Gain access to 20+ years of comprehensive estimates and statistics on a wide variety of financial statement items as well as industry specific metrics. Updated intraday, FactSet’s consensus estimates are aggregated from a wide base of contributors and cover over 19,000 active companies across 90+ countries. Data Frequency: Quarterly; Update Frequency: Intraday.
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- FactSet creates data and technology solutions for investment professionals around the world, providing instant access to financial data and analytics that investors use to make crucial decisions. We combine our unique proprietary datasets, your in-house data, and third-party unstructured data to help you see and seize opportunity sooner.
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Get a 360-degree view of a company's diverse businesses. Our unique multi-sector, variable-depth classification system groups companies with up to three times the depth found in conventional industry classification systems. When fully expanded, the Hierarchy has over 7,000 sector and product groups, providing the precision needed to understand companies in a multi-dimensional manner.
Hierarchy with Revenue normalizes non-standardized business segment reports of over 47,000 public companies by mapping segment revenues to the granular sectors of FactSet Revere Hierarchy - a patented industry classification taxonomy comprised of over 7,000 niche sector nodes and up to 11 levels of depth. This produces a quantified, variable-depth sector participation tree representing each company’s most granular revenue breakdown in a form that can be compared across relevant peer groups.
FactSet's highly configurable and fully integrated research management tools ensure your research efforts grow alongside your business needs. Give your team the power to collaborate across disparate locations, ensure the security and continuity of your best ideas, and maintain the transparency necessary to comply with evolving regulatory regimes.
Measure performance, risk, style, and characteristics for multiple portfolios and asset classes with best-in-class, flexible reports and charts. With faster reporting and automated calculations, go from data to decision first. FactSet’s full range of portfolio analytics combines all the data and flexibility you need to examine your portfolio across asset classes and strategies.
FactSet’s integrated tools for quantitative research take you from idea to construction and beyond. Create factors, understand and adjust for biases, simulate strategies, optimize portfolio exposures, and manage risk and performance with FactSet’s comprehensive quantitative solutions. With unparalleled data and robust analytics, quantitative teams can discover, develop, and implement innovative strategies, without the burden of manual alignment or data maintenance.
Find details for over 1.7 million corporate events, such as conference call date and time, phone number and password, type of conference call, and investor relations contact information. Transcript participants are mapped to FactSet symbology, allowing users to perform analysis on firms, individuals, analysts, and brokers using FactSet’s permanent identifiers. Data Frequency: Event; Update Frequency: Intraday.
Thoroughly examine a company’s sources of debt. Access public and private company debt financing and analyze debt at the individual instrument level. FactSet Debt Capital Structure provides summary and detailed information on the debt structure of more than 75,000 reporting entities globally, linked to over 45,000 ultimate parents. Capture revolving credit (balances and availability), term loans, notes and bonds, and other borrowings as of a specific fiscal date. Data Frequency: Quarterly; Update Frequency: Daily.
Monitor the entities (companies and individuals) on U.S. and global economic sanctions lists with FactSet Global Sanctions. This data set monitors the U.S. Treasury’s Office of Foreign Assets Control (OFAC) sanctions lists and other restricted lists maintained by global authorities (e.g., Great Britain, United Nations, and European Union). Identified with FactSet symbology, the entities that appear on these lists are further analyzed to identify related entities as well as the connecting relationship.
FactSet’s corporate activism database, SharkRepellent, allows you to monitor and analyze corporate activism with data items related to poison pills, significant activism reported in SEC filings and news sources, and key takeover defenses compiled from articles of incorporation, bylaws, and other publicly available sources. Data Frequency: Event; Update Frequency: Intraday.
The FactSet Private Equity feed contains comprehensive information on thousands of global private equity and venture capital firms. You can access information about a firm’s venture capital financing rounds, view in-depth company profiles and investment trends, analyze industry and geographic holdings, as well as discover potential investments and buys.
