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FactSet

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Revision as of 23:48, 2 August 2026 by WikiSysopIG (talk | contribs) (Created page with "The '''FactSet Research Systems Inc.''' (commonly known as '''FactSet''') is an American financial information and analytics company that provides integrated financial data, software, research, and workflow solutions for investment professionals. Founded in 1978 by Howard Wille and Charles Snyder, the company is headquartered in Norwalk, Connecticut. FactSet was established to simplify access to financial and economic data through computerized information systems and has...")
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The FactSet Research Systems Inc. (commonly known as FactSet) is an American financial information and analytics company that provides integrated financial data, software, research, and workflow solutions for investment professionals. Founded in 1978 by Howard Wille and Charles Snyder, the company is headquartered in Norwalk, Connecticut. FactSet was established to simplify access to financial and economic data through computerized information systems and has since evolved into one of the world's leading providers of investment research platforms. The company is publicly traded on the New York Stock Exchange under the ticker symbol FDS and is a constituent of the S&P 500.

FactSet offers a comprehensive suite of products covering market data, company financials, portfolio analytics, investment research, risk management, fixed-income analytics, wealth management, and environmental, social, and governance (ESG) information. Its flagship FactSet Workstation integrates real-time and historical financial data, equity and fixed-income research, economic indicators, portfolio management tools, screening capabilities, financial modeling, charting, and collaborative workflow applications into a unified platform. The company also provides enterprise data feeds, application programming interfaces (APIs), cloud-based analytics, and artificial intelligence-driven solutions that support investment decision-making across multiple asset classes.

The company's services are widely used by asset managers, investment banks, hedge funds, private equity firms, wealth managers, insurance companies, corporations, pension funds, sovereign wealth funds, and academic institutions. In addition to proprietary financial datasets, FactSet aggregates and distributes research from numerous brokerage firms, independent research providers, and public sources. Its solutions support portfolio construction, performance attribution, financial modeling, regulatory compliance, mergers and acquisitions, corporate finance, and market intelligence, making it an important component of institutional investment workflows.

FactSet serves clients in more than 100 countries and is recognized as one of the world's leading providers of financial information and investment analytics. The company competes with organizations such as Bloomberg L.P., S&P Global, London Stock Exchange Group, MSCI Inc., Moody's, Morningstar, Inc., and Refinitiv. Through its combination of market data, advanced analytics, enterprise technology, and investment research, FactSet plays a significant role in the global financial information industry by supporting data-driven investment management and capital market decision-making.