SEC Liquidity Bucketing: Provisional, Verified, and Final
The liquidity classification requirements under the SEC Liquidity Rule have been a moving target since the SEC first proposed the...
More Than 40% Increase in S&P 500 Companies Citing 'Tariffs' on Earnings Calls in Q2 vs. Q1
During each corporate earnings season, it is not unusual for companies to comment on subjects that had an impact on their...
Earnings Season Update: August 9, 2019
To date, 90% of the companies in the S&P 500 have reported actual results for Q2 2019. In terms of earnings, the percentage of...
Regulatory Update: August 2019
FactSet's regulatory team reviews the biggest regulatory news of July 2019.
Analysts Cut S&P 500 EPS Estimates Within Average Ranges for Q3 in July
How significant is a 1.6% decline in the bottom-up EPS estimate during the first month of a quarter? How does this decrease...
Earnings Season Update: August 2, 2019
To date, 77% of the companies in the S&P 500 have reported actual results for Q2 2019. In terms of earnings, the percentage of...
Wealth Management: Harnessing the Transformative Potential of New Technology
Our findings indicate that optimized technology, improved data visualization, and highly personalized content can empower firms...
S&P 500 Companies with More Global Exposure Reporting Double-Digit Earnings Decline in Q2
Coming into the Q2 earnings season, there were concerns in the market about the impact of the stronger U.S. dollar, slower global...
Earnings Season Update: July 26, 2019
To date, 44% of the companies in the S&P 500 have reported actual results for Q2 2019. In terms of earnings, the percentage of...
Aligning Risk and Return: Incorporating Alpha Factors into Risk Model Decomposition
For a highly skilled systematic investor, it is unlikely that an alpha strategy can readily be found within a commercially...
Investing in the Pet Care Industry
Pets are loyal companions and increasingly thought of as part of the family. They’re also big business. Let’s look at some...
The ETF Fee Wars Rage On, Even for Complex Strategies
The ETF fee wars may soon level the playing field across strategies and complexity levels.
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