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Insight Thanksgiving Digest 2019

Companies and Markets   |   Data Science and AI   |   Risk, Performance, and Reporting

By FactSet Insight  |  November 29, 2019

On FactSet Insight, we strive to produce high-quality macroeconomic trend analysis and thought leadership on a weekly basis. Today, we've selected seven of our best all time stories. They have demonstrated their popularity with consistent traffic and shares months (and sometimes years) after their initial publication.

5 U.S. Economic Charts to Watch in H2 2019

5U.S.EconomicChartstoWatchInH22018

A series of visualizations intended to illustrate the most important and dramatic trends in the economic world for second half of the year. Read More.

For ESG in Fixed Income, Proof Is in the Pudding

Understanding ESG Exposures

One dataset that seems to be ignored by fixed income investors is Environmental, Social, and Governance (ESG) factors. Read more.

Interpreting Earnings Calls with Natural Language Processing

Earnings Calls and NLP

An approach that can enhance existing analysis factors or introduce efficiencies to the often-manual task of analyzing earnings calls. 
Read more. 

When Brinson and Risk-Based Performance Attribution Disagree 

When Attribution methods disagree

While the two approaches to performance attribution explain the same excess return, they are conceptually and mathematically different. Read more.

What Ultra High Net Worth Clients Want From Wealth Managers

Capitalizing on Transformation New Technology for Wealth Managers

Our research shows those at the upper end of the wealth curve are increasingly risk averse and so actively seek detailed insights about their investments. To support clients better, advisors will need to share portfolio data more often, as well as demonstrate secure technology and robust suitability processes.  Read more.

Demystifying Fixed Income Attribution

Fixed Income and Multi-Asset Class Analytics: Finding Clarity in Complexity

While fixed income attribution has evolved dramatically over the past decade or so, two commonly held perceptions remain: 1) It’s hard to understand and 2) it’s hard to implement. Read more.

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The information contained in this article is not investment advice. FactSet does not endorse or recommend any investments and assumes no liability for any consequence relating directly or indirectly to any action or inaction taken based on the information contained in this article.