FactSet Portfolio & Risk Analytics Reviews & Product Details

FactSet Portfolio & Risk Analytics Overview

What is FactSet Portfolio & Risk Analytics?

FactSet's integrated multi-asset class portfolio analytics and official performance solutions let you spend more time finding answers and less time managing data. With sophisticated next generation portfolio analytics, performance, and attribution, you get an unparalleled combination of portfolio equity and fixed income analytics, data concordance management, workflow capabilities, and data distribution for internal and external clients. Key Features Portfolio Analytics: Unique Content Performance Drivers Performance & Attribution Flexible Reports Connected Teams Risk Analytics: Risk Models Risk Over Time Stress Testing Optimized Portfolios Connected Teams Quantitative Research: Portfolio Simulation Backtesting Characteristics Analysis Portfolio Optimization Data Exploration Performance Measurement & Attribution: Relative & Absolute Performance Attribution Models Integrated Data Returns Analysis Reporting & Distribution GIPS Compliance Client & Portfolio Reporting: Trusted Analytics End-to-End Reporting User-Empowered or Managed Services Consistent Branding Oversight and Approvals Commentary in Seconds

FactSet Portfolio & Risk Analytics Details
Product Description

Access best-in-class analytics for multi-asset class performance, attribution, and risk.


Seller Details
Seller
FactSet
Ownership
FDS
Company Website
Year Founded
1978
HQ Location
Norwalk, CT
Total Revenue (USD mm)
$1,221
Twitter
@FactSet
89,351 Twitter followers
LinkedIn® Page
www.linkedin.com
9,719 employees on LinkedIn®

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FactSet Portfolio & Risk Analytics Reviews

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administrative assistant
Small-Business(50 or fewer emp.)
Validated Reviewer
Review source: Invitation from G2
What do you like best?

FactSet is amazing because it has all the information on one platform. I use it frequently to see new news regarding my portfolio. FactSet is great if you do not have bloomberg terminal as it provides news, in real time. Review collected by and hosted on G2.com.

What do you dislike?

Definitely takes some time to learn the platform and become comfortable with the different settings Review collected by and hosted on G2.com.

Recommendations to others considering the product:

FactSet is great if you need a quick company snapshot. It provides all the data in PDF or excel converts. It is very easy to model and works in compliment to Bloomberg. Review collected by and hosted on G2.com.

What problems are you solving with the product? What benefits have you realized?

FactSet is extremely helpful during earnings season as it has all of their info, call times, financial data. The FactSet representatives are extremely knowledgeable and available all the time to answer my questions and assist with time sensitive manners. Review collected by and hosted on G2.com.

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Validated Reviewer
Review source: Invitation from G2
What do you like best?

Very useful for portfolio managers, easy to customize and gives concise information for them to use in investment and risk meetings. The information and way it is displayed also allows all types of investors and the board access to very good information that allows them to make informed decisions on what is a complex fund.

We used Factset for five years and never had any issues! Review collected by and hosted on G2.com.

What do you dislike?

We have yet to really have any issues. On some occasions when we have had teething issues or wanted something new, we have struggled to get feedback but overall we are happy with the service we receive. Review collected by and hosted on G2.com.

What problems are you solving with the product? What benefits have you realized?

providing the investment management team with additional tools to perform at their best and bridging the gap between the portfolio managers and investors to improve transparency and ensure investors are comfortable. Review collected by and hosted on G2.com.

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II
Mid-Market(51-1000 emp.)
Validated Reviewer
Review source: Invitation from G2
What do you like best?

PA3 was very comprehensive and allowed for a very detailed analysis of fund performance. It also allowed for a real look into factors that drive investment fund performance. I also liked the SPAR module which allowed me to run returns based analysis and ex post risk stats. Review collected by and hosted on G2.com.

What do you dislike?

Sometimes the system is a bit slow which would cause a number of problem. I also don't like that you can't run a look through attribution in batcher which essentially means that you have to run it in PA3. Review collected by and hosted on G2.com.

Recommendations to others considering the product:

Make sure you complete implementation fully before going live. Review collected by and hosted on G2.com.

What problems are you solving with the product? What benefits have you realized?

The attribution model is great, it has huge amount of capabilities and you can really look drill down into various factors of performance. The new SPAR is a bit slow and I did not enjoy using it. Review collected by and hosted on G2.com.

