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FactSet Portfolio & Risk Analytics

Comprehensive portfolio analytics that integrates performance measurement, attribution, and risk analysis across asset classes.

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    What is FactSet Portfolio & Risk Analytics?

    FactSet's portfolio analytics solutions provide comprehensive tools for multi-asset class performance, attribution, and risk management. The integrated platform offers sophisticated portfolio analytics, advanced performance and attribution capabilities, and robust risk modeling to help investment professionals gain deeper insights and make more informed decisions

    Highlights

    • Multi-Asset Class Portfolio Analytics: Comprehensive equity and fixed income analytics across a wide range of asset classes, enabling a holistic view of portfolio performance
    • Performance and Attribution: Flexible reporting and workflows to analyze performance drivers, attribute returns, and comply with industry standards like GIPS
    • Risk Analytics: Powerful risk models, stress testing, and portfolio optimization to monitor and manage portfolio risk exposures
    • Quantitative Research: Capabilities for portfolio simulation, backtesting, characteristics analysis, and advanced portfolio optimization to support investment strategies
    • Client and Portfolio Reporting: End-to-end reporting solutions with branded and user-customizable templates, allowing seamless distribution to internal and external stakeholders.

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