Fund Manager

QUICK FactSet Workstation to support your investment strategy and management of your portfolio.

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Portfolio Management

Company's earnings release date, latest brokers' estimates, news and internal research can be integrated into the workstation to easily manage your portfolio.

 

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Portfolio performance and
attribution analysis

Aggregated data for precise performance and attribution analysis of your portfolio. Client's proprietry benchmark and sectors can be integrated into the workstation to assist manage your portfolio.

 

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Screening and backtest to support your equity selection.

Backtest by lagging data date and report date or use multi-factor to support your investment idea. You can also screen for equties using the tested factor.

 

For more information about the workstation
please contact us