FactSet

Get the latest Earnings Insight with John Butters! 🔵 During July & August, analysts lowered Q3 EPS estimates for S&P 500 companies by 2.8%. 🟣 This 2.8% decline was within the range (-2.3% to -3.0%) of recent averages. 🟢 However, no sector witnessed an increase in Q3 EPS estimates during this period. Read it here: https://bit.ly/3XBeJED

Education is a catalyst for positive change 📚 On International #LiteracyDay, FactSet and the FactSet Charitable Foundation celebrate literacy as the bedrock of education, empowering economic mobility and gender equity. Through our Educate to Elevate #CorporateResponsibility initiative, we support thousands of children’s right to education globally with our charity partners. Our commitment goes beyond financial support. #FactSetters volunteer as reading coaches, workshop facilitators, and school beautifiers, giving thousands of volunteer hours to make a difference in communities around the world. Thank you to our partners and FactSetters for lifting up communities through literacy: World Food Program USA, Chapter One US (formerly Innovations for Learning), Chapter One UK, Room to Read India, SOS Children's Villages of India, and SOS Children’s Villages Philippines.

For investors considering the current risk environment, check out new commentary from FactSet partner Criat. They discuss the causes of the market instability and shed light on corporate credit risk profiles at regional, country, industry, and entity levels. Read the full article here: https://bit.ly/47crE49

FactSet will be present at TSESG in NYC on September 17th to engage with asset managers in discussions on #ESG data, investments, standards, and regulations! Don't miss our industry experts, Mackenzie Hargrave in a discussion on “The Evolution of Double Materiality - Defining Material Risks in Portfolios and Aligning them with ESG Investment Goals” and Kristen Clark in the panel session "Unlocking the value behind data: How can an optimized data ecosystem drive revenue?”. More details at: https://bit.ly/3GAPjiJ

We are thrilled to be sponsoring this year's InvestOps Europe, the largest gathering of buy-side investment operations leaders in the region. Visit our booth to learn how FactSet's open, flexible technology and robust analytics can help navigate turbulent market conditions, new regulatory mandates, and your firm's digital transformation journey. Link to the event: https://bit.ly/4dWfoqX

#TBT to four months ago at #FACTSETFOCUS when we unveiled Portfolio Commentary—a game-changer for the buy-side and wealth management professionals! Portfolio Commentary is our cutting-edge, #GenAI-powered solution, designed to deliver detailed, source-linked commentary that makes understanding the key drivers of portfolio performance easier than ever. By leveraging large language models (#LLMs), Portfolio Commentary transforms the labor-intensive task of writing attribution summaries. This tool simplifies and accelerates the process, saving time and effort while ensuring accuracy and depth. Experience how #PortfolioCommentary can empower you with clearer insights and more efficient workflows: https://bit.ly/4cVKzkK

We are thrilled to partner with Criat to bring advanced credit risk data and analytics to our clients! This collaboration provides #FixedIncome managers with cutting-edge credit data to enhance portfolio risk models, streamline regulatory workflows, and strengthen #CreditRisk management. Integrated into FactSet's Portfolio Analysis, Criat's data offers timely alerts on potential credit quality concerns and enables more effective credit risk measurement and decomposition to drive smarter portfolio decisions. Learn more here: https://bit.ly/3XwzNx2

Our Data is Packaged for Maximum Innovation Give your firm the best decision-making tools by incorporating FactSet’s #GenAI Data Package into your AI-powered workflows. With our industry-leading content, you’ll spend more time building and less time sorting through irrelevant data. Learn More: https://bit.ly/4cboHS5

FactSet is thrilled to be a sponsor at SIIA WFIC 2024 in Austin, Texas! Join us from September 15th to 18th to explore the trends defining the industry and discover solutions to the complex challenges financial professionals face in today's competitive market. Stop by booth #20 to connect with our team of experts and learn how we can power your investment decisions with top-tier content, industry-leading support, and flexible data delivery options. Learn More: https://bit.ly/4dPfPmK

I'm so excited to announce the launching of our Automated Analyst for Wall Street. I really want to thank our partner FactSet for the phenomenal support in helping make this a reality. Special thanks to Sam Gray, Patrick Starling, Matt Franklin, Danielle Karr, Paul Cataldo, Jason Dennis, Kristina Karnovsky, & Chris Ellis. Can't wait to see what we can do together. Charli AI.