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Providers & Products

Merkle Data

Risk and surveillance solutions for digital assets


ABC Asia Sector KPIs Data

ASIA focused sector specific KPI dataset, updated daily, 365 days a year.

Added to Marketplace: Jan 01, 2023


280first

280first is a financial services firm that dynamically analyzes unstructured data from various sources to produce actionable insights for investment professionals. The first to combine Artificial Intelligence, Natural Language Processing and Data Analytics with experienced analysts, 280first decodes the text within financial filings to allow for deeper analysis, higher productivity, and more informed investment decisions.


FirstAlert Corporate Filings Insights

FirstAlert utlilizes Al, Natural Language Processing and analytics to dynamically source and analyzes unstructured data (text) in companies' corporate filings, extracting and revealing key information buried in mountains of text. Automated alerts deliver timely notice of the uncovered insights and material changes from previous filings. Highlighted information ranges from alerts requiring immediate action to insights into long term trends in the industry, to subtle changes in language that signal intention or internal projects that are significant to investors. The information revealed is often otherwise unknown to the marketplace and provides early indications of management intentions or projects that precede company announcements.

Added to Marketplace: May 20, 2020


2iQ Research

Founded in 2002 at the Frankfurt University business incubator, 2iQ has become a leading provider of insider transaction data with global coverage of over 60,000 stocks. 2iQ uses proprietary technology that includes machine learning and smart scraping plus an international team of expert data analysts to ensure smart, efficient capturing and processing of company filings and data. Top hedge funds, quantitative portfolio managers, and asset managers leverage 2iQ’s products and services.


2iQ Global Insider Transaction Data

Gain access to an accurate and complete global insider transaction database that provides an average of 3,000 transactions daily. Contrary to other sentiment data, 2iQ captures ownership activity of corporate insiders who use their own capital to demonstrate confidence in their business. 2iQ has leveraged over a decade of experience working with insider transaction data and some of the top quantitative managers globally to create a custom insider transactions rating model. This model ranks companies based on insider sentiment to identify the transactions and insiders with the highest predictive strength, then delivers a trading signal in the form of a score which can be used as an input to the quantitative portfolio construction process.

Added to Marketplace: Apr 25, 2019


aiQ Corp Ltd.

Based in Japan, aiQ Corp Ltd. publishes financial alternative data and provides data science consulting. The firm focuses on using artificial intelligence (AI) and big data to bring new sources of information into the financial market and contribute to efficient economic growth.


aiQ Geolocation

Access geolocation data sourced via mobile devices from Japan’s largest telecommunications carrier combined with proprietary geospatial company data, enhanced with artificial intelligence (AI) modeling. Track movement trends of the general population related to specific company geolocations (e.g., factory sites, offices, and outlets), updated weekly.

Added to Marketplace: Jul 06, 2023


aiQ Geolocation J-REIT

Access geolocation data sourced via mobile devices from Japan’s largest telecommunications carrier combined with proprietary geospatial company data, enhanced with artificial intelligence (AI) modeling. Track movement trends of the general population related to specific properties owned by Japan REITs, updated weekly.

Added to Marketplace: Jul 06, 2023


aiQ POS Consumer Goods

Access valuable POS data reported directly by 6,000+ retailers across Japan to deepen your analysis of the companies manufacturing consumer goods for retailers to sell (e.g., food, soft drinks, alcoholic drinks, daily miscellaneous goods, cosmetics, medicines, and cigarettes), updated weekly.

Added to Marketplace: Jul 07, 2023


aiQ POS Electronic Goods

Access electronics retail store POS data, including electronic commerce sites, to further your analysis of companies producing electrical products, encompassing all electronic devices and appliances except for large white goods (e.g., refrigerator, washing machine, dishwasher, and freezer), updated daily.

Added to Marketplace: Jul 07, 2023


aiQ POS Retailer

Gain access to the largest sample of POS consumer purchase survey data in Japan that tracks the purchases of products made by 50,000+ respondents every month across listed retailers (e.g., department stores, supermarkets, convenience stores, and drug stores), updated monthly. Age and geographic distribution of the population are carefully balanced to mitigate the potential for sample bias.

Added to Marketplace: Jul 06, 2023


Alexandria Technology

Alexandria Technology creates proprietary machine learning algorithms that classify text for entities, events/topics, sentiment, and more. Launched in 2012, Alexandria’s classification systems have been trained by research analysts and portfolio managers, creating an AI analyst that reads text like a human but performs with the speed and consistency of a machine.


Alexandria Sentiment - Commodities

Alexandria’s Global Commodity dataset is the application of their proprietary algorithms for text analytics on commodity-related news. Each article is summarized into a record of structured data which includes the type of commodity, the topic or news event, and the overall sentiment of the article based on their AI analyst’s assessment on how it will affect that commodity (positive impact, negative impact or neutral/no impact).

Added to Marketplace: Jul 28, 2023


Alexandria Sentiment - Earnings Calls

Alexandria’s global earnings calls transcripts dataset is the application of proprietary algorithms on company transcripts; as well as on earnings, investor, and all public company calls. Each transcript is parsed into many sections of structured data, each showing detail on what was said in that section including the topic, the sentiment, the speaker and more.

Added to Marketplace: Jul 28, 2023


Alexandria Sentiment - ESG

Alexandria’s global ESG Sentiment and Topics dataset is the application of proprietary algorithms on ESG-related news. Each company news article is summarized into a record of structured data showing the company, the topic, and the overall sentiment for that article . Each record of data represents an ESG topic being present in a news story.

Added to Marketplace: Apr 30, 2020


Alexandria Sentiment - Macroeconomic

Alexandria’s Global Economic dataset is the application of their proprietary algorithms on macro-economic news. Each article is summarized into a record of structured data which includes the economic country or region, the topic or news event, and the overall sentiment of the article based on their AI analyst’s assessment on how it will affect that economy (positive impact, negative impact or neutral/no impact). Data Frequency: Intraday; Update Frequency: Intraday.

Added to Marketplace: Sep 28, 2018


Alexandria Sentiment - News

Market sentiment news analysis that covers 110,000+ public companies worldwide. Algorithms trained by buy-side research analysts replicate their own analysis of news items, which yields a more accurate and consistent classification across a deep history of news stories. This product helps quantitative researchers and compliance professionals better understand and explore the impact of news and provide more clarity on trade activity. Data Frequency: Intraday; Update Frequency: Intraday.

Added to Marketplace: Apr 10, 2018


Alveo Technology

Alveo is the leader in market data integration and analytics solutions for financial services. Focused on optimizing data flows for user self-service, we provide cloud-native data aggregation and data quality management that enables clients to access trusted data while maximizing their data ROI. Through our managed services, we ensure that clients can smoothly onboard, prepare and validate data for use in operations, trading, investment management, pricing, risk, reporting and machine learning.


Alveo Alpha

Alpha is a cloud-deployed delivery, storage and analytics platform using Cassandra NoSQL database technology and Apache Spark. It offers very fast data access and significant reductions in infrastructure costs. Alpha provides an extensive range of accessibility and exploration options to allow easy access to data coming from our data mastering solution as well as other data sources. Alpha includes native integration to Python and R, as well as integration with BI tools. Business users directly access data through enterprise search capabilities and use Spark to develop and on-board financial models. Alpha is used as part of a market data infrastructure to provision mastered market data for proxies, backtesting, risk and stress testing.

Added to Marketplace: May 17, 2021


Alveo Data Mastering Platform: Prime

Our range of data quality management and technology solutions service the entire data management lifecycle, including reference data, market data and corporate actions. Alveo enables business and IT users in front, middle and back office make the most of their data assets by providing easy data acquisition, cleansing and validation, distribution, discovery, and monitoring. Our data mastering solution including our Ops360 UX tracks the lifecycle from point of capture, through cross-referencing, data quality management and data derivation to final delivery. All while having the ability to see complete data lineage to know which sources led to certain values or prices - and when they changed.

Added to Marketplace: May 07, 2021


PaSS - Managed Services

Alveo’s Platform as a Scalable Managed Service (PaSS) allows customers to wrap the award-winning Alveo technology with scalable delivery, global operations, continuous change controls, and domain expertise. Alveo’s approach to managed services is rooted in deep domain knowledge and experience addressing customers’ data onboarding, integration, and distribution challenges. PaSS can be used to flexibly source data management operations, from a use-case level to enterprise scale. PaSS materially lowers the cost of ownership by supplying data management capability to your organization while allowing you to reap the benefits of a platform that incorporates best practices across a large and growing client base.

Added to Marketplace: May 17, 2021


Amazon Web Services

Amazon Web Services (AWS), a subsidiary of Amazon, provides on-demand cloud computing platforms and APIs on a metered, pay-as-you-go basis. The company helps individuals, companies, and leading government agencies to lower costs, become more agile, and innovate faster.


Amazon Redshift

Enable faster, more cost-effective data onboarding and analysis with FactSet data sharing via Amazon Redshift. Integration provides native access to 100+ FactSet-proprietary and third-party connected content sets on AWS' fully-managed, petabyte-scale data warehouse in the cloud.

Added to Marketplace: Jul 06, 2022


Amazon S3

Optimize your access to FactSet’s robust suite of proprietary and third-party content sets with Amazon S3 cloud storage delivery. Rely on advanced security and easy-to-use features to seamlessly organize and protect any type or amount of data for use in cloud-native applications, data lake creation, artificial intelligence (AI) and machine learning (ML) processes, and recovery procedures.

Added to Marketplace: May 02, 2023


Aurora Mobile

Founded in 2011, JIGUANG (Nasdaq:JG, also known as Aurora Mobile) is China's leading mobile developer service provider. Their products include SDKs for push notifications, instant messaging, analytics, sharing, SMS and more. By offering targeted marketing (''XiaoGuoTong''), financial risk management, market intelligence and location-based intelligence, JIGUANG empowers developers and traditional industry customers to improve productivity and optimize decision making for businesses and society.


iApp

iApp provides detailed mobile app usage information on any app in China, no matter how large or small. Some of the metrics provided include Install Base, New Users, Active Users including DAU and MAU, Time Spent, Geographical Breakdown and Demographics. Data is self-sourced, from Aurora Mobile’s market leading position in providing SDKs for developers, with the largest SDK for push notifications. Currently, over 1.4 million apps use their SDKs, growing at over 1,000 apps per day. iApp’s sample size is the largest in the market with over 1.3 billion unique mobile devices per month, or over 90% of the devices in China. The data is updated with a lag of T+3 and history goes back to 2016.

Added to Marketplace: May 02, 2023


Bitvore

Bitvore provides unprecedented third party risk discovery from unstructured data. Deployed in over 70 of the world's largest financial institutions, Bitvore helps clients outperform by providing the ability to make faster and more effective risk assessments and mitigation. Their AI-powered ground-breaking analytics platform ingesting massive amounts of unstructured data and uses advanced NLP and machine learning to provide trended company sentiment, growth, risk and ESG scoring.


Bitvore Corporate and Market Intelligence

Strengthen your business insights with access to 60K+ quality sources monitored for 500K+ companies globally using publicly available and premium licensed data. Drive better business outcomes for your customers with company material events, trended sentiment, growth, risk and ESG scoring, and comparative analytics. Gain deep insights into specific markets, industries, or business themes with natural-language processing (NLP)-based topics, including 17 finance topics (with 151 sub-topics) and 37 unique ESG material topics tied to the Sustainability Accounting Standards Board (SASB), the Big 4, and additional taxonomies.

Added to Marketplace: Oct 01, 2021


BizPortal

BizPortal.co is an open data mining and analytics provider focused primarily on collecting and processing global public procurement contract awards data. With government spending representing nearly 20% of worldwide GDP, public procurement is a significant piece of the global economy. Rely on BizPortal data for insights into macroeconomic trends and public spending, company credit and risk analysis, as well as other sales and marketing-related applications.


TenderAlpha

TenderAlpha by Bizportal is a global government contracts data product consisting of standardized information on approximately 90 million contract awards and the related private and public company data from more than 45 countries worldwide. It is the only global government contracting information product with 11+ years of data history and various ongoing delivery options. The global government contract information product offers a wide variety of analytical applications by providing powerful revenue prediction and immediate award-triggered alpha signals for stocks of traditional government suppliers in addition to equity research and ESG/economic analysis implications on company/institutional/industry/regional level.

Added to Marketplace: May 02, 2023


TenderAlpha Global Defense and Military Contracting News Feed

View information from 50,000+ news stories since 2012, updated daily and intra-daily. Access data for 3,000+ public and 20,000+ private companies that are mapped to articles as contract awardees. Use tickers to identify public companies as defense suppliers in your defense investment strategies.

Added to Marketplace: Nov 07, 2022


TenderAlpha Global Green Public Procurement Contracts Data Feed

TenderAlpha’s Green Procurement Feed is the world’s first global procurement data product specifically designated for ESG analysis. It offers monitoring of sustainable public projects as a proxy of ESG performance of more than 4k PLCs and over 3k private companies acting as government suppliers in North America and Europe. The feed is based on a discretionary methodology detecting green public contracts defined as sustainable purchasing and environmentally-based supplier choice. It features categorization of the contracts (in 9 categories) and scoring (0-100) of their sustainability effect. We also offer The Green Company Supplement sub-feed covering the relative weight of green contract awards as a share of all procurement activity.

Added to Marketplace: Jun 09, 2022


Blue Fire AI

Blue Fire AI is a capital markets intelligence firm that applies quantitative methodologies to market and financial statement data, as well as machine intelligence to textual content from regulatory filings, articles, footnotes and earnings calls, to create the latest state of truth of any listed company globally. Our AI component is focused on reading, curating, and comprehending textual information to synthesize precise asset level intelligence to help investors make better decisions.


BMLL Technologies

BMLL Technologies is the leading, independent provider of Level 3 historical data and analytics for the world’s most advanced capital markets participants. Their Level 3 data captures and displays the trading intentions of all market participants, enabling investors to derive predictable insight. The firm empowers researchers and quants across global financial services to understand how markets behave and predict the future price movements of securities.


FactSet Level 2 (Market by Price) Powered by BMLL

Access highly granular Level 2 tick history data (Market by Price) for 65+ venues across U.S. and European equities, ETFs, and futures with over six years of history. Explore ten levels of deep historic data for BBO quotes and trades using unique market status fields. Leverage the Level 2 feed derived from BMLL's full order book historic Level 3 data. Power your existing workflows with the ability to integrate BMLL's Level 2 data with FactSet's reference and Level 1 data. Boost the quality of your inbound market data with Level 2 tick history or a series of analytics computed from this granular data. Rely on constant updates to coverage and product depth using new venues and analytics.

Added to Marketplace: May 10, 2023


BoardEx

BoardEx is a proprietary relationship mapping and people intelligence service that helps clients connect to their target audience with warm introductions and referrals. The global leadership database covers 1.4 million board and non-board members, C-suite, senior leaders and advisors at 1.9 million organizations. Assess the impact of executive and board changes on current holdings, to enhance client relationships and develop new business with BoardEx, a vast dataset collected over 20 years.


BoardEx People Intelligence Data Feed

The BoardEx People Intelligence Data Feed provides accurate, relevant and timely executive and company data curated from publicly available sources. Delivered daily or weekly in a secure format, the feed includes categories e.g. People, Company, Announcement and Committees. Access executive and company information and specialist data across sectors, indexes and geographies to reveal analytics and insights for data-driven decisions. The BoardEx dataset covers career history, education, achievements, gender, name, age, accumulated wealth, equity-linked wealth, compensation, board, committee and role announcements, company type, advisors, market capitalization, stock, sector, index, corporate actions, PE holdings and more.

Added to Marketplace: Dec 11, 2020


Bridgewise

Bridgewise offers instant, easy-to-read, language-inclusive fundamental analyses of all global stocks compiled from millions of real-time and historical data points. The firm’s reporting process is built on five pillars: big data harvesting, prioritization of comparative benchmarks broken down by parameter or factor, analyzing and evaluating 44,000+ stocks, constant supervision and dynamic updating of data and benchmarks, and translating quantitative information into clear and concise insights.


Bridgewise Limitless Equity Research & Insights

Access AI-based equity research, analytics, insight, and rankings that are published daily for 44,000+ global stocks on over 150 exchanges. Explore millions of compressed data points on the entire universe of stocks with customizable, easy-to-read reports developed by an expert team of fundamental and technical stock analysts.

Added to Marketplace: Oct 13, 2022


ChinaScope

Founded in 2009, ChinaScope is a financial technology firm focusing on the extraction and interpretation of unstructured and semi-structured data related to China. The company’s proprietary data automation systems and NLP algorithms extract, synthesize and standardize numerical and textual data to help global investors make better investment decisions.


SmarTag

SmarTag is ChinaScope’s flagship news analysis engine that deconstructs unstructured Chinese language text into structured machine-readable metadata. Sentiment embedded in the vernacular expressed in the news text is used to calculate scores that can be used to predict stock movements. Mappings for the Chinese characters corresponding to the SmarTag name, title, and summary fields can be made available upon request.

Added to Marketplace: May 02, 2023


Clarity AI

Clarity AI provides a technology platform that leverages big data and machine learning to help investors manage portfolios for impact. Clarity AI provides insights on sustainable investing covering various modules (ESG, climate, impact, UN SDGs, and other proprietary methodologies), as well as score customization and reporting capabilities.


Alignment with TCFD

The TCFD score developed by Clarity AI measures the alignment of organizations and portfolios with the recommendations issued by The Financial Stability Board Task Force on Climate-related Financial Disclosures (TCFD), a market-driven initiative, established to develop recommendations for voluntary and consistent climate-related financial risk disclosures. It helps investors understand how a company is integrating climate risks and opportunities in its strategy and forward planning (in contrast to just backward reporting). It also supports engagement strategies, identifying areas where companies can improve their practices and disclosures related to climate risks and opportunities.

Added to Marketplace: May 03, 2023


Coin Metrics

Coin Metrics is the leading provider of crypto financial intelligence offering network data, market data, indexes, and network risk solutions to major institutions involved with cryptoassets. The firm is committed to building the crypto economy on a foundation of truth, providing authentic data with the highest standards of clarity and precision. Coin Metrics puts unparalleled insight and accuracy into crypto data and analytics so companies can accelerate value creation and minimize risk.


Coin Metrics Crypto Reference Data

Access a complex mosaic of sources synthesized into hundreds of instrument-specific metrics that lead to financial intelligence. Rely on 200 of the most institutionally relevant digital instruments, beginning with reference rates that use a transparent and independent methodology, are robust to manipulation, and are derived from high-quality constituent markets. Explore an unparalleled set of fundamental metrics, including historical and daily market data from the world’s leading centralized spot and derivatives crypto exchanges, in addition to insightful, aggregate network data metrics for a wide variety of cryptoasset networks.

Added to Marketplace: Jan 20, 2023


Confluence Analytics

Founded in 2018, Confluence Analytics is a privately owned fintech company headquartered in Pittsburgh, PA. The firm creates efficient and effective environmental, social, and governance (ESG) and carbon signals tied to risk, not narratives. Confluence provides signals, models, and active solutions to help clients drive performance and sustainability in their investment process.


Dynamic ESG & Carbon Risk Signals

Benefit from efficient and effective signals from a machine-learning, factor-based approach to ESG and carbon data. Machine learning (ML) models identify relationships between residual returns for a specific stock universe and changes in ESG and carbon data. ML models project returns and risk over the next 12 months to deliver a stock-level rank for that signal. Access signals from three models currently running for Global, International, U.S. All, and U.S. Large Cap stock universes: Signal 1 ESG factors have the highest positive correlation to returns, Signal 2 ESG factors have the highest absolute correlations to returns, and Signal 3 carbon and ESG factors have the highest absolute correlations to returns.

Added to Marketplace: May 26, 2023


Context Analytics, Inc.

Context Analytics is a Leader in Unstructured Financial Data. Context Analytics, formerly known as Social Market Analytics, has expanded its depth of data to include all textual data. CA has been in data warehousing and normalization of unstructured data since 2012. We source, clean, structure, and analyze textual data for investable insights and business intelligence. CA data is used in Systemic Trading, Indices, Algo Execution, Market Making, Risk, Research, and Credit.


Context Analytics S-Factor StockTwits Sentiment

Access metrics that provide quantitative measures of professional investors’ intentions as expressed on ST. Experience the full ST firehose that has been scanned using proprietary sentiment, account filtering, source rating, and topic modeling to calculate sentiment, volume, and buzz of equities, commodities, currencies, ETFs, and cryptos. Leverage over nine years of out-of-sample data; historic backtesting, independent research, and customer feedback support the evidence that CA insights are tradable and deliver alpha.

Added to Marketplace: Feb 16, 2023


Context Analytics S-Factor Twitter Social Sentiment

Context Analytics (CA) S-Factor metrics provide quantitative measures of professional investors’ intentions as expressed on Twitter. As an official partner of Twitter, CA scans the full Twitter firehose and uses proprietary sentiment, account filtering, source rating, and topic modeling to calculate sentiment, volume and buzz of equites, commodities, currencies, ETFs, cryptos, and private companies. CA provides 10+ years of out of sample data. Historic backtesting, independent research, and customer feedback support the fact that CA insights are tradable and deliver alpha. The CA S-Factor Feed represents a new uncorrelated source of predictive information that adds value to financial models.