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UI
Mid-Market(51-1000 emp.)
Validated Reviewer
Review source: Invitation from G2
What do you like best?

fundamental stats incorporated throughout.. great for portfolio analysis and overall understanding Review collected by and hosted on G2.com.

What do you dislike?

figuring out discrepancies in pricing data can be tough to figure out and apply consistently for all the various work you're doing Review collected by and hosted on G2.com.

Recommendations to others considering the product:

this is a terrific tool for grabbing fundamental data for portfolio analysis and provides a quick and reliable attribution system Review collected by and hosted on G2.com.

What problems are you solving with the product? What benefits have you realized?

factset has enabled my product team to work more efficiently and at a higher level it has helped us educate and better inform the entire organization i work for Review collected by and hosted on G2.com.

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IB
Enterprise(> 1000 emp.)
Validated Reviewer
Review source: Invitation from G2
What do you like best?

Factset is very user friendly and comes with all of the information you could possibly need for investments right at the tip of your fingers. It goves you stock and market history, performance, values and allows you to run custom charting for time periods you need. Depending on your place of employment you can also pull your individual account performance and asset allocation into the program. Review collected by and hosted on G2.com.

What do you dislike?

Sometimes there is just too much data and I have a really hard time finding historical performance numbers because you have to do some analysis of your own. Review collected by and hosted on G2.com.

What problems are you solving with the product? What benefits have you realized?

Honestly it's excellent for analyzing securities and answering client questions. It's great having everything in one place. Review collected by and hosted on G2.com.

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AV
Small-Business(50 or fewer emp.)
Validated Reviewer
Review source: Invitation from G2
What do you like best?

What I like most about the fact set portfolio and Risk Analytics was easy to read , clear, helpful in my work project. Review collected by and hosted on G2.com.

What do you dislike?

The least thing I disliked about the fact set portfolio and risk analytics was putting in my numbers. Review collected by and hosted on G2.com.

What problems are you solving with the product? What benefits have you realized?

How it has impacted my work was I was able to finish my work better and faster. Review collected by and hosted on G2.com.

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UB
Mid-Market(51-1000 emp.)
Validated Reviewer
Review source: Invitation from G2
What do you like best?

seamless integration of portfolio level data and single security fundamental s Review collected by and hosted on G2.com.

What do you dislike?

Portfolio Attribution could have better reporting options but no one's perfect Review collected by and hosted on G2.com.

Recommendations to others considering the product:

Holdings based analysis shines. If you are looking to decompose ex-post returns analysis, maybe consider something else Review collected by and hosted on G2.com.

What problems are you solving with the product? What benefits have you realized?

Tool for understanding and conveying secular and idiosyncratic risk Review collected by and hosted on G2.com.

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UF
Mid-Market(51-1000 emp.)
Validated Reviewer
Review source: Invitation from G2
What do you like best?

Factset pulls together all of the information you will need for manager/fund diligence Review collected by and hosted on G2.com.

What do you dislike?

Sometimes there can be slight bugs that will slow down info feeds Review collected by and hosted on G2.com.

Recommendations to others considering the product:

Use it Review collected by and hosted on G2.com.

What problems are you solving with the product? What benefits have you realized?

Manager diligence Review collected by and hosted on G2.com.

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UF
Enterprise(> 1000 emp.)
Validated Reviewer
Review source: Invitation from G2
What do you like best?

Ability to upload a portfolio and capture risk dynamically, change weighting, change risk profiles and benchmark against historical data Review collected by and hosted on G2.com.

What do you dislike?

User functionality and learning curve from bloomberg to factset Review collected by and hosted on G2.com.

What problems are you solving with the product? What benefits have you realized?

Identifying and measuring risk on a dynamic basis for a large, global portfolio Review collected by and hosted on G2.com.

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Investment Managerment
Mid-Market(51-1000 emp.)
Validated Reviewer
Review source: Invitation from G2
What do you like best?

FactSet is an all in 1 solution that allows me to analyze, manage, and test my portfolio in ways I didn't know were possible. Review collected by and hosted on G2.com.

What do you dislike?

FactSet can sometimes be confusing with how to find the tools I need. Managing my workspace isn't as easy as I would like. Review collected by and hosted on G2.com.

What problems are you solving with the product? What benefits have you realized?

For our investment firm, it is vital that we can manage, view and test our portfolio. Review collected by and hosted on G2.com.

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