Symposium IRN

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Internal Research Notes (IRN)
+ Research is your
most valuable asset
+ Create a central
repository for
research
+
+
+
+
Company
Industry
Sector
Market
+ Promote group
collaboration
+ Portfolio
Managers
+ Analysts
+ Marketing
+ Compliance
Copyright © 2015 FactSet Research Systems Inc. All rights reserved.
2
Agenda
+ IRN Walkthrough
+ Enter Research
+ Workstation
+ Email
+ Other applications
+ Search and Filter
+ Integration
+ Charting
+ Real-Time Applications
+ News and more
+ Wireless Application
+ iPad
Copyright © 2015 FactSet Research Systems Inc. All rights reserved.
3
Let’s Get Started!
How many of you currently have IRN?
Copyright © 2015 FactSet Research Systems Inc. All rights reserved.
4
IRN View in FactSet
Copyright © 2015 FactSet Research Systems Inc. All rights reserved.
5
Contribution in FactSet
Copyright © 2015 FactSet Research Systems Inc. All rights reserved.
6
Email to IRN
Copyright © 2015 FactSet Research Systems Inc. All rights reserved.
7
Outlook Integration – Paste All to a Note
Copyright © 2015 FactSet Research Systems Inc. All rights reserved.
8
PDF – Save/Attach to a Note
Copyright © 2015 FactSet Research Systems Inc. All rights reserved.
9
Charting – Portfolio Changes
Copyright © 2015 FactSet Research Systems Inc. All rights reserved.
10
Charting – IRN Annotations
Copyright © 2015 FactSet Research Systems Inc. All rights reserved.
11
BookBuilder
Copyright © 2015 FactSet Research Systems Inc. All rights reserved.
12
Market Intelligence
Copyright © 2015 FactSet Research Systems Inc. All rights reserved.
13
Integration - Real Time Market Watch
Copyright © 2015 FactSet Research Systems Inc. All rights reserved.
14
Integration - Real Time Full Quote
Copyright © 2015 FactSet Research Systems Inc. All rights reserved.
15
Mobile Solutions - iPad
Copyright © 2015 FactSet Research Systems Inc. All rights reserved.
16
Recap
+ IRN Walkthrough
+ Enter Research
+ Workstation
+ Email
+ Other applications
+ Search and Filter
+ Integration
+ Charting
+ Real-Time Applications
+ News and more
+ Wireless Application
+ iPad
Copyright © 2015 FactSet Research Systems Inc. All rights reserved.
17
Survey
www.factset.com/symposiumsurvey
Copyright © 2015 FactSet Research Systems Inc. All rights reserved.
18
Questions?
Tony Modica
Specialist
Research Management Solutions
203-810-2607
[email protected]
Copyright © 2015 FactSet Research Systems Inc. All rights reserved.
19