Factset Investor Day Presentation Deck
FACTSET
Research & Advisory Solutions: Advisor Dashboard
Wealth managers get better results with Advisor Dashboard, a tool designed for efficient management of large-scale
portfolios and complex client relationships
ADVISOR DASHBOARD
ensures that advisors are...
INFORMED
on their client portfolios, uncovering intelligence
despite "noise"
ENGAGED
with their clients, enabling personalized service
at scale
ALIGNED
with the firm's investment thesis, promoting the
firm's best thinking
!!! Sales Home Accounts v Advisor Dashboard
DU 30 industrials Average
34,818.27 139.920
Advisor Dashboard
Book of Business
$9.8B $212.5M
ACCOUNTS
AUM Distribution
HOLDINGS
$9.8B
Total Assets
Unrealized Gain/Loss
Description
>Sharon Jones (5)
James Jones (4)
James Jones-IMA
NASDAQ Composite
14,477.71 216.210
64 59+ 5+
Households
$5.10 17
Pied income
$4.5860%
James Jones - LCC
James Jones-SRA
James Jones-LCV-ETRIME
>Reed (11)
$212.5M 22%
Alternatives
13.3M00
Account 10
4064786
4004154
4554668
4084162
S&P 500
4,568.10 +22.240
131104+ 27 +
Clients
Movers
Top
Kathleen C Manning
Mara endricks
Robert W. Donovan
Estela Pers
% of Book
4.63%
3.17 %
1.47%
0.54%
0.43%
0.31%
0.19%
4.40%
246 195+ 51+
Accounts
WOOOO
Market Value
$455,690,330
$311,402,827
$144,287,504
$52.779.826
$42,014,506
$30,471,846
$19.021,326
$438,200,425
Financial Advisor
S&P TSX
22,023.11 +70.160
$164
Holdings Date: Apr 01, 2022 (1) Search Book
4,238 1850 11124
Holdings
Data em 1D MV Chg
000000
1D Market Value
Che
$1,044,445
$410,010
$625,526
$345,640
$156,641
Advisor Dashboard
$117.003
-$23.848
Bottom
Lucile Armatong
Julle Wagner
Branden Blair
Donald Dougherty
10 Market Value
% Che
0.23%
0.13%
0.66%
-0.13%
Brent Crude Oil (FEU S
106.61 +2.220
0.25%
Group by: Client Name
-$325
-827728
-12257K
-330.000
Charts
Total Port Cost
$232,610,309
$141,101,135
$91,500,174
$37,531.905
$21,986,672
$23,609,867
$8.340,731
-105.000
US ZY T-Note Yiel
2.44 +0.017
Q
↓
Unrealized
$223,000,021
$52,778,329
$15.257,921
$20.027,834
$6,811,979
$10.660.595
$207,706,200
Notifications
US 10v 7-Note Vie...
2.41 +0.031
NEWS RESEARCH
Filtrs V
?
Canadian Dollar
1.25 +0.003
Book Selection @
SIGNALS EVENTS
Order by: AUM V
> StreetAccount M&A Summary: Week of 28-Mar
9:39 AM SA AXSM-US(+14) $245.2M 90 Aces
> Bank of America Mobilized and deployed $250 billion
in sustainable finance capital in 2021 ($40.90, 0.00)
7:07 AM SA RAC-US $176.8M 51 Acts
> Citigroup to sell consumer banking business in
Bahrain to Ahli United Bank ($52.14,-0.19)
12:06 PM SA C-US $159.5M 42 Acces
> MasterCard completes previously announced
acquisition of Dynamic Yield from McDonald's....
8:47 AM SA MA-US(+1) $150.2M 28 Accts
llow-up: FDA releases briefing documents ahead
of 6-Apr meeting to discuss COVID-19 vaccines
8:09 AM SA N-US(+2) $115.5M 37 Acc
> FDA releases briefing documents ahead of 6-Apr
meeting to discuss COVID-19 vaccines
02 AM SA UNU-US(-2) $115.5M 37 Accts
8:02
Barron's Summary
Apr 02 SA AGBV-US(+9) $100.9M 58 Acts
X
> FDA approves Gilead Sciences SBLA for Yescartato
include treatment of adults with relapsed of...
Apr 01 SA GILD-US(+1) $82.4M 34 Accts
> Piper Sandler reports that AbbVie's anticipated Q1
update on CF appears pushed to earnings timefram
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