Factset Investor Presentation Deck
FACTSET
Next-generation workflow solutions built on our content refinery
RESEARCH
●
Generate ideas
and discover
opportunities with
unique data.
• Monitor the global
markets, research
public and private
companies, and
gain industry and
market insights.
FRONT OFFICE
PORTFOLIO
CONSTRUCTION
Monitor real-time
portfolio
performance, risk,
characteristics, and
composition.
Perform exploratory
data and portfolio
construction
analysis to optimize
expected returns.
●
.
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TRADING
Ensure pre- and post-
trade compliance with
active and passive
breach management.
Oversee order and
execution
management and
allocations.
Automate trade
execution and
optimize algorithm
selection.
BEST IN BREED DATA
RISK
MANAGEMENT
●
●
MIDDLE OFFICE
Measure performance,
risk, style, and
characteristics
for multiple portfolios
and asset classes.
Choose the risk
methodologies that
match investment
processes.
PERFORMANCE
+ ATTRIBUTION
●
●
Understand and
analyze sources of
performance, risk,
and exposure
historically and over
time.
Calculate and
manage workflows
to lock down official
performance or
any other analytics.
BEST IN CLASS TECHNOLOGY
REPORTING
Combine key
analytics and
results with
proprietary
content in client-
eady
customizable
and automated
reports.
Distribute results
and commentary
via reports, web,
API or feeds.
●
DATA
BACK OFFICE
MANAGEMENT
SOLUTIONS
●
●
Optimized integration of
internal and third-party
content sets
Exploitation of data
structure and connectivity
to uncover actionable
insights
Leverage data
connections to create
summary views to
manage security-level and
counter-party risk more
effectively
Significantly reduce the
costs associated with
regulatory reporting
requirements
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CONCORDANCE
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