Factset Portfolio Analytics Reviews & Product Details

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.

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

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.

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.

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.

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.

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

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.

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.

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 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.

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.

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

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

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

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

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.

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

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.

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.