Solutions for Consultants and Advisors

Solutions
for Consultants
and Advisors
From strategy and operations consulting to financial and IT consulting, FactSet
helps you understand what’s driving the companies and industries your clients
care about. Get the information you need to address your clients’ challenges,
identify new strategies, and add context to your research.
Help Clients Address Key Operating Issues
FactSet’s classification data – delivered directly through your existing systems – helps you categorize information about companies,
their industries, and the market events that may affect their performance.
++ P erform in-depth valuation and peer group analysis with industry-leading classification data that uncovers the multiple sectors
and product lines in which companies compete
++ Obtain superior visibility into multi-industry competitors and M&A targets
++ Spark more engaging conversations with in-depth details on companies, sectors, and business scenarios
The FactSet Revere Hierarchy
shows the multiple industries,
sectors, and product lines
where NXP Semiconductor
competes. The deeper you
go, the tighter the peer
groups become.
Support Your Analysis with High-Quality Content
With scheduled or on-demand datafeeds, receive detailed, linked, and relevant information to perform the following services
for clients:
++ Enhanced valuation analysis
++ Identification of growth opportunities
++ Commercial due diligence
++ Regulatory reporting
++ Productivity enhancement
++ Debt capital structure analysis
++ M&A analysis
++ Know Your Customer analysis
++ Supply chain risk management ++ Takeover defense and corporate governance
++ Digitization and development of breakout strategies
++ Tracking and allocation of client costs
++ Risk management and modeling
Provide Context and Relevancy
Link FactSet’s data with your firm’s data at the entity level for a richer, more contextually relevant search and discovery experience.
++ Increase efficiency with data that encompasses due diligence, compliance, and transaction advisory services
++ Identify where a subsidiary fits within an entity’s overall global structure, including companies, governments, and supply chains
++ Use a single platform to research companies, industries, and markets
The Entity Structure Report allows you to view the entire parent/child network of a company, and to link to other content directly related to a specific entity in the
network, such as Ownership, Debt Capital Structure, and M&A activity.
Identify and Exploit Growth Strategies
Identify M&A targets, undertake commercial due
diligence, and understand industry structure
and trends. With FactSet’s supply chain data,
you can identify relationships across sectors,
geographies, and asset classes.
++ E nable in-depth product overlap analysis to
support investigations
++ U
nderstand all the information behind a
client’s product portfolio so you can
efficiently analyze a company’s product
supply chain
++ D
eliver superior supply chain intelligence to
identify areas of concentration, opportunity,
risk vulnerabilities, and new customers
Easily Identify Opportunities, Gaps,
and Risks in your Analysis
Highlight highly dependent suppliers to a company, as well as downstream customers and
distributors, in one view.
Support more compliance, regulatory reporting, and transaction engagements with FactSet’s entity structure reports.
++ Integrate disparate content using a single identifier to help eliminate duplicated or isolated data silos
++ L ink transaction-level data inside the enterprise to FactSet’s hub of connected content sets to identify new customers, partners,
suppliers, or counter-party risks
++ Link all codes together and improve support processes for compliance clients
++ R eceive global coverage on over 7.4 million securities linked to over 373,000 original issuing entities, including entities, immediate
parents, and ultimate parents
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CIK Codes (SEC)
CRD Numbers
LEI (DTCC)
BIC/SWIFT Codes
CAGE Codes (DoD)
Maritime HS Codes
OFAC List (Firms and People)
FINCEN (AML)
SEC File Numbers
Taxpayer IDs (in SEC Filings)
IRS: GIN Numbers (FATCA)
PEP Lists
RSSD ID (Federal Reserve)
FDIC Certificate Number
OTS Docket Number
OCC Charter Number
Lat/Long Geospatial Codes
DUNS (Private Companies)
Lexis Nexis IDs
Factiva Codes
TR
Identify and link unique industry-specific codes and identifiers using FactSet’s entity data mapping technology. The diagram above shows how various U.S.
Government-related identifiers can be seamlessly linked into the full suite of FactSet content sets.
The Data You Want, the Way You Want It
Flexible delivery options mean you can perform meaningful analysis without having to disrupt your current process.
++ A
ccess global sector and product-based classification systems, supply chain relationships, geographic revenue sources,
fundamentals, private equity and venture capital data, debt capital structure, ownership, governance and activism, people,
and more directly in the software you already use
++ S chedule updates for your existing workflow tools to run automatically when FactSet databases receive new information, or at
any time you decide
++ C
reate complex calculations to incorporate composite items, business logic, quantitative scores or rankings and more in your
existing data assets
++ Keep your reports and presentations up-to-date by refreshing them with the latest data at any point in time
Connect FactSet DataFeeds with Powerful Analytics
Work with critical content within FactSet to perform deeper analysis, link your analysis to Excel, export your results to pitchbooks and
Microsoft Office, and link to supporting documents.
About FactSet FactSet is a leading provider of financial information and analytic applications to investment professionals around the globe.
For More Information To learn more about FactSet’s Solutions for Consultants and Advisors, contact [email protected].
Online www.factset.com
Copyright © 2015 FactSet Research Systems Inc. All rights reserved. #12007/0215/FSM252
When you connect the content you need with FactSet’s industry-leading applications, you gain a complete workflow solution that
helps you with research, analysis, and reporting, all in one place.