PRIVACY AND LEGAL

Terms of Use

The following terms and conditions govern your use of this website and all content, services, and products available on or through the website (taken together, the "Site"). The Site is owned and operated by FactSet Research Systems Inc. and its affiliates (together, “FactSet”) as a service to its clients and investors and may be used for informational purposes only. Access to and use of the Site is subject to your acceptance without modification of all the terms and conditions contained herein, and all other operating rules, policies, and terms on this Site and any applicable written agreements with FactSet (which, in the event of a conflict with this terms and conditions, shall govern). If you do not agree to these terms, do not use the Site or download any materials from it. If you do not agree to the terms, or if you cannot remain in compliance with these terms, you may not access or use the Site. If you are accepting these terms on behalf of a legal entity other than yourself as an individual, including a business or a government body, you represent and warrant that you have full legal authority to bind that entity to these terms.

FactSet may revise these terms at any time by updating this posting. You should visit this page from time to time to review the then-current terms because they are binding on you. Certain provisions of these terms may be superseded by expressly designated legal notices or terms located on particular pages at this Site.

ELIGIBILITY: You are not eligible to use the Site if doing so would violate any law or regulation, including but not limited to export controls or restrictions.

This Site is not intended for use for individuals under the age of 18. You must be over the age of 18 to register an account on the Site. By registering an account, you represent that you meet this minimum age requirement. In any case, you affirm that you are over the age of 16, as the Site and the services are not intended for use by children under 16.

ACCOUNT RESPONSIBILITY: You are responsible for maintaining the security and confidentiality of your account and password, and you are fully responsible for all activities that occur under your account, whether by you or anyone else. You may not create or use an account for anyone other than yourself. You must immediately notify FactSet of any unauthorized uses of your account or any other breaches of security. FactSet will not be liable for any acts or omissions by you, including any damages of any kind incurred as a result of these acts or omissions. FactSet will not be liable for any loss that you or any other third party may incur as a result of someone else’s use of your account or password, either with or without your knowledge. FactSet may hold you liable for any losses incurred by FactSet or any other party due to someone else’s use of your account or password.

LICENSE: As long as you are in compliance with these terms and other applicable FactSet policies, we grant to you a limited, revocable, non-assignable, non-transferrable, non-sublicenseable, non-exclusive license to use the Site, and to access and receive services that are intended for public display or access. Any rights not explicitly granted to you in these terms are strictly withheld and reserved by FactSet.

You agree that: (1) you will not copy or distribute any part of the Site or services in any medium without our prior written authorization, except as is necessary to your normal use of the Site; (2) you will not alter or modify any part of the Site other than is necessary to use the Site for its intended purposes; and (3) you will otherwise comply with these terms and all other applicable FactSet policies.

INTELLECTUAL PROPERTY INFORMATION: Unless otherwise noted, product names, designs, logos, titles, text, images, audio, video and other content within this Site are the trademarks, service marks, trade names, copyrights or other property of FactSet ("FactSet's Intellectual Property") or its third party content providers (“Third Party Intellectual Property”). The “look” and “feel” of the Site (including color combinations, layout, design, and all other graphical elements) are protected by U.S. copyright and trademark law. Nothing contained on the Site should be construed as granting, by implication, estoppel, or otherwise, any license or right to use any of FactSet's Intellectual Property or Third Party Intellectual Property displayed on the Site without the written permission of FactSet. All rights in and to the Site and its content are retained by FactSet. You acknowledge and agree that the contents of this Site, including FactSet’s Intellectual Property and Third Party Intellectual Property, are protected by the copyright laws of the United States and other foreign jurisdictions. For additional information on the Site’s copyright protections, refer to the copyright notice in the Site (www.factset.com) footer.

To obtain permission to use FactSet’s Intellectual Property or Third Party Intellectual Property, send an e-mail to marketing@factset.com. Note that no portion may be reproduced in any form, or by any means, without the prior written consent of FactSet. To obtain reproduction consent, send an e-mail to marketing@factset.com.

You may download single copies of material contained on this Site for non-commercial, personal use subject to the provisions below and provided that you also retain all copyright and other proprietary notices contained on the materials. If you do not agree to these terms, do not use the Site or download any materials from it.

As FactSet asks others to respect its intellectual property rights, it respects the intellectual property rights of others, pursuant to the Acceptable Use Policy below. If you believe that material located on the Site violates your copyright, you are encouraged to notify FactSet at dataprivacy@factset.com. FactSet will respond to all notices and, if required or appropriate, may take the following actions: (1) removing the infringing material or disabling all links to the infringing material or (2) terminating a user’s access to and use of the Site if, the user is determined to be a repeat infringer of the copyrights or other intellectual property rights of FactSet or others.

USER SUBMISSIONS: Any content, material, information, or other communication, including, without limitation, data, questions, comments, feedback, suggestions, or the like (collectively, the "Communications"), that you transmit or post to this Site will be considered non-confidential and non-proprietary. If you transmit or post any Communications to this Site, you grant FactSet a world-wide, royalty free, fully paid, perpetual, irrevocable, and fully assignable, transferable and sublicensable right to use, reproduce, modify, adapt, publish, perform, translate, create derivative works from, distribute, display, and otherwise exploit those Communications throughout the world in any form, media, or technology, whether now known or hereafter devised or developed.  FactSet will have no obligations in connection with any of the Communications, including, to the extent permitted by law, any obligation to retain or provide you with copies of your Communications or to guarantee any confidentiality with respect to your Communications.

