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March 2019

Quantitative Solutions

Quantopian Enterprise: Streamline the entire quantitative workflow from idea generation to portfolio construction.

M&A / Private Equity

JetTrack: Uncover alpha from corporate jet activity.

Corporate Governance

Management CV: Apply statistical science to identify the relative risk and operating ability associated with company executives.

News / Macro Events

FactSet Document Distributor – XML StreetAccount News: Access distilled news in an easily consumable, machine-readable XML format.

Earnings Revisions

Mill Street Research: Incorporate global stock rankings based on trends in analyst revisions, price action and valuation.

Data Management

Kuberre EDM: Leverage a cloud-based hosted Enterprise Data Management service to increase scalability, flexibility and reliability.

Kuberre QTPy: Offload the data management burden and seamlessly access underlying data through fully associated Python objects.

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April 2019

Now Available for Purchase:

Sentiment / Insider Transactions

2iQ: Analyze the activity of corporate insiders who use their own capital to demonstrate confidence in their business.

New Candidate Providers:

ESG / Asia

Who’s Good: Access in-depth ESG insights for the Korean market.

Corporate Governance

ISS Director Data: Gain important perspective to boardroom decision-making processes.

ISS Executive Compensation Data: Evaluate the link between executive pay and financial performance and assess whether pay incentives are aligned with company strategy.

ISS Voting Analytics: Identify trends and gain actionable insights with this comprehensive database of global proxy voting agendas and meeting results.

Factor Models / Machine Learning

Brain Machine Learning Stock Rankings: Enhance quantitative models and long short strategies by adding a multi-factor ranking based on advanced Machine Learning techniques.

Fixed Income

American County Review Rankings: Leverage ACRe’s proprietary ranking methodology for better risk assessment of each County, City and School District in America.

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May 2019

Now Available for Purchase:

Security Selection / Strategy Development

IHS Markit Research Signals : Access proven insights and actionable ranking data, freeing up time and resources otherwise required to define, calculate, and test strategies in-house.

New Candidate Providers:

Retail Metrics

Omney Data Retail Pricing and Promotional Activity : Track retailers’ pricing and promotional activity including year-over-year changes in full ticket prices, markdown rates (ex. promotions), and promotional discounts.

ESG

IdealRatings ESG Data : Create customized filters from over 250 responsible investment parameters for over 40,000 companies worldwide.

Verisk Maplecroft Global Risk Analytics: Leverage over 150 ESG, climate, political and economic factors (indices) created from ~800 underlying indicators.

Verisk Maplecroft Commodity Risk Analytics: Gain visibility into commodity-specific ESG risks, whether your exposure is via farmland, timberland or other real assets; commodities trading; or corporates with commodity-dependent value chains.

RS Metrics MetalSignals: Generate fundamental insights and quantitative forecasts of exchange price and inventory for refined metals and bulk commodities and price direction for related equities, FX, and rates.

Patents / Compliance

Royalty Stat : Access best-in-class, timely, and reliable royalty rates extracted from unredacted license agreements.

June 2019

NOW AVAILABLE FOR PURCHASE:

Retail Metrics

Mastercard SpendingPulse™ : Leverage a comprehensive and timely suite of macroeconomic and industry data to gain better insight into the U.S. national & regional retail economy.

NEW CANDIDATE PROVIDERS:

NLP / Sentiment

Amenity Analytics

  • Enterprise Solutions for Financial Services: Leverage Amenity’s NLP models and AI driven insights engine to gain actionable insights from unstructured text with unparalleled accuracy and deployment speed.

  • Insights Platform: Discover critical insights from unstructured financial text, research at scale and share your findings in boardroom-ready dashboards with Amenity Analytics’ all-in-one text analytics application

  • Thematic Sentiment APIs: Apply sentiment analysis and classify unstructured data into dozens of unique events, such as margin commentary, employment, and capacity, to uncover detailed information about business events in financial documents that are easily missed by traditional analysis methods

Fixed Income

S3 Short Interest & Securities Lending: Gain the necessary tools to analyze how short interest, finance rates, and crowded trades affect price action.

