The model portfolio is a hypothetic al portfolio whereby the portfolio characteristics are based on. From esg to satellite and everything in between, the open. Benefit from factsets dedicated fixed income analysis solution with access to robust fixed income data and analytics. Barra optimizer on factset barras marketleading optimization tool delivered via factset s integrated portfolio management application. Portfolio characteristics are intended to provide a general view of the entire portfolio. Clearbridge multi cap growth portfolios legg mason. Further empower your workflow with factset s industryleading portfolio analytics tools, your primary source for performance, allocation analysis and characteristics. Here is a summary of some basic functions of each main category. The portfolio tracker constantly updates its feature and handle the cash, mutual funds, stocks, and etfs exchange traded funds. Clearbridge large cap growth portfolios legg mason. 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. Conduct detailed analysis of companies and industries with a solution that combines relevant market information with advanced analytics in a single platform. More than 85,000 global users make smarter investment decisions with factset s desktop analytics, mobile applications, and comprehensive data feeds. Access courses designed to develop your skills and knowledge of factset.
Factset research systemss revenue for the trailing twelve months ttm ended in feb. 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. Solutions for portfolio managers generate alpha and make more informed decisions using factset s robust portfolio management platform, powerful analytics, and unique content. Portfolio managers use it in supportdefense of their investment thesis. Barra optimizer is an optimization software library designed to fit seamlessly into portfolio. Quantitative portfolio management brochure factset. Once holdings are on our system, users can launch factset s portfolio analysis.
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. Perform robust analysis to answer detailed risk and return questions about your portfolios and strategies. The complex challenge of matching an attribution model to your multiasset class portfolio duration. Factset downloads for lists of companies short tutorial on how to use the factset excel addin to download data for lists of companies. 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. Attribution analysis is used in a number of ways across firms and their clients. 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.
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. December 2019 equity and fund of funds performance. 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 insight commentary and research from our desk to. Portfolio analysis tool can be called as portfolio tracker. Company and portfolio data managed by pe and vc factset private equity and. Factset offers comprehensive sorting of financial data and estimates. Gain access to the security types, benchmarks, and market data you need. Portfolio analysis portfolio portfolio view, portfolio analysis, portfolio dashboard, spar 3034 upload proprietary data and manage portfolios utilities quick portfolio. Gain full transparency into the calculations behind your analysis with the ability to audit security, group, and portfoliolevel values. Choose your preferred method and build a seamless workflow from simulation and compliance all the way to execution and analysis.
Portfolio analysis is the process of studying an investment portfolio to determine its appropriateness for a given investors needs, preferences, and resources. 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. This tool used to assess the suitability of a portfolio. Performance attribution analysis riordan consulting. Bloomberg vs capital iq vs factset vs thomson reuters eikon. 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.
This is where bloomberg the king, along with factset and thomson reuters, are better than capital iq. Factset delivers some of the worlds best insight and information to investment professionals through superior analytics, service, content, and technology. Analyze your portfolio relative to 20,000 equity and. Factset marketplace is your home for data that gives you an edge. Go from holdingsbased analysis to topdown style, performance, and expost risk. Fds stock rating and data 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. Factset makes it possible to go directly to the most important line items of each financial statement. 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. Access robust fixed income and integrate holdings, benchmark, and derivatives coverage gain access to the security types, benchmarks, and market data you need. Based on our fundamental analysis of a companys profit cycle, we divide the portfolio. Portfolio characteristics are based on a model portfolio, not an actual client account.
In a return decomposition analysis model, value added to a portfolio. Factset s integrated multiasset class portfolio analytics and official performance solutions give you confidence in your results. 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. For more indepth analysis, click any summary link to launch the corresponding. Factset integrated financial data and software solutions. Factset enables asset management teams to measure and share portfolio analytics with confidence. Factset is a leading provider of financial information and analytic applications to investment professionals around the globe.
As of today 20200417, factset research systemss weighted average cost of capital is 5. Factset is a research platform that consolidates all the analytics and data professionals need to. 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. Portfolio create, track and evaluate portfolios andor custom composites in real time.
Online assistant page id ations and tools, including the financial analysis knowledge base. Investment process highlights portfolio facts january. Fds stock rating and analysis factset research systems. 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. Attribution report clearbridge large cap growth esg. Go from holdingsbased analysis to topdown style, performance, and expost risk analysis to peer group. Factset is better for tasks like building pitch books. Portfolio portfolio view, portfolio analysis, portfolio dashboard, spar. 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. 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 s flexible, open data and software solutions for the financial industry bring the front, middle. For much of the past three decades, a 20% allocation to infrastructure in a 60. 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.
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