Solutions for Plan Sponsors

FactSet's solutions for plan sponsors are specifically designed for selecting, analyzing, and incorporating external managers into an overall plan. Aggregate portfolios, examine asset classes and styles, and analyze securities on a single platform. FactSet lets you oversee external managers, construct portfolios internally, or use a combination of approaches in building an overall portfolio to maximize performance and evaluate risk.

Monitor Existing Managers

Analyze manager performance, composition, and fundamental tilts, along with overall asset allocation.

Find and Change Managers

Understand the full impact on your plan before making changes.

Change Investment Policies

Use Efficient Frontiers analysis to create optimal portfolios from a set of asset classes and constraints.

Analyze Securities

Research tens of thousands of public and private companies worldwide.