FactSet cannot prevent the "harvesting" of information from this Site, and you may be contacted by FactSet or unrelated third parties, by e-mail or otherwise, within or outside of this Site. Furthermore, any Communications, including all data, images, sounds, text, and other things embodied therein, may be edited by or on behalf of FactSet, may or may not be posted to this Site and may be used by FactSet for any purpose, including, reproduction, disclosure, distribution, transmission, publication, broadcast and posting, all at the sole discretion of FactSet. The Communications may be used by FactSet for any and all commercial or non-commercial purposes including, but not limited to, developing, manufacturing, and marketing products using this information.

ACCEPTABLE USE POLICY: You are prohibited from:

• Using the Site in any way that violates applicable laws or regulations;
• posting or transmitting to this Site any Communications that are unlawful, threatening, libelous, defamatory, obscene or pornographic or that would otherwise violate any law;
• posting or transmitting any Communications that could constitute or encourage conduct that would be considered harmful, fraudulent, infringing, offensive, illegal or give rise to civil liability;
• posting or transmitting any Communications that contain any viruses, worms, malware, Trojan horses or other harmful, destructive or contaminating content;
• posting or transmitting any unsolicited messages, promotions, advertising, or solicitations (like “spam”) or that is machine- or randomly-generated;
• copying, modifying, publishing, transmitting, distributing, transferring, selling, creating derivatives of, or in any way exploiting, any material accessible through the Site not submitted or provided by you, including by use of any robot, spider, scraper, scripting, deep link or other similar automated gathering or extraction tools, program, algorithm or methodology, unless you obtain FactSet’s prior written consent;
• using the Site to advertise, market, sell or otherwise promote any commercial enterprise that you own, are employed by or are otherwise compensated by, either directly or indirectly;
• using this Site in any way to violate the security or integrity of any network, computer or communications system, software application, or network or computing device or otherwise attempt to disrupt or tamper with FactSet servers;
• modifying, adapting, translating, copying, reverse engineering, scraping, crawling, decompiling, or disassembling any portion of the Site;
• attempting to probe, scan, or test the vulnerability of a system or network of the Site or attempting to breach security or authentication measures without proper authorization;
• taking any action that imposes, or may impose, in FactSet’s sole discretion, an unreasonable or disproportionately large load on our infrastructure,
• attempting to gain unauthorized access to any of the Site or other accounts through hacking, password mining or other means; or
• using or encouraging, promoting, facilitating, or instructing others to use the Site in any matter not explicitly permitted under these terms.

FactSet has the right (but not the obligation) to monitor activity on the Site and investigate any violation of this Agreement or misuse of the Site. If you become aware of any violation of this Agreement or misuse of the Site, you must immediately notify us and provide us with assistance, as requested, to stop or remedy the violation. FactSet will cooperate fully with any law enforcement authorities or court order requesting or directing FactSet to disclose the identity of or help identify or locate anyone posting any information or materials. FactSet further has the right (but not the obligation) to refuse or remove any Communications from this Site or terminate or deny access to and use of the Site for any reason. FactSet is under no obligation to enforce these terms on your behalf against another user. FactSet reserves the right to take appropriate action in its sole discretion.

You hereby represent and warrant that (a) your use of the Site will not infringe the proprietary rights of any third party; (b) your use of the Site will be in strict accordance with these and any other applicable terms and with all applicable laws and regulations; and (c) that any Communication you post or transmit to the Site is accurate.

Notwithstanding the foregoing rules of conduct, FactSet retains an unlimited right to terminate your access to the Site, subject to applicable law, which shall not be limited to violations of the Acceptable Use Policy above.

USER RESPONSIBILITY:FactSet has not reviewed, and cannot review, all of the Communications and material posted by third parties to the Site, and therefore cannot be responsible for its content, use or effects. By operating the Site, FactSet does not represent or imply that it endorses the material there posted, or that it believes the material to be accurate, useful, lawful, or non-harmful. Neither FactSet nor any of this third party suppliers guarantees, endorses, or is otherwise responsible or liable for the accuracy, completeness, timeliness, reliability, availability, or usefulness of any Communications and material accessible through the Site.

Additionally, the information provided on this Site by FactSet speaks only as of the respective dates on which the information was first created. This information can become out-of-date. FactSet makes no commitment, and disclaims any duty, to update any of this information, except as expressly stated on this Site. You use this Site at your own risk and are responsible for taking precautions as necessary to protect yourself and your computer systems.

USE OF PERSONALLY IDENTIFIABLE INFORMATION: Information submitted to FactSet on this Site is governed according to FactSet's Privacy Policy.

LINKS TO OTHER MATERIALS: The Site may contain links to the websites of third parties on which you may be able to obtain information or use services. The linked sites are not under the control of FactSet, and FactSet is not responsible for the content, including, without limitation, the truthfulness or accuracy of any statement or other content, of any linked site or any link contained in a linked site. FactSet reserves the right to terminate any link or linking program at any time. FactSet has not reviewed all the information contained in the linked sites and does not endorse the companies, products, or sites to which it links and reserves the right to note throughout the Site. If you decide to access any of the third-party sites linked to our Site, you do this entirely at your own risk.

