FactSet Investor Relations Material

FactSet Research Systems, commonly known as FactSet, is a leading global provider of integrated financial data, analytical applications, and services for investment professionals. The company was founded in 1978 and is headquartered in Norwalk, Connecticut. FactSet serves a diverse clientele, including portfolio managers, research analysts, and investment bankers, among others. With its suite of products, FactSet offers users the ability to access vast datasets, analyze financial data, and stay updated with real-time market information.

Established in 1978, FactSet began its journey doing the same thing it does now: providing financial professionals with data and analytical tools. Founded by Howard Wille and Charles Snyder, the company initially delivered most of the data manually through the help of bike courier services. Over the decades, FactSet has expanded its offerings and global footprint, gradually transitioning from a data provider to a comprehensive platform offering integrated financial solutions. Some companies operating in the same field include us here at Quartr and S&P Global.

FactSet is a global provider of financial data and analytic software for investment professionals. Its platform aggregates information from hundreds of sources, enabling users to access a wide spectrum of data ranging from market news to advanced analytical tools. FactSet's users can obtain real-time market data, conduct financial research, manage portfolios, and assess risk within its integrated environment.

The platform the company provides can be tailored to support various workflows, such as equity research, quantitative analysis, and portfolio management. The interface is designed to be flexible and adaptable, allowing the user to customize their workspace to suit their own personal preferences and the requirements of their specific role. Someone working in investment banking might utilize the platform in a completely different way than a wealth manager would.