Waters Rankings 2022: Best data analytics provider—FactSet

Overview

The FactSet workstation provides a single platform that unites data and analytics into an interface allowing users to perform deep company, portfolio, industry, and market analysis. Powering the workstation is a taxonomy of linkages and hierarchies between entities, securities, people and funds.

The Solution

With global data, advanced analytics and support, the FactSet workstation offers the reports and tools needed to meet users’ evolving research, portfolio analytics, risk and data management, and modeling and reporting demands. Users can leverage a predefined workspace or customize one to match their specific workflows.

Secret Sauce

FactSet meets its clients’ evolving needs by supporting their real-time market analysis, in-depth company and sector research, global portfolio monitoring, or multi-asset execution management functions. The FactSet workstation offers global coverage, deep history and transparency. The firm continuously enhances the workstation by leveraging new technology and user feedback.

Recent Milestones

• Expansion of FactSet Signals to proactively alert users to changes in data and predict potential future changes
• FactSet’s Fund and ETF screener leverages voice-activated technology and typed natural language processing to query and return results 
• The acquisition of Cobalt Software offers a solution that connects differentiated data with tracking and portfolio reporting

Future Objectives

• Strategic investments will be directed into cloud computing, data lakes and APIs 
• Continued innovation and enhancements will be made to the workstation, providing real-time, predictive business intelligence
• Expansion of FactSet’s content offering, including enhanced data in private markets, industry-specific deep-sector metrics, and ESG intelligence