Healthcare / Pharma

Advera FDA Adverse Event Reporting System (FAERS): Identify previously unknown adverse events being reported at an elevated rate to better predict FDA label changes.

Sanctions

Six Sanctioned Securities Monitoring Service (SSMS): Reduce costly, complex and resource-intensive data processing with automatic daily updates that provide a consistent and comprehensive overview of the sanctions landscape.

July 2019

PROVIDERS NOW AVAILABLE FOR TESTING IN DATA EXPLORATION – please reach out to OFSupport@factset.com to start a free trial :

Commodities

Alexandria Text Analytics - Commodity : Enhance your investment analysis with global coverage of commodity-related news that can be transformed into a top-down factor.

US Equities

Arialytics IDEAS ™ & Arialytics IDEAS™ Alpha : Leverage a comprehensive, survivor-bias-free, point-in-time artificial intelligence data feed that processes millions data streams into return and alpha assessments for thousands of US companies.

ESG

CSRHub Business Intelligence : Strengthen corporate, investor, and consumer ESG and sustainability decision-making with strong signal data from CSRHub.

Asian Equities

Kavout K-Score China A-Shares Stocks : Boost alpha with an equity rating that uses fundamentals, pricing and trading volumes, technical signals, and alternative data.

NEW CANDIDATE PROVIDERS :

Credit Risk

Credit Benchmark Aggregate Analytics : Gain a unique source of real-world, forward-looking consensus credit analytics across industries, sectors and countries.

ESG

Entelligent Smart Climate E-Scores : Move capital to the companies that are making the changes needed to move us toward “net zero” carbon consumption.

ISS ESG Corporate Rating : Access highly relevant, material, sector-specific and forward-looking assessments of a companies’ environmental, social and governance performance .

Shipping / Commodities

MariTrace MariData : Develop unique market insights, identify investment opportunities, and monitor the activity of individual ships, companies, commodities and industry sectors.

News

MT Newswires Live Briefs PRO Global Markets : Leverage a global network of experienced and respected financial journalists, editors and economists to gain unique and proprietary news and insights.

Sentiment

Valspresso Sentiment & Fundamental Indicators : Reduce risk and improve returns with innovative indicators based on intelligent technology and patented methods.

August 2019

NOW AVAILABLE FOR PURCHASE:

Governance / ESG

ISS ESG Governance QualityScore : Gain an objective, point-in-time, data-driven tool that helps investment professionals measure and identify areas of corporate risk in board structure, compensation programs, shareholder rights, and audit & risk oversight.

PROVIDERS NOW AVAILABLE FOR TESTING IN DATA EXPLORATION – please reach out to OFSupport@factset.com to start a free trial :

ESG / Sentiment

Data Simply Company ESG and Financial Sentiment Disclosures : Deep dive into data on climate change, fossil fuels, governance, ATF, social workplace and more.

ESG

IdealRatings ESG Data : Leverage a proprietary ESG solution that covers more than 250 Responsible Investments related data points for 40,000+ companies globally.

Factors

Kavout Global Equities : Analyze K Scores to generate new equity long/short ideas, incorporate as a signal in investment models, or validate research as a screening parameter.

Libra Apollo : Enhance existing investment models with Apollo’s unique approach to stock level valuation. Due to the systematic nature of their continuous time series stock level dataset, signals can also be aggregated cross-sectionally to create portfolio, sector or market indicators.

NEW CANDIDATE PROVIDERS :

Sentiment / Asia

Kainoa Group Minkabu Japanese Retail Predictions : Leverage the insights from a registered community of over four hundred thousand Japanese retail investors on a broad panel of Japanese equities.

Chinascope SmarTag : Overcome the language barrier to the world’s second largest economy with locally sourced data that provides deeper insight into what’s happening on the ground in China.

ESG

ISS ESG Carbon & Climate Impact Data : Gain a comprehensive dataset incorporating carbon footprint data, an overall Carbon Risk Rating and Potential Avoided Emissions (PAE).

ISS ESG Sustainability (SDG) Solutions Assessment : Assess how a company’s products or services contribute to or obstruct 15 sustainability objectives, such as mitigating climate change, delivering education, and alleviating poverty.

