Leverage OSFI regulatory financials to discover Canadian economic trends and expand your scope of financial analysis in the banking industry.

Gain access to interest maintenance reserve and asset valuation reserve data for life and accident and health insurance companies.

Receive curated news summaries from FactSet StreetAccount directly within Microsoft Teams allowing your team to collaborate more efficiently and stay on top of key stories impacting global markets.

Access hard-to-find data for 12m+ companies in a fully connected ecosystem that allows users to tap in to the power of private markets.

Enrich conversations with clients by accessing financial data, news, and analytics that compel corporate and commercial bankers to better understand their clients' business.

Monitor data center trends with access to capacity and pricing data across multiple countries so you can accurately assess market scenarios and make impactful investment decisions.

Consume ultra-low latency access to news from 80+ distributors, covering 200+ publishers with Wealth APIs that draw from almost 20 years of experience creating and using such interfaces.

Gain a competitive edge in debt analysis with a dynamic dataset that features a security-based approach to identify a credit parent.

Access comprehensive coverage of property holding details for U.S. REITs to identify industry trends across operating metrics for individual properties.

Explore 10+ years of historical tick data with FactSet's powerful, cloud-based solution to match your specific workflow and security needs.

Support compliant Sustainable Finance Disclosure Regulation (SFDR) reporting with FactSet's comprehensive coverage of corporate PAI indicators.

Gain access to current, comprehensive, and comparative information on securities in worldwide developed and emerging markets including the information you need for a global investment perspective.

Access tenant quality and revenue distribution data items for a global universe of REITs.

Stop comparing apples to oranges—we use Liquidity Analytics to normalize market conditions so you can get accurate comparative assessments, satisfy Best Execution reporting, and achieve enhanced trading performance.

Access U.S. credit union financial data, including location details for associated ATMs and branches, to boost your analysis of the banking industry.

Generate and schedule portfolio analytics reports at scale with a modern, intuitive tool.

Access Options Price Reporting Authority (OPRA) data through real-time and tick history feeds and APIs to efficiently meet your OPRA requirements.

Gain access to comprehensive global coverage for equity prices, returns, volume, shares, splits and dividends while referencing 180,000+ active and inactive securities.

Leverage FactSet's entity master and Symbology databases along with industry-leading content collection to provide one-to-one relationships between locally managed identifiers and the FactSet Entity ID.

Provides cost-effective access to real-time and delayed global exchange data with proprietary technology that normalizes data from 200+ global exchanges, across 150+ data fields.

Combine institutional-grade content and portfolio analytics with digital technology to provide your clients with an in-depth view of their portfolios.

Understand the characteristics, exposure, performance, attribution, and risk of a global fixed income portfolio with FactSet’s flexible, industry-leading solution for portfolio analysis.

Benefit from a unified data model that allows aggregation and normalization across portfolio, client and market data, proprietary data for personalized alerts, events, and intelligent search suggestions.

Leverages extensive entity master and Symbology databases along with industry leading content collection expertise to provide one-to-one relationships between locally managed identifiers and the FactSet Entity ID.

Gain access to comprehensive Federal Energy Regulatory Commission Form 1 schedules to enrich your power and utility industry analysis.

Gain access to a series universe of 90+ countries, three regions, and 40+ commonly used economic concepts with data consistency across countries for easy comparison of different economies.

Utilize a flexible, formula-based API that enables access to FactSet's financial data and content offering two endpoints, one for time-series analysis and one for cross-sectional analysis.

Get ahead during earnings season with earnings call transcript summaries, curated for your specific needs.

Elevate your research and development processes with access to every FactSet proprietary dataset through a secure Snowflake data share.

Access a modern and intuitive multi-asset execution management system, integrated in the FactSet workstation, and benefit from proven technology and enhanced workstation functionality designed to give traders a clear view of the market.

Experience personalized portfolio monitoring for fund and portfolio company data, analytics, and on-demand reporting in a flexible and intuitive platform.

Access debt structure with instrument and line item reconciliation to reported total debt, and find a calculated current debt outstanding derived using interim changes since the last report period.

FactSet Signals are actionable insights featuring relevant and timely data that help users make quicker and more informed investment decisions.