Access information for over 1.7 million company corporate events, such as conference call date and time, access details, and participant name and contact information. Transcript participants are mapped to FactSet symbology, allowing users to perform historical analysis on firms, individuals, analysts, or brokers using FactSet’s permanent identifiers. Updated intraday, this feed delivers event transcripts in a standardized and tagged XML format. Data Frequency: Event; Update Frequency: Intraday.
RBICS with Tradenames maps over 170,000 products, services and brands (a.k.a. Tradenames) to the granular sectors of the FactSet Revere Business Industry Classification System taxonomy, resulting in a multi-sector participation map for each company. Whereas RBICS with Revenue offers quantified multi-sector exposure based on a company’s segment disclosures, RBICS with Tradenames provides a comprehensive view of sector participation at the product level.
With real-time, distilled market-moving information, FactSet Document Distributor -StreetAccount provides access to crucial intelligence for the companies and markets that matter to you in a standardized and tagged XML format. StreetAccount features comprehensive U.S. and European company coverage (and expanding Canadian and Asia Pacific coverage) by scanning all possible sources for corporate news, including corporate conference calls, FDA and EU drug approvals, SEC filings, FTC antitrust decisions, brokerage firm upgrades/downgrades, and trading floor conjecture. It also includes around-the-clock market summaries of the U.S., European, and Asian markets. Intraday updates are available and historical content is available from 2003.
The FactSet Concordance Service leverages FactSet’s extensive security and entity-level Symbology databases along with its industry leading content collection expertise to provide one-to-one relationships between locally managed identifiers and the FactSet instance. FactSet identifiers are mapped to industry-standard identifiers as well as to a comprehensive set of reference data and unique content to greatly enhance the ability to integrate other FactSet content sets quickly and easily.
Gain instant access to personal and professional information for individuals associated with over 1.3 million firms, including public and private companies and financial sponsors, as well as private equity firms and investment professionals. Active and historical employment, board positions and select job details are included. The FactSet People database is updated intraday.
FactSet’s Ownership data provides institutional, mutual fund, stakeholder, and float-related share ownership information for equities and fixed income securities worldwide from company and institutional filings, investor reports, and press releases. Updated daily, this database provides 17+ years of history across 120 countries. Data Frequency: Quarterly; Update Frequency: Daily.
The FactSet Workstation, available installed or fully web-based, seamlessly combines hundreds of data sources in one user-friendly research solution. Leverage sophisticated search technology to find information quickly and easily. Create customizable watch lists, alerts, models, and screens to gain actionable insight - anytime, anywhere. Rely on an industry-leading support team that is available 24/7 by phone, email, or IM.
FactSet’s Benchmark DataFeed (BDF) service allows you to outsource your data management and greatly reduce your operational costs. FactSet’s normalized and efficient file format is compatible across leading vendors in the performance, reporting, compliance and risk market. Benchmark data, combined with our consistent symbology and a centralized, round-the-clock team for support, ensures a cost-effective solution that frees you up to focus on the critical aspects of your business. The BDF solution also provides quality assurance testing and supports revisions and custom benchmarks. FactSet covers over 350,000 benchmarks, amounting to 4 million plus benchmark variants by currency and return type, across dozens of vendors.
Fuel your decision-making and drive portfolio performance with FactSet’s flexible enterprise risk solutions. Transform everyday analysis into valuable decision-drivers with robust, sophisticated risk analytics, premier models, and global multi-asset class data integrated across the portfolio lifecycle. Seamlessly connect your front, middle, and back office with our scalable risk solution.
FactSet Revere Geographic Revenue ("GeoRev") Exposure data provides a highly structured and normalized display of companies’ revenues by geography. Quickly understand a company’s revenue exposure in countries impacted by geopolitical, macroeconomic, and market risk. Understand the geographic footprint of a company based on sources of revenue versus country of domicile, and analyze global revenue exposures at the company, index, or portfolio level. Data Frequency: Annual; Update Frequency: Daily.
