FACTSET-PA

FactSet PA asset management / capital markets platform.

Définition

FactSet PA (Portfolio Analytics) est le portfolio analytics + performance attribution module de FactSet Research Systems (Norwalk CT, fondee 1978, listee NYSE FDS ~$2B revenue 2023, ~10000+ employees + ~190000+ users), 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 + multiples buy-side institutions. Plateforme + workflow + integration multiple buy-side + sell-side institutions financial services + 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.

Origine

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

Exemple en contexte

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.

Termes liés

• MSCI Barra — competitor portfolio analytics.