ISS ESG Norm-Based Research : Screen, analyze, and monitor companies on their adherence to international norms on Human Rights, Labor Standards, Environmental Protection, and Anti-Corruption.

ISS ESG Environmental & Social Disclosure QualityScore : Evaluate ESG risks via the level of corporate disclosures, utilizing 380 industry-specific factors and 10 relative scores developed for easy comparison.

September 2019

NOW AVAILABLE FOR PURCHASE:

Regulatory

Six Sanctioned Securities Monitoring Service : Reduce costly, complex and resource-intensive data processing with automatic daily updates that provide a consistent and comprehensive overview of the sanctions landscape.

ESG

Truvalue Labs SASB Codified Datafeed : Leverage AI to unlock ESG insights hidden in massive volumes of unstructured text that capture external stakeholder viewpoints about company behavior.

PROVIDERS NOW AVAILABLE FOR TESTING IN DATA EXPLORATION – please reach out to OFSupport@factset.com to start a free trial :

Private Companies

Cortera Spend Insights : Predict the financial health and future performance of businesses by identifying trends in purchasing, spend and payment behaviors over the past 3+ years, segmented across 45 categories. Information includes firmographics and modeled attributes.

Corporate Events

Wall Street Horizon Enchilada : Find untapped Alpha around valuable corporate event data.

NEW CANDIDATE PROVIDERS :

Human Capital

LinkUp Raw : Rely on a unique, timely, and accurate job listings dataset that is sourced directly from employer websites globally.

October 2019

NOW AVAILABLE FOR PURCHASE:

Data Science

FactSet Managed Database Service (MDS) : Take advantage of a direct, secure connection to a Microsoft Azure hosted SQL Server database to seamlessly query Open:FactSet data feeds without the need for dedicated infrastructure.

ESG

Arabesque S-Ray® Score Layer : Gain four lenses for analysis on the sustainability of the world’s largest corporations by way of the GC Score, ESG Score, Preferences Filter, and Temperature™ Score.

PROVIDERS NOW AVAILABLE FOR TESTING IN DATA EXPLORATION – please reach out to OFSupport@factset.com to start a free trial :

Human Capital

LinkUp Raw : Leverage a unique and predictive jobs dataset to gain valuable insights into the global labor market and enhance alpha at the macro, sector, geographic, and individual company level.

Sentiment

Valspresso Sentiment & Fundamental Indicators : Identify under- or over-valued securities based on innovative indicators and intelligent technology. Valspresso’s patented measurement method quantifies the market’s price sentiment for every U.S. stock.

NEW CANDIDATE PROVIDERS :

ESG

Alexandria Technology ESG Sentiment & Topics : Enhance your investment analysis with global coverage of ESG-related news that can be turned into a top-down factor.

Transcripts

Alexandria Technology Transcript Text Analytics : Enhance your investment analysis with global coverage of company transcripts that can be turned into a top-down factor.

Factors / Quantitative

Optimum Complexity Index Complexity Profile, Early Warning & Crisis Prediction Macro Indicator, and Balance Sheet Complexity: Evaluate the complexity of an index, region, country or company based on Quantitative Complexity Theory (QCT).

Business to Business

BizPortal TenderAlpha: Rely on BizPortal data for insights into macroecomic trends and public spending, as well as company credit and risk analysis, based on global public procurement contracts awards data.

Public/Private Company Filings

BizQualify BQ Business Health Metrics: Access over 250 data items sourced directly from filings submitted to the IRS and US Dept of Labor.

Data Management

NeoXam DataHub : Leverage a comprehensive and customizable software solution for centralized data management.

November 2019

PROVIDERS NOW AVAILABLE FOR TESTING IN DATA EXPLORATION – please reach out to OFSupport@factset.com to start a free trial :

Credit Risk / Analytics

Credit Benchmark Aggregate Analytics: Gain a unique source of real-world, forward-looking consensus credit analytics across industries, sectors and countries.

