Portfolio portfolio view, portfolio analysis, portfolio dashboard, spar. Factset is better for tasks like building pitch books. Clearbridge large cap growth portfolios legg mason. Online assistant page id ations and tools, including the financial analysis knowledge base. Go from holdingsbased analysis to topdown style, performance, and expost risk analysis to peer group reports without leaving the system. Gain access to the security types, benchmarks, and market data you need. The complex challenge of matching an attribution model to your multiasset class portfolio duration.
The portfolio tracker constantly updates its feature and handle the cash, mutual funds, stocks, and etfs exchange traded funds. Factset is a leading provider of financial information and analytic applications to investment professionals around the globe. Gain full transparency into the calculations behind your analysis with the ability to audit security, group, and portfoliolevel values. As of today 20200417, factset research systemss weighted average cost of capital is 5. Factset s flexible, open data and software solutions for the financial industry bring the front, middle. December 2019 equity and fund of funds performance. Factset makes it possible to go directly to the most important line items of each financial statement. With sophisticated next generation portfolio analytics paired with our awardwinning bone performance and attribution solution, factset brings you greater accuracy of performance calculations and reporting with higher frequency and faster delivery while helping you maintain compliance with new and emerging regulations factset hosts the head of performance community offering you the. Your guide to using facts et university of lethbridge.
Fds stock rating and analysis factset research systems. Factset focuses on providing a seamless user experience spanning idea generation, research, portfolio construction, trade execution, performance measurement, risk management, reporting, and portfolio analysis. Go from holdingsbased analysis to topdown style, performance, and expost risk analysis to peer group. In a return decomposition analysis model, value added to a portfolio. Portfolio create, track and evaluate portfolios andor custom composites in real time. Go from holdingsbased analysis to topdown style, performance, and expost risk. Solutions for portfolio managers generate alpha and make more informed decisions using factset s robust portfolio management platform, powerful analytics, and unique content. Portfolio analysis portfolio portfolio view, portfolio analysis, portfolio dashboard, spar 3034 upload proprietary data and manage portfolios utilities quick portfolio. Portfolio analysis identify what decisions drove performance through attribution analysis the portfolio analytics certification consists of four chapters and a 25question quiz 90 minutes factset certifications factset offers four certifications that allow you to take a deeper dive into factset products. Factset offers four certifications that allow you to take a deeper dive into factset products and elevate your position by being wellversed in one of the dominant products in the financial investment space. Factset marketplace is your home for data that gives you an edge. Factset s integrated multiasset class portfolio analytics and official performance solutions give you confidence in your results. Attribution analysis is used in a number of ways across firms and their clients.
Factset is a tool which provides investors with the tools needed to convert financial raw data into information that can be used in financial analysis and financial reporting. Factset offers comprehensive sorting of financial data and estimates. Company and portfolio data managed by pe and vc factset private equity and. For more indepth analysis, click any summary link to launch the corresponding. This is where bloomberg the king, along with factset and thomson reuters, are better than capital iq. Perform robust analysis to answer detailed risk and return questions about your portfolios and strategies. More than 85,000 global users make smarter investment decisions with factset s desktop analytics, mobile applications, and comprehensive data feeds. Fixed income portfolio analysis understand the characteristics, exposure, performance, attribution, and risk of a global fixed income portfolio with factset s flexible, industryleading solution for portfolio analysis. Factset s client data integration team works with clients it staff to extract holdings data from portfolio accounting and order management systems to ensure a daily update of positions. Access robust fixed income and integrate holdings, benchmark, and derivatives coverage gain access to the security types, benchmarks, and market data you need. Factset s macro model is similar to traditional topdown attribution, where asset allocation decisions are made according to a specified investment policy or fund sponsor mandate which includes broad asset allocation guidelines. Leverage factset s turnkey integration with our leading oms and execution management system ems, or easily integrate your thirdparty oms or ems with our portfolio management platform using apis. Factset enables asset management teams to measure and share portfolio analytics with confidence. Once holdings are on our system, users can launch factset s portfolio analysis.
For much of the past three decades, a 20% allocation to infrastructure in a 60. Given the role that portfolio management plays in the service many wealth managers offer to clients, alongside the growth in capabilities and focus of technology solutions and tools, our portfolio build, analysis. Content will fuel gpif s efforts to strengthen index selection and analysis factset, a global provider of integrated financial information, analytical applications, and industryleading services. Pdf document gain full transparency into the calculations behind your analysis with the ability to audit security, group, and portfoliolevel values support your performance and attribution workflow gain maximum value using factset s portfolio.
Choose your preferred method and build a seamless workflow from simulation and compliance all the way to execution and analysis. Further empower your workflow with factset s industryleading portfolio analytics tools, your primary source for performance, allocation analysis and characteristics. Attribution report clearbridge large cap growth esg. Portfolio analysis is the process of studying an investment portfolio to determine its appropriateness for a given investors needs, preferences, and resources. The kinds of roles where this really matters are on the buy side, in sales and trading, and in public equities and fixed income. Via factset streetaccount drafted by financial analysts, our streetaccount news service scans a variety of legitimate news sources to offer comprehensive coverage on global economies and. Factset delivers some of the worlds best insight and information to investment professionals through superior analytics, service, content, and technology. Expand the value of the application through inclusion of risk analytics, decomposition, and. Factset is a research platform that consolidates all the analytics and data professionals need to.
Analyze your portfolio relative to 20,000 equity and. Fds stock rating and data factset research systems. Conduct detailed analysis of companies and industries with a solution that combines relevant market information with advanced analytics in a single platform. Access courses designed to develop your skills and knowledge of factset. Performance attribution analysis riordan consulting. Factset has relationships with commercial content providers to integrate additional data sets for quantitative and fixed income analysis of custom risk models, portfolio simulations and much more. Benefit from factsets dedicated fixed income analysis solution with access to robust fixed income data and analytics. Based on our fundamental analysis of a companys profit cycle, we divide the portfolio. This tool used to assess the suitability of a portfolio. Clearbridge multi cap growth portfolios legg mason.
Latest guru picks real time picks list of gurus guru portfolio score board top 10 holdings view sector picks international picks aggregated portfolio consensus picks guru. Quantitative portfolio management brochure factset. Portfolio characteristics are intended to provide a general view of the entire portfolio. Factset estimates provides intraday revisions to ratings, target prices, andor estimates, allowing you to monitor your portfolio performance intraday during earnings season, offers click thru for actuals, guidance, and estimates, so you can drill down to analyst research reports. Factset research systemss revenue for the trailing twelve months ttm ended in feb. Portfolio analysis tool can be called as portfolio tracker. Portfolio characteristics are based on a model portfolio, not an actual client account. Barra optimizer on factset barras marketleading optimization tool delivered via factset s integrated portfolio management application. Investment process highlights portfolio facts january. Factset integrated financial data and software solutions. Factset insight commentary and research from our desk to. Bloomberg vs capital iq vs factset vs thomson reuters eikon.
Factset portfolio analysis pa is a multiasset class. Barra optimizer is an optimization software library designed to fit seamlessly into portfolio. Performance attribution attributing returns to fundamental factors on a daily basis provides both a greater understanding of how and where a portfolio manager adds value and a more consistent and realistic analysis of the portfolio. The model portfolio is a hypothetic al portfolio whereby the portfolio characteristics are based on. Factset downloads for lists of companies short tutorial on how to use the factset excel addin to download data for lists of companies. Here is a summary of some basic functions of each main category. From esg to satellite and everything in between, the open. Portfolio managers use it in supportdefense of their investment thesis.
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