The kinds of roles where this really matters are on the buy side, in sales and trading, and in public equities and fixed income. Review a companys debt capital structure or perform an individual securitylevel analysis. Our open flexible technologies and financial software can help turn your ideas. If you think there is a company that deserves to be on our upcoming prestigious annual list of top 10 portfolio analytics solution companies, please write to us about them and the reasons you think they need to be on the list. The company provides integrated data and software solutions to investment professionals across the world. Bloomberg vs capital iq vs factset vs thomson reuters eikon. Factset integrates hundreds of commercial content sets with a firms. New york thomson reuters has enhanced its investment portfolio risk management solutions on its financial flagship desktop product, eikon, through an agreement with msci. Integrate risk analytics at every stage of the portfolio lifecycle, from research and.
Fixed income analyst intern salaries 1 salaries reported. With sophisticated next generation portfolio analytics, performance, and attribution, you get an unparalleled combination of portfolio equity and fixed income analytics, data. Axioma expands access to its multiasset class and fixed income risk models through alliance with factset wednesday, january 18th, 2017 axioma and factset build on their existing alliance to deliver more powerful risk tools and analytics as the rise of multiasset class investing continues. Analytical product engineering is responsible for factset s industry leading portfolio, risk, quantitative, and fixed income products. Access bestinclass portfolio analytics software for performance, attribution, and risk across asset classes, including equity and fixed income. Investment and fund managers leverage financial analytics software to build reports. Fixed income analytics service if you have a large, complex fixed income portfolio, we can provide indepth analysis of your investments to help you maximize return potential while managing both risk and tax obligations. Integrated analytics solutions for asset management. Tips, inc fixed income analytics software development tools. Analyze fixedincome portfolio and market liquidity using a bondlevel, objective, quantitative metric. If you think there is a company that deserves to be on our upcoming prestigious annual list of top 10.
Factset offers comprehensive sorting of financial data and estimates. Features include modelbased trade allocation, compliance, trade messaging, and performance attribution. Calculate prices, yields and other analytics on mortgagebacked securities. Realtime market data on global equities, commodities, fx rates, and etfs. In this role, he actively works in research, client support, and sales to help the firm enhance its position as a leading provider for comprehensive analytics for fixed income securities and the derivatives used to. Jan 09, 2015 our portfolio analytics suite of products, including our fixed income in pa product, continues to be well received within our client base and was a source of revenue growth during the first quarter. Lcs provides a consistent liquidity measure comparable over time and. Factsets flexible information delivery systems can support any type of market and portfolio data in multiple formats and languages with robust performance and attribution results, native microsoft excel integration, api support, and flexible browser portals that deliver results to internal and external clients. Receive the highest quality output possible with factset s portfolio data management services, which delivers proactive data management and support before, during, and after your content is entered into factset gain access to our hightouch monitoring, reconciliation, and data management processes that use a combination of automated processes and inperson verification. Factset integrated financial data and software solutions for. In this role, she provides environmental, social, and governance analysis across all of brown advisorys fixed income investments including corporate and municipal bonds, structured products, and green. Factset is a research platform that consolidates all the analytics and data professionals need to monitor global markets, public and private companies, and equity and fixed income portfolios in a single, intuitive interface. Decompose the revenue segments of your portfolio across regions, countries. Fixed income portfolio analysis understand the characteristics, exposure, performance, attribution, and risk of a global fixed income portfolio with factsets flexible, industryleading solution for portfolio analysis.
Factsets service, with its premium position in the global money management and brokerage community, as well as its extensive available content and advanced software delivery, is the perfect platform to. Factset connect is a web based version of factset that students can run on their own computers with internet connection. Decompose the absolute and relative risk of the portfolio, including factor contributions, stress testing, and extreme event analysis. Factset research systems provides computerbased financial data and analysis for financial professionals, including investment managers, hedge funds and investment bankers. Run performance and attribution reports for your custom portfolios as well as analyze returns. Assisted transition from internal fixed income portfolio analytics software sourced by bloomberg to factset, producing documentation on analytics differences and anticipating data requirement. Our revenue growth drivers during fiscal 2015 were increases in asv, clients and users, accelerated demand for our fixed income portfolio products, portfolio analytics suite of products, sales. In this role, he focuses on providing content, analytics, and attribution solutions to clients across equities, fixed income, and multiasset class strategies. Oct 24, 2019 fixed income analyst intern salaries 1 salaries reported. Factset integrates hundreds of commercial content sets with a firms proprietary data, including holdings, rankings, estimates and research. In this role, she provides environmental, social, and. Software engineer digital advisor dashboard qualification. Factset is a research platform that consolidates all the analytics and data professionals need to monitor global markets, public and private companies, and equity and fixed income portfolios in a single. Top 10 portfolio analytics solution companies 2017.
Wilshire analytics is the technology foundation of wilshire associates. Factset evaluates relative performance using several different attribution models, including equity, fixed income, balanced, risk, top down, and macrolevel and identifies the securities and groups which contributed to or detracted from portfolio performance on an absolute or relative basis. Analytical product engineering is responsible for factsets industry leading portfolio, risk, quantitative, and fixed income products. Thomson reuters boosts investment portfolio risk analytics. Factset hiring digital advisor dashboard software engineer. Factset business advisory teams partner with your product, it, strategy, and operations leadership teams to assist in building a blueprint that leverages our data, analytics, technology, and digital tools across your front, middle, and back office needs. Factset makes it possible to go directly to the most important line items of each financial statement. Factset provides data and analytical applications to global buy and sellside professionals, including portfolio managers, market research and performance analysts, risk managers, sellside equity. Factset is better for tasks like building pitch books.
