Transform Your Oversight Process with FactSet

For home office investment teams, it’s imperative to evaluate and support your advisors by determining misalignments between client portfolios and client risk tolerances. To successfully do this, you need a platform that can scale, provide depth, and enable you to coach your advisors to effective outcomes and provide your end clients with personalized solutions.

FactSet Portfolio Oversight solutions combine best-in-class account metrics and dashboards with in-depth analytics and reporting tools in one comprehensive platform.

Leverage FactSet's Portfolio Oversight Solutions capabilities including:

• Metrics You Care About: Integrate oversight metrics relevant to your firm, including asset class allocations, performance, ex-post risk, and ex-ante risk statistics
• Calculations Across the Enterprise: Perform calculations and evaluate your results across your entire firm at various levels such as branch, region, and advisor
• In-Depth Account Analysis: Leverage FactSet Portfolio Analysis and Reporting capabilities to perform robust analysis on outlier accounts
• On or Off-Platform Access: Capitalize on FactSet’s flexibility by taking your analytics off-platform or staying on-platform to assess your findings and identify dynamics and trends

Request additional information to see how FactSet Portfolio Oversight can transform your portfolio surveillance workflow.