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Sustainability Management @ UTM

Starting points for research by MScSM students

FACTSET: THE BASICS

 

FactSet is a database that offers:

  • close-to-real-time and historical public company, industry, market and economic data;
  • charting and portfolio management applications; and
  • private company and venture capital investment information.

FactSet is available in two versions:

  • FactSet Web can be accessed online.  For most students, this version will meet their needs
  • FactSet Workstation is similar to FactSet Web but must be downloaded onto your laptop.  It is only compatible with PCs.  Unlike FactSet Web, it includes an Excel plug-in with templates that can be used to streamline analysis and modelling.

Both versions require a FREE account. 

To request a FactSet Web version, please complete this form.

To request an FactSet Workstation account, please email utm.lkcflc@utoronto.ca with the following information:

  • Your first and last name
  • You University email address (e.g. joan.wong@mail.utoronto.ca)
  • Your expected date of graduation
  • Your program name

Please check your email for an email from FactSet with login details.  If you have issues with your account, please contact FactSet Support:

Remember: FactSet will send a passcode each and every time you log in to authenticate you as a user - please check your official University email account for the email from FactSet containing the passcode.

FACTSET: COMPANY RESEARCH

When you have logged into FactSet, you will see a menu at the top of the screen that looks like this:

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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.

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The left-hand vertical menu links to different kinds of information about a company.  This information includes:

  • Descriptive information, e.g. profile, history, structure, supply chain relationships, key executives
  • Price and securities information - current and historical
  • Financials - current and historical
  • Securities filings (if the company is publicly-traded) and investor presentations
  • Transactions, e.g. M&A, private or venture capital investments
  • Governance information