Download FSM260 Portfolio Analysis

PORTFOLIO ANALYSIS
Spend more time finding answers and less time managing data with FactSet’s sophisticated
analytics platform. Leverage our decades of industry-leading experience to discover your
portfolio’s true alpha.
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Easily Analyze all Aspects of Your Portfolio
Understand Composition and Risk
Take your analysis to the next level with multi-tile reporting and
drag-and-drop functionality. View reports and charts side-byside with intelligent linking that carries the portfolio, benchmark,
and associated metadata across all of your views. Combine
different report types for a consolidated view of your portfolio.
Customize exposures reports and gain insight into portfolio and
benchmark weights using your own groupings for reports and
charts. Use aggregated and security-level reports to view metrics
including weights, valuation measures, ratings, and other ratios
for your portfolio and selected benchmarks. Identify portfolio
vulnerabilities and understand drivers of risk at the asset and
portfolio levels.
Evaluate Relative and Absolute Performance
Understand how management decisions such as security
selection, group allocation, and currency tilts may have affected
performance results.
• Evaluate relative performance using several different
attribution models, including equity, fixed income, balanced,
risk, top down, and macro-level
• Identify the securities and groups which contributed to or
detracted from portfolio performance on an absolute or
relative basis
Work Smarter with Intuitive Reporting
Take advantage of faster reporting and parallelized calculations
to increase your efficiency and quickly arrive at your analysis.
• Create a personalized display of reports and charts that are
calculated each night and are ready to use when you launch
FactSet
• Examine reports and charts dynamically with custom
sorting, easy formatting options, and quick views of groupand security-level details
• Use type-ahead functionality to access any portfolio or
benchmark, as well as any grouping, column, or risk model
Integrate Data Seamlessly
Combine your proprietary holdings with FactSet content or
third-party data sources, including extensive benchmark
data and global exchange indices. Integrate your holdings
and transactions with a nightly upload or by connecting your
custodian, prime broker, or your firm’s accounting system with
FactSet. Leverage FactSet Portfolio Services to ensure secure,
accurate, consistent overnight processing of client portfolio data
across all asset classes.
• Select portfolio-specific settings to easily generate cohesive
reports that are presentation-ready and can be exported to a
PDF document
• Quickly change dates, groupings, exclusions, and other
settings for multiple reports with one click
• Gain full transparency into the calculations behind your
analysis with the ability to audit security-, group-, and
portfolio level-values
Rely on Unsurpassed Support
FactSet strives to be as accessible to our clients as possible and to provide the best service in the industry. Rely on round-the-clock
support, whether you have a quick question or need step-by-step guidance through a complex task. Our highly trained analytics
specialists will help you find the answers you need and maximize the value FactSet offers your investment process.
About FactSet: FactSet is a leading provider of financial information and analytic applications to investment professionals around the globe. To learn more about FactSet’s Portfolio Analysis, contact
[email protected] or visit www.factset.com. Copyright © 2017 FactSet Research Systems Inc. All rights reserved. #13983/0915/FSM260