FactSet

FactSet is a global provider of integrated financial information, analytical applications, and industry-leading service. The company delivers insight and information to investment professionals through its analytics, service, content, and technology.

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Email: sales@factset.com

Phone: +1 866-322-8738

Web: https://www.factset.com/

products

• FactSet Mergers & Acquisitions
  Comprehensive M&A data and analytics including deal comparables, transaction multiples, advisory league tables, and screening tools. Offers predictive analytics, target screening, deal modeling capabilities, and integration with Microsoft Office.
  
• FactSet Research Systems
  Comprehensive financial data, real-time quotes, news, analytics, portfolio management tools, equity research, screening capabilities, company fundamentals, and alternative data. Features sophisticated charting, Excel integration, and mobile access.
  
• FactSet Wealth Management Solutions
  A comprehensive suite of wealth management tools including portfolio analysis, financial planning, risk modeling, and client reporting. Offers customizable views of client portfolios and goal tracking.
  
• FactSet Market Risk
  Robust market risk solution that offers multi-asset class risk analysis, stress testing, and scenario modeling. The system provides VaR calculations using various methodologies, factor-based risk decomposition, and what-if analysis.
  
• FactSet OEMS
  Comprehensive order and execution management system supporting the entire trading lifecycle, with portfolio modeling, rebalancing, compliance checking, order routing, execution, and allocation. Provides real-time market data, analytics, and multi-broker connectivity.
  
• FactSet Portfolio Risk Model
  A multi-asset class risk modeling solution that helps portfolio managers understand exposures, analyze risk contributions, and stress test portfolios. Offers factor-based analytics, with flexible model selections to match investment strategies.
  
• FactSet Alternative Data
  Curates alternative datasets including geolocation data, credit card transactions, ESG metrics, and sentiment analysis. Offers tools for data integration, backtesting, and visualization to enhance investment strategies.
  
• FactSet Execution Management System (EMS)
  Multi-asset class EMS providing order and execution management across global markets with advanced analytics, algorithmic trading, advanced TCA, smart order routing, and compliance tools.
  
• FactSet Transaction Cost Analysis
  Multi-asset TCA solution integrated with FactSet's analytics platform. Offers pre-trade analysis, post-trade reporting, broker evaluation, venue analysis, and regulatory compliance tools. Combines market data with execution data to provide comprehensive trading insights.
  
• FactSet Analytics & Trading Solutions
  Comprehensive data warehouse and analytics platform specifically designed for fund operations, offering portfolio analytics, risk management, performance measurement, client reporting, regulatory compliance, and data integration capabilities.
  
• FactSet Portfolio Compliance
  Integrated compliance monitoring with pre- and post-trade compliance checks, rule-based monitoring, automated breach notifications, customizable dashboards, and detailed reporting. Supports multiple asset classes and regulatory frameworks.
  
• FactSet Publisher
  Fund document creation platform with data integration, template customization, automated production scheduling, performance chart generation, compliance review workflows, and multichannel distribution for factsheets and marketing materials.
  
• FactSet Multi-Asset Class Risk Model
  Integrated factor analysis platform with comprehensive multi-asset class risk models. Offers portfolio analysis, factor-based attribution, scenario analysis, and optimization with customizable factor definitions across global markets.
  
• FactSet CRM Solutions
  CRM platform tailored for asset managers and fund distributors with embedded market intelligence. Provides contact management, sales activity tracking, pipeline management, and analytics on fund flows and distribution channels.
  
• FactSet Distribution Intelligence
  A comprehensive analytics platform that helps asset managers track fund flows, identify sales opportunities, analyze distribution channels, and monitor competitive landscape. Offers data visualization, customizable dashboards, and predictive analytics.
  
• FactSet Regulatory Solutions for Insurance
  Statutory reporting automation, global regulatory compliance tools, data integration capabilities, NAIC reporting templates, financial analysis tools, and reporting workflow management.
  