DISCLAIMER AND LIMITATION OF LIABILITY: USE OF THIS WEBSITE IS AT YOUR OWN RISK. BY USING THE SITE, YOU AGREE AND ACKNOWLEDGE THAT THE MATERIALS ON THIS SITE ARE PROVIDED "AS IS" AND “AS AVAILABLE” WITHOUT ANY EXPRESS OR IMPLIED WARRANTY OF ANY KIND INCLUDING, WITHOUT LIMITATION, WARRANTIES OF MERCHANTABILITY, NONINFRINGEMENT OF INTELLECTUAL PROPERTY OR FITNESS FOR ANY PARTICULAR PURPOSE. YOUR SOLE AND EXCLUSIVE REMEDY IN THE CASE OF DISSATISFACTION WITH THIS SITE OR ANY OTHER GRIEVANCE SHALL BE YOUR TERMINATION AND DISCONTINUANCE OF ACCESS TO OR USE OF THE SITE.

WE DO NOT WARRANT THAT YOU WILL BE ABLE TO ACCESS OR USE THE SITE AT THE TIMES OR LOCATIONS OF YOUR CHOOSING; THAT YOUR USE OF THE SITE WILL BE UNINTERRUPTED OR ERROR-FREE; THAT DEFECTS WILL BE CORRECTED; OR THAT THE SITE IS FREE OF INACCURACIES, MISREPRESENTATIONS BY USERS, VIRUSES OR OTHER HARMFUL COMPONENTS.

IN NO EVENT SHALL FACTSET OR ITS SUPPLIERS BE LIABLE FOR ANY DAMAGES WHATSOEVER (INCLUDING, WITHOUT LIMITATION, DAMAGES FOR LOSS OF PROFITS, BUSINESS INTERRUPTION OR LOSS OF INFORMATION) ARISING OUT OF THE USE OR INABILITY TO USE THIS SITE, EVEN IF ADVISED OF THE POSSIBILITY OF SUCH DAMAGES.

FactSet assumes no responsibility, and shall not be liable for, any damages to or viruses that may infect your computer equipment, software, data or other property on account of your access to, use of, or browsing in the Site or your downloading of any materials, data, text, images, video or audio from the Site or any linked sites. FactSet and its suppliers further do not warrant the accuracy or completeness of the information, text, graphics, links or other items contained within the materials posted, set forth, downloadable or linked to this Site. FactSet may make changes to or discontinue any or all of these materials, or the products described therein, at any time without notice. FactSet makes no commitment to update the information on this Site.

TO THE MAXIMUM EXTENT PERMITTED BY LAW, AND EXCEPT AS OTHERWISE PROHIBITED BY LAW, IN NO EVENT SHALL WE OR OUR AFFILIATES, SUCCESSORS, LICENSORS, BUSINESS PARTNERS, HEIRS, OR ASSIGNS (COLLECTIVELY, THE “RELATED PARTIES”) BE LIABLE TO YOU BASED ON OR RELATED TO YOUR USE OF THE SITE, WHETHER BASED IN CONTRACT, TORT (INCLUDING NEGLIGENCE), STRICT LIABILITY OR OTHERWISE, AND SHALL NOT BE RESPONSIBLE FOR ANY LOSSES OR DAMAGES, INCLUDING WITHOUT LIMITATION DIRECT, INDIRECT, INCIDENTAL, CONSEQUENTIAL, PUNITIVE, EXEMPLARY OR SPECIAL DAMAGES ARISING OUT OF OR IN ANY WAY CONNECTED WITH ACCESS TO OR USE OF THE WEBSITE OR SERVICES, EVEN IF WE OR RELATED PARTIES HAVE BEEN ADVISED OF THE POSSIBILITY OF DAMAGES.

THE ABOVE LIMITATION OR EXCLUSION MAY NOT APPLY TO YOU TO THE EXTENT PROHIBITED BY APPLICABLE LAW, AND ARE VOID WHERE PROHIBITED.

INDEMNIFICATION: You agree to indemnify, defend, and hold harmless FactSet, its contractors, and its third-party suppliers, and their respective directors, officers, employees, and agents from and against any and all claims, costs, liabilities and expenses (including attorneys’ fees) arising out of your use of the Site, including but not limited to your violation of these terms. FactSet reserves the right, at your expense, to control the defense of these claims. You agree not to settle any claims without FactSet’s written consent. You agree to notify FactSet immediately in writing of any claims. This defense and indemnification obligation will survive these terms and your use of the Site.

TERMINATION: FactSet may terminate your access to all or any part of the Site at any time, with or without cause, with or without notice, effectively immediately. If you wish to terminate these terms, or your user account (if you have one), you may simply discontinue using the Site. All provisions of these terms which by their nature should survive termination shall survive, including, without limitation, intellectual property ownership provisions, warranty disclaimers, indemnity, and limitations of liability.  

APPLICABLE LAWS, DISPUTES, AND JURISDICTION: This Site is controlled by FactSet from its offices located in the State of Connecticut within the United States of America. FactSet does not make any representation that materials at this Site are appropriate or available for use outside the United States, and access to them from territories where the content of this Site is illegal is prohibited. Although this Site may be viewed internationally and may contain references to products and services not available in all countries, references do not imply that FactSet intends to make products or services available in all countries and territories. You may neither use, export nor re-export the materials at this Site, nor may you use any copy or adaptation of materials, in each case, in violation of any applicable laws or regulations, including, without limitation, United States export laws and regulations.

