FactSet Insight

News and commentary from our desk to yours.

Where Are Analysts Most Optimistic on Ratings for S&P 500 Companies For 2019?

December 14, 2018

Overall, there are 11,136 ratings on stocks in the S&P 500. Of these 11,136 ratings, 53.9% are Buy ratings, 40.8% are Hold...

By John Butters  |  Companies and Earnings

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Blog Posts

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December 5, 2018

Wealth Management: Capitalizing on the Transformational Potential of New Technology

Wealth management firms should assess which functionality will nudge costly-to-serve customers to do more wealth management...

By Philipp Zerhusen  |  Technology and Tips

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November 19, 2018

5 Ways Financial Advisors Should Approach Visualization for End-Investors

Even traditional wealth firms that rely heavily on the personal relationship as a source of differentiation must consider how to...

By FactSet Insight  |  Technology and Tips

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November 7, 2018

How Wealth Managers Can Define Their Digital Future

Wealth management trends towards digital services are changing regardless of client generation.

By Philipp Zerhusen  |  Technology and Tips

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November 6, 2018

Portfolio Manager Workflow: Past to Present

Today, portfolio managers see the same data their trader and risk-manager colleagues are seeing, which enables more effective...

By FactSet Insight  |  Technology and Tips

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October 24, 2018

Technology for the Portfolio Lifecycle

Buy-side technology continues to evolve, but solutions offering different pieces of the portfolio lifecycle form a patchwork...

By Damian M. Bierman  |  Technology and Tips

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October 11, 2018

Introducing Sector Bets into a Sector-Relative Model

In an era of technological innovation, a sector-relative model that makes sector bets is one more contradiction that’s easily...

By Michael Amenta, CFA  |  Technology and Tips

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Market Synopsis

Via FactSet StreetAccount

Drafted by financial analysts, our StreetAccount news service scans a variety of legitimate news sources to offer comprehensive coverage on global economies and markets. Get real-time curated news about the companies, industries, and markets you follow with StreetAccount.

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