FactSet is a database that offers:
FactSet can be accessed with an individual account.
A FactSet account was requested on your behalf by the FLC. You have been authorized to use two versions of FactSet:
Please check your email for two emails from FactSet - one with instructions on how to access FactSet and another with details about the FactSet ID issued to you. Sometimes these emails are flagged as junk so make sure you check this folder as well.
If you did not receive one or both emails, please contact the FLC at firstname.lastname@example.org.
If you were issued an account but cannot access FactSet, please contact FactSet Support:
Remember: FactSet will send a passcode each and every time you log in to authenticate you as a user, starting with the first time you access FactSet. Please check your official University email account for the email from FactSet containing the passcode.
When you have logged into FactSet, you will see a menu at the top of the screen that looks like this:
Click on the 'Company/Security' tab and enter the name of the company you are researching in the search box on the left. FactSet will auto-suggest matches for your company name.
The left-hand vertical menu links to different kinds of information about a company.
The Overviews set of options includes:
The Charts set of options encompasses:
The News, Research and Filings set of options includes:
|NOTE: FactSet offers limited news and research - please use other databases listed in the guide to find news about a company OR investment research reports.|
The Financials set of options includes:
The Estimates set of options includes:
The Credit Analysis section includes:
The Transactions set of options includes:
The Activism, Management, and Governance section includes: