FactSet Research Systems Inc FDS

Morningstar Rating

FactSet's Historically Steady Business Faces More Uncertainty Ahead but So Far Is Executing Well

Business Strategy and Outlook

FactSet has built an attractive subscription-based business providing data and analytics to the financial-services industry. FactSet is best known for its research solutions, which include its core desktop offering geared toward buy-side asset managers and sell-side investment bankers. Institutional buy-side, which includes asset managers, asset owners, and hedge funds, is FactSet’s largest client group at about half of the firm’s revenue.

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