Factset s enterprise risk solution, including cognitys cuttingedge risk modeling, combines equity, fixed income, alternative, private assets, and currency factors. Factsets enterprise risk solution, including cognitys cuttingedge risk modeling, combines equity, fixed income, alternative, private assets, and currency factors. Our integrated analytics platform embraces all steps in the lifecycle of the portfolio consistently across asset classes, giving you bestinclass performance and risk analytics, robust reporting, and seamless delivery of these analytics both inside and outside the firm. Factset integrated financial data and software solutions. Our subscribers nominate the companies with whom they have collaborated and gotten results. Factset s integrated multiasset class portfolio analytics and official performance solutions let you spend more time finding answers and less time managing data. Measure and share portfolio analytics across the front and middle office. Prior to factset, he worked for other fixed income software vendors as well as in fixed income portfolio management. At factset, exceptional talent fuels every aspect of our business, from the constantly evolving financial software we develop to the unrivaled client service at our core. Integrate risk analytics at every stage of the portfolio lifecyclefrom research and construction to oversight and reportingwith a single source of data integrity. Factsets flexible, open data and software solutions for the financial industry bring the front, middle, and back office together. Factsets flexible information delivery systems can support any type of market and portfolio data in multiple formats and languages with robust performance and attribution results, native microsoft.
Factsets integrated multiasset class portfolio analytics and official. Fixed income portfolio analysis understand the characteristics, exposure, performance, attribution, and risk of a global fixed income portfolio with factset s flexible, industryleading solution for portfolio analysis. Derivative was acquired by factset recent transactions. In summary, bloomberg is the better platform for asset management. What are the best analytic programs for fixed income. As a fixed income sales specialist i am responsible for selling our fixed income portfolio analysis suite in the dach germany, austria, switzerland region.
Amy hauter is an associate portfolio manager of the sustainable core fixed income strategy and an esg research analyst at brown advisory. Use financial and nonfinancial criteria to create your investable universe. Adaptive intelligence for a performance advantage measure performance, risk, style, and characteristics for multiple portfolios and asset classes with bestinclass, flexible reports and charts. Open workflows that connect portfolio analytics across the front and middle. Factset is organised in a tab structure, which allows users to easily locate information. As we continue to grow, we rely on new ideas and creative thinking to maintain our position on the cuttingedge of financial services and software. Analytical product engineering is responsible for factsets industryleading portfolio, risk, quantitative, and fixed income products. Factset falls short when it comes to equity research. Our integrated analytics platform embraces all steps in the lifecycle of the portfolio consistently across asset classes, giving. Our portfolio analytics suite of products, including our fixed income in pa product, continues to be well received within our client base and was a source of revenue growth during the. Measure performance, risk, style, and characteristics for multiple portfolios and asset classes. Factset combines equity and fixed income analytics and content ac along with streaming realtime rt data in a single platform. Fixed income portfolio analysis understand the characteristics, exposure, performance, attribution, and risk of a global fixed income portfolio with factsets flexible, industryleading solution. Eikon users can now construct portfolios and monitor portfolio risk, all on the eikon platform.
Explore the math behind these calculations and learn how custom index manager cim can help you explain the performance of your portfolios. Getting started factsets workspace is customizable and flexible. In 1972, the founder and current chief executive officer of wilshire applied thennew computing technology to investment concepts and helped revolutionize the industry. Mar 29, 2018 portfolio managers can stress test portfolios and perform scenario analysis onthefly to help ensure they understand the risk to their portfolios as a result of market moves and are in compliance with their investment guidelines. Perform is a fixed income portfolio analysis system used by over 150 fund, institutional and private wealth managers. Today, wilshire analytics provides investment firms worldwide with multiasset class solutions for. Centers ferc resources and training mccombs school of. Factsets service, with its premium position in the global money management and brokerage community, as well as its extensive available content and advanced software delivery, is the perfect platform to enhance service to our clients and expand the market penetration of our fixed income analytics. In this role, he actively works in research, client support, and sales to help the firm enhance its position as a leading provider for comprehensive analytics for fixed income securities and the derivatives used to hedge them. Client and portfolio reporting, performance and riskwebcast.
Oct 23, 2019 factset research systems provides computerbased financial data and analysis for financial professionals, including investment managers, hedge funds and investment bankers. Factset delivers the worlds best insight and information to investment professionals through superior analytics, service, content, and technology. Olivier verburg, cfa, cipm vice president, western. Features include modelbased trade allocation, compliance, trade.
Factset s workstation includes realtime news and quotes, company and portfolio analysis, multicompany comparisons, industry analysis, company screening, portfolio optimization and simulation, predictive risk measurements, alpha testing and tools to value and analyze fixed income securities and portfolios. In 1972, the founder and current chief executive officer of wilshire applied thennew computing technology to investment concepts. Investortools provides insight into ways to identify and quantify the sources and reasons for a portfolios total return. International growth offers hope strong international growth especially that relating to equity analysis software, factsets core and highly profitable. Analytics to make financial data smarter philip snow, ceo with the changing business dynamics and increasing risk factors, organizations are heavily adopting portfolio analytics. As a premier market data provider, factset delivers comprehensive, differentiated workflow. Well look at every holding in your individual fixed income portfolio, and develop a comprehensive report that can help you make more informed investment decisions. As of 2017, factset had 89,000 clients with total revenue of approximately. Factset insight commentary and research from our desk to. These products are used by thousands of asset managers around the world every day to assist with investment decisions, analysis of performance, risk management, and the presentation of results. Centers ferc resources and training mccombs school. Factset research systems acquires derivative solutions.
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