Shipping / Commodities

MariTrace Maridata: Develop unique market insights, identify investment opportunities, and monitor the activity of individual ships, companies, commodities and industry sectors, using a structured record of global shipping movements.

NEW CANDIDATE PROVIDERS :

Deep Sector / Real Estate

REalyse UK Residential Property Insights : Leverage a single source for UK residential valuations, underwriting, competitor analysis, credit papers, site finding, macro research, business development, development design, investment papers, and more.

All the Rooms Vacation Rental Market Intelligence Report: Gain access to reports that provide a snapshot overview of the vacation rental impact within any given market - neighborhood, city, county, state or country - including occupancy rates, average daily rate, revenue per available room, supply, demand, and gross revenues broken down by total, instant book, entire homes, private rooms, and shared rooms.

Sentiment / Web Data

Bitvore Cellenus Corporate, Market & Thematic Intelligence: Leverage a groundbreaking AI-powered platform that ingests massive amounts of unstructured data and uses advanced NLP and machine learning to provide trended company sentiment, growth and risk scoring.

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December 2019

PROVIDERS NOW AVAILABLE VIA FACTSET – please reach out to OFSupport@factset.com to start a free trial :

Human Capital / Corporate Governance

ISS Executive Compensation Data: Evaluate the link between executive pay and financial performance and assess whether pay incentives are aligned with company strategy.

Management CV Executive Team & CEO Quality Ranks: Identify idiosyncratic CEO, CFO or Board risk for public companies using executive scores based on a structured, fact-based methodology.

Fixed Income

American County Review Rankings: Leverage ACRe’s proprietary ranking methodology for better risk assessment of each County, City and School District in America.

ESG / Factor Models

CSRHub Business Intelligence: Strengthen corporate, investor, and consumer ESG and sustainability decision-making with strong signal data from CSRHub.

ESG / Asia

Who’s Good ESG Performance & Incident Analysis: Gain in-depth ESG insights for the Korean market.

NEW CANDIDATE PROVIDERS :

Deep Sector / Factor Models

Lucena Research Equifax Homebuilders Smart Data Feed: Uncover account trends in loan and credit utilization information specific to home equity installments and home equity revolving credit with the Equifax Bullish Homebuilders’ Model. In addition, the model consults global macro, fundamental, and technical factors curated and engineered by Lucena.

Lucena Research Equifax Retail Smart Data Feed: Identify optimal conditions for entry based on trends in bank card and retail card transactions of US consumers with the Equifax Bullish Retail Model. In addition, the model consults global macro, fundamental, and technical factors curated and engineered by Lucena.

January 2020

PROVIDERS NOW AVAILABLE VIA FACTSET – please reach out to OFSupport@factset.com to start a free trial :

Fixed Income / Liquidity

Barclays Liquidity Cost Scores (LCS®): Analyze fixed-income portfolio and market liquidity using a bond-level, objective, quantitative metric. LCS provides a consistent liquidity measure comparable over time and across diverse asset classes and allows investors to gauge liquidity of a bond by using one, all-encompassing quantity instead of looking at multiple bond attributes that often point in the opposite directions.

Asia / Factor Models

ChinaScope SmarTag: Leverage ChinaScope’s flagship news analysis engine that deconstructs unstructured Chinese language text into structured machine-readable metadata. Sentiment embedded in the vernacular expressed in the text is used to calculate scores that can be used to predict stock movements.

Factor Models

Mill Street Research MAER Stock Ranking Model: Enhance existing models to add alpha with Mill Street’s proprietary implementations of well-established drivers of returns. Obtain results that are more effective, robust, and institutionally investable than most other models.

ESG

Verisk Maplecroft Global Risk Analytics: Support your sovereign ESG integration & political risk analysis to build a foundation for in-depth investigation and engagement. Analyze ESG risk exposure to see the full picture for equities and corporate debt.

ESG / Commodities

Verisk Maplecroft Commodity Risk Analytics: Gain visibility into commodity-specific ESG risks, whether your exposure is via farmland, timberland or other real assets; commodities trading; or corporates with commodity-dependent value chains.

