FactSet Research Systems (NYSE: FDS) — Company Overview, News & Financial Data
FactSet Research Systems delivers integrated financial information and analytics for the global investment community.
FactSet Research Systems
FactSet Research Systems is a financial data and software company that provides integrated financial information, analytical applications, and industry intelligence to global investment professionals. Its offerings serve institutional asset managers, hedge funds, wealth advisors, investment banks, corporations, and private capital firms. The company's platform integrates multi-asset data feeds, portfolio analytics, trade execution capabilities, and artificial intelligence tools across front, middle, and back-office workflows. FactSet delivers real-time market data, company financials, earnings estimates, economic statistics, and private market insights through proprietary workstations, application programming interfaces, and custom data delivery solutions.
Snapshot
Operations
Products and/or services of FactSet Research Systems
- Investment Research Workstations: Desktop software and web interfaces providing institutional asset managers, hedge funds, and corporate clients with real-time market quotes, financial modeling tools, news feeds, company filings, consensus estimates, and artificial intelligence tools for equity and fixed income analysis.
- Portfolio Analytics and Risk Management: Performance attribution, risk modeling, multi-asset portfolio construction, and compliance reporting systems that enable institutional asset owners and buy-side managers to evaluate risk-adjusted returns and monitor portfolio exposures across public and private assets.
- Content and Data Feeds: Enterprise data feeds and application programming interfaces delivering normalized financial data, global pricing, economic statistics, supply chain intelligence, and environmental, social, and governance metrics into client proprietary applications and cloud platforms.
- Wealth Management Platforms: Customizable advisor dashboards, client portals, and automated portfolio management software designed for wealth management firms to streamline client onboarding, financial planning, proposal generation, and regulatory reporting across wealth advisory accounts.
- Investment Banking and M&A Solutions: Screening, valuation modeling, capital structure analysis, and pitchbook production tools tailored for sell-side investment bankers and corporate strategy teams executing mergers, acquisitions, equity capital raises, and peer benchmarking.
- Private Markets and Capital Solutions: Sourcing, due diligence, portfolio monitoring, and investor reporting workflows combining private company financials, venture capital metrics, fund performance statistics, and valuation data for private equity and venture capital managers.
FactSet Research Systems executive team
- Ms. Helen L. ShanExecutive VP & CFO
- Ms. Katherine M. SteppExecutive VP & CTO
- Mr. Christopher McLoughlinExecutive VP, Chief Legal Officer & Corporate Secretary
- Mr. Goran SkokoExecutive VP, Chief Revenue Officer and MD of EMEA & Asia Pacific
- Mr. Sanoke ViswanathanCEO & Director
- Mr. Gregory T. MoskoffMD, Controller & Chief Accounting Officer
- Mr. Kevin J. Toomey Jr.Head of Investor Relations
- Ms. Catrina HardingExecutive VP & Chief People Officer
- Mr. Christopher R. EllisExecutive VP and Head of Strategic Initiatives & Partnership
- Mr. Robert James RobieExecutive VP & Head of Institutional Buyside