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FactSet Insight

News and commentary from our desk to yours.

Blog Posts

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May 10, 2022

Quantifying Portfolio Managers’ Skills for a More Vibrant Active Equities Industry

FactSet's Michael Ervolini recently spoke with WatersTechnology about how asset owners can gain an enhanced understanding of...

By FactSet Insight  |  Risk, Performance, and Reporting

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April 13, 2022

Measurable Ways for Performance Teams to Add Value in ESG Investing

Managers need to demonstrate how they’re integrating ESG considerations into their investment process.

By James Cardamone  |  Risk, Performance, and Reporting

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April 7, 2022

How “Skill” is Missing From Performance Discussions

Identifying managers likely to outperform going forward remains a challenging endeavor for institutional and retail investors.

By Michael A. Ervolini  |  Risk, Performance, and Reporting

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March 21, 2022

Stepping into Dynamic Asset Allocation

In this article we examine the benefits of dynamic-rebalancing vs. the constant-mix (fixed-mix) approach in strategic asset...

By Chen Sui, CFA  |  Risk, Performance, and Reporting

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February 15, 2022

GIPS 2020: An Update to the GIPS® Standards (Part II)

FactSet has partnered with the CFA Institute and ACA Performance Services to answer questions from the global financial community...

By FactSet Insight  |  Risk, Performance, and Reporting

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January 27, 2022

Are You Incorporating Rebalancing in Your Strategic Asset Allocation Process?

Long-term investors will need to adopt next-generation strategic asset allocation practices to successfully play their part in a...

By Chen Sui, CFA  |  Risk, Performance, and Reporting

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September 30, 2021

Sovereign Credit Risk: The Pandemic Effect in Emerging Markets

We analyzed the relationship between emerging market yields and the fundamental concepts that we believe drive the sovereign...

By Petar Nikolov  |  Risk, Performance, and Reporting

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August 26, 2021

Active Share and Portfolio Concentration – Metrics Not Prescriptions

High active share and greater portfolio concentration constitute what is commonly referred to as “high conviction” investing.

By FactSet Insight  |  Risk, Performance, and Reporting

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August 4, 2021

Tackling Model Drift in a Tax-Aware Portfolio

Constructing and running tax-efficient portfolios has been a growing need in the market over the last several years.

By Daniel Poll  |  Risk, Performance, and Reporting

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August 3, 2021

Distribution (or Showcasing the Secret Sauce)

Distribution is a series of activities that begins with the recognition that data is an asset from which each firm and user...

By Pat Reilly  |  Risk, Performance, and Reporting

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July 27, 2021

The Intersection of Analysis and Governance

Following the sourcing, integration, and quality assurance steps of the governance journey, actual analysis can be conducted.

By Pat Reilly  |  Risk, Performance, and Reporting

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July 20, 2021

Data Quality for Dummies

The world has pivoted to new use cases for standard data and the application of new content sets in the hopes of squeezing alpha...

By Pat Reilly  |  Risk, Performance, and Reporting

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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.