You agree that any claim or dispute arising out of or relating in any way to your use of the Site, or any service provided by us, will be resolved solely and exclusively by binding arbitration, rather than in court, except that you may assert claims in small claims court if your claims qualify. The Federal Arbitration Act and federal arbitration law apply to this Agreement.

Except to the extent applicable law provides otherwise, these terms, any access to or use of the Site, will be governed by the laws of the State of Connecticut within the United States of America, excluding its conflict of law provisions, and the proper venue for any disputes arising out of or relating to any of the same will be the state and federal course located in Connecticut. YOU UNDERSTAND AND AGREE TO SUBMIT TO ARBITRATION PROCEEDINGS TO SETTLE ANY DISPUTES HEREUNDER, THAT ARBITRATION WILL BE IN LIEU OF LITIGATION, AND EACH PARTY HEREBY WAIVES THE RIGHT TO SUE IN COURT IN FAVOR OF THE ARBITRATION PROCEEDING EXCEPT AS PERMITTED UNDER THIS AGREEMENT. Arbitration under this Agreement will be conducted by the American Arbitration Association (“AAA”) under its rules then in effect. Payment of all filing, administration, and arbitrator fees will be governed by the AAA’s rules.

To begin an arbitration proceeding, you must send a letter requesting arbitration and describing your claim to the following address:

CT Corporation System

67 Burnside Avenue

East Hartford, CT 06108Notwithstanding the foregoing, you agree that we may sue in court to enjoin infringement or other misuse of intellectual property or other proprietary rights.

To the extent arbitration does not apply, you agree that any dispute arising out of or relating to the Site or us, may only be brought by you in a state or federal court located in Connecticut. YOU HEREBY WAIVE ANY OBJECTION TO THIS VENUE AS INCONVENIENT OR INAPPROPRIATE AND AGREE TO EXCLUSIVE JURISDICTION AND VENUE IN CONNECTICUT.

GENERAL: If any part of these terms is held invalid or unenforceable, that part will be construed to reflect the parties’ original intent, and the remaining portions will remain in full force and effect. A waiver by either party of any term or condition of these terms or any breach thereof, in any one instance, will not waive term or condition or any subsequent breach thereof. You may not assign or otherwise transfer your rights under this Agreement to any party, including by operation of law. FactSet may assign or otherwise transfer its rights under this Agreement without condition. This Agreement will be binding upon and will inure the benefit of the parties, their successors and permitted assigns.

These terms were last updated April 2022.

Accommodation Statement

FactSet endeavors to make https://www.factset.com/careers accessible to any and all users. If you would like to contact us regarding the accessibility of our website or need assistance completing the application process, please contact Kristen Panichella, Global Director, Talent Acquisition at Recruiting2@factset.com. This contact information is for accommodation requests only and cannot be used to inquire about the status of applications. 

FactSet is an equal opportunity employer. Qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability or protected veteran status. For our EEO Policy Statement, please click here. If you’d like more information on your EEO rights under the law, please click here. For the EEO Commission, please click here.

AAP/EEO Statement

FactSet Research Systems, Inc. has been and will continue to be an equal opportunity employer. To assure full implementation of this equal employment policy, we will take steps to assure that:

1. Persons are recruited, hired, assigned and promoted without regard to race, national origin, religion, age, color, sex, sexual orientation, gender identity, disability, or protected veteran status, or any other characteristic protected by local, state, or federal laws, rules, or regulations.
   
   
2. All other personnel actions, such as compensa­tion, benefits, transfers, layoffs and recall from layoffs, access to training, education, tuition assistance and social recreation pro­grams are administered without regard to race, national origin, religion, age, color, sex, sexual orientation, gender identity, disability, or protected veteran status, or any other characteristic protected by local, state, or federal laws, rules, or regulations.
   
   
3. Employees and applicants shall not be subjected to harassment, intimidation, threats, coercion or discrimination because they have: (1) filed a complaint; (2) assisted or participated in an investigation, compliance review, hearing or any other activity related to the administration of any federal, state or local law requiring equal employment opportunity; (3) opposed any act or practice made unlawful by any federal, state or local law requiring equal opportunity or (4) exercised any other right protected by federal, state or local law requiring equal opportunity. 

I have appointed Kristen A. Panichella to take on the responsibili­ties of EEO Coordinator.  The EEO Coordinator will be respon­sible for the day to day imple­ment­a­tion and monitoring of the Company’s Affirmative Action Plan.  As part of that responsibil­ity, the EEO Coordinator will periodi­cally analyze the Company's personnel actions and their effects to ensure compliance with our equal employ­ment policy and administer the audit and reporting system. 

If you, as one of our employees or as an applicant for employment, have any questions about this policy or would like to view portions of the Affirmative Action Plan, please contact Leonard F. Johnson during regular business hours. This is also a reminder that employees may update their disability status at any time by contacting Kristen A. Panichella.

I have reviewed and fully endorse our Affirmative Action and Equal Employment Opportunity program.  In closing, I ask the continued assistance and support of all of the Company's personnel to attain our objec­tive of equal employment opportunity for all. 

Sincerely,

Philip Snow
Chief Executive Officer

External Referral Award Program Terms and Conditions

FactSet Research Systems Inc.’s External Referral Award Program (the “Program”) offers a one-time referral award to unaffiliated persons to help FactSet attract top talent at our offices located throughout the United States. To make a referral or learn more about the Program, please visit our External Referral Award Program webpage . Referrals are valid for 12 months from the date of submittal.