Added to Marketplace: Mar 26, 2020


Cortera

Fueled by over $1.5 trillion in annual B2B transactions, Cortera, through the Cortera Credit Exchange, provides financial firms with insightful views into the characteristics of public and privately-held companies. With over 25 years in commercial credit, thousands of companies rely on Cortera for unique data, forward thinking, rapid results and superior value.


Cortera Spend Insights

Predict the financial health and future performance of businesses by identifying trends in purchasing, spend and payment behaviors over the past 3+ years, segmented across 45 categories. Information includes firmographics and modeled attributes.

Added to Marketplace: Sep 19, 2019


CoworkIntel

CoworkIntel leverages granular coworking data and analytics to deliver business intelligence and market insights, including pricing, occupancy, supply, and tenancy information.


CoworkIntel CompSet Metrics

View publicly advertised pricing trends, openings and closures, online review scores, and online marketing performance for 150 countries since September 2020. Access aggregated transaction prices and occupancy benchmarks, grouped with at least four similar operations in a specific location, with data points such as inventory, social presence, and tenant mix, since January 2019.

Added to Marketplace: Sep 14, 2022


Credit Suisse HOLT

HOLT is a team that helps investors make better decisions by using an objective framework for comparing and valuing companies. HOLT provides investors with a unique and consistent approach to benchmarking the corporate profitability of 20,000 companies around the world. The HOLT methodology eliminates distortions in global accounting statements, enabling clients to focus on investment decision-making, rather than on data collection.


Accounting Quality

A Patented Approach to Understanding Accounting Risk Powered by the best data and a model built by CPAs + CFAs, Credit Suisse’s Accounting Quality (CSAQ) helps investors bring accounting quality into their investment process by systemically identifying potential risks across their holdings using a 100% quantitative approach. The underlying data is powered by HOLT, a team renowned for its quality of data and expertise in making adjustments to reported financial data to remove accounting distortions and enable investors to better understand the true operating fundamentals and valuation of a company. CSAQ is used by top investment banks and hedge funds, and should be a critical piece to your investment process.

Added to Marketplace: Oct 28, 2022


HOLT Core Metrics

The HOLT framework is used by nearly half of the world's largest asset management companies to help them make smarter investment decisions. HOLT's expanding reach into markets and sectors around the world has made it a valued resource for institutional investors of almost any size. HOLT Core Metrics includes proprietary corporate performance and valuation measures from the CFROI® framework. HOLT's metrics are comparable across industries, countries and time due to the unique nature of the framework's inflation and accounting adjustments. HOLT Core Metrics includes data points across various categories including economic-based returns, valuation and momentum.

Added to Marketplace: Oct 28, 2022


HOLT Factor Library

The HOLT Scorecard has three main factors: Quality, Momentum, and Valuation. The Scorecard combines these three factors on an equal-weight basis into an Overall Factor that benefits from diversification, which mitigates performance impacts resulting from factor rotations. Two additional factors are calculated to help describe the attributes of a stock across two dimensions investors find helpful when filtering ideas: Growth and Risk. The construction of the HOLT Factor Library applies 30+ years of modeling experience to create robust factors that account for both the distribution and order of data. The Factor Library carefully transforms raw metrics to create factors that are free of distributional impacts of the raw measures.

Added to Marketplace: Oct 28, 2022


CSRHub

CSRHub offers one of the world’s broadest and most consistent set of Environment, Social, and Governance (ESG) ratings, covering 32,000+ companies. Its patented Big Data algorithm combines millions of data points on ESG performance from over 850 sources, including leading ESG analyst raters, to produce consensus scores on all aspects of corporate social responsibility and sustainability. CSRHub ratings can be used to drive corporate, investor and consumer decisions.


CSRHub ESG Business Intelligence

Enhance corporate, investor, and consumer ESG and sustainability decision-making with strong signal data from CSRHub. Through a patented algorithm and machine learning, CSRHub aggregates and harmonizes disparate data from over 850 SRI/ESG sources to generate a consensus score for the ESG performance of 30,000 global entities from over 150 countries. Leverage CSRHub’s big data expertise to increase corporate market value, see portfolio opportunities and risks, and augment other Business Intelligence data.

Added to Marketplace: May 03, 2023


Curium Data Systems Limited

Curium Data Systems is a specialist financial technology provider focused on data management. The company is dedicated to delivering market-leading data management solutions typically deployed on cloud technologies to organizations within the global finance sector. Curium’s data management solutions ensure firms can implement the risk controls and governance they need across all their key datasets.


CuriumDQM

CuriumDQM puts data quality management firmly in the hands of business users. Data operations users need access to the best possible information and software solution features to find, manage, investigate, resolve, and report on data issues across the firm’s data architecture across incoming data feeds and internal data sources for any data type, in any structured format. CuriumDQM can be deployed individually or as part of the broader CuriumEDM data management solution.

Added to Marketplace: Mar 09, 2022


CuriumEDM

CuriumEDM provides innovative and high-performing business processes for the validation, quality control, matching, mastering, and analysis of key datasets combined with optional modules to track and control the gathering, temporal storage, lineage, governance, and distribution of those datasets across the data architecture. CuriumEDM features all the features and functions of the CuriumDQM process control solution.

Added to Marketplace: Mar 10, 2022


Cybeta LLC

Cybeta is an analyst-driven cybersecurity data science company that uses patent-pending technology to assess, predict, and prevent cybersecurity breaches. We serve clients that want to understand the totality of threats facing their enterprise, from phishing attacks to deliberate nation-state operations. Keeping your business from being the target of a cybersecurity breach is our mission because prevention is your best cybersecurity investment.


Cybeta Cybersecurity Breach Likelihood & Financial Loss Dataset

Leverage 25+ externally validated cybersecurity data fields from Cybeta’s proprietary breach likelihood technology to quantify breach risk and estimate breach losses. Including over 27,000 public, private, and municipal enterprises, this dataset covers all major markets (e.g., U.S., EU, Asia) and indices (e.g., S&P, Russell, MSCI). Historical data starting from October 2015 is predictive up to 12 months in the future and enables efficient backtesting of investing strategies. Monthly updates are available immediately; however, weekly and daily are available upon request. This dataset connects to legal entity identifiers (LEIs) as well as other industry-standard identifiers.

Added to Marketplace: Jun 17, 2022


Datago Technology Limited

As a FinTech company, Datago Technology Limited focuses mainly on providing Chinese text data analytics in finance industry. By leveraging big data and AI technologies to process large-scale text data from comprehensive sources like news, reports and social media, we provide easy-to-use machine-readable data analytics for the capital market in Greater China.


Baidu Search Index Analytics for China Consumer Interest

Track Chinese investor and consumer interest trends gathered from China's leading search engine, Baidu. Compare interests across stocks or brands and time with 420+ branded keywords from 235 well-known listed companies.

Added to Marketplace: Apr 21, 2023


Data Analytics of Virtual Portfolios

Data Analytics of Virtual Portfolios (DAVP) collects 2.7+ million virtual portfolios created by 2.1 million users since 2013 and covers over 100 million rebalancing actions across all A-share stocks. It summarizes the rebalance statistics on each trading day and generates three indicators per stock: popularity indicators (e.g., number of rebalancing users/portfolios, number of rebalances, total rebalance weight/shares), confidence indicators (e.g., number of buy/sell users/portfolios, number of buy/sell weight shares, number of first buy users), and market price indicators (e.g., buy/sell average/median price).

Added to Marketplace: Jun 01, 2023


Guba Analytics for China Retail Investor Sentiment

GACRIS is built on 1 billion+ posts/replies by tens of millions of retail investors that comprehensively covered all A-share stocks since 2007. The database provides rich fields including 1) interest/popularity (number of users/posts), 2) sentiment/opinion (sentiment score from -1 to 1,) 3) user profile (experience), 4) post meta data (device, number of replies/likes). It presents a comprehensive view of the investment opinions of China's retail investors. Discover the hidden trading signals from the largest financial social media platform in China to adjust investment strategy in time to enhance returns and reduce risks. The data is updated on daily basis and historical data is available from 2007.

Added to Marketplace: Jul 29, 2022


Xueqiu Analytics for China Retail Investor Sentiment

XACRIS provides business insights on the A-share market, Hong Kong, and U.S. market by covering one of the most popular social media platforms for experienced retail investors in China. It provides sentiment of different investors groups about stocks (e.g., investors with different years’ experience in investment), and also popularity indicators for stocks (e.g., number of posts/likes/replies) etc. A comprehensive data source with over 85 million posts drives your professional research to better understand and explore the impact of public opinion and provide more clarity on trade activity. The data is updated on daily basis and historical data is available from 2010.

Added to Marketplace: Jul 29, 2022


DATAZORA Co., Ltd.

DATAZORA develops data processing solutions for various industries with particular domain expertise in Japan and Finance.


Japanese Public Company Corporate Website News Release Service

Tap into investor relations, press releases, and other news releases reported on the homepages of corporate websites for all publicly-listed companies in Japan.

Added to Marketplace: Jun 22, 2022


Japanese Public Company ESG KPI Data

Experience the ongoing delivery of non-financial key performance indicators (KPIs) extracted from integrated news releases and sustainability reports on major public companies in Japan.

Added to Marketplace: Jun 17, 2022


Deep Data Research, Inc.

Deep Data Research is a specialist data vendor based in Tokyo that collects and standardizes thousands of economic KPIs for Japanese public companies. Its data is used by systematic and fundamental investment teams at some of the largest asset management firms in the world.


Japanese Public Company Monthly KPI Data

Access standardized and comparable monthly key performance indicator (KPI) data for 500+ Japanese public companies.

Added to Marketplace: Oct 10, 2022


DiligenceVault

DiligenceVault was launched in 2014 and is headquartered in New York with offices in India, Singapore, and UK. DV is majority owned by employees with external investment from industry veterans and a strategic investment from Goldman Sachs. The DiligenceVault ecosystem is over 21,000 users - join today!


Digital Diligence

DiligenceVault is a two-sided digital diligence platform for asset owners and allocators to improve due diligence processes and outcomes through digitization and automation. DiligenceVault offers a digital platform to collect, structure, and analyze manager and fund data across investment, operational due diligence, ESG, compliance and tax teams making traditional and alternative investments.

Added to Marketplace: May 04, 2021


Entelligent Inc.

Entelligent offers a market-based solution to mitigate the impact of climate change by focusing capital on companies actively managing the transition to a low-carbon economy. Where most providers focus on how companies impact climate, Entelligent analyzes how climate change impacts companies' investor returns. The firm's model predicts performance in a range of future climate scenarios to enable risk management and opportunity identification.


Entelligent® E-Score®

E-Score integrates state-of-the-art climate forecasting from integrated assessment models to capture the interaction of energy, policy, and the economy. E-Score predicts energy mix and demand in proprietary scenarios developed by an internal climate science committee. While other scenarios assume aggressive action and moderate impact on the environment and economies (e.g., SSP2) and rely heavily on mitigation, E-Score min and max scenarios are more reflective of adaptation. Perform backtesting on 15+ years of data for ~10,000 global listed equities (small-, mid-, and large-cap) in emerging and developing markets. E-Score is part of Entelligent's patented Smart Climate® data suite.

Added to Marketplace: Apr 20, 2023


Entelligent® T-Risk®

Optimize your climate risk management and compliance workflows with a comprehensive solution using T-Risk and T-Risk-derived Smart Climate Scores, including Transition and Physical Risk (carbon-adjusted and unadjusted), Climate Value-at-Risk, and Carbon Intensity. Implement stress testing using scenario options that follow NGFS Phase III, reflecting a broad range of responses to policy and technology variations, and generated for two- and 20-year projections. Perform backtesting on 13+ years of data for ~39,000 global listed equities (small-, mid-, and large-cap) in emerging and developing markets. Carbon-adjusted T-Risk is penalized by a company's Scope 1 and 2 emissions.

Added to Marketplace: Apr 21, 2023


Equifax

Equifax is a global company that believes knowledge drives progress. The company blends unique data, analytics, and technology to create insights that power decisions to move people forward. With worldwide data on more than 800M individuals, 100M businesses and 1M employer contributions, Equifax plays an essential role in the global economy by helping financial institutions, companies, employees, and government agencies make critical decisions with greater confidence.


Credit Trends

Derived from 100% of the Equifax national credit database of more than 250 million consumers, Credit Trends is a comprehensive suite of anonymous, linked time-series credit data at the zip-code level specifically attributed for trending, market analysis, benchmarking and research. Updated monthly.

Added to Marketplace: Oct 20, 2020


Equilar, Inc.

Equilar is the leading provider of corporate leadership data solutions. Companies of all sizes rely on Equilar, including 70% of the Fortune 500 and institutional investors representing over $20 trillion in assets. Equilar’s data-driven solutions helps business leaders, institutional investors and advisors assess leadership talent through a social and governance lens and drive exceptional results.


Equity & Compensation

Equilar’s Data Feed allows assessment of the quality, track record, and decision making patterns of executives and board members. This 360 degree view includes compensation and incentive metrics, career history over public, private and non-profit companies, equity transactions and future liquidity events, relationship strength and corporate connections, and ethnic and gender diversity. Collectively this represents the next generation of ESG (Executive, Social, and Governance), reflecting the performance and effectiveness of diverse leadership. Explore each data set to determine the combination that best fits your needs: 1. People Business Intelligence 2. Equity & Compensation 3. Executive & Director Relationships

Added to Marketplace: Aug 05, 2021


Executive & Director Relationships

Equilar’s Data Feed allows assessment of the quality, track record, and decision making patterns of executives and board members. This 360 degree view includes compensation and incentive metrics, career history over public, private and non-profit companies, equity transactions and future liquidity events, relationship strength and corporate connections, and ethnic and gender diversity. Collectively this represents the next generation of ESG (Executive, Social, and Governance), reflecting the performance and effectiveness of diverse leadership. Explore each data set to determine the combination that best fits your needs: 1. People Business Intelligence 2. Equity & Compensation 3. Executive & Director Relationships

Added to Marketplace: Aug 05, 2021


People Business Intelligence

Equilar’s Data Feed allows assessment of the quality, track record, and decision making patterns of executives and board members. This 360 degree view includes compensation and incentive metrics, career history over public, private and non-profit companies, equity transactions and future liquidity events, relationship strength and corporate connections, and ethnic and gender diversity. Collectively this represents the next generation of ESG (Executive, Social, and Governance), reflecting the performance and effectiveness of diverse leadership. Explore each data set to determine the combination that best fits your needs: 1. People Business Intelligence 2. Equity & Compensation 3. Executive & Director Relationships

Added to Marketplace: Oct 28, 2021


ESG Book

ESG Book GmbH, is a global leader in sustainability data and technology. Incubated by Arabesque in 2018, ESG Book combines cutting-edge technology and proprietary research. ESG Book's wide range of cloud-based sustainability products and solutions are used by many of the world's leading financial organizations.


ESG Book Fund Level Sustainability Scores

The ESG Book Fund level product provides users with our suite of sustainability scores at the aggregated fund level. This includes the ESG score which integrates financial materiality, our Global Compact score which acts as a reputational risk score, and the 22 granular sustainability topic scores upon which these high-level scores are built. In terms of climate assessments, the Temperature score distribution which indicates each corporate’s temperature rise contribution and the Emissions Intensity Ratio of each fund will also be available.

Added to Marketplace: Feb 23, 2024


ESG Book Sustainability Scores

The ESG Book data feed provides four lenses for analysis on the sustainability of up to 30,000 of the world’s largest corporations through the GC Score, ESG Score, Preferences Filter, and Temperature™ Score. The additional Feature layer data feed serves as the building blocks for the GC and ESG scores and provides even more insight into a company’s sustainability performance through scores on 22 well-defined sustainability topics. Through big data and machine learning, these scores combine over 250 ESG metrics from company reports with daily news signals from over 30,000 sources across 170 countries and NGO campaigns. The Temperature score is built from publicly disclosed greenhouse gas emissions data and covers over 6000 companies.

Added to Marketplace: Feb 23, 2024


Estimize

Estimize is an open financial estimates platform which collects forward-looking financial estimates from buy-side, independent, and sell-side analysts, along with those of industry experts and academics. By sourcing estimates from a larger and more diverse community of individuals, Estimize provides a more accurate, more timely, and more representative view of expectations compared to sell-side only data sets. The firm was founded in 2011 and is located in New York.


Estimize US Equities

Gain access to crowdsourced earnings and revenue estimates from 70,000+ hedge fund, brokerage, independent, and amateur analysts covering over 2,600 U.S. companies in multiple sectors, including Technology, Healthcare, and Industrials. Estimize’s diverse range of data provides estimates that allow you to avoid the systematic bias of the Wall Street consensus. Data Frequency: Quarterly; Update Frequency: Daily

Added to Marketplace: Apr 10, 2018


ExtractAlpha

ExtractAlpha is an independent research firm dedicated to providing unique, actionable alpha signals to institutional investors. Their rigorously built quantitative models are designed for institutional investors to gain a measurable edge over their competitors. ExtractAlpha also partners with top FinTech data firms to identify investment value in their data sets and help investors profit from these unique new sources of information.


ESGEvents Library

ExtractAlpha's ESGEvents Library is a raw dataset designed to help institutional investors derive measures of company behavior along Environmental, Social, and Governance (ESG) lines. ESGEvents also goes beyond traditional ESG measures to identify companies which have actively engaged in political activity, and those which have invested in innovation. The dataset includes 11 types of events, collected from from 9 government bodies, with history from as far back as 1972, covering more than 4000 U.S. stocks.

Added to Marketplace: Jun 11, 2020


Transcripts Model (Earnings Call Sentiment Analysis)

Transcripts Model is a unique sentiment signal based on earnings call transcripts. The signal is predictive of future stock returns and is generated using a tailor-made NLP engine using 200,000 transcripts.

Added to Marketplace: Mar 30, 2023


TrueBeats EPS & Revenue Surprise Forecasts

Explore state-of-the-art quantitative predictions of EPS and revenue surprises based on the most recent forecasts from historically accurate analysts, trends in each stock and its peers, and management behavior such as guidance and timing. Access 35,000+ global equities with history since 2000 for annual forecasts and 2002 for quarterly forecasts.

Added to Marketplace: Mar 31, 2023


FactSet

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.


Advisor Dashboard

Improve internal and external communication as well as client engagement with an intuitive, responsive, and integrated wealth management platform. Access all your accounts in one consolidated view with a dynamic interface that is personalized for each advisor. Quickly evaluate top positions and use traditional as well as FactSet’s proprietary signals to discern trends and evaluate market-moving events. View summary statistics for your entire book of business or a subset, including total market value, aggregate holdings, and asset allocation. Evaluate your portfolios by household, individual, strategy, and more.

Added to Marketplace: Mar 03, 2021


Alpha Testing

Begin exploring factor strategies and identify new drivers of performance with Alpha Testing. Easily backtest and visualize factor performance, statistics and correlations over deep histories and custom scenarios in a flexible and intuitive platform

Added to Marketplace: May 20, 2022


Asset Management Portal

Satisfy your clients’ need for timely portfolio insights and more active participation with powerful digital solutions that deliver tailored, proactive advice via a secure portal. Leverage FactSet’s Asset Management Portal to present a robust digital solution to your clients, even if you lack the digital expertise and budget to build an in-house platform. Present a multi-asset class solution, with detailed portfolio breakdowns across equity sectors, fund types (ETFs/mutual funds), and fixed income classifications.

Added to Marketplace: Aug 30, 2021


Benchmark Constituents API

With decades of experience integrating data and a host of database engineers and quality assurance staff ensuring timeliness and integrity, FactSet provides broad coverage of the highest-quality benchmark data. Covering over 350,000 benchmarks sourced from dozens of vendors, the Benchmark Constituent API allows you to quickly request weight, shares held, price, and market values for a specified date and currency. Simply request a Benchmark ID, and the response returns associated constituent data. The data can then be integrated with other economic, fundamental, fund, ETF, estimate, ownership, and classification data using FactSet’s hub-and-spoke model.

Added to Marketplace: Aug 12, 2019


BTU Analytics Oil & Gas Market Data

Leverage upstream market historical data and forecasts from BTU Analytics' market experts. Select from a range of type curve analysis, drilling and completion activity, production forecasts, natural gas and oil price forecasts, and state production data to understand market trends and the impacts to companies and assets in the sector.

Added to Marketplace: Feb 28, 2022


BTU Analytics Power View

Gain a comprehensive analysis of renewable and thermal generation markets with BTU Analytics' Power Outlook. Conduct asset-level analysis for operational and planned power plants and identify emerging risks and development opportunities. View forecasts of capacity, generation, and capacity factor by fuel and plant.

Added to Marketplace: Mar 16, 2022


Cobalt Portfolio Monitoring Platform

Experience personalized portfolio monitoring for fund and portfolio company data, analytics, and on-demand reporting in an intuitive platform that's flexible with your needs. Leverage data collection capabilities with custom metrics and KPIs all displayed in a comprehensive dashboard. Track, compare, and share company performance metrics and deliver on strategic opportunities. Expand your portfolio with actionable insights that propel your firm toward success.