February 2020

PROVIDERS NOW AVAILABLE VIA FACTSET – please reach out to OFSupport@factset.com to start a free trial :

Sentiment

State Street MediaStats and Media Linkages: Gain detailed insights and quantify the impact of media coverage on financial asset prices with daily intensity, sentiment and disagreement indicators for over 3,000 U.S. companies.

Patents / Intellectual Property

RoyaltyStat: Access the best-in-class, most up-to-date, and reliable source of royalty rates extracted from license agreements.

NEW CANDIDATE PROVIDERS:

ESG

Clarity AI ESG Impact: Quantify the actual social and environmental impact of organizations on society and better manage your portfolios for impact. ESG Impact scores were developed using Clarity AI’s proprietary research methodology and an innovative dataset of sustainability metrics, developed by leveraging machine learning algorithms to increase data quality, reliability and coverage.

Patents / Intellectual Property

Quant IP Patent and Innovation Metrics: Leverage Quant IP’s deep experience in patent law and patent data, statistical expertise and smart, AI-powered algorithms to identify trends and shifts in technology. The Quant IP Innovation score is an aggregated indicator for consistency, quality and efficiency of a company’s innovation process, making it possible to rank listed companies according to their innovation power and build portfolios to outperform regular equity indices.

Sentiment

Stocksnips News Sentiment V3: Turn news sentiment into actionable insight. Aggregate news sentiment scores are assessed at the discrete snippet level using a financially trained machine learning model and has proven to be less noisy compared to social media and other type of sentiment signals.

Factor Models

ValueEngine US Stock Model: Rely on a robust and effective model that has been extensively back-tested in the US Equities markets. The investment performance of each VE model has been proven to exceed that of many well-known stock-picking styles.

Deep Sector / Web Data

Vertical Knowledge Data Subscriptions: Identify, collect and leverage public data to gain actionable insight. VK offers a variety of historically rich data subscriptions, creating unprecedented opportunities for data consumption and information arbitrage.

Data Management / Collection

Vertical Knowledge VK Connect Global Proxy Network: Compliantly crawl or monitor websites from over 95 countries with strategically located IP addresses, all commercially verified data center proxies. Designed & developed in-house to support VK’s complex collection needs, VK’s global proxy network can be seamlessly integrated into any third-party application or data management /collection environment.

March 2020

PROVIDERS NOW AVAILABLE VIA FACTSET – please reach out to OFSupport@factset.com to start a free trial :

Deep Sector / Health Care

Advera FDA Advers Event Reporting System (FAERS): Access the gold standard for cleaned, de-duplicated, and dynamically linked FAERS data. Leverage Advera Health’s proprietary signaling algorithm to identify previously unknown adverse events being reported at an elevated rate.

Sentiment / Factor Models

Social Market Analytics S-Factor Sentiment: Leverage Social Market Analytics’ patented technology to identify and aggregate market-moving tweets. Independent research has shown that SMA’s social media-based factors are predictive at statistically significant levels and can provide alpha enhancement and risk reduction to most quantitative models.

Data Management / Cloud

Snowflake Data Exchange: Centralize, integrate, and analyze disparate sources of data with the Snowflake Cloud Data Platform. Enable faster and more cost-effective decision-making, and gain immediate, secure access to external data for evaluation and testing.

NEW CANDIDATE PROVIDERS:

Ownership / Corporate Governance

Smart Insider Global Insider Transaction Data: Gain timely and detailed insight into which transactions are most likely to indicate future share-price performance. Quickly filter out the noise and highlight trades that matter most to you.

Deep Sector / Weather

WeatherSource OnPoint Weather: Gain access to a curated continuum of past, present, and forecast weather data for every U.S. ZIP code. Seamlessly integrate weather and climate data into existing models for insightful analytics and actionable information.

April 2020

PROVIDERS NOW AVAILABLE VIA FACTSET – please reach out to OFSupport@factset.com to start a free trial :

Sentiment / Transcripts

Alexandria Technology Transcript Text Analytics: Leverage the application of Alexandria’s proprietary algorithms on company transcripts; as well as on earnings, investor, and all public company calls. Every transcript is parsed into many sections of structured data, each showing detail on what was said in that section including the topic, the sentiment, the speaker and more.

