FactSet is a leading provider of financial data for investment management and investment banking professionals around the globe. FactSet’s business is built on the creative use of technology and an unwavering dedication to client service.

FactSet Ownership: Considered the market standard, FactSet Ownership provides global institutional, mutual fund, stakeholder, and float-related share ownership information.  The FactSet Ownership database extends the Lionshares Ownership database which was acquired by FactSet in 2000.

How does the FactSet Ownership Summary Tool enhance the Ownership data?
• Provides aggregate ownership measures (at the firm-quarter level) commonly used in analysis or papers not often easy to compute from the original data.
• Delivers a downloadable file with new data insight: details in terms of origin and type of institutional investors (Herfindhal Index).
This tool was created by Professor Miguel Ferreria (Nova School of Business and Economics) and Pedro Matos (University of Virginia – Darden School of Business), in collaboration with WRDS. Coverage from 1999, over 120 countries.

FactSet Fundamentals is a comprehensive global database, providing users with a firm foundation for financial analysis.

FactSet Revere uncovers the complex network of companies in the world economy, allowing one to better understand the risk factors that affect a company’s performance.  Included: Industry Classification, Supply Chain Relationships, and Georgraphic Revenue Exposure.

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For pricing information on FactSet Fundamentals, Ownership and Revere data, please contact:

Phone: 877-GETWRDS (438-9737)
Email: wrds@wharton.upenn.edu



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