FactSet is one of the three dominant financial data platforms for institutional investors, alongside Bloomberg and Refinitiv. It is well-regarded for fundamental data, portfolio analytics, and earnings research workflows. It is also expensive, and like any broad platform, it has gaps.
This guide is for research teams evaluating their platform contracts or looking to add data coverage that FactSet does not provide.
What FactSet is designed for
FactSet's core value is in fundamental data for equities and portfolio analytics:
- standardized financial statement data across global equities
- earnings