Please read the below carefully.  By submitting a resume via email, You (as defined below) agree to the following terms and conditions: 

External Referrer (“You” or “Your”):

• Must be an individual person (i.e. not a business entity) who is at least 18 years of age and a legal resident of the United States in which you reside
• Can’t be associated with or a consultant of a staffing or recruiting agency
• Can’t be a current FactSet employee
• Can’t refer yourself

Your Referral Candidate:

• Can’t be a previous employee or current or former contractor for FactSet
• Can’t be previously referred by a current FactSet employee
• Can’t have already applied for the same position at FactSet on their own

If our team feels that Your referred candidate appears to be a match to our job requirements, we will reach out to them directly. The referred person must acknowledge that You referred them and we will ask the Referral Candidate to then apply directly on the Careers page of our website.

Payment Terms

If You are eligible to participate in the Program, FactSet shall pay You a one-time referral award in the form of an electronic gift card from one of FactSet’s preapproved retailers (“Award”) in the following (gross) amounts:

• For Associate, Senior Associate, Specialist and Senior Specialist positions: $50 Award
• For Senior Manager/AVP Lead, Manager, SVP or VP positions: $100 Award

FactSet will process the Award approximately 8-10 weeks after the referred employee is successfully hired and is actively employed by FactSet at the time the Award is to be paid. You are solely responsible for any appropriate state and federal taxes associated with the receipt of the Award.

In the event of a duplicate or competing submission of a referral candidate, payment will be made for the first referral candidate received by FactSet. Any Award payment is at FactSet’s sole discretion.

Recruiters and Placement Agencies

FactSet does not accept unsolicited resumes from recruiters or placement agencies. Please do not forward unsolicited resumes to our website or to any of our employees. FactSet will not pay any fees to any third-party agency or firm and will not be responsible for any fees associated with any unsolicited resume.  

Additional Information

1. You may refer as many qualified referral candidates as You want, but the total aggregate Award amount You may receive is capped at $500.
2. Referrals submitted in any other way other than outlined in these terms and conditions will not be eligible for the Program.
3. These terms and conditions are governed by Connecticut law. You agree that in the event of any dispute between you and FactSet with respect to an Award the decision of FactSet will be final.
4. The terms and conditions of the Program are subject to change or terminate at any time without notice and in FactSet’s sole discretion.
5. Please email referrals@factset.com with any questions.

Cookie Policy

You can agree or disagree to accept any cookies in general by activating the appropriate setting on the cookie banner displayed on our website. However, if you select “I decline” you may be unable to access certain parts or several functions of our website, and we cannot guarantee that our website will function properly. Otherwise our system will issue cookies when you direct your browser to our website.

How to manage cookies

You can change your browser settings so that you receive a warning before certain cookies are stored. You can also adjust your settings so that your browser refuses most of our cookies or only certain cookies from third parties. You can also withdraw your consent to cookies by deleting the cookies that have already been stored.

Please note that you will have to change your settings for each browser and device you use. Moreover, such methods will not work with respect to certain non-cookie online tracking technologies.

The procedures for changing your settings and cookies differ from browser to browser. If necessary, use the help function on your browser or click on one of the links below to go directly to the user manual for your browser.

• Internet Explorer
• Mozilla Firefox
• Google Chrome
• Safari
• Opera

There are also software products available that can manage cookies for you. You can also use www.ghostery.com to accept or refuse each cookie used on our website.

Description of Cookies and the way we use them

Our website uses cookies to keep the website operating as smoothly as possible and to provide web services and functionalities for each visitor. Cookies are used for a variety of purposes. For example, they calculate web statistics, provide online advertising and improve a visitor's experience on our website. As your privacy is important to us, we would like to inform you about which cookies are used on our website, as well as why we use them. We operate the following cookies on our website:

• Browser Cookies. A browser cookie is a small file placed on the hard drive of your computer.
  
  
• Flash Cookies. Certain features of our website may use local stored objects (or Flash cookies) to collect and store information (including personal data) about your preferences and navigation to, from, and on our website.
  
  
• Web Beacons. Pages of our website and our emails may contain small electronic files known as Web Beacons (also referred to as clear gifs, pixel tags, and single-pixel gifs) that permit us, for example, to count users who have visited those pages and for other related website statistics (for example, recording the popularity of certain website content and verifying system and server integrity).

We refer to cookies, flash cookies and web beacons as "cookies".

We may collect personal data automatically, and we may tie this personal data to personal data about you that we collect from other sources or you provide to us. Our cookies are used in the following way and for the following purposes:

• Functional cookies: these cookies are essential in order to ensure that our website operates properly. They are used to save preferences, detect misuse of our website and services, and to distribute the load on our servers, which keeps our website available. Certain services you may request cannot be provided without these cookies.
  
  
• Web statistics cookies: these cookies are used to determine which parts of our website interests our visitors. This enables us to make the structure, navigation, and content of our website as user friendly as possible.  We and the parties with whom we work (e.g., service providers, business partners, advertisers and advertising servers) may place, view, and/or use cookies, Web server logs, Web Beacons, or other electronic tools to collect statistical and other usage information about your use of this website and all other websites which relate to, provide, or market FactSet products and services. This usage information may include information about the IP address of your computer, browser type, language, operating system, your mobile device, geo-location data, internet service provider, the state or country from which you accessed this website, the Web pages visited, the date and the time of a visit, the websites you visited immediately before and after visiting this website, the number of links you click within this website, the functions you use on this website, the databases you view and the searches you request on this website, the data you save on or download from this website and the number of times you view an advertisement. We use Google Analytics software for these purposes. Information generated by the use of Google Analytics may be transmitted to and stored on a Google server in the US.
  
