additional security checks for user logins. |
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Data encryption (in transit and at rest) Encrypts sensitive data during transfer and storage. |
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Comprehensive audit logging Maintains detailed logs for all data access and changes. |
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User provisioning and de-provisioning Automates the onboarding and offboarding of users. |
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Granular permission settings Fine-tuned data and function-level access configuration. |
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Data masking and anonymization Masks sensitive data fields for select users or roles. |
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Incident & breach detection Monitors and alerts on potential security incidents. |
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Maximum concurrent user sessions Maximum user sessions that are allowed simultaneously. |
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Workflow & Task Automation
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Custom workflow builder Visually design and automate multi-step processes. |
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Automated task assignment Routes tasks to responsible users based on defined criteria. |
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Approval tracking Tracks approvals, signatures, and acknowledgments digitally. |
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Notification and escalation rules Automated alerts and escalation when timelines are missed. |
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Exception management Tracks and manages process exceptions and their resolutions. |
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Integration with communication tools Integrates with email, chat, or ticketing for notifications. |
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SLA tracking Measures and reports service-level agreement adherence. |
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Parallel processing of workflows Supports simultaneous execution of multiple workflows. |
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Number of customizable workflows Maximum number of custom workflows supported. |
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Workflow execution speed Average time to execute a typical workflow. |
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Audit & Monitoring
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Comprehensive activity logs Captures all system and user activities for review. |
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Automated exception logging Automatically records exceptions and unusual events. |
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Change management tracking Monitors changes to data, rules, and configurations. |
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Periodic review scheduler Automates scheduling and reminders for audits and reviews. |
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Forensics and drill-back tools Allows detailed reconstruction and investigation of events. |
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Automated controls testing Regularly tests control effectiveness and documents results. |
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Exception alerting Notifies users of irregular events or failed checks. |
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Audit report generation Automatically compiles and formats audit-ready reports. |
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Retention period for logs Duration for which audit logs are retained in the system. |
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Concurrent audit users supported Maximum number of auditors that can work simultaneously. |
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Performance & Scalability
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Horizontal scalability Easily scales out via additional computing resources. |
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Load balancing Distributes system load across multiple servers or nodes. |
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Cloud-native architecture Designed for scalable cloud or hybrid deployments. |
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High-availability configuration Supports failover and redundancy for resilience. |
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Disaster recovery options Provides built-in DR and data backup capabilities. |
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Concurrent users supported Maximum simultaneous users during peak usage. |
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Data throughput capacity Maximum volume of data processed per second. |
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Uptime SLA Guaranteed platform availability over time. |
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Average page load time Typical time for loading key dashboards or modules. |
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Processing capacity per fund Number of funds/entities supported without degradation. |
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User Experience & Usability
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Intuitive user interface Interface is easy to navigate and learn. |
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Mobile access Accessible on smartphones and tablets. |
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Contextual help Built-in help, tooltips, and guided tours. |
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Personalized homepages Users can set and modify their landing screens. |
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Internationalization/localization Supports multiple languages and regional formats. |
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Accessibility features Compliant with accessibility standards (e.g., WCAG). |
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Custom notifications Users can configure notification settings. |
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Keyboard and voice navigation Supports keyboard shortcuts and/or voice commands. |
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Average number of clicks to complete workflow Measures usability and process optimization. |
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Time to proficiency Average time required for new users to become proficient. |
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Vendor Support & Platform Maintenance
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24/7 technical support Vendor offers around-the-clock support services. |
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Dedicated account manager Customers are assigned a specific contact from the vendor. |
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Proactive system monitoring Vendor monitors health and performance of client deployments. |
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Automatic software updates Platform receives regular, automatic patching and feature updates. |
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Comprehensive documentation Up-to-date guides for administration, user, and integration support. |
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User community and forums Access to community knowledge and peer support. |
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Onboarding/training services Vendor offers user onboarding and ongoing training options. |
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Service Level Agreement (SLA) metrics Key metrics defined in the support contract. |
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Average issue resolution time Mean time to resolve client-reported production issues. |
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Frequency of major platform updates How often major feature or version updates are released. |
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