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When it comes to managing portfolio data, there is no one-size-fits-all approach. The high volume of information, combined with a demand for unique workflows, creates challenges for investment professionals who need specific data at critical times. FactSet’s seamless integration with Advent's accounting products allows you to view your portfolio holdings and perform deep analysis within FactSet, all the way through order creation, trade execution, and pre-trade compliance checks. Incorporate real-time exchange data feed into Advent Moxy to power your trade execution order management process.

In our latest Emerging Ideas webcast, How to Leverage the FactSet and Advent Partnership to Outperform, we walk through a trade scenario using the Hershey Co. Hershey is announcing first quarter earnings on April 23, 2015, which will likely result in an uptick in trading in the surrounding days. During its last earnings call on January 29, 2015, a negative earnings surprise was announced, resulting in a significant increase in trading.


The chart below illustrates Hershey’s trading activity over the past several months. As seen by the large red bar on the right, this was the volume surge that resulted in response to the earnings announcement.


Increased trading activity calls for timely, accurate market data and a seamless flow of pertinent data to your order management system. Learn more about how FactSet and Advent can help you manage your portfolio in our latest Emerging Ideas webcast:



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