• Truvalue Labs ESG Analytics
  AI-powered ESG analytics that uses NLP to analyze millions of unstructured data points for real-time ESG insights. Features include dynamic materiality mapping, controversy detection, regulatory alignment tracking, and governance risk alerting designed for pension fund compliance needs.
  
• FactSet Client Communication
  A communication and reporting tool designed for investment professionals that helps create marketing materials, reports, and client presentations, facilitating efficient communication between fund managers and their clients.
  
• FactSet Workstation
  Offers powerful tools for data analysis, investment research, and portfolio management. Provides access to deep financial data and market insights coupled with customizable workflows.
  
• FactSet Research Management
  A research management solution that streamlines the investment research process through a single platform. It allows collaboration, data management, and integrates various research sources to expedite the decision-making process.
  
• FactSet Fund Accounting
  Provides comprehensive fund accounting and investment analytics capabilities, allowing asset managers to monitor investment performance and streamline reporting processes.
  
• FactSet Corporate Actions
  Offers comprehensive data on corporate actions, including mergers, acquisitions, dividends, and splits, with seamless integration into analytics and performance tools.
  
• FactSet Data Management Solutions
  FactSet Data Management Solutions streamline the collection, integration, and distribution of financial data, providing users with a unified, accurate data source to enhance decision-making and regulatory compliance.
  
• FactSet Product Governance Solutions
  Provides an extensive range of tools for fund compliance monitoring, product development analysis, and regulatory reporting, enabling firms to manage product risk effectively and ensure they are compliant with regulations.
  
• FactSet Portfolio Analytics
  This suite allows for performance attribution, risk analysis, and optimal portfolio construction, leveraging deep financial and market data.
  
• FactSet Reconciliation & Transaction Management
  Offers reconciliation for transactions and holdings, provides comprehensive reporting, data visualization, and ensures compliance across investment portfolios tailored for pension management.
  
• FactSet Due Diligence Management
  Facilitates the management of external manager due diligence processes, with tools for monitoring, research sharing, and risk assessment.
  
• FactSet Compliance Suite
  Automates compliance monitoring, reporting, and regulatory filings. Offers customizable solutions to fit the specific needs of fund managers and includes extensive data analytics.
  
• FactSet Communications
  A suite of tools designed for seamless client communication, including reporting, data visualization, and collaborative workflows that enhance client engagement.
  
• FactSet Client Portal
  An online platform that allows wealth managers to deliver customized investment solutions and performance analytics to high-net-worth clients, improving communication and client engagement.
  
• FactSet Client Relationship Management
  Combines financial data with CRM capabilities to enhance investor experience. Features include portfolio management, client reporting, and data integration.
  
• FactSet Regulatory Solutions
  Offers integrated services for regulatory reporting, performance analytics, and risk analytics while ensuring compliance and regulatory standards are met.
  
• FactSet Portfolio & Risk Analytics
  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.
  
• FactSet ALM & Risk
  Integrated suite for ALM, scenario analysis, interest rate risk, regulatory compliance, and stress testing tailored for investment portfolios, pension funds, and treasury operations.
  
• FactSet Fee Analyzer
  Enables pension funds to track, analyze, and benchmark external manager fees using proprietary and third-party data. Offers negotiation support, peer group analytics, and dashboards for transparency.
  
• FactSet Digital Solutions – Client Communication Portal
  Customizable digital client portals enabling secure document sharing, messaging, performance reporting, and client service communication for advisors and wealth managers.
  
• FactSet Private Markets
  Comprehensive private market intelligence platform covering venture capital, private equity, M&A, and private companies. Includes deal flow analysis, fund performance benchmarks, and portfolio analytics tools.
  
• FactSet Fixed Income Portfolio Analytics
  Offers fixed income analytics covering municipal bonds, corporate bonds, government securities, and securitized products. Includes yield curve analysis, spread analysis, risk metrics, performance attribution, and scenario analysis tools for portfolio managers and research analysts.