Access 1.7 million+ corporate events details such as conference call date and time, phone number and password, type of call, and investor relations contact information.

Explore an alternative method to request and retrieve SDF packages, including schemas and bundles, if you are unable to use the Loader application.

Boost your crucial commodity investment decisions with on-peak and off-peak day-ahead regional pricing for power and utilities.

Maximize the potential of purpose-built, ready-to-use managed data views across the organization.

Access 20+ years of comprehensive estimates and statistics on a variety of financial statement items and industry-specific metrics from a wide base covering 19,000+ active companies across 90+ countries.

Receive reports (e.g., News, Prices, Estimates, and Ownership) from the Workstation that can be embedded into your websites, portals, and applications.

Access comprehensive global price coverage for fixed-income securities, including Corporate Bonds, Treasury and Agency Bonds, Government Bonds, and Municipals.

This powerful service connects and transforms vast amounts of raw, disparate data sources to create valuable, enhanced insights.

Quickly understand a company's revenue exposure in countries impacted by geopolitical, macroeconomic, and market risk through a highly structured and normalized display of companies' revenues by geography.

Designed to expose FactSet's powerful document search and retrieval functionality; it collects, processes, and stores hundreds of news and document sources globally.

Gain access to 20+ years of comprehensive estimates and statistics on a wide variety of financial statement items and industry-specific metrics.

Build innovative solutions and consume portfolio analytics in new ways with programmatic access to robust and powerful analytics engines.

Increase your trading team's efficiency and achieve consistent, data-driven decision-making at scale with Portware’s cutting-edge process and trade automation capabilities.

Analyze the results of company proxy votes and track how funds and investment management companies vote at proxies during meetings.

Explore granular operating mining metrics and prospector data to perform deep, cross-sectional analysis and identify key mining industry trends.

Interact with data from the Marketplace in a fully hosted environment that includes industry-standard databases, programming languages (Python and R), and data visualization tools.

Access a wide range of financial data and content offering two endpoints; one for time-series analysis and one for cross-sectional analysis, offering a simplified interface into FactSet's expansive offering.

Monitor and analyze corporate activism and campaign details including participants, events, defenses, filing dates, and related entities.

Receive real-time insight into your performance and peers and filter through energy news, signals, and events.

Understand the ever-changing global power landscape with access to planned, operational, and retiring power plant data.

Gain a global investment perspective with access to comprehensive information on securities worldwide.

Determine and mitigate potential risks related to international lending, investment activities, and financial instability in various countries.

View normalized business segment reports of 49,000+ public companies mapped to granular sectors through a classification taxonomy of 7,000+ sector nodes up to 11 levels of depth.

Explore real-time updates of security prices and selected reference data for complete exchanges or contributor markets.

Keep up with key developments across dozens of companies during the busy earnings season with AI-generated, human-approved earnings call transcript summaries.

Discover trends and extend your scope of financial analysis in the banking industry.

Discover fixed-income terms & conditions data items for corporate, government, and agency bonds based on a client-defined global universe.

Access the next iteration of Data Exploration, which connects directly to a Microsoft SQL Server database hosted in Microsoft Azure to fully query Open:FactSet datafeeds without a dedicated infrastructure.

Access a global dataset of performance-driving metrics in airlines, retail, metals & mining, oil & gas, pharmaceuticals, banks, REITS, and more.

Provides broad coverage of the highest-quality benchmark data covering 350,000+ benchmarks sourced from dozens of vendors.

Get institutional, mutual fund, stakeholder, and float-related share ownership information for equities and fixed-income securities worldwide.

Access comprehensive, hourly data on power generation and emissions for thermal power plant across the United States.

Gain access to forward-looking prices for 88 oil and gas markets in the U.S.

Gain unparalleled insights into skills, investment processes, behavioral tendencies, portfolio construction, attribution, and contribution analysis.

Benefit from 15+ years of historic price information that supports 20+ different price types and an underlying platform to power even the most performance-demanding application environments in the Wealth space.

Access a valuable database of items from income statements, balance sheets, and cash flow statements of real estate companies within the United States.

