Product Overview

As the saying goes, consistency is key. With FactSet Internal Research Notes (IRN), you’ll have one interconnected platform to help minimize the risk of error and maximize efficiency. Aggregate, store, retrieve, track, and share your research, from broad market themes to funds and their managers, down to single constituent securities. Use embedded AI enhancements to further cultivate a collaborative space, streamline your workflows, and optimize investment decisions.

Don’t skip a second of your work

From formats and implementations to permissioning, IRN is deeply configurable and can be shaped around your existing research workflows. Keep the focus on quickly capturing unique insights or guiding the research team toward a more effective investment process. Input your research at the security, industry, or theme level for multi-touchpoint access across the FactSet Workstation. With one unified platform, you can seamlessly connect your differentiated internal research to the full breadth of FactSet’s content and solutions.

Compose research with ease

You have plenty of responsibilities—let IRN’s AI-powered tools help. By inputting a subject, identifier, or theme that’s relevant to your universe of securities, our Draft Assistant will gather compelling internal and external content suggestions, attach to your notes with supporting source links, and most importantly, enrich your research. Plus, our Tag Assistant auto-tags notes with your custom topics to make it easier for you and your peers to stay organized and aligned with strategic research goals. Every facet of IRN reflects how you work, and with it, you’ll conduct your research more efficiently and elevate your performance.

Generate your best ideas

Find and collect new investment recommendations in a consistent and compelling way to send to your portfolio managers. Include supporting documentation and rationale that’s easy to store and recall. Collaborate centrally with peers to make the most of individual deep-dives, management interactions, and expert network insights. Our Theme Intelligence tool uses AI to track and monitor trending themes from your latest set of notes, so you can focus more of your time delivering the best possible recommendations.

Be prepared at every turn

Gone are the days of losing years of work due to someone changing roles or leaving the firm. Our central platform saves it all, giving you an uninterrupted log of your proprietary research to continue price targeting, modeling, and refreshing notes on a regular basis. IRN empowers you to access your research quickly, whether it’s for a client presentation, industry conference, or in the event of a regulatory audit.