FactSet Research Systems Inc.

FactSet Research Systems is a financial digital platform and enterprise solutions provider for the investment community. It offers data, products, and analytical applications, including workstations, portfolio analytics, and enterprise data solutions. The company also provides managed services for supporting data, performance, risk, and reporting workflows. Its subscription-based offerings include financial data and market intelligence on securities, companies, industries, and people, enabling clients to research investment ideas, analyze, monitor, and manage portfolios. FactSet covers the entire investment lifecycle, from research and portfolio construction to trade execution, performance measurement, risk management, and reporting. Services are delivered through configurable desktop and mobile platforms, data feeds, cloud-based digital solutions, and application programming interfaces.

FactSet Research Systems is listed on the New York Stock Exchange (NYSE) under the ticker symbol FDS. The company operates in the United States and its financials are reported in US Dollars (USD). As a US-based company trading on a major US exchange, its stock is denominated in USD, making it accessible to investors through standard US brokerage accounts.

FactSet Research Systems operates in the Financial Services sector and is specifically classified under the Financial Data & Stock Exchanges industry. This means the company is primarily involved in providing financial data, analytics, and technology solutions to investment professionals and financial institutions. Unlike banks or insurance companies, FactSet focuses on delivering digital platforms and data services that support investment research, portfolio management, and trading workflows. Its industry peers include other financial data providers and exchange operators.

FactSet Research Systems is headquartered in Norwalk, Connecticut, United States. Founded in 1978, the company operates globally, serving investment professionals worldwide. Its clients include institutional asset managers, bankers, wealth managers, asset owners, partners, hedge funds, corporate users, and private equity and venture capital professionals. FactSet's global reach means its solutions are used by financial firms across different regions, though the company is based in the US and its primary exchange is the NYSE.

FactSet Research Systems generates revenue primarily through subscription-based offerings. It provides financial data, market intelligence, and analytical applications on a recurring fee basis. Clients pay for access to workstations, portfolio analytics, enterprise data solutions, and managed services that support data, performance, risk, and reporting workflows. The company also offers cloud-based digital solutions and application programming interfaces (APIs) for integrating its data into clients' own systems. Revenue is derived from a diverse client base including institutional asset managers, banks, wealth managers, hedge funds, and private equity firms, with services covering the entire investment lifecycle.