Access a global database of corporate, government, and agency bonds spanning coupon structure, redemption features, conversion details, and more.

Examine summary-level investment schedule data for a private insurance company's bond portfolio and stock investment portfolio.

Provides access to a series of identifier, price, Greeks, and reference data items for a global universe of active options.

Tap into the pharmaceutical industry through crucial drug events such as regulatory decisions, patent expirations, legal actions, and upcoming FDA approvals.

Dig deep into Federal Energy Regulatory Commission Form 2 & Form 6 financials and schedules with comprehensive gas pipeline company data.

Access standardized income statement, balance sheet, and cash flow tables with row labels, fiscal period headers, and data in a single request.

Broaden your banking research and seamlessly connect to related datasets, fundamentals, and vendor data to compare the health of financial institutions on a global scale.

Accelerate your workflow and drive efficiency by creating custom financial models, tables, presentations, and charts in Microsoft Office applications using FactSet content.

Get access to personal and professional information for individuals associated with 1.3 million+ firms (public and private companies), financial sponsors, and private equity firms and investment professionals.

Create, maintain, and produce custom-branded reporting documents powered by trusted data and portfolio analytics.

Expertly classify companies based on their products and services for 1,700+ sector groups via a comprehensive, structured taxonomy.

Understand performance and attribution data faster than ever with AI-enabled portfolio commentary.

Seamlessly combine hundreds of data sources in one user-friendly research solution, and surface fresh insights and opportunities with unique datasets, customizable charting, and sophisticated screening options.

View exhibits of premiums and losses data by location and line of business for the property and casualty, health, life, and accident and health sectors.

Boost in-house project development and shorten time-to-market using FactSet’s library of robust, standardized widgets in your online and mobile applications.

Gain confidence in your data by ensuring its integrity and reliability with our cutting-edge validation engine.

Easily identify people and company names mapped to FactSet entity identifiers in any text content such as News, Research Reports, Transcripts, or Filings.

FactSet's composite management solution can help your firm maintain compliance with the evolving GIPS® requirements.

Provide a branded, intuitive, and customizable financial content and trading terminal your retail customers need to strengthen their investment decisions.

View assets under management along with the number of clients and accounts, separately managed accounts attributed to AUM, and wrap fee programs by advisor role.

Rely on information for 1.7+ million company corporate events such as conference call date and time, access details, and participant name and contact information.

We’ve got you covered—source key data, solve critical workflows, and keep up with business demand.

Fully assess the valuation of REIT companies using calculated Net Asset Value (NAV) and Capitalization (CAP) rates.

Monitor the entities (companies and individuals) on the U.S. and 125+ global economic sanctions lists to identify related entities, as well as connecting relationships.

Gain deep insights into financing activity with specialty portfolio holdings and bank loan data for public and private companies.

Access consolidated real-time and delayed global exchange data with technology that normalizes data from 200+ global exchanges and across 150+ data fields.

Our research management solutions give you a centralized space to communicate, save research, justify your decisions, and maintain compliance.

Explore corporate-level mining metrics and Prospector data to identify key metal and mining industry trends.

Discover a company's competitive landscape via its products, services, and brands mapped to a granular, multi-sector classification system.

Automate your fund distribution to consulting and investment databases, reduce errors in your process, and cut down on costs.

Gain a competitive edge by using FactSet Company Screening for Dealmakers to search for private and public companies, generate ideas, and close on deals.

Navigate valuable insurance industry data with granular, comparable global statutory financials.

Leverage data and technology solutions for investment professionals around the world, providing instant access to financial data and analytics that investors use to make crucial decisions

Gain deep insights into power and utility capacity prices from an asset and market perspective to stay one step ahead in your crucial investment strategies.

Provide your clients with timely portfolio insights and more active participation using powerful solutions that deliver tailored advice via a secure portal.

Explore information about a firm's financing rounds, in-depth company profiles and investment trends, and industry and geographic holdings.

Access a granular view of companies classified using a bottom-up approach according to their products and services for 1,700+ sector groups.

Benefit from trusted technology that delivers data for 70,000+ securities in 127 countries and across more than 200 exchanges.

