FactSet Performance Measurement & Attribution
Prioritize meaningful analysis, data-driven decisions, and elevated client satisfaction.
Overview
FactSet's Performance Measurement and Attribution solutions provide flexibility, scale, and precision to investment workflows. It helps automate repetitive tasks, unify front and middle offices, and deliver accurate, timely insights. The platform supports multi-asset class portfolio analytics and various attribution models to understand the impact of investment decisions.
✨ Key Features
- Multi-asset class portfolio analytics
- Equity, fixed-income, and balanced attribution models
- GIPS composite management
- GenAI-powered portfolio commentary
- Data validation and aggregation
- Flexible reporting and API support
🎯 Key Differentiators
- Unified front and middle office solution
- GenAI integrations for automated commentary
- Extensive benchmark data and global exchange indices
Unique Value: Unifies front and middle offices to simplify performance measurement and attribution analysis, enabling the delivery of accurate, timely insights.
🎯 Use Cases (4)
✅ Best For
- Automating performance reporting to decrease manual processes and enhance accuracy.
- Unifying front and middle office for simplified performance analysis.
💡 Check With Vendor
Verify these considerations match your specific requirements:
- NA
🏆 Alternatives
Offers a more integrated solution with GenAI capabilities for automated reporting.
💻 Platforms
🔌 Integrations
🛟 Support Options
- ✓ Email Support
- ✓ Live Chat
- ✓ Phone Support
- ✓ Dedicated Support (All tier)
🔒 Compliance & Security
💰 Pricing
Free tier: NA
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