FactSet Research Systems (NYSE:FDS) operates as a global provider of integrated financial data and analytics to the investment community. Founded in 1978 and headquartered in Norwalk, Connecticut, the company offers a unified platform that aggregates content from thousands of sources, delivering real-time and historical market data, company fundamentals, estimates, fixed-income information and proprietary analytics to portfolio managers, research analysts, investment bankers and risk officers.
The company’s core products include the FactSet Workstation, an application offering customizable screening, charting, portfolio analysis and news; APIs and data feeds for seamless integration into proprietary systems; and cloud-based solutions for thematic research and quantitative strategies. FactSet also provides industry-specific modules covering equity research, private equity, wealth management, corporate development and trading workflow, supported by a suite of tools for risk measurement, performance attribution, scenario analysis and modelling.
In addition to software and data delivery, FactSet offers professional services that encompass implementation, training and customized analytics development. Its consultants partner with clients on data governance initiatives, portfolio construction and reporting processes, while its Research Management Solutions digitize and organize research workflows for buy-side and sell-side firms. The company further extends its offerings through ESG data sets, event-driven research and supply-chain insights to help clients navigate evolving investment mandates and regulatory requirements.
With operations spanning North America, Europe, Asia Pacific and the Middle East, FactSet serves more than 5,000 organizations in over 60 countries. Over four decades, the company has grown through a combination of product innovation, strategic acquisitions and continuous expansion of its global support network. FactSet is governed by an experienced leadership team and overseen by a board of directors with deep expertise in financial technology and capital markets.
