Portfolio Analytics (Analytics, Performance, Attribution, Risk, Quant, GIPS, Client Reporting)

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Overview

FactSet's integrated multi-asset class portfolio analytics and official performance solutions let you spend more time finding answers and less time managing data. With sophisticated next generation portfolio analytics, performance, and attribution, you get an unparalleled combination of portfolio equity and fixed income analytics, data concordance management, workflow capabilities, and data distribution for internal and external clients.

Key Features

Portfolio Analytics:

  • Unique Content
  • Performance Drivers
  • Performance & Attribution
  • Flexible Reports
  • Connected Teams

Risk Analytics:

  • Risk Models
  • Risk Over Time
  • Stress Testing
  • Optimized Portfolios
  • Connected Teams

Quantitative Research:

  • Portfolio Simulation
  • Backtesting
  • Characteristics Analysis
  • Portfolio Optimization
  • Data Exploration

Performance Measurement & Attribution:

  • Relative & Absolute Performance
  • Attribution Models
  • Integrated Data
  • Returns Analysis
  • Reporting & Distribution
  • GIPS Compliance

Client & Portfolio Reporting:

  • Trusted Analytics
  • End-to-End Reporting
  • User-Empowered or Managed Services
  • Consistent Branding
  • Oversight and Approvals
  • Commentary in Seconds

Key Benefits

Portfolio Analytics:

  • Understand composition and risk.
  • Feed your workflows with unique content.
  • Find what’s driving portfolio performance.
  • Support your performance and attribution workflows.
  • Create reports that reflect your process.
  • Connect data and analytics across teams.

Risk Analytics:

  • Understand your portfolio’s true risk.
  • Measure risk over time.
  • Stress test and shock your portfolio.
  • Construct optimal portfolios.
  • Connect data and analytics across teams.

Quantitative Research:

  • Research investment ideas.
  • Find the factors that drive performance.
  • Identify signals of alpha and risk.
  • Construct optimal portfolios.
  • Instantly evaluate new datasets.

Performance Measurement & Attribution:

  • Evaluate relative and absolute performance.
  • Make more informed decisions.
  • Integrate data across the front and middle office.
  • Find and highlight your unique value.
  • Deliver critical information efficiently.
  • Maintain GIPS compliance.

Client & Portfolio Reporting:

  • Include robust, trusted analytics.
  • Answer all reporting requirements with your best brand forward.
  • Choose user-empowered or managed reporting services.
  • Distribute reports in any format across any destination.
  • Give power—with oversight—to your sales team.
  • Reduce commentary creation time from weeks to seconds.