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On-Demand Webcast: Introducing FactSet's Portfolio Management Platform

Identify important portfolio insights and make more informed investment decisions with FactSet's latest portfolio management tool.

Over the past three years, FactSet has been busy sourcing the building blocks to execute on our Portfolio Lifecycle Strategy. We’re excited to introduce our latest enhancement to the workstation, the Portfolio Management Platform, which allows portfolio managers like you to actively monitor your intraday portfolio in real time and create trade simulations without triggering compliance workflows.

Watch our 30-minute webcast to hear how our platform gives you the tools to monitor portfolio composition, characteristics, risk, performance in real time, and allows you to easily test trade ideas.

During this presentation, we will discuss:

  • The various capabilities of the Portfolio Management Platform
  • Examples of how clients are using the solution today
  • The forward-looking roadmap for FactSet’s portfolio management solutions


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