Added to Marketplace: Dec 10, 2021


Company Screening for Dealmakers

Quickly find investment opportunities, generate ideas, and close on deals with Company Screening. Search through private and public companies and markets in one place to gain an edge over the competition. Conduct deep industry analysis by accessing sector-specific data on companies, transactions, and assets.

Added to Marketplace: Oct 05, 2023


Corporate Banking Workstation

Enrich conversations with clients by accessing financial data, news, and analytics that compel corporate and commercial bankers to better understand their clients' business. Gain a comprehensive profile of companies and industries in your scope with FactSet's expansive company, sector, and regional data. Conduct credit analysis on capital structure and interim activity and screen for fixed-income securities.

Added to Marketplace: Jun 28, 2022


DataRobot

DataRobot on FactSet integrates automated machine-learning (ML) technology into the FactSet workstation, allowing users to build, deploy, monitor, and manage sophisticated ML models quickly and easily. Users can scale AI- and data-driven investment strategies, access industry-leading core and unique content sets, and operationalize research creation and alpha signal management - all with support from world-class data science professionals.

Added to Marketplace: Sep 01, 2021


Debt Capital Structure Report Builder

Access a company's comprehensive debt structure with instrument and line item reconciliation to reported total debt. Additionally find a calculated current debt outstanding derived using interim changes since the last report period.

Added to Marketplace: Feb 25, 2021


Documents Distributor - Near Real-time Transcripts API

FactSet’s Near Real-Time Transcripts API enables investors to process what is being said in earnings calls and company events within seconds of the words leaving the speaker’s mouth. Our sophisticated machine learning technology streams XML messages so that you can analyze sentiment, monitor multiple calls simultaneously, and focus your attention on the most important events of the day.

Added to Marketplace: Aug 30, 2021


Energy Peers Monitor

Gain real-time insight into your firm's performance and analyze detailed information on the energy markets and relevant companies with Energy Peer Monitor's personalized workstation tab. Deepen your competitive analysis by accessing news, signals, and events relevant to your company, peers, and sector.

Added to Marketplace: Aug 21, 2023


Exchange DataFeed Solutions

Rely on a partner with decades of experience collecting and delivering exchange data solutions. FactSet’s Exchange DataFeed Solutions provide cost-effective access to consolidated real-time and delayed global exchange data. Proprietary technology normalizes data from over 200 global exchanges and across 150+ data fields. Asset types integrated include equities, futures, options, warrants, fixed income, mutual funds, ETFs, indices, commodities, and FX rates. Leverage SDKs, RESTful APIs, and DataFeeds to easily power proprietary and third-party applications. With the flexibility of subscribing to an entire exchange or a custom list of symbols, exchange data can be delivered to your systems at scale.

Added to Marketplace: Aug 19, 2019


FactSet Australian Regulatory Financials and Bank Branches

Access Australian bank regulatory financial data to better understand the structure of a balance sheet report and its detailed data items. Boost your analysis with access to bank details such as branch, ATM, and other service station location data.

Added to Marketplace: Jan 26, 2024


FactSet Bank Deposit Rates

Sourced from BestCashCow.com, the Deposit Rate dataset provides you with an organized view of current and historical interest rates from a broad universe of U.S. banks and credit unions. Access interest rates for all of the following deposit product types: CD rate, saving rate, interest checking rate, money market, fixed IRA, and variable IRA.

Added to Marketplace: Feb 06, 2024


FactSet Banks Industry Canadian OSFI Regulatory Financials

Assess regulatory financial data for Canadian operating banks using monthly or quarterly data from balance sheet, capital component, allowance for expected credit losses, derivative component, foreign bank branch balance sheet, and consolidated income statement reports.

Added to Marketplace: Jan 26, 2024


FactSet Banks Industry Credit Union Financials

Access financial data from U.S. credit unions, including location details for ATMs and branches associated with the credit unions. View data items sourced from reports such as balance sheets, income statements, loans and leases, derivative transactions, shares and supplemental, TDR loans, and risk-based capital.

Added to Marketplace: Jan 26, 2024


FactSet Benchmark DataFeed Solutions

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.

Added to Marketplace: Jan 25, 2024


FactSet Broadcast Streaming Exchange DataFeed

FactSet’s Broadcast Streaming Exchange DataFeed provides cost-effective access to consolidated real-time and delayed global exchange data. Proprietary technology normalizes data from over 200 global exchanges and across 150+ data fields. Asset types integrated include equities, futures, options, warrants, fixed income, mutual funds, ETFs, indices, commodities, and FX rates. The Broadcast DataFeed is an object-oriented framework used to communicate with a FactSet data source. FactSet’s proprietary SDK assists developers with all aspects of communication, request/message processing, and subscription management. The classes provided by the SDK simplify data access by providing asynchronous messages to application-defined callbacks.

Added to Marketplace: Jan 09, 2024


FactSet Concordance Service

The FactSet Concordance Service leverages FactSet’s extensive Entity Master, People, and Symbology databases along with its industry leading content collection expertise to provide one-to-one relationships between locally managed identifiers and FactSet's proprietary identifiers. 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 connect other content sets quickly and easily.

Added to Marketplace: Sep 08, 2023


FactSet Concordance Service on Snowflake

The FactSet Concordance Service on Snowflake leverages FactSet’s extensive entity master and Symbology databases along with its industry leading content collection expertise to provide one-to-one relationships between locally managed identifiers and the FactSet Entity ID. 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 connect other content sets quickly and easily.

Added to Marketplace: Sep 08, 2023


FactSet Corporate Governance

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. Coverage includes companies across poison pill, activism, and governance. Data Frequency: Event; Update Frequency: Intraday.

Added to Marketplace: May 03, 2023


FactSet Credit Parent with History

Capitalize on an approach that improves the accuracy of credit parent identification. As the credit parent of a debt obligation can be subject to alteration due to corporate action events, this dataset also enables monitoring and analysis of the historical credit parent dynamics.

Added to Marketplace: Jan 03, 2024


FactSet Data as a Service (DaaS)

Offload the burden of managing, connecting, and monitoring your disparate content; onboard any proprietary or external datasets through DaaS. Trust FactSet to map your data from multiple providers to our high-quality entity and security master database built on 45+ years of integrating and managing content. Ensure the quality of additional third-party data using DaaS components serving as the integration layer, and leverage FactSet’s managed service team to monitor all your data on an ongoing basis.

Added to Marketplace: Feb 23, 2024


FactSet Data Exploration

FactSet Data Exploration combines the power of Snowflake 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 login. The environment is also available for purchase as an annual subscription.

Added to Marketplace: Mar 23, 2023


FactSet Data Management Solutions

Gain access to FactSet’s security- and entity-level symbology and comprehensive entity reference data. Data Management Solutions (DMS) provides all the necessary relationships and connections you need to link disparate sources of information to a master identifier.

Added to Marketplace: Feb 01, 2024


FactSet Debt Capital Structure

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 69,000 active and inactive, public and private entities globally, linked to over 50,000 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.

Added to Marketplace: May 03, 2023


FactSet Document Distributor - Events Audio

Access a consolidated source of 500,000+ corporate event audio recordings for 10,000+ companies globally, totaling over 7 TB. Uncover valuable insights, judge sentiment, and unlock alpha based on speakers' tone, manner of speaking, pauses, and more. Pair with our Document Distributor - XML Transcripts product to add a text-based layer to your analysis and to gain access to information about call participants, mapped to FactSet symbology for full connectivity with other content sets. The data is updated on an intraday basis and historical files are available from 2004.

Added to Marketplace: Jul 24, 2023


FactSet Document Distributor - XML StreetAccount News

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.

Added to Marketplace: Jun 23, 2023


FactSet Document Distributor - XML Transcripts

Access information for 1.7M+ 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 which allows you 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.

Added to Marketplace: Aug 10, 2023


FactSet Documents OnDemand API

The Documents OnDemand service is designed to expose FactSet's powerful document search and retrieval functionality. FactSet collects, processes, and stores hundreds of news and document sources globally. A document search will query FactSet’s document databases based on certain search criteria specified in the request. The results are typically one or more story document links. Given a particular document’s story link, a document story request will retrieve and return the document requested. The two reports work together to provide the access to document information.

Added to Marketplace: Dec 08, 2023


FactSet Economic Events and Estimates

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.

Added to Marketplace: Oct 08, 2021


FactSet EMS

Access a modern and intuitive multi-asset execution management system, integrated in the FactSet workstation, and benefit from proven technology and enhanced workstation functionality designed to give traders a clear view of the market.

Added to Marketplace: Sep 03, 2021


FactSet ESG Thematic Revenue Exposure & Product Involvement

Skillfully incorporate ESG themes into your investment strategies. View a company's business segment revenue exposure as well as product, brand, and service involvement mapped to FactSet-maintained ESG themes. The thematic taxonomy comprises 29 Level 1 ESG themes, further divided into 132 Level 2 themes. Level 2 classifications are expertly mapped to Revere Hierarchy sectors and provide the most detailed granularity in the ESG Thematic datasets. *Leverage ESG Thematics using two distinct product packages: ESG Thematic Revenue Exposure (2012 North America start date) and ESG Thematic Product Involvement (2003 North America start date).

Added to Marketplace: Nov 10, 2023


FactSet Estimates - Consensus

Gain access to 20+ years of comprehensive estimates and statistics on a wide variety of financial statement items as well as industry-specific metrics. FactSet’s consensus estimates are aggregated from a wide base of contributors and cover 19,000+ active companies across 90+ countries. Data Frequency: Quarterly; Update Frequency: Intraday.

Added to Marketplace: Oct 12, 2023


FactSet Estimates - Detail

Updated intraday, the FactSet detail estimates feed provides individual broker-level estimates collected from over 800 sell-side analysts. This database contains 20+ years of broker history across more than 59,000 global companies. Data Frequency: Quarterly; Update Frequency: Intraday.

Added to Marketplace: Oct 12, 2023


FactSet Estimates API

Access 20+ years of comprehensive estimates and statistics on a wide variety of financial statement items as well as industry specific metrics. FactSet’s consensus estimates are aggregated from a wide base of contributors and cover over 19,000 active companies across 90+ countries.

Added to Marketplace: Aug 13, 2019


FactSet Estimates Point-in-Time Consensus

Gain access to 10+ years of daily point-in-time consensus estimates. Updated daily, FactSet's point-in-time consensus estimates are aggregated from a wide base of contributors and cover over 19,000 active companies across 90+ countries. The point-in-time consensus estimates database shows data as it was on each day and is not adjusted for broker estimates that were not available as of the consensus date, dilutions, QA corrections, or changes to the default currency.

Added to Marketplace: Oct 13, 2023


FactSet Estimates Report Builder

Access consensus estimates for comprehensive financials, key performance indicators, and company-specific metrics. This data is delivered in a format tailor made for building displays and visualizations.

Added to Marketplace: Feb 23, 2021


FactSet ETF

Access complete and accurate security, fund, and reference data across the universe of exchange-traded products. Rely on data sourced from ETF providers across the globe for 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.

Added to Marketplace: Feb 09, 2024


FactSet ETF - SEC 6c-11

Rule 6c-11 under the Investment Company Act of 1940 requires nearly all US ETFs to comply with new website disclosure requirements by December 23, 2020. Accordingly, an ETF must present on its public website certain information related to market price, net asset value, and other market data. FactSet’s data feed solution for Rule 6c-11 supplies ETF issuers with the data required for compliance, along with a set of client-defined data fields for additional flexibility and customization.

Added to Marketplace: Oct 29, 2020


FactSet Events

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.

Added to Marketplace: Jan 25, 2024


FactSet Exchange DataFeed Snapshot API

FactSet’s Exchange DataFeed Snapshot API provides cost-effective access to real-time and delayed global exchange data. Proprietary technology normalizes data from over 200 global exchanges and across 150+ data fields. Asset types integrated include equities, futures, options, warrants, fixed income, mutual funds, ETFs, indices, commodities, and FX rates. Cutting-edge technology ensures reliability and provides scalability that allow applications to request multiple items at a time. To simplify client-side development an entire response can be placed in a matrix or table for effortless integration into internal and external applications.

Added to Marketplace: Apr 13, 2023


FactSet Fixed Income Analytics DataFeed

Access detailed bond analytics for fixed-income securities such as Asset-Backed Securities, Convertibles, and Corporate, Government, Agency, and Municipal Bonds.

Added to Marketplace: Jun 29, 2022


FactSet Fixed Income Portfolio Analysis

Understand the characteristics, exposure, performance, attribution, and risk of a global fixed income portfolio with FactSet’s flexible, industry-leading solution for portfolio analysis.

Added to Marketplace: Nov 03, 2021


FactSet Fixed Income Prices API

Access comprehensive global price coverage for fixed-income securities including Corporate Bonds, Treasury and Agency Bonds, Government Bonds, and Municipals.

Added to Marketplace: Jun 08, 2022


FactSet Fixed Income Prices DataFeed

Access comprehensive global price coverage for fixed-income securities, including Corporate Bonds, Treasury and Agency Bonds, Government Bonds, and Municipals.

Added to Marketplace: Jun 29, 2022


FactSet Fixed Income Terms & Conditions

FactSet Terms & Conditions provides access to a global database of corporate, government, and agency bonds with more than 200 fields that span coupon structure, redemption features, conversion details, and more. FactSet has built a sophisticated fixed income content collection operation throughout the past several years, as our bond analytics capabilities have set the pace for the industry. Now we are offering this expansive content set as a relational data feed in our Standard DataFeed framework to drive data science, research, application development, security master management, and other critical workflows.

Added to Marketplace: Jul 22, 2021


FactSet for CRM

Strengthen your CRM platform with solutions that enable you to stay up-to-date with existing clients and identify new opportunities. Benefit from FactSet content delivered directly to you in your CRM environment through managed applications, APIs, and data feeds. Reinforce CRM as the source of truth when it comes to client relationships, taking advantage of FactSet’s integration into Salesforce and Microsoft Dynamics.

Added to Marketplace: Sep 03, 2021


FactSet for CRM for Sales & Marketing

FactSet for CRM delivers comprehensive company and market intelligence directly within CRM systems. FactSet for CRM is a managed, purpose-built application for Sales & Marketing users to power in-depth research and elevate client engagement. Strengthen your CRM platform by integrating FactSet’s deep content coverage. Benefit from data reliability, quality, and consistency, alongside increased workflow efficiency. Gain a cohesive view of your customers and drive personalized experiences with standardized data that can be easily accessed in Salesforce and Microsoft Dynamics.

Added to Marketplace: Aug 31, 2021


FactSet for Microsoft Teams

FactSet’s integration with Microsoft Teams eliminates the need to switch between applications to find and share key information and knowledge with colleagues. Identify your next deal or investment decision with access to public and private company data, ownership summaries, StreetAccount news, and more. Easily surface and share consumable snippets of FactSet market data in Teams to help shape investment strategies, spark conversations with colleagues, and facilitate meaningful conversations and pitches in meetings.

Added to Marketplace: Mar 22, 2021


FactSet Fundamentals

Gain access to current, comprehensive, and comparative information on securities in worldwide developed and emerging markets. Dig deep into detailed historical financial statement content, per share data, and calculated ratios you need for a global investment perspective. Data Frequency: Quarterly; Update Frequency: Intraday.

Added to Marketplace: Sep 15, 2023


FactSet Fundamentals API

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.

Added to Marketplace: Aug 13, 2019


FactSet Fundamentals Industry Metrics

FactSet Fundamentals Industry Metrics provides a rich, global data set of performance-driving metrics in airlines, retail, metals & mining, oil & gas, pharmaceuticals, hotels & gaming, banks, REITS, homebuilding, and telecommunications.

Added to Marketplace: Sep 14, 2023


FactSet Fundamentals Point-in-Time

Access comprehensive, historical FactSet Fundamentals data as it appeared for thousands of companies since February 1999. Efficiently query large amounts of data with a compact schema to gain valuable insights into active and inactive companies. Use the relative alignment table to easily determine the most recent frequency as of a given point date.

Added to Marketplace: Jan 12, 2024


FactSet Fundamentals Report Builder

Access standardized income statement, balance sheet, and cash flow tables with row labels, fiscal period headers, and data in a single request. This API is tailor-made for application development so you can create your own financial statement visualization without needing to individually request, format, and manage the hundreds of line items that we collect.

Added to Marketplace: Jan 20, 2021


FactSet Geographic Revenue Exposure

FactSet Revere Geographic Revenue ("GeoRev") Exposure data provides a highly structured and normalized display of companies’ revenues by geography. To achieve normalization, FactSet GeoRev captures data through a proprietary four-level geographic classification structure. An estimation algorithm based on GDP weighting and accounting logic is then applied to solve for any non-explicit disclosures. The result is a consistent, accurate, and flexible dataset that can take a company’s revenues and break them down into any geographic country or region categories.

Added to Marketplace: Mar 16, 2023


FactSet Global Filings API

Gain access to a wide selection of documents such as company filings via API to boost your research and investment processes.

Added to Marketplace: Jan 09, 2023


FactSet Global Sanctions

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 Great Britain, United Nations, European Union, Australia, New Zealand, Canada, and Japan. Identified with FactSet symbology, the entities that appear on these lists are further analyzed to identify related entities as well as the connecting relationship.

Added to Marketplace: Feb 02, 2024


FactSet Hierarchy with Revenue

Hierarchy with Revenue normalizes non-standardized business segment reports of over 49,000 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.

Added to Marketplace: Jan 13, 2024


FactSet Hierarchy with Tradenames

FactSet Hierarchy with Tradenames maps over 215,000 products, services and brands (a.k.a. Tradenames) to the most granular sectors of Hierarchy a patented taxonomy consisting of over 7,000 niche sector groups and up to 11 levels of depth providing the precision needed to understand companies and their competitive landscapes in full, multi-dimensional form.

Added to Marketplace: Jan 13, 2024


FactSet ID Lookup API

FactSet Identifier Lookup API exposes the service that powers the identifier search functionality in FactSet WorkStation and FactSet Web. Clients can leverage this API for their own identifier lookup to return tickers, entity names, and other identifiers that FactSet supports to answer their users' questions about FactSet symbology.

Added to Marketplace: Aug 15, 2019


FactSet Index Solutions

Adopt a collaborative approach to index development and ensure your exchange-traded funds (ETFs) and passive products correspond with your insight and vision. Consolidate your objectives and mandates into a transparent, rules-based, and differentiated strategy that's backed by FactSet's best-of-breed data, analytics, and research. Our reputation as an index innovator has attracted a growing body of co-branding and co-development partners such as ICE, JPX, NASDAQ, NYSE, Qontigo, SGX, Solactive, S&P Dow Jones, and more.

Added to Marketplace: Oct 05, 2021


FactSet Insurance Industry Canadian OSFI Financials

Gain a detailed view of public and private insurance company financials and investments with greater granularity, accuracy, and comparability for health, life/health, property/casualty, multi-line, and title insurance companies in Canada and its territories.

Added to Marketplace: Feb 16, 2024


FactSet Insurance Industry Exhibit of Premiums and Losses

Access the U.S. insurance industry premiums and losses database, categorized by location and line of business for the property and casualty, health, life, and accident and health sectors.

Added to Marketplace: Feb 16, 2024


FactSet Insurance Industry Global Statutory Financials

Access global insurance industry data in a standardized template with greater granularity, accuracy, and comparability for assets and liabilities, life and non-life technical data, and life and non-life premiums. Explore historical coverage from 2008 (geographically and by lines of business) for public, private, and subsidiary companies in annual and quarterly periods.

Added to Marketplace: Feb 16, 2024


FactSet Insurance Industry IMR and AVR

Gain access to a database that provides U.S. insurance company IMR and AVR data. Use IMR to understand the impacts of realized capital gains and losses resulting from changes in interest rates. View the amortization into investment income over the expected remaining life of the investment sold. Leverage ARV to learn more about the reserve established to offset potential credit-related investment losses across investment asset categories.

Added to Marketplace: Feb 16, 2024


FactSet Insurance Industry Investment Schedules

Analyze quarterly exposure to individual securities and assets held in an insurance company's portfolio, for public and private companies in the U.S., including subsidiaries.

Added to Marketplace: Feb 16, 2024


FactSet Insurance Industry Schedule P Reserves

Available for private insurance companies, Schedule P Reserves is sourced from the Statutory Statement and the FactSet U.S. Statutory Insurance Financials database. Boost your insurance industry research with greater granularity, accuracy, and comparability for health, life/health, property/casualty, and title insurance companies down to state-level information.

Added to Marketplace: Aug 31, 2023


FactSet Insurance Industry Solvency II Financials

Access standardized reporting of public SFCR filings to enhance your European counterparty credit risk assessments, workflow planning, asset management strategies, and M&A analysis. Dig deep into premiums, claims, and expenses categorized by life and non-life, line of business, home country, and top five other countries. Further analyze a company's balance sheet, technical provisions, solvency, and minimum capital requirements. Rely on annual data for each year since 2016.

