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ALTERNATIVE DATA ENTERPRISE SOLUTION COMPLIANCE ANSWERS ENTERPRISE SOLUTION From thought experiment to process execution, FactSet’s tools give you the power to test your hypotheses, an opportunities, and visualize a path forward. FINANCIAL DATA FINANCIAL DATA ANALYTICS TECHNOLOGY SERVICES With more than four million client portfolios, 30+ datasets (including two dozen exclusive sets), and 850 independent data providers, FactSet is an industry leader in acquiring, integrating, and managing financial data. FactSet’s full range of analytics and trading solutions delivers data continuity and powerful, flexible, open solutions to evaluate and act on your portfolio across asset classes and strategies. FactSet’s open and flexible technology includes a comprehensive data marketplace, a configurable mobile and desktop platform, digital portals, APIs, and more to transform the way you discover, evaluate, and act on opportunity. Partner with FactSet to solve your workflow challenges and implement solutions that will help your team chart new territories and work more efficiently. FactSet is an integral part of what we do for research, for portfolio attribution, even for marketing.” “ CHIEF INVESTMENT OFFICER & PORTFOLIO MANAGER, LARGE ASSET MANAGER Capitalize on opportunities faster with FactSet’s multi-asset class solutions for order management (OMS) and execution management (EMS). Predictive analytics help your team determine the optimal execution strategy for any order in any market environment and apply message-based and rules-driven order management and compliance options before, during, and after trades. FactSet’s solutions also allow you to optimize algorithm selection based on your specific order trends via portfolio manager profiling. Maximize the reach of your best thinking with highly configurable and fully integrated research management tools. Give your organization the power to collaborate across disparate teams, ensure the security and continuity of its best ideas, and maintain the transparency necessary to comply with evolving regulations. FactSet’s centrallized research repository gives your thought leaders the tools to develop concepts, broadcast breakthroughs, and tap the wisdom of their peers. Integrate risk analytics at every state of the porfolio lifecycle, from research and construction to oversight and reporting, with a single source of data integrity. FactSet’s enterprise risk solution, inlcuding Cognity’s cutting-edge risk modeling, combines equity, fixed income, alternative, private assets, and currency factors. Gain a full, transparent view of risk distribution at the portfolio, factor, and asset levels with a selection of models that match your investment philosophy. With a wide range of measures and capabilities, FactSet offers the ability to measure irsk across all asset classes. Evaluate and enhance your investment strategies and better service clients with solutions that can ggive you insight and expplain the impact of your decisions. With our sophisticated, next-generation Portfolio Analytics application and the award-winning B-One performance and attribution solution, FactSet brings you greater accuracy of performance calculations and reporting withhigher frequency and faster delivery plus a complete workflow across front- and middle-office users. Save time each reporting period and move beyond traditional reporting to persuasive PDFs, presentations, and documents or flexible JSON, flat files, and CSV delivery. With the power of FactSet and Vermilion’s award-winning client reporting suite, you can automate your reporting process, combining key portfolio analytics with internal data sources to produce client-facing documents such as fund factsheets, regulatory reporting like PRIIPs and KIDs, marketing pitchbooks, and internal board reports. SEAMLESS USER EXPERIENCE ACROSS THE PORTFOLIO LIFECYCLE Data Trading Performance Analytics Trading Analytics Data Performance Data Trading Analytics Performance Data Trading Analytics Performance INDUSTRY AWARDS We serve all areas of the financial industry, helping you stay ahead of global market trends, access extensive company and industry intelligence, monitor portfolio risk and performance, and execute trades. Our comprehensive data feeds, desktop analytics, web and mobile applications, sell-and buy-side research tools, and white-glove client service transform the way you discover, decide, and act on opportunity. Everything we do is built around understanding your workflows and helping solve challenges across your organization. From more than 60 offices in 24 countries, FactSet’s goal is to create value for you and we’re proud that 95% of clients who use FactSet continue to use it, year after year. FactSet helps the financial services community address its most pressing challenges such as optimizing technology costs, building integrated cross-organizational workflows, mitigating risk due to increased regulatory demand, and creating efficient data governance throughout an organization. Our solutions enable investment professionals to be more efficient and productive across the front, middle, and back offices; harness the power of community; and add value with company-wide data integration. From streaming real-time data to historical information, FactSet offers unique, proprietary, and third-party data through desktop, mobile, Microsoft Office, and off-platform solutions. Our goal is to provide a seamless user experience spanning idea generation, research, portfolio construction, trade execution, performance, reporting, and risk. FactSet’s solutions can be implemented across the entire enterprise or as standalone components serving different workflows in the organization. Our commitment to an open framework means you can integrate our solutions with proprietary and third-party data and applications to meet your unique needs. OUR STORY FactSet’s leading analytics, unique high-quality data, and flexible technology help financial industry leaders drive productivity and performance and make better investment decisions. Call to Action THE FACT IS WINNING INVESTMENT STRATEGIES DEMAND POWERFUL SOLUTIONS 115K+ USERS 24/7 CLIENT SOLUTIONS & SUPPORT 5.2K+ CLIENT FIRMS 38 CONSECUTIVE YEARS OF REVENUE GROWTH 9.5K+ EMPLOYEES ACROSS 24 COUNTRIES 90% 91% 92% 93% 94% 95% CLIENT RETENTION FOR MORE THAN 40 YEARS The world’s investment professionals have relied on FactSet, across teams, across asset classes, and at every stage of the investment process. Data Trading Performance Analytics Trading Analytics Data Performance Data Trading Analytics Performance Data Trading Analytics Performance Download Brochure INDUSTRY AWARDS 1 2 3 4 5 6 7 8 9 1 2 3 4 5 6 7 8 9 1 2 3 4 5 6 7 8 K+ 1 2 3 4 5 6 7 8 9 1 2 3 4 5 6 7 8 K+ . 1 2 3 4 5 6 7 8 9 1 2 3 4 5 6 7 8 9 1 2 3 4 5 6 7 / 9 8 7 6 5 4 3 2 1 1 2 3 4 5 6 7 8 9 0 1 2 3 4 5 6 7 8 9 0 1 1 2 3 4 5 6 7 8 9 0 K+ . 1 2 3 4 5 6 7 8 9 1 2 3 4 5 % USERS CLIENT FIRMS CLIENT SOLUTIONS + SUPPORT EMPLOYEES ACROSS 24 COUNTRIES CLIENT RETENTION CONSECUTIVE YEARS OF REVENUE GROWTH FLEXIBLE TECHNOLOGIES TURN YOUR IDEAS INTO INVESTMENT DECISIONS With access to a universe of relevant data, leading analytics solutions, and open, flexible technology, FactSet helps you drive productivity and performance across your organization. YOUR PARTNER IN MAKING EVEN THE MOST COMPLEX TASKS EASIER Tailor your workspace with drag-and-drop tiles, configurable menus, and hotkeys, or leverage FactSet’s knowledgeable support staff to further customize your experience. Mobile solutions let you edit watchlists, monitor performance, access quote activity, and keep up with investment news directly from your phone or tablet. Tailor your workspace with drag-and-drop tiles, configurable menus, and hotkeys, or leverage FactSet’s knowledgeable support staff to further customize your experience. Demonstrate your value to clients while protecting and growing their assets with all-in-one software that integra...