Sentiment / ESG

Alexandria Technology Real-Time ESG: Enhance your investment analysis with global coverage of ESG-related news mapped to United Nation’s 17 Sustainability Development Goals (SDG) that can be turned into top-down factors.

NEW CANDIDATE PROVIDERS – please use the Register Interest button to help FactSet prioritize further onboarding:

Human Capital

RelSci People and Relationships Data Feed: Better understand the web of personal and professional connections between decision-makers at public and private companies, nonprofits, and government entities. RelSci’s curated dataset helps you achieve better outcomes in business development, fundraising, deal sourcing, client acquisition, strategic planning, portfolio services, and client retention.

Fund Flows

SWFI Global Assets Data: Gain access to extensive 24/7 coverage and deep history on asset owners to identify global, regional, and local trends being adopted by institutional investors. Analyze, discover, and track where sovereign funds, pensions, and other public funds are allocating their capital.

Sentiment / Events

Helios Comprehend Voice Analytics: Tap into the power of voice. Use distinct quantitative voice characteristics extracted from players in earnings calls to add new and completely different alpha to your stock prediction algorithms.

May 2020

PROVIDERS NOW AVAILABLE VIA FACTSET – please reach out to OFSupport@factset.com to start a free trial :

Prices / Short Interest

S3 Short Interest and Securities Finance Data: Access the only independent Short Interest and Securities Finance dataset available. Understand bearish bets, conviction levels and what is driving price action. Identify which trades are crowded and why for over 40,000 global securities.

Commodities / Sentiment

Alexandria Technology Text Analytics - Commodity: Enhance your investment analysis with global coverage of commodity-related news that you can turn into a top-down factor. Consistently capture sentiment and topics to forecast risk, direction and volatility.

NEW CANDIDATE PROVIDERS – please use the Register Interest button to help FactSet prioritize further onboarding:

ESG / REITs

REIT Climate Risk Scores: Access forward-looking climate risk scores for global listed Real Estate Investment Trusts based on the exposure of their underlying assets. Scores for floods, hurricanes & typhoons, sea level rise, heat stress, water stress and wildfires (forthcoming) inform REITs investors’ risk assessment and portfolio construction processes by bringing transparency on the key exposures that increasingly drive returns.

Asia / Sentiment

Orbit China A-Shares Transcripts: Access highly granular data for China A listed companies with human verified transcripts in both Chinese and English. Leverage Orbit’s cutting edge in-house Artificial Intelligence and deep learning algorithm to integrate a new source of alpha into your existing models.

June 2020

PROVIDERS NOW AVAILABLE VIA FACTSET – please reach out to OFSupport@factset.com to start a free trial :

ESG

Entelligent Smart Climate E-Scores: Impact corporations that impact climate change. Entelligent’s top-down models, which measure climate risk exposure and track company level trends, help global investors move capital to the companies that are making changes toward “net zero” carbon consumption, rather than just away from carbon-based industries.

Deep Sector / Factor Models

Lucena Homebuilders Signals Powered by Equifax: Access a multi-factor, AI-derived strategy constructed from monthly Equifax consumer credit data and key fundamentals.to predict homebuilders most likely to outperform the sector.

Lucena Retail and Auto Signals Powered by Equifax: Leverage Lucena’s advanced data science and machine learning on anonymized data to turn Equifax’s six plus terabytes of historical data into actionable investment deliverables.

NEW CANDIDATE PROVIDERS – please use the Register Interest button to help FactSet prioritize further onboarding:

ESG / Intellectual Property

ExtractAlpha ESGEvents Library: Gain deeper insight by harnessing stock-level data covering innovation, politics, and regulatory-related events to quantify company behavior, build portfolios with favorable risk/return characteristics, and satisfy ESG mandates.

Asia / Factor Models

Aurora Mobile iApp: Gain access to data that reflects the true operations of a company rather than what they disclose. iApp provides detailed mobile app usage information on any app in China, including metrics such as Install Base, New Users, Active Users including DAU and MAU, Time Spent, Geographical Breakdown and Demographics.