Added to Marketplace: Feb 16, 2024


FactSet Insurance Industry Summary Investment Schedules

Available for private insurance companies, Summary Investment Schedules data is sourced from Schedule D, a FactSet U.S. Statutory Insurance Financials database. View summary-level data by country, credit quality, maturity, and security type for an insurance company's bond portfolio and stock investment portfolio. Rely on greater granularity, accuracy, and comparability for health, life/health, property/casualty, and title insurance companies down to state-level information.

Added to Marketplace: Aug 31, 2023


FactSet Insurance Industry U.S. Statutory Financials

Access detailed financial and investment data with greater granularity, accuracy, and comparability for Health, Life/Health, Property/Casualty, and Title insurance companies. Explore historical coverage from 2011 for public and private companies in the U.S. and its territories, including subsidiaries, in annual and quarterly periods.

Added to Marketplace: Feb 16, 2024


FactSet Insurance Industry Underwriting Exhibits

Available for private insurance companies, Underwriting and Investments Exhibits data is sourced from Schedule D, a FactSet U.S. Statutory Insurance Financials database. Strengthen your insurance industry research with greater granularity, accuracy, and comparability for health, life/health, property/casualty, and title insurance companies down to state-level information.

Added to Marketplace: Aug 31, 2023


FactSet Intraday Tick History API

Experience dynamic intraday access to consolidated, normalized tick history. Reduce the need for additional data analysis and find trades quicker and more efficiently by filtering based on trade condition. Request data as of a specific point in time to receive first trade, last trade, quote at time, or trades at time. Proprietary technology normalizes data from over 200 global exchanges. Asset types integrated include equities, futures, options, warrants, fixed income, mutual funds, ETFs, indices, commodities, and FX rates. History for all trades with associated quotes is available for a rolling 12-month period, while options are available for a rolling 30-day period.

Added to Marketplace: Aug 19, 2019


FactSet Kafka Real-Time Feed Service

Access the Kafka service cluster, hosted in AWS MSK, comprised of three broker nodes and Zookeeper instances that store messages for several hours to allow consumers to recover from a temporary downtime.

Added to Marketplace: Dec 01, 2022


FactSet Mergers

View global merger and acquisition information for 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.

Added to Marketplace: May 03, 2023


FactSet Metals & Mining Industry Global Mining Properties

Dig deep into comprehensive global mining companies' mining metrics and prospector-sourced data such as ownership and other property overview information, asset-level statistics about metal reserves and metal resources, operational statistics about production and costs by metal, and select financial and operational information from the mine plan and prospector technical reports, available on an annual and semi-annual basis.

Added to Marketplace: Jun 28, 2023


FactSet Models and Presentations

Accelerate your workflow and drive efficiency by creating custom financial models, tables, presentations, and charts in Microsoft Office applications using FactSet content. Create and disseminate internal research notes internally and externally via Outlook to keep track of investment decisions made during meetings. Stay alerted on financial earnings events, company events, and economic releases within the Outlook calendar.

Added to Marketplace: May 27, 2022


FactSet Named Entity Recognition (NER) on Snowflake

Text content such as news articles and websites contains a large amount of useful company and people information. To extract that information with minimal effort, leverage FactSet’s Named Entity Recognition (NER) service. Using Natural Language Processing and other AI techniques, NER easily finds company and people names in plain text or HTML content and matches those names with FactSet identifiers. Offered as an external function directly in your Snowflake, FactSet’s Named Entity Recognition (NER) service can seamlessly process text, streamlining entity detection and entity mapping. This allows you to link documents you write, edit, or collect with any other FactSet datasets that are linked to FactSet IDs, such as fundamentals or ownership

Added to Marketplace: Jul 22, 2021


FactSet Oil & Gas Industry FERC Form 2 & 6

Access annual and quarterly statements for forms 2 and 6, sourced from the U.S. Federal Energy Regulatory Commission (FERC). FactSet Oil & Gas Industry FERC Form 2 delivers income statement, balance sheet, cash flow, discounted rate service, and negotiated rate services schedules filed by natural gas pipeline companies. FERC Form 6 offers income statements, balance sheets, cash flow, and the annual cost of service bases for oil and refined product pipeline companies.

Added to Marketplace: Dec 08, 2023


FactSet Oil & Gas Industry Natural Gas Forward Prices

Analyze fixed and basis natural gas forward prices, as well as price differentials to Henry Hub for trade dates since 2012, sourced from Natural Gas Intelligence (NGI).

Added to Marketplace: Dec 08, 2023


FactSet Oil & Gas Industry Natural Gas Prices

Analyze daily current and historical natural gas spot prices as well as price differentials to Henry Hub that are sourced from Natural Gas Intelligence (NGI).

Added to Marketplace: Dec 08, 2023


FactSet Oil & Gas Industry Wells Activity and Production

Gain access to a comprehensive data feed that encompasses monthly production, permit history, operator details, and crucial well-level metadata. Dig deep into data items provided for each well such as well API number, wellbore orientation, lateral length, well operator, and geographic information including latitude, longitude, country, state/province, and county.

Added to Marketplace: Jan 08, 2024


FactSet OnDemand API

The FactSet OnDemand API enables users to access FactSet's wide range of financial data directly through our web service or through our software development kit (SDK). By consuming the FactSet OnDemand API through the web service, users enjoy the flexibility of retrieving data through custom built URLs with control over the output format, the type of HTTP method, and environment used to submit requests. With our SDK, the FactSet OnDemand API can integrate into several programming languages such as Python, VB, .NET, C#, C++, and Java through the Developer’s Toolkit. These integrations bring the data directly into the third-party application, frees the developer from the details of network connectivity tasks, and provides debugging tools.

Added to Marketplace: Nov 12, 2021


FactSet Open Access via Snowflake

Accelerate your research and development cycles with access to every FactSet proprietary dataset through a secure Snowflake data share. Eliminate friction and easily test new ideas with on-demand access to FactSet's market-leading data feeds alongside any existing tools, data, or applications within an existing Snowflake account.

Added to Marketplace: Jun 22, 2023


FactSet Optimization

Construct optimal portfolios using a breadth of integrated, centralized market data. FactSet’s optimization tools, including data from Axioma, Barra, and Northfield, help clients’ easily build and test strategies that include proprietary alphas, investment bounds on assets and sectors, as well as defined constraints on any aspect of portfolio management to ensure compliance with fund mandates.

Added to Marketplace: May 20, 2022


FactSet Options Reference Data

The FactSet Options Reference DataFeed provides access to a series of identifier, price, Greeks, and reference data items for a global universe of active options.

Added to Marketplace: Jun 01, 2019


FactSet Ownership

Access institutional, mutual fund, stakeholder, and float-related share ownership information for global equities and fixed income securities from company and institutional filings, investor reports, and press releases. View 17+ years of history across 120 countries. Data Frequency: Quarterly; Update Frequency: Daily.

Added to Marketplace: Nov 16, 2023


FactSet Ownership API

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.

Added to Marketplace: Aug 13, 2019


FactSet People

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.

Added to Marketplace: Aug 11, 2023


FactSet Performance Measurement & Attribution

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.

Added to Marketplace: Jul 15, 2019


FactSet PM Hub

PM Hub will help you effortlessly build and analyze your portfolio and exposures with greater confidence. Compare pre- and post-trade analytics with trade simulation to easily generate proposed orders. Use customizable columns, charts, and groupings to monitor your portfolio positions and analytics in real time. Check compliance rules and execute trades in the market with turnkey integration into Liquidity Book, FactSet EMS, or use our APIs to tie in your own systems. With seamless integration of RMS data, you can connect research analysts directly to the PM workflow to support better collaboration. Our goal is your goal: keep the front, middle, and back offices on the same page for data, analytics, performance, and risk.

Added to Marketplace: Feb 23, 2024


FactSet Portfolio Analytics

Measure performance, risk, style, and characteristics for multiple portfolios and asset classes with best-in-class, flexible reports and charts with our portfolio analytics. 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.

Added to Marketplace: Jul 09, 2019


FactSet Portfolio Guide

Produce presentation-ready reports with your holdings data, analyst research, and FactSet's robust content and analytics. Expertly tailor your reports for specific clients.

Added to Marketplace: Jan 11, 2023


FactSet Power & Utilities Industry Capacity Prices

Gain access to annual PJM load distribution area clearing prices from 2021, MISO zones from 2014, ISO-NE zones from 2013, and monthly clearing prices for NYISO zones from May 2014.

Added to Marketplace: Jun 30, 2023


FactSet Power & Utilities Industry FERC Form 1

Explore the FactSet Power & Utilities Industry FERC Form 1 database that delivers income statement, balance sheet, cash flows, electric operating revenue, electric energy account, and electric operation and maintenance expense schedules filed with the U.S. Federal Energy Regulatory Commission (FERC).

Added to Marketplace: Jun 30, 2023


FactSet Power & Utilities Industry Power Forward Prices

Access power forward prices for eight United States ISOs (CAISO, ERCOT, MISO, ISO-NE, NYISO, PJM, SOUTHEAST, and WEST), which include 20 hubs. Rely on data sourced from our third-party provider, Fenics Market Data, with history since 2018.

Added to Marketplace: Jun 29, 2023


FactSet Prices & Returns API

Gain access to comprehensive global coverage for equity prices, returns, volume, shares, splits, and dividends. Security types include Common Stock, ADR, GDR, Preferred, Closed-ended Fund, Exchange Traded Fund, Unit, Open-ended Fund, Exchange Traded Fund UVI, Exchange Traded Fund NAV, Preferred Equity, Non-Voting Depositary Receipt/Certificate, Alien/Foreign, Structured Product, and Temporary Instruments. Reference 180,000+ active and inactive securities. Perform quick analytics by controlling the date ranges, currencies, and rolling periods or simply request Open, High, Low, and Close prices. Easily connect pricing data with other core company data or alternative content sets using FactSet’s hub and spoke symbology.

Added to Marketplace: Aug 15, 2019


FactSet Private Company Financials

Access hard-to-find data for 13m+ companies in a fully connected ecosystem that allows users to tap in to the power of private markets. Uncover key metrics and ratios from the balance sheet, income statement, and statement of cash flows to research companies to invest in, judge trends in the private markets space, or get a top-to-bottom view of an industry's players.

Added to Marketplace: Feb 16, 2024


FactSet Private Company Financials API

Access hard-to-find data for 12m+ companies in a fully connected ecosystem that allows users to tap in to the power of private markets. Uncover key metrics and ratios from the balance sheet, income statement, and statement of cash flows to research companies to invest in, judge trends in the private markets space, or get a top-to-bottom view of an industry's players.

Added to Marketplace: Feb 16, 2024


FactSet Private Equity and Venture Capital

Access comprehensive information for thousands of global private equity and venture capital firms in addition to corporate, public, and individual investors. Gain valuable insight into active and exited portfolio companies, assets under management, and investment strategies. Identify detailed transaction data on portfolio companies, funding rounds, and exits including IPO information. View fund performance alongside benchmarks to analyze investment trends, IRR, RVPI, DPI, RVPI, TWRR, vintage years by industry, and geographic holdings.

Added to Marketplace: Jan 19, 2024


FactSet Programmatic Environment (FPE)

The FactSet Programmatic Environment (FPE) is an open, programmatic environment and expansion of the Quantitative Product Suite that enables users to analyze structured and unstructured data, create automated workflows, and generate ideas. As a hosted JupyterLab platform, users can leverage popular, open-source Python packages alongside integrated FactSet content and APIs. FPE provides professionals with programmatic access to data exploration, research, and advanced financial analysis.

Added to Marketplace: Aug 03, 2021


FactSet Proxy Proposals & N-PX

Monitor and analyze the results of company proxy votes on director elections, management and shareholder proposals, proxy fights, and more. Track how funds and other investment management companies vote at proxies during public company meetings.

Added to Marketplace: Jun 27, 2022


FactSet Quantitative Research

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 research 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.

Added to Marketplace: Jul 09, 2019


FactSet RBICS API

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 1,600+ sector groups.

Added to Marketplace: Oct 18, 2021


FactSet RBICS Focus

FactSet Revere Business Industry Classification System (RBICS) Focus relies on sector specialists and consistent methodology to assign each company’s primary line of business to the lowest-level (RBICS) sector from which it derives 50% or more of its revenues. At the lower levels, the patented bottom-up approach of classifying companies according to the products and services offers unpreceded level of precision and granularity. At the top levels, the market-defined approach, widely accepted by the investor community, is introduced to group companies based on performance characteristics and stock co-movement.

Added to Marketplace: Jan 13, 2024


FactSet RBICS with Revenue

RBICS with Revenue normalizes non-standardized business segment reports by mapping companies’ segment revenues to the granular sectors of FactSet Revere Business Industry Classification System (RBICS). This results in a quantified multi-sector participation tree for each company, enabling easy comparison, screening, and grouping across a universe of over 49,000 companies. The RBICS matrix structure consists of 12 anchor sectors, 6 levels of depth, and over 1,700 individual sector groups.

Added to Marketplace: Jan 12, 2024


FactSet RBICS with Tradenames

RBICS with Tradenames maps over 215,000 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.

Added to Marketplace: Jan 13, 2024


FactSet Real Estate Industry Financials

Access a valuable database of items from income statements, balance sheets, and cash flow statements of real estate companies within the United States. View coverage from annual, quarterly, semi-annual, monthly, LTM, and YTD reporting periods since 2010. Review real estate industry financial data collected from annual, interim, preliminary, and final documents (e.g., 8-K, 10-K, and 10-Q). Dig deep into additional data sourced from both the face and the notes of the income statement and balance sheet, in addition to the face of cash flow statements, reported by the company.

Added to Marketplace: Oct 13, 2023


FactSet Real Estate Industry REIT Property Details

Gain access to a comprehensive database of property holding details for a global universe of Real Estate Investment Trusts (REITs) covering the United States, United Kingdom, Hong Kong, Singapore, Canada, Japan, Australia, and more. View subsector coverage such as office, retail, hotel, apartment, and student housing. Uncover line items reported in the annual Schedule III financial statement along with longitude and latitude for plotting property locations.

Added to Marketplace: Oct 13, 2023


FactSet Real Estate Industry REIT Property Transactions

Access all property transactions for U.S. public Real Estate Investment Trusts (REITs) with data items consisting of property type, location, buyer, seller, and operating metrics for the building such as rent, occupancy rate, and cap rate if disclosed. Anticipate a gradual expansion of non-U.S. country transactions over time.

Added to Marketplace: Oct 13, 2023


FactSet Real Estate Industry REIT Top Tenants

Explore tenant quality and revenue distribution data items for a global universe of Real Estate Investment Trusts (REITs). View quarterly top tenants or filter by landlord.

Added to Marketplace: Oct 13, 2023


FactSet Reference Data - Fixed Income Terms & Conditions

FactSet Reference DataFeed - Fixed Income Terms & Conditions provides access to a series of fixed income terms & conditions data items, such as coupon details, redemption options, and convertible features, for corporate, government, and agency bonds , or relevant municipal bonds terms and conditions, based on a client-defined global universe.

Added to Marketplace: May 03, 2023


FactSet Risk Analytics

Fuel your decision-making and drive portfolio performance with FactSet’s flexible enterprise risk analytic 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 analytics solution.

Added to Marketplace: Jul 09, 2019


FactSet SFDR Principal Adverse Impacts

FactSet’s SFDR Principal Adverse Impacts (PAI) data is built to support compliant Sustainable Finance Disclosure Regulation (SFDR) reporting. FactSet delivers comprehensive coverage of corporate PAI indicators that fully comply with Regulatory Technical Standards (RTS) guidance and definitions. FactSet sources this dataset directly from publicly available company disclosures and FactSet's industry-leading proprietary content sets. It includes coverage of all 14 mandatory and 32 additional corporate PAI indicators, in addition to underlying inputs where possible. Real Estate and Sovereigns/Supranational indicators are not currently included in this dataset.

Added to Marketplace: Feb 21, 2024


FactSet Shipping

Better understand the increasingly complex global supply chains of 400,000 companies with access to a normalized view of over 90 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.

Added to Marketplace: Jan 13, 2024


FactSet Signals API

FactSet Signals are actionable insights featuring relevant and timely data that help users make quicker and more informed investment decisions. These insights eliminate the need to spend significant time conducting research or sifting through company reports and filings, leaving more time for meaningful analysis. Receive alerts with signals and use these insights to stay on top of notable events, identify opportunities and risks, and analyze the health of a company.

Added to Marketplace: Apr 26, 2021


FactSet Solvency II

FactSet’s Solvency II solution provides asset managers and asset owners with a consolidated source of data and analytics to maintain compliance with the European Union’s Solvency II capital and quantitative reporting requirements, which regulate all insurance and reinsurance activity in the EU.

Added to Marketplace: Jul 18, 2023


FactSet Specialty Finance Industry BDC Holdings

Access specialty financing activity data from public and private non-bank lenders such as asset managers, fintech, consumer finance, capital markets, and commercial finance firms since 2015.

Added to Marketplace: Oct 18, 2022


FactSet Standard DataFeed Download API

Benefit from an alternative method for requesting and retrieving SDF packages (e.g., schemas and bundles) if you are unable to use the Loader application. This service is not a direct replacement and does not have 100% feature parity with the Loader application, but provides a solution for users who cannot install third-party executables due to corporate security policies, the limitations or restrictions with the environment used to consume Standard DataFeed, or the choice to use a more secure and modern solution instead of an existing delivery method such as FTP.

Added to Marketplace: Feb 24, 2023


FactSet Standardized Economics

Gain access to approximately 2,250 economic series, standardized by FactSet, within a universe of 90+ countries, three regions, and 40+ commonly used economic concepts. Standardized economic data creates consistency across countries which allows for easy comparison of different economies.

Added to Marketplace: Jan 26, 2024


FactSet Streaming Exchange DataFeed

FactSet’s Streaming Exchange DataFeed provides cost-effective access to consolidated real-time and delayed global exchange data. Proprietary technology normalizes data from 200+ global exchanges and across 150+ data fields. Asset types integrated include equities, futures, options, warrants, fixed income, mutual funds, ETFs, indices, commodities, and FX rates. The Streaming DataFeed is an object-oriented framework used to communicate with a FactSet data source. FactSet’s Proprietary SDK assists developers with all aspects of communication, request/message processing, and subscription management. The classes provided by the SDK simplify data access by providing asynchronous messages to application-defined callbacks.

Added to Marketplace: Feb 11, 2024


FactSet StreetAccount Drug Events & Pipeline

Access comprehensive details of the pharmaceutical market for U.S. and European companies (expanding to Canadian and Asia Pacific coverage) by scanning all possible news sources for FDA or EU drug approvals, litigation, high-impact events, newly marketed generics, and newly approved form/dosage. Generate an upcoming event calendar for specific drug products, manufacturers, and partners. Easily link seven indication levels, five class levels, and competing products with a permanent drug identifier.

Added to Marketplace: Jan 13, 2023


FactSet Supply Chain Relationships

FactSet Revere Supply Chain Relationships data exposes and classifies the business relationships and interconnections among global companies. Relationship information is sourced from trusted primary sources and reverse-linked to non-disclosing parties, creating a comprehensive and consistent relationship graph through time. Normalization of relationships into four main categories (customer, supplier, partner, competitor) and 13 sub-types allows for precise categorization from either company’s perspective, while relationship keywords, relevance ranking and known revenue dependencies provide meaningful relationship-specific context.

Added to Marketplace: Jan 13, 2024


FactSet Symbology API

FactSet’s Symbology API translates market identifiers into FactSet security identifiers.

Added to Marketplace: Aug 14, 2019


FactSet Tick History Solutions

Gain on-demand access to historical tick data across 300+ global venues for 18+ million instruments. Explore asset types such as equities, futures, options, warrants, fixed income, mutual funds, ETFs, indices, commodities, and FX. Access trade and BBO quote messages for 10+ years across the majority of venues with Level 1 Tick History. Discover the market-by-price for major U.S. and European markets with Level 2 Tick History, derived from BMLL granular Level 3 data. Leverage the flexibility of accessing an entire exchange or a custom list of symbols via daily files or on-demand. Efficiently access precalculated minute bar data as well as derived custom bars.

Added to Marketplace: Feb 01, 2024


FactSet Truvalue SASB Scores DataFeed

Access scores are based on the Sustainability Accounting Standards Board (SASB)'s 26 categories. Reveal the third-party stakeholder perspective for 267,000+ companies and constituents of major indices including the S&P 500, the Russell 1000 and 3000, and the MSCI Emerging Markets and World. ESG Ranks are also available and provide expanded coverage for a universe of public and private firms, including companies that are infrequently discussed by third-party media sources. The scores can be used to systematically identify ESG industry leaders and laggards, and easily combine Truvalue SASB scores with proprietary or third-party data to produce composite scores.

