FACTSET-PA

FactSet PA asset management / capital markets platform.

Definition

FactSet PA (Portfolio Analytics) is FactSet Research Systems (Norwalk CT, founded 1978, listed NYSE FDS ~$2B revenue 2023, ~10000+ employees + ~190000+ users)'s portfolio analytics + performance attribution module, comprehensive analytics suite (performance attribution + risk modeling + ex-post + ex-ante analytics + benchmarks customization + multi-asset class support equities + fixed income + commodities + derivatives), competitor MSCI Barra + Bloomberg PORT + multiple buy-side institutions. Platform + workflow + integration multiple buy-side + sell-side financial services institutions + asset managers + hedge funds + insurance + pension funds + capital markets multi-asset class trading + portfolio management + risk + compliance + reporting + multiple ecosystem integrations FIX + SWIFT + ISO 20022 + custom APIs + data vendors integration mature platforms decades-deployed enterprise scale.

Origin

FactSet founded 1978 ; ~190000 users 2024 ; PA Portfolio Analytics flagship offering mature 20+ years.

Example in context

Equity asset manager performance team uses FactSet PA: monthly performance attribution analysis decomposes ~5% monthly return into Asset Allocation + Stock Selection + Currency + Interaction effects vs benchmark MSCI World, identifies underperformance drivers + outperformance contributions for client reporting + investment committee review.

Related terms

• MSCI Barra — competitor portfolio analytics.