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About us
FactSet creates flexible, open data and software solutions for tens of thousands of investment professionals around the world, providing instant access to financial data and analytics that investors use to make crucial decisions. For 40 years, through market changes and technological progress, our focus has always been to provide exceptional client service. From more than 60 offices in 23 countries, we’re all working together toward the goal of creating value for our clients, and we’re proud that 95% of asset managers who use FactSet continue to use FactSet, year after year. As big as we grow, as far as we reach, and as successful as we become, we stay connected to our clients and to each other.
- Website
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http://www.factset.com
External link for FactSet
- Industry
- Financial Services
- Company size
- 10,001 employees
- Headquarters
- Norwalk, Connecticut
- Type
- Public Company
- Founded
- 1978
- Specialties
- fintech, portfolio management, investment management, investment banking, wealth management, trading, risk and compliance, client reporting, OMS, EMS, data delivery, professional services, open technology, performance and attribution, risk management and analysis, and financial data
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Employees at FactSet
Updates
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Bring your #investmentportfolios to life with key insights, idea simulation, and crucial data points to make confident decisions and improve investment outcomes. PM Hub empowers you to build and analyze your #portfolio and exposure risks to drive efficiencies and performance effortlessly. Learn more here: https://bit.ly/46OprvD
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What does it take for a fund to not just survive but thrive in the hyper-competitive ETF marketplace? VP Director of Global Fund Analytics Elisabeth Kashner, CFA discusses who wins and why along with highlights of core trends from the first half inflows, fees, and management style. Join our host Sean Ryan and listen to the full conversation: https://bit.ly/4ddjpXw
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Watch our own Patrick Reilly, CFA on RiskReversal Media MRKT Call! ⤵️
Had a fun opportunity to join the MRKT Call podcast this past week to discuss my hot take on the Fed not cutting rates in September. That was a blast, hope to be able to do it again. Where do you sit on when, and by how much, the Fed will cut first!? #fixedincome #riskmanagement #portfoliomanagement #analytics https://lnkd.in/gM395Z-c
How Long Will The Party Last?
https://www.youtube.com/
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ICYMI: John Butters’ Earnings article is out: https://bit.ly/4fR2jR1 ➡️ The term "recession" has been cited on the Q2 earnings calls of 28 S&P 500 companies. ➡️ This is the 2nd straight quarter that less than 30 S&P 500 companies have cited "recession" on earnings calls. ➡️ The Financials (7) and Industrials (7) sectors have the highest number of companies citing "recession" on Q2 earnings calls.
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Optimize data ingestion to drive productivity and empower your organization to make informed decisions quickly. We understand that data solutions are not one-size-fits-all—with FactSet's flexible approach, you can partner with our experts to determine what’s best for your unique business needs. Learn more: https://bit.ly/3K1zaok
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FactSet reposted this
This June, the Maryland Public Service Commission denied Pepco’s application for a multiyear rate plan, a kind of ratemaking mechanism that allows utilities to more effectively respond to the cost of frequent additions to grid infrastructure. While the Commission stopped short of nixing all MRPs going forward, it has stated that “any MRP proposal” would be subject to a “lessons learned” proceeding later this year. Follow the link below for our latest Energy Market Insight going into what this decision means for Pepco and the future of differentiated ratemaking in Maryland. Article: https://lnkd.in/g336imma #factset #energy #power #utilities #grid #maryland
The Uncertain Future of Multiyear Rate Plans in Maryland
insight.factset.com
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Discover actionable insights with our cutting-edge Data Science and AI research articles! Our industry experts provide thorough analyses that empower your decision-making and drive innovation. With FactSet Insight, you access knowledge that transforms your strategies and elevates your business. Explore the FactSet Insight blog now and elevate your business strategies: https://bit.ly/3WvARPY
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Our own Nicholas Mirlocca, CIPM joins the TSG: Time podcast this month, hosted by TSG. Listen to the interactive discussion on all things performance measurement in under 30-minutes. ⤵️
Nicholas Mirlocca, CIPM joins us for Episode 19 of TSG Time. Nick is the Senior Product Manager for the Global Investment Performance Standards (GIPS®) at FactSet. He discusses FactSet’s GIPS solution, the hurdles firms face on their way to compliance, and the impact outsourcing will have on GIPS professionals. “That additional level of validation needs to happen. If you’re relying on a third party to send you your performance after they’ve done the operations and closed the books, you can’t just lean on that. The performance team and the validation process are still key.” He also talks about the latest trends in performance and provides advice to firms that are interested in becoming compliant. In the lightning round, Nick shares the top three items on his bucket list and the three items he’d bring to a deserted island. Listen now on Spotify, Apple Podcasts, or our show page, TSGperformance.com/podcast. GIPS® is a registered trademark owned by CFA Institute. CFA Institute does not endorse or promote this organization, nor does it warrant the accuracy or quality of the content contained herein.
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In the fast-paced world of FX trading, leveraging cutting-edge technology is crucial to staying ahead. FactSet stands out as a premier provider of EMS platforms designed to meet these demands. In this insightful E-Forex Magazine article, John Marchese, VP, Head of FX EMS Sales, Americas, elaborates on how our advanced EMS platform, Portware, a FactSet Company, enables traders to maximize efficiency and effectiveness. Read more: https://bit.ly/4cp3btk
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