Record-High Increase in S&P 500 EPS Estimates for Q1 2018 and 2018 to Date
The first quarter of 2018 had the largest increase in the annual EPS estimate for the index over the first two months of the year...
Registered Investment Advisors Drive Shifts in ETF Platforms
RIAs possess great influence on ETF distribution since they select the ETFs and the platform to use in building client portfolios.
Using Performance Analysis to Inform Ex-Ante Risk
With active management of market factors, the portfolio composition changes over the risk horizon, and changes the expected...
Subprime Auto ABS: Worth the Risk?
Even in a worst-case scenario, subprime ABS still do not pose the same systemic risk seen with subprime MBS a decade ago.
Tax Law Reduced GAAP Earnings for DJIA by More Than 40% in Q4
Nine DJIA companies reported a net gain for the quarter due to tax reform
Tax Law Widens the Divide Between GAAP and Non-GAAP EPS for the DJIA in Q4
For Q4 2017, 28 (or 93%) of the 30 companies in the DJIA reported non-GAAP EPS in addition to GAAP EPS.
The Performance Team Reshaped [Infographic]
In The Infographic Below, We Examine How Performance Measurement Is Changing.
The Road to MiFID II and PRIIPs Compliance is Not Without Bumps
Ultimately the manufacturers may pay the price for a continued inability to fully comply with these regulations.
Client Reporting: How Much Information Is Too Much?
Asset managers are occasionally guilty of overwhelming clients with too much data where they don’t need it and not enough where...
Record Number of S&P 500 Companies Issuing Positive EPS Guidance for 2018
This marked the highest number of S&P 500 companies issuing positive EPS guidance since FactSet began tracking guidance data in...
How One Cryptocurrency Plans to Make Waves in the Money Transfer Industry
Ripple hopes to become a “global liquidity solution” by offering financial institutions a method for sending money anywhere in...
Hedge Funds Slow Down Purchases of FAANG
Ownership trends, performance, and valuations can provide insight on whether or not FAANG securities are overcrowded.
The best way to understand what makes FactSet different is to see it for yourself. We've worked with investment professionals for 40 years, so we understand your workflow and know precisely how to help. Talk to us about your challenges, and we’ll help you design the most effective solutions for your firm with everything you need — and not what you don’t.
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.