Get crucial intelligence for companies and markets that matter in standardized and tagged XML format with around-the-clock market summaries.

Access standardized, public SFCR filing data to enhance your European risk assessments, workflow planning, asset management strategies, and M&A analysis.

Elevate your investment and research processes with API access to a wide selection of documents such as company filings.

Analyze daily current and historical spot prices for 189 natural gas markets in the U.S. and Canada.

Power your private insurance industry research with core underwriting and investment data to analyze premiums, losses, and expenses by company.

Access current and historical interest rates offered by U.S. banks and credit unions based on deposit categories and terms.

Keep track of past and future economic event calendar and estimate information for 60+ countries and regions and gain insight into 40+ indicators.

Adopt a collaborative approach to index development and ensure your exchange-traded funds and passive products correspond with your insight and vision.

Cost-effective access to consolidated real-time and delayed global exchange data with proprietary technology normalizes data from 200+ global exchanges across 150+ data fields.

Access breakeven prices, remaining drillable inventory, drilling and completion costs, and other key metrics to gain insights into the drivers of U.S. upstream activities.

Generate sentiment analysis with Asia/Pacific corporate event details such as earnings calls, investor meetings, and their supporting transcripts.

Uncover actionable insights into your carbon exposure and climate transition risk with FactSet Carbon Diagnostics by Emmi. This data-driven approach enhances your climate reporting capabilities and informs your investment management process.

Enhance your commodity-related investment decisions with access to an essential report of all oil and gas wells from 35+ agencies in North America.

Gain access to security- and entity-level symbology and comprehensive entity reference data that provides the connections needed to link disparate sources of information to a master identifier.

Provides financial data and analytics that investors use to make crucial decisions through a single point of access that harmonizes data and the tools needed to power your investment workflow.

Access 500,000+ corporate event audio recordings for 10,000+ companies globally, totaling over 7 TB to uncover valuable insights and unlock alpha based on speakers' tone, manner of speaking, pauses, and more.

Access comprehensive detail-level estimates and statistics from leading investment banks and research firms.

Outsource your data management and greatly reduce your operational costs with efficient file formats that are compatible across leading vendors in the performance, reporting, compliance, and risk market.

Access comprehensive global price coverage for fixed-income securities including Corporate Bonds, Treasury and Agency Bonds, Government Bonds, and Municipals.

Get institutional, mutual fund, stakeholder, and float-related share ownership information for equities and fixed-income securities worldwide.

Cost-effective access to consolidated real-time and delayed global exchange data with proprietary technology that norma

Gain access to detailed line items for thousands of US public and private banks, thrifts, and depository institutions.

Obtain public and private company debt financing for 69,000+ entities globally and analyze at the individual-instrument level through summary and detailed information of the debt structure.

Access hard-to-find data for 15m+ companies in a fully connected ecosystem that allows users to tap into the power of private markets.

Enhance your relationship managers' prospecting and monitoring process with our powerful suite of self-service analytics and tools.

Navigate the complex oil, gas, power, and energy transition markets with BTU Analytics’ energy experts as your guide.

Measure performance, risk, style, and characteristics for multiple portfolios and asset classes with best-in-class, flexible reports and charts.

Better understand the increasingly complex global supply chains of 400,000+ companies with a normalized view of 90+ million shipments.

The simple, intelligent API you need to support information discoverability and research workflows across the organization.

Offer your retail clients a personalized online market analysis platform and drive your systems with FactSet's historical and real-time global market data.

Bring your investment portfolios to life with key insights, idea simulation, and crucial data points so you can make confident decisions and improve investment outcomes.

FactSet for CRM is a managed, purpose-built application for Sales & Marketing users to power in-depth research and elevate client engagement.

Win new clients and grow existing business with an intuitive wealth platform that delivers proactive advice in a customizable digital portal.

Skillfully build enhanced backtests with point-in-time, historical data to avoid look-ahead bias in your research strategies.

Access detailed bond analytics for fixed-income securities such as Asset-Backed Securities, Convertibles, and Corporate, Government, Agency, and Municipal Bonds.

Ensure the highest quality data output with our high-touch portfolio monitoring, data reconciliation, and data management processes. Ensure consistent, accurate, and timely processing of portfolio- and security-level data.

