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FactSet

Start your research

You can start your search by simply entering keywords into the FactSet search box at the top of the page:


A list of relevant results will be displayed in a drop-down menu as you type. You can search across all the database or narrow down your search to a specific category of data (apps, deals, equities, etc.): 
 

Looking for information on a specific company?

Type the name of the company you wish to search for in FactSet search box and select the most relevant result:

Alternatively, click the tab Company/Security:


And enter the name of the company in the search box on the left-hand side of the page:
 


Information is organised in different categories: overviews (which includes ESG data), ownership, financials, etc.:
 

 
Simply click the category heading to explore the relevant information:
 

Universal screening

Universal screening allows you to create lists of securities with specific characteristics and analyse them.

You can choose a variety of content exploring different tabs (equity, ETF, debt, etc.). On each tab, you will find the option “Starter screen” for using a pre-built report (recommended option).


The top part of the Starter screen is dedicated to selecting criteria for creating your list. You can use the “Add criteria” search bar to look for your criteria using keywords or you can click on the browse icon to access the full library:
 


The bottom part of the Starter screen is dedicated to formatting your results. You can group your results by specific criteria and you can add information to your output. To add information, use the “Add columns” search bar to look for your desired datatypes using keywords or you can click on the browse icon to access the full library:
 


Idea screening

Idea screening is mainly recommended for creating lists of transactions:

Choose the field you are interested in and click on start this screen.

Do you need to download historical or forecast data? You can use the add-in FactSet Office 365 (online version) or FactSet Office (desktop version).


FactSet Office 365

Click on FactSet and log in using your FactSet account credentials. A two-step authentication factor is required, so you will receive a code via email to complete your login.

Once logged in, you can click on “Insert Formula”. A FactSet Sidebar will open. From the sidebar, you can either type or select your identifier, the data item and the time frame you are interested in.
 

FactSet Office

Click on “Insert Formula”. A FactSet Sidebar will open. From the sidebar, you can either type or select your identifier, the data item and the time frame you are interested in.