Profile: FactSet Research Systems Inc (FDS)
3 Dec 2013
FactSet Research Systems Inc. (FactSet), incorporates on January 25, 1984, is a provider of integrated financial information and analytical applications to the global investment community. FactSet supports the investment process from initial research to published results for buy and sell-side professionals. These professionals include portfolio managers, research and performance analysts, risk managers, marketing professionals, sell-side equity research professionals, investment bankers and fixed income professionals. The Company’s applications provide users access to company analysis, multicompany comparisons, industry analysis, company screening, portfolio analysis, predictive risk measurements, alphatesting, portfolio optimization and simulation, real-time news and quotes and tools to value and analyze fixed income securities and portfolios. In July 2012, the Company acquired news management company, StreetAccount LLC. In September 2013, Factset Research Systems Inc acquired Revere Data, LLC.
FactSet addresses investment managers in its integrated platform. The solutions offered to investment managers through the FactSet platform includes Wireless Connectivity, which access reports through wireless handheld devices; Equity Analysis, which research public and private companies worldwide; Economics and Market Analysis stay on top of global economic events and analyze market, sector, and fundamental series with economic calendar and dynamic country, sector, and industry reports; Quant and Risk Analysis, which builds quant models and calculate risk to better understand portfolio risks; Portfolio Analysis, which includes applications for portfolio attribution, risk management and quantitative analysis; Fixed Income Analysis, which analyzes entire debt-driven markets; Data Integration, which integrates client data, such as portfolio holdings with FactSet’s data and applications, and Charting, which creates sophisticated reports and presentations.
Global Banking & Brokerage Professionals
FactSet enables investment banking professionals to gain in-depth company and industry insight with its integrated data and powerful analytical solutions designed specifically for a banker's workflow. The solutions offered to the sell-side professionals through the FactSet platform include Models and Presentations, which combine the latest market data with numbers, all in firm standard formats and branding, to quickly create flexible models and presentations; Company and Industry Analytics, which tracks, in real-time, the global public and private companies, industries, and events that make an impact on market performance; Idea Screening, which enables research on public and private companies to target clients, partners, buyers and investors and searches deals and initial public offerings (IPOs) of interest; Deal Analytics, which provides insight into the global deal market with a suite of deal intelligence tools designed to meet M&A and corporate governance research needs; People Intelligence, which searches leads by connecting to others by business, charitable interests, education and other non-corporate relationships; Accountability, which audits global financials to their underlying SEC filings; Corporate Governance, which follows hot topics surrounding corporate governance matters, and
Wireless Connectivit, which access key reports through wireless handheld devices.
Other Global Professionals
The Company is able to be customized to meet the needs of many more professionals involved in hedge funds , private equity, sell-side research, equity sales, trading, consulting, investor relations, law firms and academic institutions.
Hedge Funds, which provide solutions for alternative investments, including long/short positions, equity options and futures. Wealth managers, which provide solution that allow a wealth manager to stay on top of their client’s portfolios, streamline communication and internal research, create account review documents and analyze multiple asset classes. Private Equity and Venture Capital, which screens technology and links between funds and their portfolio companies to help the user uncover new investment opportunities, with everything from high-level company snapshot reports to tools that create presentation and deal-ready books. Sell-Side Research, which offers a straight path from the research provider to the buy-side firm so a user can have total control over their ideas. Equity Sales, which follows breaking news and trends, proactively monitor the markets, consolidate company and industry research, and manage and strengthen client relationships. Trading and Managing Market Data, which views market data quotes, news, and analytics alongside portfolios to inform portfolio managers of the ramifications of volatility on stock selection and alpha.
Plans Sponsors and Pension funds, which provide solution for fund managers specially designed for selecting, analyzing, and incorporating external managers into an overall plan. Consultants and Advisors, which combines the latest market data, all in firm standard formats and branding, to quickly create flexible models and presentations. Investor Relations and Corporate Strategy, which accesses analytics to research comparable companies, manage business development and M&A, access raw and edited transcripts and listen to call audio from company meetings. Legal, Accounting, Management Consulting and Other Professionals, which receives accurate, fast updates in order to monitor companies, analyze transactions, and advise clients. Academia-Professors and Students, which accesses the same tools used by global investment professionals to monitor global markets, public and private companies, equities and fixed income assets.
The Company competes with Bloomberg L.P., Thomson Reuters Inc., Standard & Poor’s including Capital IQ, MSCI Inc., Dealogic PLC, Interactive Data Corporation, Dow Jones & Company, Inc., Markit Group Limited, The Yield Book, Inc., Polypaths LLC and Wilshire Associates Incorporated.
FactSet Research Systems Inc
601 MERRITT 7
NORWALK CT 06851