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 Fundamentals enables access to current, comprehensive, and comparative information on securities in worldwide developed and emerging markets. Composed of annual and interim/quarterly data, detailed historical financial statement content, per share data, and calculated ratios, FactSet Fundamentals provides you with the information you need for a global investment perspective .

FactSet Revere specialty datasets offer a detailed mapping of company multi-industry exposures and competitors (Hierarchy, Hierarchy with Revenue, and RBICS); customers, suppliers, partners and competitors (Supply Chain Relationships); standardized revenues by geography (“GeoRev” Geographic Revenue Exposure).

FactSet Ownership provides institutional, mutual fund, stakeholder, and float-related share ownership information for equities and fixed income securities worldwide from company and institutional filings, investor reports, and press releases. Updated daily, this database provides 17+ years of history across 120 countries.

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.

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For pricing information on FactSet data, please contact:

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



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