Understand key trends and analyze technology, media, and telecoms market conditions with video revenue and programming spend data.

Stay ahead in fast-moving markets—with FactSet StreetAccount, you’ll get streamlined, real-time market insights delivered wherever you are to ensure you never miss a beat.

Gain a comprehensive view of a company's sector participation at the product, service, and brand level mapped to granular RBICS sectors.

Supply ETF issuers with data required for compliance, along with a set of client-defined data fields for additional flexibility and customization.

Access accurate security, fund, and reference data across the universe of exchange-traded products with data sourced from ETF providers across the globe.

Discover next generation portfolio analytics paired with award-winning B-One performance and attribution solutions to allow for highly accurate performance calculations and more frequent reporting.

Stream cost-effective access to consolidated real-time and delayed global exchange data with proprietary technology that normalizes data from 200+ global exchanges across 150+ data fields.

Boost your commodity market research with access to North American natural gas pipeline flow and location data.

Take advantage of a powerful suite of tools that help to create personalized, presentation-ready reports for your clients on the fly.

Transform everyday analysis into valuable decision-drivers with robust, sophisticated risk analytics, premier models, and global multi-asset class data integrated across the portfolio lifecycle.

Gain access to 10+ years of daily point-in-time consensus estimates aggregated from over 19,000 active companies across 90+ countries.

Begin exploring factor strategies and identify new drivers of performance with Alpha Testing. Easily backtest and visualize factor performance, statistics and correlations over deep histories and custom scenarios in a flexible and intuitive platform

Construct optimal portfolios using a breadth of integrated market data to easily build and test strategies and ensure compliance with fund mandates.

Access power forward prices for eight United States ISOs to understand regional dynamics and how they will impact your current and future investment strategies.

Access global information for 500,000+ announced mergers, acquisitions, divestitures, and spin-offs involving both public and private companies.

 Improve your client reporting process with a highly scalable and customizable enterprise solution.

Gain deep insights into all property transactions for U.S. public REITs to identify trends across deal metrics.

View as-reported investment schedules to understand exposures and assets within an insurance company's portfolio.

Incorporate valuable insurance industry company data into your crucial investment decisions with granular, as-reported statutory financials.

Gain an end-to-end Investor Relations workflow solution that integrates an innovative CRM and targeting system with market-leading financial data, analysis, and research.

As part of the Documents Distributor CallStreet Events catalog of event-based API offerings, FactSet introduces the Near Real-Time Transcripts API.

Analyze data and explore ideas as well as create and automate workflows in an open, programmatic environment.

Centralize your ESG workflows with our open, flexible platform that brings FactSet, third-party, and your proprietary ESG data together.

Strengthen your CRM platform with solutions that enable you to stay up-to-date with existing clients and identify new opportunities.

Identify premiums and losses and forecast reserve requirements with greater granularity and comparability to enhance your private insurance company research.

Examine revenue streams and product involvement to assess a company's sustainability profile over time.

Dig deeper into a bank's financial health and industry performance through key ratios to further your analysis and boost investment strategies.

DataRobot on FactSet integrates automated machine-learning technology into the FactSet workstation, allowing users to manage sophisticated ML models easily.

Access the complex networks of key customer, suppliers, competitors and partners so that you can make insightful investment decisions.

Access Australian regulatory financial and branch data to identify industry trends and boost your analysis of the banking industry.

Go beyond typical company-published sources with our near real-time, AI-driven ESG data to objectively identify risks and opportunities via positive and negative sentiment analysis and event tracking.

Reveal normalized, non-standardized business segment reports by mapping companies' segment revenues to granular sectors, resulting in the grouping, easy comparison, and screening of roughly 49,000 companies.

Gain access to as-reported financials from FactSet's industry-specific database.

Provides asset managers and asset owners with a consolidated source of data and analytics to maintain compliance with the European Union's Solvency II capital and quantitative reporting requirements.

Build displays and visualizations using consensus estimates for comprehensive financials, key performance indicators, and company-specific metrics.

Gain deep insights into comprehensive Canadian OSFI financial data to enhance your insurance industry analysis.