  
• Social media cookies: our Website may integrate certain third-party plug-ins (such as a Facebook "like" button).  Even if you do not click on these plug-ins, they may collect information about you, such as your IP address and the pages that you view. These plugins are governed by the privacy policy of the third party providing them.
  
  
• Advertising cookies: our Website may also enable third-party tracking mechanisms to collect data over time and across unaffiliated websites for use in interest-based advertising. For example, third parties may use the fact that you visited the website to send you online ads for FactSet products on third party websites.  In addition, our third-party advertising partners might use information about you to send you targeted advertisements based on your online behavior in general. Information (including personal data) about your visits to, and activity on, this website and other websites, an IP address, the number of times you have viewed an advertisement, and other such usage information is used, alone or in combination with other information and personal data, to display on your device screen advertisements that may be of particular interest to you. We may use Web Beacons, provided by third party advertising companies, to help manage and optimize our online advertising and product performance. Web Beacons enable us to recognize a browser’s cookie when a browser visits this website, and to learn which banner ads bring users to this website. The use and collection of your information and personal data by these third-party service providers, and third party advertisers and their advertising servers is not covered by this Cookie Policy.
  • To opt out of advertising cookies for Your Online Choices if you are based in the EU, please click here.
  • To opt out of Google Analytics for Display Advertising, please click here.
  • You may also enable the “Do Not Track” setting in your web browser(s) or clear cookies from your browser after each browsing session. Please note that even if you exercise this choice for targeted advertising, you will still receive online advertising.

• Matching or connecting cookies: We or our third-party service providers also may use collected information to establish connections among related web browsers and devices (such as smartphones, tablets, computers, and TVs) for targeted advertising, analytics, attribution, and reporting purposes. These third parties may match your browsers or devices if you log into the same online service on multiple devices or if your devices share similar attributes that support an inference that they are used by the same person or household. This means that information about your activity on this website or apps on your current browser or device may be combined with information collected from your other browsers or devices.
  
  
• Other cookies: this category includes cookies that do not fit into one of the above cookie categories. One example of this is the bundling of several of the cookies via Google Tag Manager.

Partners we share Cookies with

We share cookies with the following partners. Please follow the links to their privacy policies:

• Google Analytics: https://policies.google.com/technologies/partner-sites
• Google Ads: https://www.google.com/policies/privacy/ and http://www.google.com/terms_of_service.html
• Microsoft Ads: https://about.ads.microsoft.com/en-us/resources/policies/microsoft-advertising-privacy-policy and https://privacy.microsoft.com/en-US/privacystatement
• Facebook: https://www.facebook.com/business/help/471978536642445?id=1205376682832142
• Twitter: https://twitter.com/en/privacy and https://help.twitter.com/en/rules-and-policies/twitter-cookies#
• LinkedIn: https://www.linkedin.com/legal/privacy-policy and https://www.linkedin.com/help/linkedin/answer/87081
• 6Sense: https://6sense.com/privacy-policy/
• Lucky Orange: https://www.luckyorange.com/privacy.php

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FactSet Research Systems Inc. Supply Chain Code of Conduct

At FactSet Research Systems Inc. (inclusive of all of its subsidiaries, “FactSet”), we are guided by our values. All of our employees, officers and directors commit to a Code of Business Conduct and Ethics that embodies our fundamental principles of ethical and legal conduct. In keeping with our values, we expect all of our global suppliers (“Suppliers”) and their respective supply chains to uphold similar standards of ethics and conduct and to act in accordance with this FactSet Supply Chain Code of Conduct (the “Code”).

This Code outlines the minimum standards that all of our Suppliers are expected to adhere to. All Suppliers are expected to conduct their business activities in full compliance with all applicable laws, rules and regulations. This Code is not and should not be interpreted to circumvent or undermine any applicable laws, rules, or regulations. Any Supplier who is unable to comply with this Code should immediately notify FactSet. Failure to comply with this Code may result in FactSet taking specific action, including but not limited to the disqualification of future opportunities and the withdrawal of business.

FactSet’s Core Sourcing Principles

We consider the following factors when selecting our Suppliers:

• High quality products and services that fit our business needs;
• Best value, meeting our financial requirements without compromising on quality or customer service;
• Successful completion of our data security assessment and architecture review;
• Legal compliance and contractual terms in line with FactSet’s standards and all applicable laws and regulations; and
• Business practices consistent with applicable laws, rules and regulations, this Code, and whenever practicable, FactSet’s environmental, social and governance philosophies.

Ethical Business Practices

FactSet seeks to excel while operating honestly and ethically, never through taking unfair advantage of others. FactSet prohibits fraudulent or corrupt business practices and any conduct of a suspicious, unethical, or illegal nature. Suppliers shall ensure their senior management oversees, monitors, flows down and implements policies, procedures, and guidelines to ensure compliance with law and demonstrate a commitment to business ethics, social justice, environmental and climate action, and strong corporate governance. FactSet suppliers shall work to ensure accountability, transparency, fairness, and responsibility for internal and external stakeholders and other affected or interested parties.