Added to Marketplace: Feb 08, 2024


FactSet Truvalue SASB Spotlight DataFeed

FactSet Truvalue SASB Spotlight Events Data Service provides key information for all major positive and negative ESG events according to the Sustainability Accounting Standards Board (SASB) 26 categories for 267,000+ companies including: - Primary headline - Summary bullets - Event-based scores - Event-based volume

Added to Marketplace: Feb 08, 2024


FactSet Truvalue SDG Scores DataFeed

Access scores based on the UN Sustainable Development Goals that reveal the third-party stakeholder perspective for 267,000+ companies including: - Insight score - Pulse score - Volume score - Momentum score

Added to Marketplace: Nov 09, 2023


FactSet Truvalue SDG Spotlight DataFeed

Data is mined from more than 150,000+ sources to identify the most positive and negative significant events tied directly to 16 Sustainable Development Goals, as defined by the United Nations, for 267,000+ companies. Each significant SDG related event comes with a complete set of metadata, including the headline, summary bullets, and Spotlight scores.

Added to Marketplace: Nov 09, 2023


FactSet U.S. Bank Industry Financials

FactSet’s U.S. Banks Industry Financials database includes data items from the income statements, balance sheets, and cash flow statements of bank securities within the United States. U.S. banking institutions are covered for annual, quarterly, semi-annual, monthly, LTM, and YTD reporting periods starting from 2010. Data is collected from annual, interim, preliminary, and final documents (e.g., 8-K, 10-K, and 10-Q). Additional data is sourced from both the face and the notes of the income statement and balance sheet and the face of cash flow statements reported by the company.

Added to Marketplace: Jan 26, 2024


FactSet U.S. Insurance Industry Financials

FactSet’s U.S. Insurance Industry Financials database includes data items from the income statements, balance sheets, and cash flow statements of insurance companies within the United States. Companies are covered for annual, quarterly, LTM, and YTD reporting periods starting from 2010. Data is collected from annual, interim, preliminary, and final documents such as 8-K, 10-K, and 10-Q. Additional data is sourced from both the face and the notes of the income statement and balance sheet and the face of cash flow statements reported by the company.

Added to Marketplace: Feb 16, 2024


FactSet Uniform Bank Performance Report (UBPR)

Benefit from the UBPR as an extension of bank regulatory offerings with coverage of U.S. bank subsidiaries, savings banks, and commercial banks. Perform deeper bank performance analysis using valuable input sourced from reports of condition and income (e.g., call reports).

Added to Marketplace: Jan 26, 2024


FactSet US Bank Regulatory Financials and Bank Branches

The FactSet US Bank Regulatory Financials database provides a more granular view into a bank than SEC filings, offering greater detail and accuracy. Both public and private banks in the US, including subsidiaries, are covered. All bank holding companies within the US that file forms Y-9C, Y-9SP, and Y-9LP are included. All bank institutions in the US that file FFIEC 031, 041, and 051 are covered. Data is presented largely on an "as-reported" basis, with subtotals added and some standardization and stitching performed to enhance usability. The FactSet US Regulatory Bank Branch database provides branch and deposit data for the US bank branches of all FDIC-insured institutions, including location, deposits, deposit growth, and market share.

Added to Marketplace: Jan 25, 2024


FactSet Views

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.

Added to Marketplace: Dec 31, 2018


FactSet Workstation

The FactSet Workstation, available through mobile, web, and desktop application, 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 instantly, at your fingertips. Bolster your CRM platform by integrating integral content delivered by FactSet. Rely on an industry-leading support team that is available 24/7 by phone, email, or IM.

Added to Marketplace: Apr 26, 2019


Formula API - Cross-Sectional

FactSet’s Formula API is a modern, flexible, formula-based API that enable users to access FactSet’s wide range of financial data and content. The API offers two endpoints, one for time-series analysis and one for cross-sectional analysis, providing users a simplified interface into FactSet’s expansive offering.

Added to Marketplace: Feb 05, 2021


Formula API - Time-Series

FactSet’s Formula API is a modern, flexible, formula-based API that enable users to access FactSet’s wide range of financial data and content. The API offers two endpoints, one for time-series analysis and one for cross-sectional analysis, providing users a simplified interface into FactSet’s expansive offering.

Added to Marketplace: Feb 05, 2021


GIPS® Composite Analysis

FactSet's Composite Analysis solution helps users achieve compliance with the Global Investment Performance Standards (GIPS®) by providing a workflow-based approach to the monthly calculation and reporting process. Eliminate the need for technical infrastructure with a SaaS-deployed solution, and receive enhancements on a regular basis with no upgrades needed. Access integrated robust market and return data, including index return, FX rates, and risk-free rates.

Added to Marketplace: Jan 17, 2022


Intelligent Prospecting & Monitoring

Establish relevant criteria for your marketing strategy, focus regions, and client types with public and proprietary global corporate data. Integrate daily, artificial intelligence (AI)-derived content such as public web news, event triggers, and relationships via a multifunctional, configurable API.

Added to Marketplace: Sep 08, 2022


Investment Dashboard

Offer a branded, intuitive, and customizable financial information and trading terminal for your retail customers. Give your users the ability to evaluate portfolios or individual securities using real-time quotes and global market data. In addition, provide them with the fully-integrated technical analysis tools, fundamental data, derived data, and performance figures they need to take their analysis and investment decisions to the next level.

Added to Marketplace: Aug 10, 2021


Managed Database Service (MDS)

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.

Added to Marketplace: Aug 09, 2022


Markets Portal

Reduce time to market with FactSet's out-of-the-box Markets Portal while offering your retail clients a personalized online market analysis platform. Leverage FactSet's comprehensive content offering, driving your systems with historical and real-time global market data such as news and stock quotes, as well as macro data on indices, currencies, commodities, and government bonds.

Added to Marketplace: Aug 10, 2021


News API for Digital Portals

The API provides ultra-low latency access to breaking finance news from over 80 distributors, covering more than 200 publishers. News search results and news article lists can be subscribed to receive streamed updates. All text data is UTF-8 encoded to support true global applications across various languages. The underlying platform can power even the most performance-demanding application environments in the Wealth space. It has been built for scale and easily serves solutions with millions of application users. FactSet’s Wealth APIs draw from almost 20 years of experience creating and using such interfaces in the digital space.

Added to Marketplace: Jun 01, 2019


Open:FactSet Marketplace API

Access FactSet’s comprehensive catalog of Data Feeds, APIs and Technology Solutions available on the Open:FactSet Marketplace. API endpoints enable you to retrieve product attributes, media files, documentation, categories and filters to seamlessly integrate and display content within your environment.

Added to Marketplace: Jan 09, 2020


Options Price Reporting Authority (OPRA) Real-Time Feed

Benefit from FactSet's AWS-hosted ticker plants' ability to support the ever-increasing volume of real-time data. FactSet ingests real-time updates directly from OPRA via proprietary feed handlers. Choose from several delivery options, as well as multiple versions of OPRA data, to best support your applications and workflows: A real-time, trade-safe, one-second conflated quote version includes last sale values and national best bid and offer (NBBO). A trade-safe, five-second conflated version with last sale and NBBO is available in real-time, 15-minute delayed, and is stored in Snowflake since October 2017 as tick history.

Added to Marketplace: Jul 05, 2023


Portfolio Publisher

Create custom-branded reporting documents for multi-channel distribution that seamlessly combine market data and analytics with your proprietary content and commentary.

Added to Marketplace: Nov 03, 2021


Portfolio Services

Ensure the highest quality data output with our high-touch portfolio monitoring, data reconciliation, and data management processes. Ensure consistent, accurate, and timely processing of portfolio- and security-level data.

Added to Marketplace: Nov 05, 2021


Portware Enterprise

Portware is an advanced multi-asset Execution Management System (EMS) used by leading buy-side traders worldwide. Portware enables traders to analyze, communicate, and execute orders with diverse market participants and liquidity destinations through highly efficient, customized, and automated workflows.

Added to Marketplace: Sep 03, 2021


Power and Utilities Industry Power Prices and Spark Spread

Access regional power prices and spark spread prices for seven United States ISOs (CAISO, ERCOT, MISO, ISO-NE, NYISO, PJM, and SPP), which include 128 hubs. Rely on utility markets pricing data sourced internally and through Natural Gas Intelligence (NGI) with history since 2016.

Added to Marketplace: Aug 18, 2023


Quant Factor Library

FactSet’s Quant Factor Library provides cost-effective access to over 2,300 pre-calculated global equity data items rooted in decades of financial theory. Benefit from trusted technology that delivers data for 70,000+ securities in 127 countries and across more than 200 exchanges. Access raw values, normalized exposures, and composite scores for traditional factor groups such as Value and Quality and evaluate them against newer characteristics such as Insider Activity, Corporate Governance, and Crowding.

Added to Marketplace: Jul 15, 2022


Quotes API for Digital Portals

The API supports over 20 different price types for each stock quote and comes with basic search endpoints based on security identifiers and instrument names. The underlying platform is able to power even the most performance-demanding application environments in the Wealth space. It has been built for scale and easily serves solutions with millions of application users. FactSet’s Wealth APIs draw from almost 20 years of experience in creating and using such interfaces in the digital space.

Added to Marketplace: Jun 01, 2019


Research Management Solutions (RMS)

FactSet's highly configurable and fully integrated investment 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.

Added to Marketplace: Apr 29, 2019


Reveal and Reveal Plus - Cabot Investment Technology

Gain unparalleled insights into skills, investment processes, behavioral tendencies, portfolio construction, attribution, and contribution analysis. With the support of granular analysis and user-defined signals, overcome behavioral tendencies, quickly identify new stocks that fit your process, capture more alpha from adds and trims, harvest successful positions more effectively, and know how and when to implement a stop-loss.

Added to Marketplace: Aug 29, 2021


SCRIPTS Asia Events & Transcripts

Access current and historical information on Asia/Pacific company events, earnings calls, investor meetings, and their supporting transcripts with coverage spanning 7K+ corporate events annually and 1K+ Japanese companies. Gain deep insights and measure the impact of previously restrictive corporate events with readily available transcripts in both local and English languages.

Added to Marketplace: Jun 09, 2023


StreetAccount

Benefit from StreetAccount, a premium real-time market intelligence news service that delivers comprehensive U.S., Canadian, and European coverage (and expanding Asia coverage). All possible sources for corporate news are scanned and key story facts are highlighted and presented in an easy-to-read format.

Added to Marketplace: Aug 23, 2019


StreetAccount News Portal

With real-time, distilled market-moving information, the FactSet StreetAccount Portal gives you instant access to crucial intelligence for the companies and markets that matter to you. 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 (including overnight summaries, pre-market futures trading updates, political highlights, and sector summaries/highlights).

Added to Marketplace: Jan 12, 2024


Time Series API for Digital Portals

The API covers more than 15 years of historic price information and supports over 20 different price types. The underlying platform is able to power even the most performance-demanding application environments in the Wealth space. It has been built for scale and easily serves solutions with millions of application users. FactSet’s Wealth APIs draw from almost 20 years of experience in creating and using such interfaces in the digital space.

Added to Marketplace: Jun 01, 2019


Wealth Management Portal

Combine institutional-grade content and portfolio analytics with digital technology to provide your clients with an in-depth view of their portfolios. Leverage FactSet’s Wealth Management Portal to present a robust digital solution to your clients, even if you lack the digital expertise and budget to build an in-house platform.

Added to Marketplace: Aug 10, 2021


Widget Library

Accelerate in-house development projects and shorten time-to-market by integrating FactSet’s library of robust, standardized widgets in your online and mobile applications. Insert FactSet’s responsively designed widgets directly into your investment applications and websites to display market data from FactSet and other third-party providers. Create a custom digital experience for your firm while leveraging your existing environment, using either FactSet’s or your in-house development resources to deploy our ready-made modular widgets.

Added to Marketplace: Aug 10, 2021


Finsera

Finsera provides an innovative and secure platform for institutional managers to develop and deploy their systematic investment strategies


Investment Strategy Research and Compute Platform

Develop a rich set of multi-factor models based on advanced quantitative and machine learning tools. Instantly use third party provider data or easily incorporate your own. Effectively construct and analyze fundamental, technical and event study factors, backtest and analyze performance. Designed with collaboration in mind. Data, universes, factors, models and simulations are shared across teams.

Added to Marketplace: Mar 15, 2022


Floodlight Invest

Floodlight delivers alternative ESG data to asset managers inhibited by incomplete, obscure, and biased ESG data. Floodlight is the first ESG data provider with empirical, objective data derived from corporate performance, not intention.


Floodlight Geospatial Biodiversity Data

Discover various biodiversity risks embedded in ecosystems, from plants and vegetation to animal life. Identify actionable data such as species richness and protected areas mapping, tribal and native population distribution and equity, and weighted species threat levels. Through direct satellite observations, view 20-year deforestation trends as well as terrestrial and marine biodiversity vulnerabilities. All data points are customized to meet specific research, policy, or conservation objectives, offering a nuanced view of global biodiversity status and threats.

Added to Marketplace: Jul 13, 2023


Floodlight Greenhouse Gas Emissions (GHG) Scopes 1, 2, 3 & Future Climate Risk

This dataset captures 18 physical risks inherent in business operations but not always covered by standard corporate sustainability reporting. Floodlight grooms the data into useful tools such as scores, performance relative to peers by percentage, or sector specifics that are all bespoke to companies' needs and objectives. Its sensor-based approach, including direct observations from satellites and other networks, provides a more holistic view of company behavior relative to emissions and contributions to greenhouse gases.

Added to Marketplace: Jun 17, 2022


Four Twenty Seven

Four Twenty Seven (427mt.com), an affiliate of Moody’s, is a leading publisher and provider of data, market intelligence and analysis related to physical climate and environmental risks. Four Twenty Seven tackles physical risk head on with analytics that identify the exposure of any location in the world to climate change hazards such floods, sea level rise, hurricanes & typhoons, heat stress and water stress, which pose an immediate threat to investment and loan portfolios.


Genscape, Inc.

Genscape is a leading global provider of intraday data and intelligence for commodity and energy markets. The company is driven to improve market transparency and efficiency and delivers innovative insight across a number of industries, including oil, power, natural gas and LNG, agriculture, petrochemical and NGLs, maritime, and renewables.


Genscape's Equity Production Insights

Obtain access into companies’ oil and gas production levels to make more informed trading decisions when timing matters. Equity Production Insights leverages Genscape’s proprietary thermal and image monitoring capabilities to deliver highly accurate estimates for 30+ E&P companies and 20+ midstream companies in the energy sector. With a strong correlation to the company reported oil and gas production number, Genscape’s raw estimate provides valuable insight into these companies and the oil/gas industry. Data Frequency: Daily; Update Frequency: Weekly

Added to Marketplace: Apr 10, 2018


Genscape's TESLA Insights

Using patented analytics, the TESLA Insights feed tracks and estimates daily Tesla battery production at the TESLA Gigafactory. It provides an up-to-date count of Model 3 battery deliveries from TESLA’s Gigafactory to their Fremont plant. Leverage this information along with finished TESLA vehicle counts leaving the Fremont plant, including Model 3, Model S, and Model X, to spot production trends before the company reports. Data Frequency: Intraday; Update Frequency: Weekly

Added to Marketplace: Apr 10, 2018


Global Pricing Innovations Limited

Global Pricing Innovations (GPI) is a team of pricing, market access and commercial strategy experts, solving challenges in biopharma via technology and data. GPI provides a vast dataset relating to the pricing and reimbursement status of pharmaceuticals across the supply chain.


GPI Pricing & Reimbursement Analytics: GPI pulse™

GPI pulse™ provides you with integrated and centralized data from disparate sources, directly into your workflows. GPI pulse™ contains data on pharmaceutical products, including prices across the supply chain at pack level, reimbursement status, launch date, and much more. Industry expertise, domain specialists, and machine learning provide the accuracy required for faster decision making. GPI’s external datasets can be used for data evaluation, trend spotting, and deep-dive on industry-specific trends. Asset revenue forecasting, reimbursement timelines, and healthcare system-specific understanding enable a more detailed understanding of the market and the activities of key players.

Added to Marketplace: Jun 17, 2022


GoldenSource

GoldenSource's software, services, and expertise enables firms and institutions in the financial markets to manage risks, comply with regulatory requirements, and control costs in the middle and back office with a trusted source of complete, high quality, consistent information.


GoldenSource ESG Impact

GoldenSource ESG Impact is a data management product for operations teams, portfolio managers, and analysts dealing with interlinked reference data, fundamentals, and ESG data. In addition to facilitating ESG-related portfolio management and reporting with granular depth and data governance, it complements FactSet’s comprehensive symbology between datasets such as Company Fundamentals and ESG.

Added to Marketplace: Dec 22, 2021


Google Cloud

Google Cloud accelerates every organization’s ability to transform its business digitally. It delivers enterprise-grade solutions that leverage Google's cutting-edge technology - all on the cleanest cloud in the industry. Customers in more than 200 countries and territories turn to Google Cloud as their trusted partner to enable growth and solve their most critical business problems.


Analytics Hub

Seamlessly curate and share a library of data and analytics assets across your firm with a fully managed data-sharing service built on top of BigQuery, Google’s petabyte-scale, serverless cloud data warehouse.

Added to Marketplace: May 26, 2022


Helios Life Enterprises, Inc.

Helios Life Enterprises (HLE) is a pioneer in voice-based tonal analysis. HLE is the first and currently only company to conceive and devise a widely available data platform that delivers systematic analytics of an executive’s voice during critical corporate events. These analytics provide novel information that is useful for predicting future earnings surprises, company performance, and cumulative abnormal returns in the context of M&A events.


Helios Comprehend Voice Tone Analysis

Helios Comprehend is the first widely available data product that can systematically assess affect in the voice of an executive during earnings conference calls to produce novel and meaningful sources of quantitative information. During earnings conference calls, executives exhibit specific voice-based affect signatures that represent their understanding of company fundamentals. Thus, the affect in their voice may or may not coincide with the specific words they are saying, particularly if the company is under stress. This voice analytics intelligence can provide the difference in information can provide an unparalleled competitive advantage for investors who integrate Helios’s voice API into their investment strategy.

Added to Marketplace: Apr 27, 2020


IDC

International Data Corporation (IDC) is the premier global provider of market intelligence, advisory services, and events for the information technology, telecommunications, and consumer technology markets. With more than 1,100 analysts worldwide, IDC offers global, regional, and local expertise on technology and industry opportunities and trends in over 110 countries.


IDC Tracker Data Package

Access to 11 full IDC tracker historical and forecast data sets for the following products: Worldwide Quarterly Converged Systems Tracker Worldwide Quarterly Enterprise Infrastructure Tracker (Servers and Storage) Worldwide Quarterly Ethernet Switch Tracker Worldwide Quarterly Mobile Phone Tracker Worldwide Quarterly Personal Computing Device Tracker Worldwide Quarterly Router Tracker Worldwide Quarterly Wearable Device Tracker Worldwide Quarterly Wireless LAN Tracker Worldwide Semiannual Public Cloud Services Tracker Worldwide Semiannual Services Tracker Worldwide Semiannual Software Tracker

Added to Marketplace: Jan 13, 2021


IdealRatings

IdealRatings is a leading ESG and Responsible investment provider that empowers asset managers, asset services/owners, & financial institutions with an array of responsible investment solutions. IdealRatings provides clients with innovative data services, analytical tools, & reports for equities, fixed income, & REITs with a mission to enable responsible investments. IdealRatings' technology infrastructure offers 10m+ data points backed by an experienced research team & proprietary methodology.


IdealRatings Business Involvement

Deliverables in this dataset are: (approx.60 fields) 1- Issuer Unique code in IdealRatings database (WID) 2- Issuer Identifier (ISIN) 3- Issuer Name 4 -Issuer Nation 5- Issuer Business Activities 6- Set of Business Involvement Indicators

Added to Marketplace: Oct 04, 2021


IdealRatings ESG Basic

Deliverables in this data set are: (approx. 25 fields) 1- Issuer Unique Code in IdealRatings database (WID) 2- Issuer Identifier (ISIN) 3- Issuer Name 4- Issuer Nation 5- Issuer Business Activities 6- Issuer Environmental Pillar Score- ('E' Score) 7- Issuer Social Pillar Score- ('S' Score) 8- Issuer Governance Pillar Score- ('G' Score) 9- Issuer ESG Score (overall) 10- Issuer ESG Rating (overall) 11- Set of ESG-Qualitative indicators 12- Set of ESG-Metric indicators 13- Set of Business Involvement indicators

Added to Marketplace: Oct 04, 2021


IdealRatings ESG Comprehensive

Deliverables in this data set are: (approx. 300 fields) 1- Issuer Unique Code in IdealRatings database (WID) 2- Issuer Identifier (ISIN) 3- Issuer Nation 4- IdealRatings ESG Scores and Ratings Data Set 5- IdealRatings ESG Basic Data Det 6- IdealRatings ESG Qualitative Data Set 7- IdealRatings ESG Metric Data Set 8- IdealRatings Business Involvement Data Set 9- IdealRatings SFDR Data Set (Sustainable Finance Disclosure Regulations)

Added to Marketplace: Oct 13, 2023


IdealRatings ESG Metric

Deliverables in this data set are: (approx.30 fields) 1- Issuer Unique code in IdealRatings database (WID) 2- Issuer Identifier (ISIN) 3- Issuer Name 4- Issuer Nation 5- Issuer Business Activities 6- Set of ESG-Metric indicators

Added to Marketplace: Feb 18, 2022


IdealRatings ESG Qualitative

Deliverables in this data set are: (approx. 140 fields) 1- Issuer Unique code in IdealRatings database (WID) 2- Issuer Identifier (ISIN) 3- Issuer Name 4- Issuer Nation 5- Issuer Business Activities 6- Set of ESG-Qualitative Indicators

Added to Marketplace: Nov 08, 2023


IdealRatings ESG Scores & Ratings

Deliverables in this data set are: (approx. 9 fields) 1- Issuer Unique Code in IdealRatings database (WID) 2- Issuer Identifier (ISIN) 3- Issuer Name 4- Issuer Nation 5- Issuer Business Activities 6- Issuer Environmental Pillar Score ('E' Score) 7- Issuer Social Pillar Score ('S' Score) 8- Issuer Governance Pillar Score ('G' Score) 9- Issuer ESG Score (overall) 10- Issuer ESG Rating (overall)

Added to Marketplace: Feb 18, 2022


IdealRatings SFDR (Sustainable Finance Disclosure Regulations)

Deliverables in this data set are: (approx.90 fields) 1- Issuer Unique Code in IdealRatings database (WID) 2- Issuer Identifier (ISIN) 3- Issuer Name 4- Issuer Nation 5- Issuer Business Activities 6- Set of SFDR indicators

Added to Marketplace: Nov 08, 2023


IHS Markit

IHS Markit delivers next-generation information, analytics, and solutions to help customers improve operational efficiency and gain deep insights that lead to well-informed, confident decisions. IHS Markit has more than 50,000 key business and government customers, including 80 percent of the Fortune Global 500 and the world’s leading financial institutions. Headquartered in London, IHS Markit is listed on the Nasdaq under the symbol INFO and committed to sustainable, profitable growth.


