For more than 35 years the world s investment professionals have trusted FactSet to power their research, analytics, and data integration.

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2 For more than 35 years the world s investment professionals have trusted FactSet to power their research, analytics, and data integration.

3 Analytics to Outperform FactSet s all-in-one solution is intuitive and provides simplicity to users. Understanding that everything you need is at your fingertips and that you don t need to toggle from one service to another is invaluable. Portfolio Manager and Managing Partner, Barrett Asset Management Track Market Activity Know what s impacting the market with streaming news and research, including the latest and upcoming economic releases and earnings calls, as well as breaking news and trends.

4 Examine Companies and Industries Examine thousands of public and private companies and their debt issues, private equity and venture capital firms and funds, macroeconomic series, global M&A deals, ownership details, and people data. Uncover new ideas and relationships that lead to transaction opportunities.

5 Analytics to Outperform Expand Your Network with FactSet Instant Messenger Go beyond traditional messaging to access research, share ideas, and find partners among contacts on a variety of networks. The FactSet IM platform is fully integrated into the FactSet workstation, letting you easily jump between conversations and live data. Seamlessly move between conversations and financial data components with a single click

6 Stream News and Quotes Stay one step ahead with content from premium news outlets and hundreds of global exchanges. Set alerts to be notified when a security is in the news or reaches specific criteria, such as your target price, a 52-week high or low, or a certain P/E. Filter out the noise with distilled news summaries from FactSet StreetAccount.

7 Analytics to Outperform Generate Ideas Use sophisticated screening technology to search for public and private companies that meet your criteria. Create a quick industry analysis, design complicated stock selection models, screen for precedent transactions, and test investment theories. Tailor Your Research Workflow FactSet fully integrates internal research and meeting notes into the applications you already use to analyze the market, so you can easily create, store, and disseminate ideas across your investment team.

8 Measure Portfolio Performance Monitor your portfolio throughout the day by examining performance, risk, and composition in real time. Build Dynamic Models, Reports, and Presentations Use FactSet s tools for Microsoft Office to retrieve, update, chart, and audit data in your models and presentations. Customize reports by automatically applying your firm s standard formats and branding.

9 Data to Outperform I have more information, better information. What FactSet provides, I can t get elsewhere. It s the best product I ve seen. Lead Fund Manager, Security Global Investors Data to Outperform Go beyond the FactSet platform with our scheduled and on-demand data feeds, which let you receive datasets at your desired time and frequency. FactSet provides the structure you need to organize data and information, distribute it across your firm, and manage its evolution. Financial Entities Pricing Benchmarks Supply Chain Relationships Entity Data Management Geographic Revenue M&A Industry & Sector Classifications Debt Capital Structure

10 Fundamentals Access current, comprehensive, and comparative information on securities worldwide with annual and interim/quarterly data, detailed historical financial statement content, per share data, calculated ratios, pricing, and textual information. Estimates Get comprehensive broker-level estimates, recommendations, and revisions, plus sector-specific and commodity estimates.

11 Data to Outperform Economics Power your research with FactSet s vast database of primary-sourced information and dynamic summary reports for insight into the global economy. Ownership Access ownership statistics for institutions, mutual funds, hedge funds, and insider/stakeholders. Analyze historical share movements, short interest, peer reports, and investor regions analysis.

12 Mergers and Acquisitions Get real-time news and research on the global deal market. Access precedent transaction reports, build league tables and volume totals, analyze fees, and more. Events and Transcripts Stay up-to-date on the events that are most important to you. Search for events by company, portfolio, or index and then narrow your results by various categories.

13 The FactSet Difference It s not just the data or the analytics. It s the whole product and every FactSet employee that supports the product. Portfolio Manager, Disciplined Growth Investors As a FactSet client, you will have a dedicated, personal support team to train you, assist on projects, and help keep you informed of the latest enhancements, 24 hours a day, seven days a week, from offices worldwide. You will also automatically gain access to FactSet s full range of mobile apps. See how shifts in the market impact your investments with intraday prices and portfolio updates. Access your latest watch lists and portfolios everywhere with automatic sync between your desktop and mobile device.

14 Online About FactSet FactSet is a leading provider of financial information and analytic applications to investment professionals around the globe. For More Information To learn more about FactSet, contact Product Overview Contact FactSet Client Support Copyright 2014 FactSet Research Systems Inc. All rights reserved. #11096/0514/FSM210

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