Our Suppliers must be transparent in their business dealings and timely in regulatory reporting. Suppliers may not engage in bribery, corruption, embezzlement, extortion, or other illegitimate and unethical business practices. Suppliers must comply with all applicable laws relating to anti-corruption and anti-bribery. Suppliers must avoid unlawful agreements or arrangements with their competitors and comply with applicable fair competition laws. FactSet will not support, facilitate, or condone money laundering, tax evasion or any other illegal conduct by Suppliers and will assist governmental authorities, where appropriate, in preventing illegal activities involving FactSet.

Human Rights/Workers’ Rights and Diversity

FactSet believes in the fundamental responsibility to respect international human rights standards (see our Human Rights Policy). FactSet expects its Suppliers to share its commitment to human rights and equal opportunity in the workplace. Suppliers must commit to upholding the human rights of their workers in accordance with this Code, the principles and guidelines of the International Labor Organization and the United Nations, and in accordance with all applicable laws and regulations.

Suppliers must ensure that all of their employees have chosen their employment freely without duress. Their employees must work in safe, healthy and humane working conditions. Employees must be provided with fair wages and benefits relative to the market, and none of our Suppliers should expect their employees to exceed fair working hours as designated by applicable local and international law. Suppliers shall respect the right of freedom of association of their employees and the right to collective bargaining.

All of our Suppliers must ensure that they do not have within any part of their own operations or their supply-chain any form of child labor or human rights violations. FactSet is committed to ensuring there is no modern slavery or human trafficking in our supply chains or in any part of our business and FactSet will not knowingly support or conduct business with any organization involved in slavery or human trafficking (see our Modern Slavery Act Statement).

Suppliers must be committed to a workforce free of harassment and discrimination. We expect our Suppliers to take diversity and inclusion in their workplaces seriously and demonstrate a commitment to equality of opportunity for individuals and groups, with no tolerance for discrimination or workplace harassment. We urge our Suppliers to recruit, hire, develop, promote and discipline employees without regard to race, sex, color, religion, gender, gender identity or expression, sexual orientation, age, national origin, citizenship, marital status, pregnancy, disability, or veteran status, providing reasonable accommodations where necessary to ensure fairness and non-discrimination.

Environment and Sustainability

FactSet recognizes its social responsibility to protect the environment and operate its business sustainably. FactSet expects its Suppliers to adhere to responsible environmental management and to operate their business in compliance with applicable environmental laws and regulations. Suppliers should strive to minimize negative environmental impact as far as is practical and possible. We urge our Suppliers to target reductions in their carbon footprints, reduce their levels of waste and where possible incorporate reduction, re-use and recycling measures in their business operations.

Third Party Intellectual Property, Proprietary and Privacy Rights

FactSet respects the intellectual property, proprietary and privacy rights of third parties and expects its Suppliers to do the same. Any Supplier given access to FactSet data, including confidential, sensitive, proprietary data or personal information of FactSet employees, clients, business partners or others, must carefully safeguard and protect that data from unauthorized disclosure. When Suppliers are properly given the right to use such assets, they must use them responsibly. Suppliers must respect the privacy of their customers, employees, and other data subjects, and comply with all applicable privacy laws and regulations.

Monitoring Compliance and Reporting Concerns

Suppliers are expected to self-monitor their compliance with this Code while conducting business and to have appropriate internal controls and management systems in place. FactSet may request reasonable audits or information to confirm compliance with this Code by our Suppliers. If you are aware or concerned that someone has violated this Code, please report your concern to our Chief Compliance Officer at dataprivacy@factset.com or anonymously through the FactSet Ethics Action Line at https://FactSetEthicsActionline.com. Reports will be kept confidential to the fullest extent possible, consistent with law and the need to conduct an adequate review. FactSet prohibits retaliation against any individual or company for having made a complaint in good faith, regardless of whether the complaint is ultimately substantiated.

FACTSET RESEARCH SYSTEMS INC.GLOBAL PROCUREMENT DIVERSITY POLICY

FactSet Research Systems Inc. and its subsidiaries (“FactSet” or the “Company”) have adopted the following Global Procurement Diversity Policy (“Policy”).

I. FACTSET’S POLICY

FactSet is committed to developing mutually beneficial business relationships with a variety of suppliers, including minority-owned, women-owned, disability-owned, veteran-owned and/or LGBTQ+-owned business enterprises (“Diverse Suppliers”). The primary goal of this policy and FactSet’s Supplier Diversity Program is to provide greater access and opportunities to those diverse suppliers that meet the Company’s procurement and contractual standards.

FactSet employees are encouraged to proactively identify and include Diverse Suppliers in the procurement process. Those that are competitively priced, that offer high-quality goods and services, and that satisfy our procurement and contractual standards should be included in our sourcing and procurement process. This policy reflects the Company’s desire to create an opportunity for Diverse Suppliers to market their products and services to FactSet and to encourage FactSet employees to offer opportunities to such suppliers.    

II. APPLICATION OF THE POLICY

The Policy applies to all transactions to procure goods or services to which FactSet is a party, regardless of whether they have been drafted by FactSet or a third party, and provides socially- and economically-disadvantaged businesses with an equitable opportunity to compete as a supplier in acquisitions of goods and services conducted in bidding procedures, as referenced in the Global Procurement and Contracting Policy, to the extent that the opportunity is consistent with contract performance.

III. POLICY

1. FactSet encourages the use of Diverse Suppliers, including those with the designations noted in “Definitions” (see Appendix), for product and service purchases, provided that such suppliers demonstrate the ability to meet FactSet’s Contract requirements. 
   