Research Signals

Research Signals provides over 500 investment signals covering more than 30,000 securities in 80 countries, supporting security selection and strategy development. The trade and investment signals are extracted from a variety of data sources, including direct financial, technical, industry-specific, proprietary, and alternative data sources, and are designed to help asset managers expedite return generation goals. Research Signals analyst team focuses on discovering and testing factors that relate to traditional and specialty themes such as value, quality, momentum, short interest, ESG, and more.

Added to Marketplace: May 30, 2019


Impact Cubed

Impact Cubed offers comprehensive, unbiased, quantitative data as an alternative to environmental, social, and governance (ESG) scores and ratings. The firm covers every listed company globally and aligns revenue streams to 2,300 business activity classifications by region. Impact Cubed provides institutional investors with an inclusive view of their ESG impact for greater portfolio measurement and optimization, powering some of the world’s largest asset managers.


Impact Cubed Climate Factor Data

Access details of a portfolio, fund, and issuer's climate impact with 50+ climate metrics covering climate change opportunities and contributors, transition risk, and physical climate risk. Determine products and services at risk from market and technology changes using carbon price exposure and a robust, industry taxonomy model with 2,300 classifications. Leverage an end-to-end investment integration and reporting solution with complete coverage of all globally listed companies (40,000+) and consistent time series since 2012 with as-reported time-stamped data.

Added to Marketplace: Apr 03, 2023


Impact Cubed Company Sustainable Products and Services Data

Access a robust, detailed view into company revenues with environmental or social impacts, according to the UN SDGs. Gain deep insights on fundamental investment analysis, customizing portfolios to investor goals, screening business activities, or impact reporting with a 10x more powerful classification model.

Added to Marketplace: Jan 04, 2023


Impact Cubed Corporate ESG and Impact Factor Data

Incorporate valuable insights into your investment strategies and portfolios with unbiased, objective baseline ESG factor data with consistent time series. Differentiate your reports and solutions on the impact of corporate equity and debt spanning 10 years of data for 29,000 publicly listed global companies.

Added to Marketplace: Oct 25, 2023


Impact Cubed EU Regulatory Solutions: SFDR and EU Taxonomy

Address SFDR and EU regulatory concerns and meet requirements for your strategic issuer, entity, and fund level reporting. Access full coverage of all globally listed companies (40,000+) and transparent methodology for an end-to-end integration solution into your investment process.

Added to Marketplace: Apr 03, 2023


Impact Cubed Sovereign ESG and Impact Data

Access valuable and comparable insights on how well sovereign debt issuers contribute to the SDGs developed through extensive consultation with leading investors. Discover a unique SDG pathway analysis, developed by expert ESG quantitative investment analysts, that measures the current level and projected progress in achieving the SDGs.

Added to Marketplace: Dec 21, 2022


Intelligent Corporate Solutions (incs) GmbH

Based in Cologne, Germany, Intelligent Corporate Solutions (incs) GmbH provides intelligent and efficient software solutions focusing on innovation and expertise. The firm offers the largest database for petrol stations and fuel prices in Europe and North America.


xavvy fuel: Gas Station POI and Fuel Price Data

Access high-quality, comprehensive fuel station and fuel price data encompassing 271,000+ gas stations, 108 countries, 25+ fuel types, 60+ services and amenities, and 300+ payment options. Take advantage of customizable data from 200+ sources, including governments, petroleum companies, fuel card providers, and crowdsourcing. Go beyond base information such as name/brand, address, geo-coordinates, or opening hours with detailed information about available fuel types, accessibility, special services, or payment options for each station.

Added to Marketplace: May 30, 2023


IP.com

IP.com delivers comprehensive and intuitive tools for IP discovery, enabling efficient and unbiased investment decisions that add bottom-line value and drive innovation forward, faster.


ISS ESG

ISS ESG is the responsible investment arm of Institutional Shareholder Services Inc., the world’s leading provider of environmental, social, and governance solutions for asset owners, asset managers, hedge funds, and asset servicing providers. ISS ESG solutions include corporate and country ESG research, climate data, analytics and advisory, governance data and screening and controversies. For more information, visit iss-esg.com.


ISS Director Data

ISS Director Data enables investors to uncover potential opportunities, identify investment risks and generate unique ideas through a deep dive of corporate director attributes. Our ESG data, research and solutions allow you to gain a complete picture of the Board responsible for management oversight with 150 board and director data points to evaluate board independence, skills, diversity, key committee positions, attendance, ownership, compensation, meeting attendance and more.

Added to Marketplace: Jun 17, 2022


ISS ESG Carbon & Climate Impact Data

The ISS ESG Carbon & Climate Impact data feed is a comprehensive solution incorporating Carbon Footprint data, Climate Impact & Scenario Alignment, a Carbon Risk Rating, robust Physical Risk and Energy & Extractives data. The feed covers companies’ scope 1 (direct) & scope 2 (indirect) GHG emissions and intensity, scope 3 (other indirect emissions), and transitional and physical climate risks for 25,000+ global companies. Physical risk quantifies the 5 most costly hazards. The Energy & Extractives data set contains 200+ factors, including revenue share, capacity, output and volume. Users can evaluate 23,000 issuers for detailed fossil fuel and power generation involvement to acquire a deeper climate risk understanding.

Added to Marketplace: Aug 24, 2023


ISS ESG Corporate Rating

The ISS ESG Corporate Rating provides a highly relevant, material, sector-specific and forward-looking assessment of a company’s environmental, social and governance performance. The methodology has been established and refined for more than 25 years to deliver high-quality and in-depth research on public and private companies' sustainability performances. The Prime Status label is awarded to companies that meet specific minimum standards in successfully managing sustainability-related risks and opportunities and achieve the best ESG scores among their sector peers.

Added to Marketplace: Mar 01, 2022


ISS ESG Country Rating

The ESG Country Rating solution provides a highly relevant and material assessment of a country’s sustainability performance. The data covers all global institutional debt issued across EU, OECD and BRICS countries as well as other important sovereign issuers from Asia, Africa and South America. A subset of ESG Ratings data is available for an additional 320 governments and municipalities. The comprehensive rating follows a profound methodology, reflecting global best practices as well as normative considerations, and includes an analyst opinion to summarize the key issues most material to the specific entity.

Added to Marketplace: Jun 17, 2022


ISS ESG Cyber Risk Score

The ISS ESG Cyber Risk Score solution delivers actionable information investors need to understand cyber breach risk exposure across investment portfolios, while monitoring the security risks of third-party/supply chain relationships identified within their investments. The ISS Cyber Risk Score provides stable, long-term indicators of network security risks based on a diverse set of inputs, global cybersecurity threats and proprietary analytical methods, helping investors understand cyber risk behaviors and resiliency actions performed at an individual investment and portfolio level.

Added to Marketplace: Jun 17, 2022


ISS ESG Environmental & Social Disclosure QualityScore

Environmental & Social Disclosure QualityScore is a data-driven scoring and screening solution designed to measure and identify areas of environmental and social risk through company disclosure. The methodology focuses on material aspects of disclosure practices, including global disclosure standards and key industry initiatives, such as the Global Reporting Initiative (GRI), the Sustainability Accounting Standards Board (SASB) and the Task Force on Climate-related Financial Disclosures (TCFD).

Added to Marketplace: Jun 17, 2022


ISS ESG Fund Rating

The ISS ESG Fund Rating provides investors with the data and analysis needed to understand the environmental, social, and governance performance of funds, as well as performance relative to peers. With access to over 1,000 data factors, investors can easily perform in-depth screening and analysis on fund performance based on metrics included in the report, as well as additional factors that are available on the platform. The key fund rating results are mainly derived from the pioneering ISS ESG Corporate and Country Ratings, which provide financially material and holistic sustainability signals on current and future sustainability performance.

Added to Marketplace: Jun 17, 2022


ISS ESG Governance QualityScore

The ISS ESG Governance QualityScore is an objective, point-in-time, data-driven tool that helps investment professionals measure and identify areas of corporate risk in Board Structure, Compensation programs, Shareholder Rights, and Audit & Risk Oversight. Company-level scores provide an indication of relative governance quality based on an evaluation of approximately 100 of 230 total factors that are most relevant to a given country or region.

Added to Marketplace: Oct 29, 2021


ISS ESG Norm-Based Research

ISS ESG Norm-Based Research identifies situations in which companies fail to prevent or address, social or environmental controversies in line with established expectations for Responsible Business Conduct. Discover the most critical environmental and social risks for a given company in the key areas of Human Rights, Labour Rights, Environmental Protection, and Anti-Corruption, as defined by the UN Global Compact. Individual assessments are aggregated into an overall assessment and score to easily identify companies with significant concerns.

Added to Marketplace: Jun 17, 2022


ISS ESG SDG Solutions Assessment (SDGA)

Effective impact investment strategies are needed to align investments with the UN SDG requirements. Obstruction to achieving the UN SDG objectives should be minimized and the resulting economic opportunities out of positive alignment can be seized. By measuring the impact, investments can actively support the transformation processes required to achieve these goals. The ISS ESG SDG Impact Solutions are ideal to measure and report on portfolio alignment to the SDGs and develop investment solutions based on specific themes such as biodiversity, climate, gender equality and health.

Added to Marketplace: Jun 17, 2022


ISS EU Taxonomy Alignment

The ISS ESG EU Taxonomy Alignment solution was launched in January 2021 and designed specifically to support affected Financial Market Participants with their EU Taxonomy reporting requirements, through the provision of issuer level data on up to 60,000 global companies. It covers taxonomy eligibility and alignment, comprises of over 830 unique datapoints, including a datapoint which indicates whether companies are likely to fall beneath NFRD (to be replaced by CSRD once enacted). There is no additional mapping or calculation required, as the solution contains datapoints on the specific business activities included within the regulatory requirements. For more information, please see: https://www.issgovernance.com/esg/regulatory/eu-taxonomy

Added to Marketplace: Jan 12, 2022


ISS EVA

Economic Value Added (EVA) is an established standard in measuring, analyzing, projecting, and valuing a firm’s underlying economic profit. We convert accounting profit to economic profit by correcting for accounting distortions that exist within as-reported financial statements. With coverage of over 21,000 public companies and data history over two decades, EVA allows investors to parse through thousands of companies globally with comparable accounting adjustments to drive informed investment decision making on a systematic basis.

Added to Marketplace: Jun 17, 2022


ISS Executive Compensation Data

Leverage comprehensive executive compensation data for CEO and NEO (named executive officer), including salary, bonus, stock-based incentive awards, option grants, non-equity incentive plan payouts, deferred compensation payouts, and other components of total compensation. Access more than 100 compensation factors for 9,000 companies globally. Detailed pay data is available on 32,000 executives in U.S., Canada, U.K., Europe, and Australia.

Added to Marketplace: Dec 17, 2021


ISS SFDR Principal Adverse Impact

ISS ESG has offered its dedicated and tailor made SFDR Principal Adverse Impact Solution since April 2021. This now covers a baseline universe of more than 8,000 corporate issuers and 190 countries, and for specific climate and social indicators, a significantly larger universe is provided in excess of 28,000 corporate issuers. The solution supports all mandatory corporate and sovereign / supranational indicators and metrics. Certain indicators are highly sector-specific and ISS ESG leverages its decades-long proprietary ESG research and assessment experience to assess relevance and materiality of the indicator to the industry in question, which defines the number of companies considered for data collection for each metric.

Added to Marketplace: Jan 12, 2022


ISS Voting Analytics

Identify trends and gain actionable insights with ISS Voting Analytics’ comprehensive database of global proxy voting agendas and meeting results. Spot voting patterns across regions or industries, research potential proposal vote outcomes, and aggregate voting statistics. Cross reference the ISS benchmark proxy vote recommendation with shareholder support to predict future outcomes.

Added to Marketplace: Jun 17, 2022


Kainoa Group

Kainoa Group is a financial technology firm founded by experienced individuals from the institutional financial services sector. It partners with organizations that have amassed unique data assets to deliver content to institutional investors via a secure, industrial-strength platform. It’s collection of alternative Japanese data solutions helps high-frequency trading firms, quantitative hedge funds, traditional investment managers with long investment horizons, and fundamental asset managers.


Japanese Employee Sentiment Analytics

Analyze multiple aspects of employee sentiment, including overall organizational culture, employee motivation, and work-life balance for a broad range of Japanese-listed companies.

Added to Marketplace: Aug 24, 2022


Japanese Retail Investor Attention Analytics

Gain deep insights into retail investor behavior and their influential browsing activity on stock research sites. Access valuable inputs for statistical arbitrage and trading strategies with clickstream data that has been distilled into a suite of retail attention analytics.

Added to Marketplace: Aug 24, 2022


Kavout

Delivered one of the first successful ML signals to the public market, Kavout was created by ex-Googlers with a proven track record of building many mission-critical machine learning systems where billions of data points in real-time. Our mission is to build machine investing solutions to find alpha by assimilating vast quantities of complex data through the latest AI and Machine Learning methods to generate signals to uncover hidden, dynamic, and nonlinear patterns in the financial markets.


K Score China A-Shares Stocks

The K Score China A-Shares data feed covers CSI 300, CSI 500 and CSI 800 component stocks. Scores are calculated daily and available to clients on the same trading day a few hours after the market closes. The K Score equity rating investment model is delivered as an integer with possible values ranging from 1-to-9.

Added to Marketplace: Jun 14, 2019


K Score-Dynamic Alpha Signal by Machine Learning - US Equities

Predictive equity rating from 1-9 for few weeks to 2-3 months in the future with incorporation of dynamic factor shifting. The development of K Scores takes in fundamental information, pricing and trading volumes, technical signals, and alternative data such as sentiment, and apply the best-of-breed proprietary learning algorithms, and uses methods such as regression, classification, model selection, ranking algorithms, deep learning and more to rank stocks. Our intelligent system identifies the intrinsic relationships, uncovers the dependency structure and calculates predictive analytics for future performance.

Added to Marketplace: Jan 25, 2019


ktMINE

Located in Chicago, IL, ktMINE collects, reviews, organizes, and connects global transactional and intellectual property (IP) data to help its clients quickly and confidently perform IP research. The firm’s talented team of technologists and IP data specialists work together to take that data and turn it into real, actionable insight for its clients.


ktMINE Flat File

Leverage the world’s largest aggregated repositories of intellectual property documentation and data. Capitalize on interconnected IP datasets that reveal connections that were previously impossible to find.

Added to Marketplace: Jun 05, 2023


Lend-Rx Technology

Lend-Rx Technology is an expert sentiment data provider in the pharmaceutical and biotechnology industry. Lend-Rx analyzes social media content to produce sentiment data and topics using a natural-language algorithm based on artificial intelligence specifically designed for the biomedical language. From pre-clinical stage to generic analysis, Lend-Rx covers every milestone in a therapeutic product's lifecycle.


RX_LISTENER Therapeutics Data

Lend-Rx provides daily sentiment and topic data on 10K+ therapeutics from 4K companies including 1000 listed companies globally. Through Natural Language Processing developed on biomedical language, sentiment and topic data covers social media post, social media shared content as well as news for each therapeutics mapped to companies.

Added to Marketplace: Sep 16, 2022


Libra Investment Services

Established in 2010, Libra is an award-winning London based FCA regulated advisory firm that runs a systematic equity valuation product. Based on their proprietary Apollo methodology that was first developed in 2004, their Smart Alpha solution offers a comprehensive dataset of daily stock level signals and indicators for global stocks. Libra provides both bespoke research content and customised data products to help institutional clients create a more effective investment process.


Libra Apollo - the Smart Alpha Solution

Apollo is an asset pricing model that incorporates implied cost of capital to determine both the return opportunity and the risk of loss for over 6700 stocks worldwide. Updated daily, the asset pricing model dataset stretches back to 2000 and provides users with both estimated future cash-flows and the rate at which they’re being discounted. Factors such as style, rating, value, volatility, growth and potential alpha are used to create a proprietary stock level indicator. The dataset can also be used to create aggregate indicators at the portfolio, sector or market level.

Added to Marketplace: Aug 29, 2019


LinkUp

LinkUp is the global leader in delivering accurate, real-time, and predictive job market data to capital markets and corporations. The firm has 20+ years of experience in human capital management and employment data with proprietary technology that indexes millions of global job listings daily from employer websites. The firm empowers hedge funds, banks, and asset managers with actionable insights regarding the global labor market at macro, industry, geographic, and individual company levels.


LinkUp Raw

LinkUp Raw contains the most complete set of LinkUp’s job market data, dating back to 2007. The job listings dataset includes full job postings sourced directly from employer websites as well as related statistics and analysis of the job postings. Delivered daily, LinkUp Raw consists of 3 distinct components: individual job records, core analytics, and company reference data. LinkUp’s dataset includes over 20 unique job and company level attributes and identifiers, such as, job title, job URL, company name, location, occupation code, sector code, ticker, reference data, and more. Note, the FactSet offering does not include access to the full job description history. This is only accessible via LinkUp directly.

Added to Marketplace: Dec 08, 2022


LinkUp Raw Direct

Gain access to a comprehensive set of job market data, including full job postings with full-text descriptions sourced directly from employer websites, as well as related statistics and analysis of the job postings. Experience real-time data sourced daily from hundreds of millions of job listings representing 60,000+ companies in 195 countries and has been collected continuously since 2007. Discover three distinct components: individual job records, core analytics, and company reference data. Explore 20+ unique job- and company-level attributes and identifiers such as job title, job URL, company name, location, occupation code, sector code, ticker, and reference data. Receive daily updates via S3, FTP, Snowflake, Azure, and more.

Added to Marketplace: Feb 22, 2023


LobbyingData.com

LobbyingData.com is the leading provider of alternative data on U.S. lobbying. The firm’s database offers comprehensive real-time and historical information on all federal lobbying activity from 1999-present. Lobbyingdata.com tracks the $4.1B lobbying industry comprised of 1.6M+ lobbying contracts for 200k+ entities including 2k+ ticker symbols, 13k+ lobbying firms, all federal agencies, and every registered lobbyist. The firm delivers its data feed via AWS S3 and/or REST API.


Real-Time & Historical Tickerized U.S. Lobbying Database

Access daily, detailed lobby data from 1999-present for the $4.1 billion lobbying industry. View 1.6 million lobbying contracts and data for 200,000+ entities encompassing 2,000+ ticker symbols, 13,000+ lobbying firms, all federal agencies, and every registered lobbyist. Explore data for 60+ unique attributes such as company name, ticker symbol, lobbying firm retained, dollar amount spent on lobbying, government agency lobbied, and the exact bills, general issues, and specific issues lobbied on.

Added to Marketplace: Apr 10, 2023


LuxSE

With 41,000+ securities listed, including 33,000+ debt instruments from 2,000+ issuers in 100+ countries, LuxSE is the world’s leading exchange for listing international debt securities. Founded in 1928, LuxSE, a renowned market infrastructure provider, has contributed to transparent and stable international capital markets ever since.


LGX DataHub

The LGX DataHub is an unrivalled centralised database that brings previously unstructured sustainability data to issuers, investors, and asset managers across the world in a structured, comparable and reliable way. It offers a global coverage of sustainable bonds, along with the most granular and structured data in the market. At the pre-issuance stage, it provides detailed information on all four pillars of the ICMA GBPs/SBPs. At the post-issuance stage, it structures allocation and impact data by project, by project category, by country and at bond level. The LGX DataHub also includes sustainability-linked bonds, with relevant information on KPIs and SPTs.

