Perform research to construct and manage your portfolios
with powerful analytics and flexible data solutions.


Power your investment workflow with in-depth company and market analysis, real-time and historical portfolio monitoring, and unique on and off-platform data. Efficiently manage your investments across a growing range of asset classes and investment style choices with highly tailored and effective workflow solutions. Take advantage of FactSet’s unmatched breadth of connected content alongside an open analytics platform that provides flexible technology and partnerships—all accessible in one place.

Institutional Asset Managers


    Learn how asset owners and investment managers can effectively incorporate ESG data into their strategy with our transparent framework. 


    access real-time market news

    Track market, industry, and economic trends.

    Spend more time arriving at actionable investment decisions and less time jumping between disparate platforms. Whether it's real-time market analysis, in-depth company and sector research, global portfolio monitoring, or multi-asset order and execution management, FactSet meets your evolving financial analysis needs.

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    Company & Market Analysis
    risk and performance analysis across multiple asset classes-v2 copy

    Monitor and analyze portfolio risk.

    Fuel your decision-making and drive portfolio performance with FactSet’s flexible enterprise risk solutions. Transform everyday analysis into valuable decision-drivers with robust, sophisticated risk analytics, premier models, and global multi-asset class data integrated across the portfolio lifecycle. Accurately measure the credit and interest rate risk of your fixed-income investments with FactSet’s industry-leading bond analysis tools and broad global data coverage. Seamlessly connect your front, middle, and back office with our scalable risk solution.

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    Risk Management

    Evaluate sustainable investing and material risks.

    Integrate ESG into your portfolio construction, risk management, and multi-asset class reporting with ESG data, research, and analytics for all phases of the portfolio lifecycle. Optimize your workflows throughout the entire investment process with in-depth ESG analysis and research, fully customized to your workflow.

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    ESG Solutions
    accurately model your strategy

    Ensure alignment across your front and middle office.

    Leverage sophisticated next-generation portfolio analytics paired with our award-winning performance and attribution solutions, to achieve greater accuracy of performance calculations and reporting with higher frequency and faster delivery while maintaining compliance with new and emerging regulations. Tailor absolute and benchmark-relative attribution models and conduct attribution analysis for fixed-income and multi-asset class portfolios.

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    Performance Measurement & Attribution
    improve your relationship with the front office

    Easily create presentation-ready documents.

    Automate your reporting process by combining key portfolio analytics with your internal data sources to produce client-facing documents such as fund factsheets, marketing pitchbooks, or internal board reports. Scale reporting to your current and future business with options for managed solutions or user-empowered enterprise reporting tools.

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    Client & Portfolio Reporting

    Consolidate all the data you need in one place.

    Access the data you need with a powerful, customizable workflow solution dedicated to the world’s leading investment professionals. Integrate FactSet’s data feed content with your company’s applications, web portals, databases, and statistical packages to spend less time aggregating information and more time performing analysis. With advanced data connectivity and flexible delivery options, you can access your firm's internal content assets alongside leading third-party content—how and where you want it.

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    Off-Platform Data Management

    Talk To Us

    The best way to understand what makes FactSet different is to see it for yourself. We've worked with investment professionals for 40 years, so we understand your workflow and know precisely how to help. Talk to us about your challenges, and we’ll help you design the most effective solutions for your firm with everything you need — and not what you don’t.

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