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Karen Ashley
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"FactSet is an integral part of what we do for research, for portfolio attribution, even for marketing.”

Mission Statement

FactSet (NYSE:FDS | NASDAQ:FDS) delivers superior content, analytics, and flexible technology to help more than 126,000 users see and seize opportunity sooner. We give investment professionals the edge to outperform with informed insights, workflow solutions across the portfolio lifecycle, and industry-leading support from dedicated specialists. We’re proud to have been recognized with multiple awards for our analytical and data-driven solutions and repeatedly ranked as one of Fortune’s 100 Best Companies to Work For® and a Best Workplace in the United Kingdom and France.


FactSet delivers superior content, analytics, and flexible technology to help more than 126,000 users see and seize opportunity sooner.


For 40 years, the world’s financial professionals have relied on FactSet, across teams, across asset classes, and at every stage of the investment process. FactSet’s leading analytics, unique high-quality data, and flexible technology help financial industry leaders drive productivity and performance and make better investment decisions.



Digital transformation, personalization, and context are more important than ever. Next generation financial services firms will not solve their problems with closed and siloed platforms but by implementing an open, flexible ecosystem of solutions that scale with third-party vendors and proprietary tools across the portfolio lifecycle.

Cloud, data science, cognitive computing, artificial intelligence, databases, datamarts, data Lakes—there is no shortage of technological terms and trends. Technology is a key differentiator when it enables innovation and FactSet supports financial institutions’ IT teams as they develop their digital transformation vision by providing more scalability, flexibility, and speed.


Our goal is to provide a seamless user experience spanning idea generation, research, portfolio construction, trade execution, performance measurement, risk management, reporting, and portfolio analysis across the front, middle, and back office to drive productivity and performance. FactSet’s flexible, open data and software solutions can be implemented across the portfolio lifecycle or as standalone components serving different workflows in the organization.