Company Research Report: FactSet
Company Overview
- Name: FactSet
- Mission of the Company: FactSet's mission is to provide accurate financial data and analytics, helping the global investment community to make smarter decisions.
- Founded: No information is available.
- Founders: No information is available.
- Key People:
- Phil Snow, CEO
- Headquarters: No information is available.
- Number of Employees: No information is available.
- Revenue: No information is available.
- What is the Company Known For:
FactSet is known for providing comprehensive financial data and software solutions to investment professionals, including asset managers, and its strong focus on sustainability and environmental initiatives.
Products
1. FactSet for CRM
- Description: Enhances CRM platforms with client management and opportunity identification tools.
- Key Features:
- Integration with existing CRM platforms such as Salesforce and Microsoft Dynamics
- Access to FactSet’s extensive business classifications and financials
- Smart data integration for fast access to client insights
2. Advisor Dashboard
- Description: A wealth management platform that enhances client engagement and communication.
- Key Features:
- Customized portfolio view
- Real-time data integration
- Summary statistics for business performance
3. FactSet Workstation
- Description: A comprehensive research platform combining multiple data sources.
- Key Features:
- Integrated global content and custom reporting options
- Curated news and real-time updates
- Sophisticated screening tools for insights
4. FactSet Programmatic Environment (FPE)
- Description: Open platform for automated workflows and data analysis.
- Key Features:
- Hosted JupyterLab for data exploration and financial analysis
- Integration with open-source Python packages
- Facilitates cross-asset class research
Recent Developments
- Acquisition: In November 2024, Impayaga was acquired by FactSet to enhance its enterprise improvement solutions and integrate machine learning capabilities.
- New Features and Partnerships:
- Enhanced use of AI in research and analytics through Large Language Models and innovative data delivery
- Continued focus on sustainability with commitment to net-zero emissions and as a UN Global Compact signatory
- Product Launches/Updates:
- No information available on recent new product launches.
- Ongoing updates in existing platforms to integrate real-time data and AI-driven technologies.
This report compiles the available data specific to FactSet from the current sources. For more comprehensive insights or future projections, an extended review of detailed financial records and strategic disclosures is recommended.