   
2. Supplier Diversity. The Procurement function’s Supplier Diversity department will work in conjunction with key stakeholders to promote the participation of Diverse Suppliers in FactSet’s procurement process. Such coordinated activities include, but are not limited to:

1. Attend, participate or support supplier events that to engage with and encourage participation with Diverse Suppliers;
2. Educate Diverse Suppliers about the competitive bidding process and opportunities for obtaining Contracts;
3. Promote consideration of Diverse Suppliers in the purchasing process;
4. Ensure organization has access to supplier diversity classifications for competitive bidding process;
5. Work with key stakeholders to prioritize spend categories, develop and publish diversity spend targets;
6. Seek out certified Diverse Suppliers that can provide competitive, high-quality goods and services;
7. Communicate the value of supplier diversity both internally and externally to all stakeholders; and
8. Report supplier diversity data/information as required and to the extent permissible under applicable laws.

To ensure equity and fairness, the formal competitive bidding process, as outlined in the Global Procurement and Contracting Policy, should include the consideration of Diverse Suppliers.  Requisitioner shall consult with an appropriate Procurement representative to identify diverse supplier(s) for the required spend category. Procurement representatives may consult Workday to identify Diverse Suppliers with the noted diversity tags, as defined in the  “Key Terms and Definitions” (see Appendix).

IV. RELATED POLICIES AND PROCEDURES

Supply Chain Code of Conduct
Global Procurement and Contracting Policy
Code of Business Conduct and Ethics

V. GUIDANCE AND ASSISTANCE

For questions regarding Workday, the workflow, or the approval hierarchy, contact the Senior Vice President of Finance, Procurement and Operations.

For questions regarding identification of diverse suppliers, contact the Supplier Programs and Projects Manager.

For questions regarding applicability of Purchase Orders, Bilateral Contracts, or the acceptability of vendor-provided purchase orders, Contracts, or terms, contact any member of the Legal Department.

APPENDIX

Key Terms and Definitions

Contract - A legally binding and enforceable agreement between two or more parties stating the terms and conditions for an exchange of something of value (e.g., money, goods, or services) between the parties. A contract can be established by a written document, including email, letters, purchase orders and order confirmations. A contract can also be established by an oral agreement or a combination of oral agreements and written documents. A contract can also be established by the conduct of the parties.

Diversity - Diversity encompasses the range of similarities and differences everyone brings to the   workplace, including but not limited to national origin, language, race, color, disability, ethnicity, gender, age, religion, sexual orientation, gender identity, socioeconomic status, veteran status, and family structures.

Supplier Diversity - Supplier Diversity programs provide minority, women and what has since been classified as under-utilized small business owners, an opportunity to secure Contracts with government agencies, major companies, and corporations as qualified-small business suppliers.

Minority Business Enterprise (MBE) - Minority group members are United States citizens who self-identify as Asian-Indian, Asian-Pacific, Black, Hispanic, and Native American. Ownership by minority individuals means the business is at least 51 percent owned by such individuals or, in the case of a publicly-owned business, at least 51% of the stock is owned by one or more such individuals (i.e. the management and daily operations are controlled by those minority group members).

Woman Business Enterprise (WBE) – At least 51 percent owned, controlled, operated, and managed by a woman or women. This means one or more women must have unrestricted control of the business, a demonstrated management of day-to-day operations, and a proportionate investment of capital or expertise.

8(a) Economically Disadvantaged Small Business - Be at least 51 percent owned and controlled by U.S. citizens who are economically and socially disadvantaged. Have a personal net worth of $750 thousand or less, adjusted gross income of $350 thousand or less, and assets totaling $6 million or less. Owner manages day-to-day operations and also makes strategic policy of the business.

Veteran-Owned Business Enterprise (VBE) - At least 51 percent owned, controlled operated, and managed by a veteran or veterans. The veteran or veterans must have full control over the day-to-day management, decision-making, and strategic policy of the business.

Veteran-Disability Owned Business Enterprise (V-DOBE) - At least 51 percent owned, controlled, operated, and managed by a veteran, but disability was not incurred during their time of service. The veteran or veterans must have full control over the day-to-day management, decision-making, and strategic policy of the business.

Service-Disabled Veteran-Owned Small Business (SDV-DOBE) - At least 51 percent owned and controlled by one or more service-disabled veterans. One or more service-disabled veterans manage day-to-day operations and make strategic policy of the business. Eligible veterans must have sustained their disability during their time of service.

Historically Underutilized Business Zone (HUBZone) - Be at least 51 percent owned and controlled by U.S. citizens, a Community Development Corporation, an agricultural cooperative, an Alaska Native corporation, a Native Hawaiian organization, or an Indian tribe. Have its principal office located in a HUBZone. have at least 35% of its employees living in a HUBZone.

Disabled-Owned Business Enterprise (DOBE) – At least 51 percent owned, controlled, operated, and managed by a person or persons with a disability. The person or persons must have full control over the day-to-day management, decision-making, and strategic policy of the business.

LGBT Business Enterprise (LGBTBE) - At least 51 percent owned, operated, managed, and controlled by an LGBT person or persons who are either U.S. citizens or lawful permanent residents.

Requisition - A request to purchase goods or services. The Requisition must include all data, specifications, and information necessary for the accurate identification of the requested good or service, as well as the required delivery date and location for delivery.

Requisitioner - Any FactSet employee who requests procurement of a good or service via the requisition function in Workday.