TRANSFORMING INFORMATION INTO INTELLIGENCE

Transcription

1 TRANSFORMING INFORMATION INTO INTELLIGENCE

2 Welcome to FactSet FactSet consolidates all the tools you need to monitor global markets, public and private companies, and equity and fixed income portfolios in a single, intuitive interface. With FactSet, you gain powerful analytics tailored to your workflow, the broadest scope of data available, and access to industry-leading client service. Designed for the global investment professional, FactSet fits seamlessly into your workflow. From your first login, FactSet showcases reports and charts relevant to your job function, which you can customize to support your specific process. Examine a virtually unlimited range of investment ideas with the most sophisticated screening tool in the industry. Monitor the markets before the opening bell and throughout the day. Access real-time news on companies and exchanges along with intra-day portfolio performance. Gain a complete understanding of your portfolios through FactSet s unique combination of portfolio analytics: performance, risk, composition, style, and characteristics. Annotate charts with your own research notes and build custom reports that incorporate your research and holdings alongside market data. Transfer your analysis into a fully supported message for existing and potential clients with Microsoft Office integration. FactSet. Transforming information into intelligence.

3 For more than 30 YEars, financial Professionals have relied on FactSet to Deliver the financial data and software solutions they need to drive their analysis.

4 From utilities to upload and integrate your firm s proprietary data to sophisticated analytics for research, FactSet provides the solutions you need to enhance the productivity of your team.

5 Powerful Analytics Analyze companies, view market data in real time, generate investment ideas, and manage portfolios on a single platform. Seamlessly integrate FactSet data within your Microsoft Office models and presentations. Keep track of all your data and research on the go from your wireless device. Analyze Public and Private Entities Examine information for 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.

6 Powerful Analytics Stream News and Quotes Stay up-to-date with content from premium global news outlets and hundreds of global exchanges. Set alerts to be notified when a security is in the news or reaches specified criteria, such as your target price, a 52-week high or low, or a certain P/E. Generate Ideas Screen for public and private companies that meet specific investment criteria. Create a quick industry analysis, design complicated stock selection models, screen for precedent transactions, and test investment theories.

7 Measure Portfolio Performance Monitor your portfolio throughout the day by studying performance, risk, and composition in real time. Build Dynamic Models, Reports, and Presentations Use FactSet s report building tools to stably export and link text, tables, and charts in Microsoft Office applications.

8 Intuitive Interface With the best investment tools available combined into a sleek all-in-one interface, FactSet provides powerful analytics in a flexible, customizable system that s packed with innovative features. Our custom platforms are designed for Investment Managers, Hedge Funds, Investment Bankers, and more, but no two workspaces are the same. You choose the combination and presentation of reports that is perfect for you. Resize, format, Save and share workspaces online for improved collaboration. Double-click any security to populate charts and company reports. Pull custom information, like research reports on the companies you are watching, directly into your news display.

9 and rearrange components to create personalized workspaces. Stay connected with mobile access linked to your desktop. Annotate price charts with events, research, deals, and more.

10 With FactSet, you have access to information that goes beyond the basics. FactSet offers our own datasets of the latest, most accurate information available Along with hundreds of third-party databases.

11 Comprehensive Content Integrate your proprietary data with hundreds of commercial content sets, so complete information is always a click away. Easily examine a range of data: + + Aggregates + + Benchmarks + + Corporate Governance and Activism + + Economics + + Estimates + + Events and Transcripts + + Financial Research and Filings + + Fundamentals + + Mergers and Acquisitions + + News + + Ownership + + People and Connections + + Prices + + Private Capital + + Private Companies FactSet brings you a universe of financial intelligence with solutions powered by our high-quality, global databases for key content categories. Estimates Get comprehensive broker-level estimates, recommendations, and revisions, plus sector-specific and commodity estimates.

12 Comprehensive Content Fundamentals Use our comprehensive coverage of annual and interim/quarterly data, detailed historical financial statement content, per share data, calculated ratios, pricing, and textual details to gain all the information you need for a global investment perspective. Economics Power your research with FactSet s vast database of primary-sourced information and insight into the global economy.

13 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. M&A Get up-to-the-minute news and research on the global deal market. Access precedent transaction reports, build league tables and volume totals, analyze fees, and more.

14 The FactSet Difference It is not simply our cutting-edge applications and extensive collection of databases that set FactSet apart. What makes FactSet different from other providers is the care and attention we provide to each FactSet user. Our top priority is ensuring that you always have the most accurate data available and the support you need to use it most effectively. When you become a FactSet client, you ll be backed by more than 4,000 Consultants, Product Specialists, Engineers, and Quality Assurance Specialists who are dedicated to making your processes as efficient as possible. Client Support Consultants are the foundation of FactSet s service. As a FactSet client, you ll have a dedicated, personal Consultant to train you, assist on projects, and keep you informed of the latest enhancements to FactSet. Along with the assistance of your Consultant, you have unlimited access to FactSet Consulting Services, available 24 hours a day, seven days a week, from 24 offices worldwide. Mobility FactSet s wireless services keep you in the know, on the go. Analyze global market and company intelligence in real time with your BlackBerry, iphone, ipad, or Nokia wireless device. Benefit from the data, analytics, and reports you trust, with the freedom to take FactSet with you wherever you go. Software and Content FactSet strives to understand the investment processes of our clients to design a system that is as efficient as possible for our users workflows. We keep in constant contact with our clients to gain input and improve products to exceed our users expectations. To create software of the highest quality, we continually work to produce and refine products to meet our clients needs. Software enhancements receive a rigorous set of quality assurance tests prior to installation. Data is also examined for anomalies through both automated and manual quality tests. In all, FactSet runs tens of thousands of quality control checks every week as teams around the globe constantly monitor data quality and system performance and respond throughout the day. Security FactSet s security services are key to our clients business processes, providing functions like firewall and intrusion detection management. We partner with our clients business and security leaders to understand their goals, concerns, and regulatory demands so that we provide security capabilities that best protect client information and deliver reliable service.

15 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 [email protected]. Product Overview Contact FactSet Client Support The difference between perform and outperform. Copyright FactSet Research Systems Inc. All rights reserved. #8835/0311/FSM210