Added to Marketplace: Aug 19, 2022


Macrobond Financial

Macrobond is a leading provider of global economic, aggregate financial, and sector time-series data for professionals, including economists, analysts, quants, strategists, portfolio managers, and asset allocators. Its flexible SaaS solution delivers timely macroeconomic data from more than 2,500 sources, supported by the most comprehensive metadata in the industry. Macrobond’s integrated analytical tools enable customers worldwide to find, analyze, and visualize relevant data quickly.


Macrobond ESG Data

Rely on a provider that speeds up the process of collating and making sense of millions of data points so you can create timely models with ease and confidence. Macrobond's open data and time series are rigorously organized and updated within seconds of release. All data is provided "as is" directly from the source and includes links back to the originator for underlying methodology details. Drive your research or investment strategy with over four million time series from over 130 regional, sectorial, or topical ESG sources. Time series are organized into four main categories: Environmental, Soco-political, Governance, and Overall ESG.

Added to Marketplace: Jun 02, 2022


Macrobond Global Key Indicators Data

Explore millions of collated data points to create timely models with ease and confidence. Rely on rigorous organization and instant release of open data and time series. Discover "as is" data directly from the source with a link back to the originator for underlying methodology details. Include core macroeconomic indicators in your research or fundamental strategies to leverage commonly used headline indicators for qualitative and quantitative economic assessments.

Added to Marketplace: Jan 24, 2023


Macrobond High-Frequency Indicators Data

Rely on a provider that speeds up the process of collating and making sense of millions of data points so you can create timely models with ease and confidence. Macrobond's open data and time series are rigorously organized and updated within seconds of release. All data is provided "as is" directly from the source and links back to the originator for underlying methodology details. Find proxies from over six million time series and leverage national and international sources that carry a higher frequency than the traditional macroeconomic indicators. Themes include job retention schemes, online job ads, election polls, mobility indices, transactions data, and COVID-19 trackers.

Added to Marketplace: Jun 02, 2022


Macrobond Pay-As-You-Go Data

Rely on a provider that speeds up the process of collating and making sense of millions of data points so you can create timely models with ease and confidence. Macrobond's open data and time series are rigorously organized and updated within seconds of release. All data is provided "as is" directly from the source and includes links back to the originator for underlying methodology details. Leverage more than 240 million macroeconomic and top-down financial time series via Macrobond's web API and FTP data feed services. Gain access to the full Macrobond database, excluding non-feedable time series and third-party premium content sets.

Added to Marketplace: Jun 02, 2022


Macrobond Point-In-Time Data

Rely on a provider that speeds up the process of collating and making sense of millions of data points so you can create timely models with ease and confidence. Macrobond's open data and time series are rigorously organized and updated within seconds of release. All data is provided "as is" directly from the source and includes links back to the originator for underlying methodology details. Simulate investment strategies while avoiding look-ahead bias with point-in-time stamps and revision history data. Access over 20 million time series with vintages from trade, income and earnings, labor market, survey and leading indicators, demography, and national accounts.

Added to Marketplace: Jun 02, 2022


Management CV

Management CV is a pioneer in applying statistical science to assess relative management quality at public companies. Their structured methodology calculates statistically significant rankings to help equity and debt investors determine the relative risk and operating ability associated with company executives. Fiduciaries rely on Management CV’s system to ensure that they are properly, and factually, aware of the background and incentive alignments of the management teams in their portfolios.


Executive Team & CEO Quality Ranks

The Team Quality Ranks score executive teams on a double relative basis versus similar size, similar industry peers. Separate ranks are calculated for individual CEOs and for 5-person executive teams. Scores are based on three factor baskets: operating traction, pay & incentive alignment, and fiduciary risk factors. Bottom quintile teams consistently underperform both their industry peers and broader indexes on price returns, ROA, ROIC, and ROE. Fiduciary risk factors are available as a monthly time series, executive changes are available weekly, and ranks are updated daily.

Added to Marketplace: Mar 14, 2022


Matrix

Matrix Data Management


Matrix IDM

Matrix IDM software simplifies the data management of the complex, multi-level investment and product structures that underpin retirement savings, insurance and asset management businesses. The platform empowers firms to understand everything from the true nature of the exposures within funds to the indirect fees borne by investors and the impact of investment re-structuring decisions. Unrivalled data management expertise together with proven software developers, underpinned by a 24/7 global customer support capability is what sets us apart from the competition.

Added to Marketplace: May 10, 2021


MicroAd

MicroAd Inc. is one of the largest data companies in Japan, mainly providing various types of digital marketing solutions based on its technology, partnerships with web media and data providers, and unique data analysis expertise. MicroAd updates the standard of advertising technology in Japanese & Asian markets, offering solutions specifically around digital marketing. It is expanding its service as an alternative data supplier & data consulting partner to keep creating new value in the market.


Alternative Data for Japanese Stock Market

MicroAd's datasets are directly contracted from a number of specialized, well-known web media channels in Japan. It uses proprietary methods to reduce noise and extract only the most effective webpage views, which are then added up as page views for each company. Page views are calculated as standardized data that takes monthly fluctuation rates into account. Data is collected and updated monthly.

Added to Marketplace: May 31, 2022


Mill Street Research

Mill Street Research is a boutique consulting and research company focused on providing high quality, independent Global Portfolio Strategy research to their clients. The firm provides proprietary quantitative data and rankings as well as tools and commentary to help institutional investors make better asset allocation and stock selection decisions. Mill Street also offers customized work and special research projects for clients.


MAER Stock Ranking Model

MAER, the Monitor of Analysts' Earnings Revisions, is a proprietary multi-factor equity ranking model. Updated monthly, it incorporates trends in analyst estimate revisions, price action and valuation to rank stocks globally with an intermediate-term (1-3 month) forecasting horizon.

Added to Marketplace: May 02, 2023


Morningstar Sustainalytics

Morningstar Sustainalytics is a leading ESG research, ratings, and data provider that helps investors and firms worldwide develop and implement responsible investment strategies. The firm works with hundreds of the world’s top asset managers and pension funds who incorporate information and assessments of both ESG data and corporate governance. The firm also works with companies and their financial intermediaries to help them consider sustainability in policies, practices, and capital projects.


Morningstar Sustainalytics ESG Risk Ratings

Morningstar-Sustainalytics’ ESG Risk Ratings measure a company’s exposure to industry-specific material ESG risks and how well a company manages them. Rely on five categories of ESG risk severity that could impact the enterprise value of over 12,500 companies across 138 subindustries.

Added to Marketplace: Jan 13, 2023


MSCI

MSCI ESG Research products and services are provided by MSCI ESG Research LLC, and are designed to provide in-depth research, ratings and analysis of environmental, social and governance-related business practices to companies worldwide. ESG ratings, data and analysis from MSCI ESG Research LLC. are also used in the construction of the MSCI ESG Indexes. MSCI ESG Research LLC is a Registered Investment Adviser under the Investment Advisers Act of 1940 and a subsidiary of MSCI Inc.


MSCI ESG Accounting Governance Risk (AGR)

Identify extreme values in accounting and non-accounting metrics that may indicate opaque and potentially misleading financial reporting. Access quarterly reported AGR scores ranging from 1-100 percent, with lower values representing greater risks.

Added to Marketplace: Oct 26, 2022


MSCI ESG Business Involvement Screening Research (BISR)

Access business involvement coverage of global equity issuers in addition to selected bond issuing subsidiaries, corporate bond issuers, and government-owned entities that operate as corporations. Dig deep into profiles of each company's tie to an activity, all related corporate actions in the last three fiscal years, and ownership information if the company has ties through a subsidiary or parent company to the business activity in question.

Added to Marketplace: Nov 01, 2022


MSCI ESG Climate Change Metrics

Access 700+ climate change metrics on carbon emissions, fossil fuel exposure, environmental impact(e.g., clean technology), climate-related risk exposure, and management assessment for 10,000+ companies, including equities and bonds.

Added to Marketplace: Oct 26, 2022


MSCI ESG Climate Value-at-Risk

Access climate change risk and opportunity calculations for 10,000+ companies with assessments of all associated equities and corporate bonds, 9,000+ sovereign bonds across 46 markets, and over 1 million private real estate assets. Explore estimations on how the value of investment portfolios could be impacted by climate policy risk, technology transition opportunities, and extreme weather (e.g., physical climate risks).

Added to Marketplace: Nov 01, 2022


MSCI ESG Controversies

Access data for approximately 9,800 companies, both publicly-traded companies and fixed income issuers, comprised of the MSCI ACWI IMI Index in addition to the 95% by market value of the Barclays Global Aggregate-Corporate Index. Explore global screened data that identifies potential violators of international norms and principles, targets for engagement, and worst performers, as well as underlying data for fail and watch list companies.

Added to Marketplace: Nov 01, 2022


MSCI ESG Fund Ratings

Access essential ESG ratings of approximately 36,000 global, multi-asset class mutual funds and ETFs with a diverse dataset of 200+ ESG characteristic metrics, including carbon footprint, sustainable impact, and governance risks.

Added to Marketplace: Oct 26, 2022


MSCI ESG Governance Metrics

Access corporate governance raw data, key metrics, scores, and percentile rankings organized around four key themes: board, pay, ownership & control, and accounting. Gain deep insights with company-specific research reports, thematic research reports, corporate governance country reports, and alerts for equities and bonds.

Added to Marketplace: Oct 27, 2022


MSCI ESG Government Ratings

Discover a quantitative, data-based method of measuring government exposure, with available indicators sourced from reputable external firms, such as the World Bank. Detect the same methodology and weightings for all countries globally with a streamlined global rating spectrum from "AAA" to "CCC."

Added to Marketplace: Oct 31, 2022


MSCI ESG Ratings

Access management and exposure measurements of key ESG risks and opportunities for 10,000+ companies with 17,500 issuers for bonds and equities, including subsidiaries. Explore company-level ratings, scores, and data, as well as company, industry, and thematic reports.

Added to Marketplace: Feb 03, 2023


MSCI ESG Sustainable Impact Metrics

Access the 17 SDGs mapped to five actionable impact themes: basic needs, empowerment, climate change, natural capital, and governance. Explore predefined screens of social and environmental impact metrics for 8,500+ companies.

Added to Marketplace: Oct 26, 2022


MSCI EU Sustainable Finance Module

Take advantage of both MSCI SFDR Adverse Impact Metrics and MSCI EU Taxonomy Alignment datasets, with a coverage universe of 10,000+ companies and 175 sovereign issuers and countries, to analyze adverse impact indicators and identify companies that generate revenue from business activities potentially aligned with the EU green taxonomy.

Added to Marketplace: Nov 01, 2022


MSCI Global Sanctions

Access environmental, social, and governance (ESG) standards and restrictions data reliably and efficiently. Implement client mandates, satisfy client investment guidelines, and manage potential ESG portfolio risks.

Added to Marketplace: Oct 26, 2022


MT Newswires

MT Newswires is a recognized leader in original and unbiased global financial news. The Company's international network of financial journalists produces real-time, multi-asset class news in over 160 distinct categories to cater to the diverse and evolving needs of the global investment community. MT Newswires now serves most of the largest banks, brokerage firms and professional market data, trading and research applications in North America, as well as a growing number in Europe and Asia.


Live Briefs PRO Global Markets

Live Briefs Pro Global Markets is a comprehensive premium news service providing complete, up-to-the-minute multi-asset class coverage of North American, European and APAC financial markets and economies.

Added to Marketplace: Jul 01, 2019


NeoXam

NeoXam is a global organization that focuses on providing enterprise wide software solutions that serve the needs of both asset-management and sell-side participants. Our solutions automate complex workflow processes for our clients by streamlining operations, reducing risk and improving overall data quality.


NeoXam DataHub

NeoXam DataHub provides a comprehensive and customizable software solution for centralized data management. The platform allows clients to consolidate, cleanse, enrich and distribute information from both internal and external sources to address use cases around regulations, firm exposure, investment data, risk and more. The transparency and confidence that clients gain from leveraging NoaXam DataHub allows them to improve decision making and scale their business more effectively.

Added to Marketplace: Oct 18, 2019


News Quantified

News Quantified provides actionable, alpha-generating intelligence and risk management solutions. Breaking news headlines from major U.S. News sources and regulatory filings are continuously analyzed in real-time and integrated with corresponding market data to better understand and predict stock price movement. By leveraging over ten years of historical data and millions of news items, News Quantified tears down the wall between news headlines and market data.


Nikkei Inc

Founded in Japan in 1876 as a four-page newspaper specializing in commodity market information, Nikkei Inc. has grown into one of the world's largest independent media groups. In 2015, the firm expanded by acquiring the Financial Times and became committed to delivering accurate and fact-based economic news. Nikkei calculates and publishes a variety of indexes daily, including the Nikkei Stock Average (Nikkei 225) in addition to alternative data like Nikkei Flash News and Nikkei POS.


Nikkei Flash News

Access 500 news stories per day that are focused on economics, politics, international news, industry-related content, and the Japanese financial market. Receive original Japanese news that is automatically translated into English by a proprietary machine translation system. Benefit from regular data feed updates (about 10 times per day) via FTP or Amazon S3 delivery.

Added to Marketplace: Feb 17, 2023


NTT DATA

Headquartered in Tokyo, NTT DATA, part of NTT Group, is a trusted global innovator of IT and business services. The firm helps clients transform through consulting, industry solutions, business process services, IT modernization, and managed services. NTT DATA enables clients to move confidently into the digital future. The firm is committed to its clients' long-term success and combines global reach with local client attention to serve them in 50+ countries.


NTT Data Correlation Diversified Portfolio Weight (CDPW)

Surface fresh insights with CDPW, a quantum-inspired new indicator (or factor) that reflects a pairwise correlation of all assets in the portfolio, in a completely different way from traditional statistical analysis. Diversify the risk of an index or any portfolio, or adjust for biases of a statistical nature. The calculation period of the correlation coefficient is three or five years.

Added to Marketplace: Sep 12, 2023


OpenSanctions

OpenSanctions Datenbanken GmbH builds a transparent and auditable due diligence database for investigations and risk management of targets and persons of interest. The firm’s focus is to produce a high-quality and deeply structured knowledge graph that combines a wide range of sources and is conveniently accessible to the journalism, compliance, and financial technology communities.


OpenSanctions Due Diligence

Gain access to key data sourced from sanctioned entities, politically exposed persons, and criminal interest entities composed in a rich knowledge graph of corporate and individual profiles, updated daily. View significant entities (persons, organizations, vessels, or crypto wallets) affected by sanctions and other risk indicators as well as detailed information about the relationships between these entities.

Added to Marketplace: Mar 31, 2023


Optimum Complexity

Created in 2016, Optimum is the first company to measure complexity based on a proven model-free approach and to launch complexity-based investment strategies. Optimum uses proprietary technology and Quantitative Complexity Theory (QCT), a model-free measure of correlation created by company Co-founder & CTO Dr. Jacek Marcyk, to trade investment portfolios. Optimum also offers risk management advisory services to financial companies.


Orbit Financial Technology Limited

Orbit Financial Technology provides instant access to a depth of unique and reliable alternative data sets, over 10 years’ worth of detailed [financial] information on private and public companies, global mutual funds, news media and hard-to-source, multilingual social media sentiment. Combined with Orbit’s unparalleled and innovative data processing, actionable signals can be quickly generated with a higher degree of precision and scale.


China A-Shares Transcripts

Orbit’s China A-Shares Transcripts data feed covers full universe of almost 4,800 companies since the early 2000's. Content covers below 3 types, both in Chinese and English: 1) Earning Call Transcripts 2) Public disclosures on broker onsite research 3) Executive official responses on online platforms

Added to Marketplace: Sep 10, 2020


Owler

Owler is the world’s largest community-based business information and insights platform. Owler helps sales teams outsmart their competition with actionable insights and real-time alerts about the companies that matter to their pipeline. Launched in 2014, and funded by Norwest Venture Partners and Trinity Ventures, Owler is headquartered in San Mateo, CA with offices in Spokane, WA, and Coimbatore, India.


Owler Private & Public Company Data

Owler’s unique community-powered business datasets provide dynamic, real-time intelligence on all of your company’s competitors, partners, customers, and prospects. Owler’s data is curated from an active member community of over 3.5M business professionals who share exclusive insights about the companies they work for and work with. Continually updated through Owler’s member community, enhanced with AI and machine learning techniques, and human-verified by Owler’s data science team, Owler’s business datasets are the most comprehensive, accurate, and up-to-date source of business information available.

Added to Marketplace: Jan 21, 2022


Owlin

By using Natural Language Processing on news and texts from over 3 million sources varying from open newssources to industry newsletters and official publications. By supporting 12 languages we cover 80% of all news content globally. With its proprietary AI & NLP engine, Owlin creates forward-looking signals and insights in portfolios which enable asset managers and banks to get a better and more timely risk assessment on clients, counterparties, and investments.


Ozmosi

OZMOSI ( https://www.ozmosi.com/ ) is a consulting and data services firm founded in 2013 with the singular mission to provide pharmaceutical and biotechnology companies the support they need to make hard decisions in a high-risk and highly uncertain environment. Combining expert pharmaceutical experience with advanced analytics, OZMOSI offers state-of-the-art modeling, machine learning and visualization tools, illuminating the competitive landscape without sacrificing any of the details.


BEAM Biotech & Pharm Company R&D Data

BEAM Data contains over 130,000 industry-sponsored clinical trials, covering more than 1,00,000 point-in-time data versions, across 6,000 companies with over 1,800 mapped to ticker symbols. The robust point-in-time data includes cleaned company names, drug names, Mechanism of Action, drug target information, FDA approved or novel status, disease area tags, oncology biomarkers and various text rich data elements for NLP development of categories and indicators. Additionally, the data provides performance prediction flags to better predict clinical trial success. The data also offers elements to predict stock price performance related to trial completion and stock price performance within the first 28 days after the start of a trial.

Added to Marketplace: Dec 03, 2021


Ping An Group ESG

OneConnect is a technology-as-a-service platform for financial institutions, listed on the New York Stock Exchange in 2019, providing technology applications and technology-enabled business services to multiple verticals in the financial services industry. OneConnect is an associate of Ping An Group, leveraging Ping An Group’s extensive experience in financial services and accurately addresses the needs of different financial institutions.


China ESG Score

CN-ESG evaluation framework incorporates both domestic and international disclosure standards and key frameworks to meet sophisticated investors’ demands. It addresses core ESG rating issues for Chinese companies with a robust four-dimension framework of environmental E, social S, governance G and business B. It includes 24 themes, 154 secondary indicators, 400+ data points, and 43 industry indicators to measure ESG risks and opportunities with real time adjustment based on public news and sentiment.

Added to Marketplace: Jun 17, 2022


PlaceIQ

PlaceIQ is the leading data and technology company that helps businesses leverage location-based insights to connect with and understand audiences.


Daily Visit Count - Foot Traffic

The Daily Visit Count product provides normalized foot traffic for individual locations belonging to over 700 brands across the United States. The data can be used to understand store-by-store trends, compare visitation between competitors, and understand share within categories. PlaceIQ uses mobile location data collected from millions of devices in the US to understand consumers and the places they visit.

Added to Marketplace: Jun 30, 2021


Prosper Insights & Analytics

Prosper is a global leader in "consumer intent" data serving the financial services, marketing technology, and retail industries. By providing authoritative global market information on US and China consumers via curated insights and analytics, Prosper helps clients make impactful tactical decisions. Their predictive insights help optimize business development strategy and ultimately drive accretive balance sheet performance.


US Monthly Consumer Survey Data

Track how consumers are feeling about the economy, shopping behavior, future purchase intentions, and more with this unique consumer survey datafeed. Based on responses from roughly 7,500 US adults each month and over 18 years of monthly history, the data is an excellent training dataset for Machine Learning initiatives and forecasting applications. Prosper’s data is anonymous and 100% Privacy Compliant. No PII is used and data is HIPAA and CCPA Compliant. New questions on the Covid-19 Economic Crisis are now included.

Added to Marketplace: Jul 27, 2020


Quant IP

Quant IP uses smart algorithms and AI-powered software to gain insights from both patent data and financial metrics. By leveraging domain knowledge and incorporating other data sources Quant IP creates business intelligence for asset management, venture capital, private equity, M&A, consulting, and corporate clients.


Patent and Innovation Metrics

Quant IP’s Patent and Innovation Metrics data feed provides access to point in time patent data, including the number of patent applications per company, the number of granted patents per company, and the Quant IP Innovation Score per company. The Quant IP Innovation score is an aggregated indicator for consistency, quality and efficiency of a company's innovation process, making it possible to rank listed companies according to their innovation power and build portfolios to outperform regular equity indices.

Added to Marketplace: Apr 01, 2022


REalyse

REalyse (pronounced 'realise') is a technology company that helps real estate professionals stay ahead of the market. We provide enterprise companies with smart technology, real estate expertise, and independently sourced data such as prices, rents, yields, demographics, market activity, economics, debt and all things in between.


UK Residential Property Insights

Gain access to over 550 UK residential datasets offering over 26B data points with history to 1995.* Create a macro or micro view of the market with the ability to analyse data at the Council or Postcode level. *History varies by type of dataset.