The FactSet Mergers data feed provides global merger and acquisition information for over 500,000 announced mergers, acquisitions, divestitures, and spin-offs involving both public and private companies. In addition to deal terms and details, this feed identifies participants, attitudes, and company details at the time of the announcement. Data Frequency: Event; Update Frequency: Daily.
FactSet ETF data feeds provide complete and accurate security, fund and reference data across the universe of exchange-traded products. Data is sourced from ETF providers across the globe and includes more than 100 unique data points, resulting in comprehensive coverage to help you evaluate and construct ETFs, analyze potential trades, and perform fund research. Data Frequency: Daily; Update Frequency: Intraday.
FactSet Views delivers reports from the Workstation (ranging from News and Prices to Estimates and Ownership) that clients can embed into their websites, portals, and applications. The reports render in a dynamic fashion and offer supplementary functionality such as downloading and pop-ups to additional information.
FactSet Revere Supply Chain Relationships data is built to expose business relationship interconnections among companies globally. This feed provides access to the complex networks of companies' key customers, suppliers, competitors, and strategic partners, collected from annual filings, investor presentations, and press releases.
Complete the portfolio lifecycle with optimized algorithm selection and automated trading using FactSet’s fully integrated, multi-asset class execution management system (EMS). Combine best-of-breed execution management, powered by Portware Intelligence, with FactSet's robust, accurate data. Strengthen existing FactSet deployments including Portfolio Analysis, risk analytics, attribution, and more, with real-time trade data from the EMS.
Keep track of past and future economic event calendar and estimate information for 60+ countries and regions with FactSet Economic Events and Estimates. Each event record includes descriptive data, release date and time, and the associated indicator, period, and region. In addition, recent actual and consensus estimates are provided for indicator events. Data Frequency: Event; Update Frequency: Daily.
FactSet Data Exploration combines the power of the Microsoft Azure cloud with the content of the Open:FactSet Marketplace, offering a streamlined way to explore and evaluate new ideas. Instantly interact with data from the Marketplace in a fully hosted environment that includes industry-standard databases, programming languages (Python and R), and data visualization tools. FactSet Data Exploration eliminates the cost of trialing data locally by providing everything needed to analyze new content with a simple log in. The environment is also available for purchase as an annual subscription.
Better understand the increasingly complex global supply chains of 200,000+ companies with access to a normalized view of over 30 million shipments with FactSet Shipping. Use this data to conduct network analysis, uncover undisclosed business relationships, detect supply chain risks, and identify trends in shipping to predict a company’s sales volume. Data Frequency: Daily; Update Frequency: Intraday.
Get a comprehensive structured taxonomy to classify companies by what they primarily do. FactSet Revere Business Industry Classification System (RBICS) delivers a granular view for investors by classifying companies using a bottom-up approach according to the products and services they provide. By combining this approach with a top-level grouping based on companies’ behavior similarities and stock co-movement, FactSet RBICS delivers unprecedented precision for 1,400+ sector groups.
Sophisticated next generation portfolio analytics is paired with FactSet’s award-winning B-One performance and attribution solution to allow for highly accurate performance calculations and more frequent and timely reporting. Seamlessly distribute performance data across your entire organization, including front office personnel, marketing and sales specialists, and your executive team. FactSet’s flexible information delivery systems can support any type of market and portfolio data in multiple formats and languages with robust performance and attribution results, native Microsoft Excel integration, API support, and flexible browser portals that deliver results to internal and external clients.
Gain access to current, comprehensive, and comparative information on securities in worldwide developed and emerging markets. Composed of annual and interim/quarterly data, detailed historical financial statement content, per share data, and calculated ratios, FactSet Fundamentals provides you with the information you need for a global investment perspective. Data Frequency: Quarterly; Update Frequency: Intraday.
FactSet's Managed Database Service (MDS) is the next iteration of its Data Exploration product, allowing users to connect directly to a Microsoft SQL Server database hosted in Microsoft Azure. This environment enables users to access all purchased or trialed Open:FactSet datafeeds without worrying about in-house infrastructure or procurement.