Added to Marketplace: Nov 25, 2019


RepRisk

RepRisk, a global leader and pioneer in data science, specializes in premium ESG and business conduct risk research and quantitative solutions.They leverage artificial intelligence and curated human analysis to translate big data into actionable business intelligence and risk metrics.Leading organizations around the world rely on RepRisk as their key due diligence solution to prevent and mitigate ESG and business conduct risks related to their operations, business relationships, and investments.


RepRisk ESG Business Intelligence

RepRisk’s proprietary risk metrics and analytics systematically flag and monitor ESG and business conduct risks, as well as potential company-specific violations of internal policies and/or international standards. RepRisk’s risk metric data feeds offer a comprehensive solution for risk management and compliance. The dataset offers full coverage of any market universe including emerging and frontier market as well as private equity. Historical data is available with consistent methodology since 2007. An issues- and event-driven methodology provides daily-updated risk information based on over 100,000 public sources and stakeholders screened and analyzed in 23 languages. Data Frequency: Daily; Update Frequency: Daily.

Added to Marketplace: May 03, 2023


Revelio Labs, Inc.

Revelio Labs provides workforce intelligence. We absorb and standardize hundreds of millions of public employment records to create the world's first universal HR database, allowing us to see current workforce composition and trends of any company. Our customers include investors, corporate strategists, HR teams, and governments.


Workforce Intelligence Data

At Revelio Labs we build the tools that are needed to understand the workforce of every company. By ingesting the universe of public workforce data, we’ve created a standard structure to unify occupations and job titles, skills and activities, and companies and other organizations. Our team of data scientists, economists, and engineers use the latest methods in statistical research to remove sampling bias, and anticipate lags in reporting to create a comprehensive and current understanding of workforce dynamics. Our workforce data provides insight on company composition, hiring and attrition trends, geographic composition, career transitions, diversity, and more.

Added to Marketplace: Jun 17, 2022


RoyaltyStat

RoyaltyStat® is a first-to-market privately held limited liability US company offering a well-recognized branded databases of royalty rates extracted from license agreements. Content and software development began in 1996 and launched online 1999. Their proprietary royalty rates are used worldwide for corporate income tax transfer pricing compliance and for intangible assets valuation. RoyaltyStat is trusted by government agencies, corporations, and accounting, consulting and law firms.


RoyaltyStat®

RoyaltyStat® is the best-in-class, most up-to-date, and reliable source of royalty rates extracted from license agreements. RoyaltyStat’s royalty rates are used in transfer pricing, assets purchase price allocation (PPA), reasonable royalty infringement damages, and due diligence connected with tax and intellectual property litigation, business development connected with the acquisition or licensing of intellectual property, bankruptcy, and mergers and acquisitions.

Added to Marketplace: Feb 06, 2020


RS Metrics

RS Metrics is a leading provider of satellite imagery and geospatial analytics for businesses and investors. Its proprietary, patented technology leverages advanced computer vision and machine learning to extract meaningful and ready-to-use data from a variety of location-based sources, providing predictive analytics, alerts, and end-user applications for decision making in financial services, real estate, retail, industrials, metals, government, and academic research.


RS Metrics ESGSignals®

ESG metrics derived from satellite analytics that monitor, measure, and create objective benchmarks for environmental impact by asset location. Metrics are aligned with UN SDG and based on materiality by industry defined by the commonly accepted SASB Framework. Commonly tracked physical risk metrics for each location include Emissions, Land Usage, Water Stress, Fire Risk, and Renewable Energy Usage.

Added to Marketplace: Aug 10, 2021


RS Metrics MetalSignals

MetalSignals provides satellite-imagery based data, trends, and analysis for global refined metals such as Aluminum, Copper, Zinc, and Steel production, based on changes in daily, weekly, and monthly growth in metal concentrate and finished product stored outside at hundreds of individual smelters and storage facilities. MetalSignals provides global coverage across six continents and includes major countries such as China, Chile, Russia, USA, Australia, and more.

Added to Marketplace: May 09, 2019


S&P Global

S&P Global provides essential intelligence and data, expertise, and connected technology to governments, businesses, and individuals, allowing them to make informed investments confidently. The firm delivers credit ratings, benchmarks, analytics, and workflow solutions in global capital, commodity, and automotive markets.


S&P Global Fixed Income Evaluated Prices & Analytics API

Discover independent bond pricing data to support trading, valuations, and risk management. S&P Global (IHS Markit) uses price inputs from a variety of sources that are either aggregated to calculate composite levels or fed into a dynamic model to produce a price validated against a number of parameters.

Added to Marketplace: Feb 01, 2023


S3 Partners

Founded in 2003, S3 Partners is a privately-owned global financial technology and data company, headquartered in New York. Clients leverage our enterprise software, data, apps, and analytics to achieve better outcomes in their investment processes, risk management, counterparty relationships, and investor relations. S3's purpose is to deliver data integrity and technology that powers your market perception and business intelligence so you can act with agility, on your own terms.


Short Interest and Securities Finance Data

S3’s Short Interest and Securities Finance data provide the necessary tools to view how Short Interest, Financing Rates, and crowded trades affect price action. Clients rely on this unique dataset for accurate Short Interest analytics and to identify crowded long and short trades. S3’s data provides transparency to the true spread of the borrow / loan market, with the only independent and unbiased bid, offer, and last rates for Securities Finance.

Added to Marketplace: Oct 19, 2023


Sentifi

Sentifi uses AI, big data and collective intelligence to listen to and categorise over 14 million qualified financial influencers. That’s how institutional and private investors gain unique insights on over 50 thousand traded companies, currencies, commodities, and the events that impact them. Our customers use this insight to make better investment decisions and stay ahead of the curve.


SIGWATCH

We specialise in tracking activist campaigning globally, to identify trends and emerging issues, and quantify activist attitudes to companies and brands. We provide clients with a comprehensive and objective understanding of how their reputations are being affected by activists, alert them to future problems in public confidence, and provide early data on concerns affecting suppliers, customers and investments. Clients are typically sector-leading multinationals and financial institutions.


SIGWATCH : Global NGO signals - ESG & Reputational

SIGWATCH data is used by investors and corporations to track NGO activity. NGO signal campaigns have far reaching impact, driving changes in government policy and consumer spending habits. Meantime activism focused on individual corporations, can impact profitability and changes in future business strategy. Hence, NGO signals provide: - Early discovery of NGO campaigns that shape future government and consumer behaviour - Early notice of sector and corporate behaviours that will either grow or erode shareholder value. About this product SIGWATCH data is tailored to your needs, covering corporations and sectors in a live, daily data feed. Historic data can also be purchased by year. SIGWATCH also provides this data in a desktop service.

Added to Marketplace: May 24, 2021


Smart Insider

Smart Insider has been analyzing insider transaction data since the 1980’s, covering more markets and offering deeper native history than any other provider. Elements of our proven stock ranking and consulting service for desktop users have been incorporated into our transaction quant feed to give deeper insight into the trades that matter. Our unique production methods deploy proprietary software and trained analysts to produce the most timely, comprehensive and accurate data available.


Global Insider Transaction Data

Smart Insider offers a daily update containing share transactions by company directors and senior management. Monitoring over 60,000 companies across 60 countries, coverage includes all listed stocks in markets where Insider transactions are reported. With around five million transaction records growing by 2,000 per day, Smart Insider’s global insider transaction database dates back to the mid-1990s in some markets. Each transaction has been scrutinized by Smart Insider production analysts to ensure consistency, accuracy, and timeliness. Use Smart Insider data to make sense of daily trades, test hypotheses and build algorithms.

Added to Marketplace: Mar 02, 2020


Snowflake

Thousands of customers deploy the Snowflake Cloud Data Platform to derive all the insights from all their data by all their business users. Snowflake equips organizations with a single, integrated platform that offers the only data warehouse built for any cloud; instant, secure, and governed access to their entire network of data; and a core architecture to enable many other types of data workloads, such as developing modern data applications.


Snowflake Marketplace

Elevate your access to FactSet’s robust suite of proprietary and third-party content sets encompassing company, security, alternative, and event-driven content, historical time series data, managed benchmarks, and powerful portfolio analytics with Snowflake Marketplace. Easily source external data and combine it with your own internal datasets for better analytics and faster decision-making. Reduce query times from hours to seconds and enable secure collaboration across all data for all of your business users and extended business ecosystem. Experience Snowflake’s unique architecture that simplifies the data pipeline, eliminates complexity, and enhances data-driven workflows.

Added to Marketplace: Mar 09, 2020


Sovereign Wealth Fund Institute

Sovereign Wealth Fund Institute (SWFI) is a global organization designed to study sovereign wealth funds, pensions, endowments, superannuation funds, central banks and other long-term institutional investors in the areas of investing, asset allocation, risk, governance, economics, policy, trade, and other relevant issues. SWFI facilitates sovereign fund, pension, endowment, superannuation fund, and central bank events around the world.


SWFI Global Assets Data

The SWFI General Data Feed provides financial data, KYC-related content, standardized asset allocation data, strategy information, ownership data, relationship data, and holdings data for sovereign wealth funds, pensions, endowments, banks, insurers, family offices, and other entities. Detailed transaction data, including open market, fund commitment, and other deals data, as well as SWFI’s asset owner people database, investor news and briefings data, and access to Compass, SWFI’s proprietary investor RFP and business lead dataset is also available.

Added to Marketplace: Apr 24, 2020


State Street Associates

State Street Associates® empowers investors to uncover alpha opportunities, manage risk and formulate strategies. Based in Cambridge, Massachusetts - a global center for technology and innovation - State Street Associates®, combines differentiated datasets with innovative thinking from some of the foremost academic institutions in the world.


State Street MediaStats and Media Linkages

In partnership with MKT MediaStats LLC, State Street MediaStats quantifies content from over 100,000 digital media sources to analyze the potential impact of media chatter on US equities’ price fluctuations. Media Linkages gauge the size, strength and significance of dynamic inter-company relationships based on co-mentions in media.

Added to Marketplace: May 09, 2023


Stockpulse

German-based StockPulse, founded in 2011, is a pioneer of sentiment data analytics for financial markets. The company's fully automated systems condense several million datasets from social media channels into meaningful and actionable data. StockPulse analysis is based on years of research that has been tested and confirmed in several academic studies. Pulse Picks, a key StockPulse product, provide at least 30 trend signals per trading day for individual stocks, indices, and currency pairs.


Stocksnips Inc

StockSnips crawls, aggregates and analyzes news related to public companies listed on Nasdaq and NYSE. Using Big Text Analytics and Machine Learning, StockSnips AI platform transforms unstructured textual data into quantified real-time news sentiment data that can be used to predict stock returns. By sifting through and summarizing millions of SEC filings and news publications, StockSnips efficiently and affordably delivers concise and unbiased financial sentiment to investors.


Techsalerator

Techsalerator offers 190 fields for 300 million businesses in 200+ countries. Each business’s firmographic information, point of interest (POI) data, hierarchy linkages, and historical financial data is covered. With 1,000+ sources of data worldwide and a specialized approach to accuracy, Techsalerator is positioned as a one-way stop for global businesses and consumer data acquisitions.


Global Company Business Intelligence Data with Linkages

Better understand and analyze global companies with access to firmographic and hierarchy linkage information on 300 million businesses worldwide. Uncover their revenue, number of employees, year of creation, business categorization, local parent company, ultimate global parent company, number of branches, and headquarters, branch, or single location categorizations.

Added to Marketplace: Jul 13, 2022


Global Historical Financial Data on Private Companies

Access 10 years of historical financial data for 300 million businesses worldwide.

Added to Marketplace: Jul 13, 2022


Global Point of Interest (POI) Data

Access 150 million points of interest worldwide including latitude and longitude, geolocation, and key details on physical places such as full addresses, opening hours, number of branches, and more.

Added to Marketplace: Jul 13, 2022


TVEyes, Inc.

A global provider of fully disambiguated, enriched and tagged broadcast data. Our extensive capture network offers coverage of more than 2,600+ stations globally, including in all 210 Designated Market Areas (DMA) in the U.S, with history commencing from December 2012.


Valspresso

Valspresso is a financial technology and investment strategy development firm based in Reston, Virginia. Two decades of research and innovation culminated with the grant of a U.S. patent for producing sentiment data, and the development and deployment of a suite of rules-based artificial intelligence software applications to automate the entire asset management process - from analysis to portfolio constructions to trade execution - with a clear objective: reduce risk and improve returns.


Sentiment & Fundamental Indicators

Valspresso’s data feed empowers subscribers to design and deploy persistent alpha-generating strategies. Valspresso’s proprietary technology and patented methods make it easy for quants, analysts, and portfolio managers to integrate proven indicators and signals into new or existing trading strategies with the objective of reducing risk and improving returns. Historical values are available from 2004 along with an example use case that clearly demonstrates how the Valspresso data can deliver higher alpha and lower beta, consistently. The signals for the use case strategy are available for subscribers to independently reproduce the results and perform their own analysis.

Added to Marketplace: Oct 31, 2019


Verisk Maplecroft

Verisk Maplecroft is a global risk analytics company specialising in ESG, climate, and political risk data for leading institutional investors and corporations. They combine proprietary risk indices and datasets with expert research on countries, industries and issues in a holistic approach to help their clients make better decisions. For asset owners and managers, Verisk Maplecroft is a trusted source of support for the integration of global risk factors across multiple asset classes.


Commodity Risk Analytics

Verisk Maplecroft's Commodity Risk Analytics assess over 170 hard and soft commodities across 20 ESG, climate and political risks. For each commodity and risk, country-specific scores are available for key producer countries, alongside production-weighted global scores derived from these country-specific scores. Scores and qualitative evidence that drive the sub-indicators beneath the country-specific scores are also available.

Added to Marketplace: Jan 30, 2020


Global Risk Analytics

Verisk Maplecroft's Global Risk Analytics data encompasses over 150 ESG, climate, political and economic factors (indices) on a worldwide basis. The indices are built using proprietary methods from structured and unstructured datasets, drawing on ~800 underlying indicators. They are updated on an annual or quarterly basis.

Added to Marketplace: Jan 30, 2020


Industry Risk Analytics

Verisk Maplecroft's Industry Risk Analytics data encompasses 58 ESG, climate, political and value chain risk factors (indices) for over 100 industries globally. The indices represent a subset of Maplecroft's country-level risk scores that are adjusted to take into account the materiality of each factor within a given sector. They are updated on an annual or quarterly basis.

Added to Marketplace: Jan 30, 2020


Vertical Knowledge

Vertical Knowledge (VK) is an enterprise open source alternative data company that has transformed the way their clients identify, collect and leverage public data to gain actionable insight. VK offers a variety of historically rich data subscriptions, creating unprecedented opportunities for data consumption and information arbitrage. VK also provides services including a global commercial proxy network, custom data collection and an end to end collection Framework.


Online Best Sellers

This data set provides a daily collection of online bestseller information across 32 categories from the largest online retailer in the world. Each category has a deep history of daily collection with most dating back to 2013. This collection includes purchased products by date and product name linked to brand name as well as both the product list price and final sale price across thousands of public and private companies.

Added to Marketplace: Jul 01, 2020


Retail Data Set Package

For years, Vertical Knowledge has collected detailed retail sales information from some of the largest retailers in the world. This history includes a full collection of all products and variants from the online stores of retailers listed in the dataset section below. - Pricing - Promotions - Consumer Reception - Competitive Dynamics - Variant Details And More

Added to Marketplace: Aug 09, 2020


Weather Source

Weather Source is a leading provider of analytics-grade global weather and climate technologies for business intelligence. The firm provides the industry’s most accurate and comprehensive weather and climate data by using scientific techniques, data analytics, and meteorological expertise. Weather Source enables businesses to measure the impact of weather on their operations, minimize waste, boost return on investment, streamline logistics, optimize marketing, and enhance resource planning.


OnPoint Climatology

Access valuable information such as what is considered "normal" or "average" (mean) weather for any location at any point in time, departures from normal (standard deviations), and frequency of occurrence for specific weather parameters such as precipitation.

Added to Marketplace: May 24, 2023


OnPoint Weather Global Forecast

Benefit from leading global forecast models such as the Global Forecast System (GFS) and the European Centre for Medium-Range Weather Forecasts (ECMWF). The GFS forecast, refreshed globally every six hours, provides a forecast for up to 240 hours (or 15 days) in daily and hourly formats. The ECMWF model, considered the most reliable in existence, provides a short- to medium-range forecast updated every six hours and predicts up to 240 hours (or 10 days). Take advantage of an extended ECMWF forecast view with up to 42 days in weekly format (updated twice a week), and a seasonal forecast that provides refreshed monthly views of up to seven months.

Added to Marketplace: Mar 30, 2020


OnPoint Weather Historical

Explore global historical weather data points including temperature, precipitation, wind, and 17 additional key meteorological variables. Benefit from a stable source of historical information that remains consistent and unchanged once the data is archived. Dig deep into hourly and daily weather values from the year 2000-present.

Added to Marketplace: May 23, 2023


Who's Good

As the first AI-based robo-analyst in Asia, Who’s Good provides corporate risk assessment services. They use public big data and artificial intelligence to disclose and analyze data on environmental, social and governance (ESG) issues and their potential impact on company performance. Insights from Who’s Good can also help assess ESG risks and opportunities at the portfolio level.


ESG Performance & Incident Analysis

Who’s Good analyzes both overall ESG performance and specific ESG incidents at companies to provide comprehensive risk management insights. The ESG Performance Analysis shows companies’ strategies and policies as well as important company statistics on ESG. This analysis is based on reliable public and open data sources and shows how well companies are prepared to prevent ESG risks. The ESG Incident Analysis identifies corporate scandals and incidents from a large universe of news articles. The AI algorithms provide key risk signals based on the impact of incidents that occurred.

Added to Marketplace: Mar 16, 2023


Woodseer Global

Woodseer Global specializes in forecast dividend data and analytics, working with financial service clients across the globe. Established in 2011, with teams in London and Vancouver, Woodseer utilizes a tech-driven approach, supported by expert analysts, to offer strong coverage and accuracy. With automation at the heart of our approach, every new input leads to iterative and consistent excellence in our output - we call it our unfair advantage.


Woodseer Dividend Forecasting

Employing a hybrid algorithm + analyst approach, Woodseer provides dividend forecast data for 15,000+ equities in 100+ countries. This approach enables broad coverage and strong dividend forecasting accuracy with intraday updates for dividend and disbursement specific items, including ex-date, pay date, record date, fiscal year, frequency, dividend type, amount, and currency. Data Frequency: Event; Update Frequency: Intraday

Added to Marketplace: Jun 21, 2018


Xponentix

The founders of Xponentix have over 40 years of combined experience in hedge funds, structured finance, and technology. Xponentix transforms data into meaningful and actionable insights, allowing finance professionals to identify and capture private market opportunities at scale and speed.


Xponentix Financial Data & Intelligence for Private Companies

Explore financial data and intelligence for 400,000+ UK private companies by comparing financial metrics across 80 data fields such as revenues, EBITDA, employee headcounts, number of shareholders, balance sheet size, and more.

Added to Marketplace: Oct 12, 2022


YoujiVest

YoujiVest leverages AI technologies and the latest investment research to develop high signal-to-noise sustainability information solutions in the areas of environmental, social, and governance (ESG) ratings, carbon emissions, and other environmental pollutants discharge. Some of the world’s top asset managers and institutional investors use YoujiVest’s data and analytics to support their responsible investments in Chinese securities.


China Carbon Emissions Metrics (CCEM)

Gain access to greenhouse gas (GHG) emissions data for Chinese companies in the forms of carbon dioxide equivalent (CO2e), carbon intensity (CI), and carbon footprint (CF). Explore Scope 1 and Scope 2 emissions for CO2e and in some instances Scope 3. Develop meaningful comparisons between peer groups, industries, and sectors by understanding both CI and CF normalize CO2e emissions to account for company size differences. Rely on emissions data disclosed directly by the companies, as well as estimated data based on a proprietary, bottom-up model. View 3,000+ publicly listed companies in China and Hong Kong with historical data from 2017.

Added to Marketplace: Jan 20, 2023


China Environmental Pollutant Discharge Data (CEPD)

Gain deep insights into Chinese pollutant discharge information, such as discharge quantities, permits, and penalties, as disclosed by various municipal and provincial environmental administrative agencies. Analyze 600+ types of pollutants across nine major categories that are tracked on 440,000 China enterprises, 1,800 of which are publicly listed. Uncover a differentiated environmental, social, and governance (ESG) dataset beyond carbon emissions, designed to incorporate an additional environmental dimension into your sustainable investing decisions.

Added to Marketplace: Jan 26, 2023


China ESG Risk Scores (CERS)

Access ESG scores and ratings that dynamically quantify Chinese companies’ exposure to ESG issues and risks for 99%+ of all publicly-listed companies in China and Hong Kong, as well as high-visibility American depositary receipts (ADRs). Explore a categorized taxonomy of 25 salient ESG issues with data from 10,000+ carefully curated news and media sources and history since 2015.

Added to Marketplace: Jan 06, 2023