FactSet

Thank you Goodacre UK and Stephen Pinner for hosting a truly impactful event in London. The rapidly evolving landscape of AI continues to capture the interest across all sectors, especially within wealth management and investment advising. It was an honor to contribute to the thought leadership briefing, chaired with engaging insights and discussions addressing the integration of AI systems and the implications of Agentic AI becoming mainstream. A special shoutout to our exceptional panelists, including Ian Woodhouse, Arash Sorouchyari, and FactSet's own Surender Uttamsingh, who showcased the tangible benefits of AI solutions. For more information on “How Generative AI is revolutionizing Wealth Management”, please read the eBook: https://lnkd.in/eXMsU8zG

We're excited to announce that FactSet is now on Databricks Marketplace! This?strategic?partnership will help enhance financial services firms' capabilities with AI-driven insights. "This collaboration eliminates complexity for our mutual clients. By integrating FactSet’s trusted financial content natively into Databricks’ platform, we enable direct access to critical data without the time-consuming ETL processes. That means clients can spend less time on data prep and more time focused on high-value analysis and delivering impactful insights." - Todd Hartmann, Senior Director of Product Management at FactSet https://dbricks.co/4bLnGBV

Empower Decision-Making with FactSet’s #ResearchManagement Solutions Harness the power of FactSet Internal Research Notes to centralize communication, streamline workflows, and ensure compliance. Learn more: https://bit.ly/4hPUvjy

Congratulations to PGIM on launching its first ETF in Taiwan — the PGIM Taiwan Market Capitalization Momentum 50 ETF (Ticker: 009803) — powered by FactSet’s smart-beta index, developed in collaboration with Taiwan Index Plus (TIP) of the Taiwan Stock Exchange This innovative index dynamically combines size, growth, value, quality, and momentum factors, and adjusts these factor weights between rebalances to optimize returns. Discover how FactSet’s indexing solutions can enhance your investment strategies and passive offerings:?? https://lnkd.in/gUW_i2zq #SmartBetaETF ?#ThematicETF #CustomIndexing #TaiwanETF #PGIM #TWSE?

FISD #DaaS Master Class Series in Sydney ???? – Unlocking Data Value in Financial Services Join us for an exclusive 90-minute workshop featuring FactSet's very own Patrick Tompsett, Regional Director, Enterprise Data Solutions, and B Pramod Sravan, Senior DataFeed Implementation, Enterprise Data Solutions. They will explore Data-as-a-Service (DaaS) and its transformative impact on data integration, management, and analysis within the financial services sector. Key Takeaways: ?? Discover the evolving landscape of data in financial services ?? Learn how DaaS is solving data integration, management, and analysis challenges ?? Explore how enterprise data platforms drive data insights and efficiency ?? Understand how to overcome data management hurdles to unlock greater value When: April 3, 2025 | 2:00 - 3:30 p.m. Where: ASX, Boardroom, Level 1, 18 Bridge Street, Sydney Limited space available - Don’t miss out on this opportunity to elevate your data strategy! Secure your spot today: https://bit.ly/4bVv5Pb

As Congressional committees formulate proposals to support cryptocurrency and AI innovation in the U.S., they also must contend with cybersecurity risks. ?? Michele Lieber, Global Head of Government Affairs and Regulatory Strategy at FactSet, and guest Carole House, former National Security Council special advisor for cybersecurity and critical infrastructure policy in the White House, explain the key elements of those discussions, including the balance between risk and reward. ?? Listen here! Apple Podcasts: https://apple.co/42fDcmb Spotify: https://spoti.fi/4c0lQNo

Amid discussions around the potential repeal of the DeFi broker rule, cryptocurrency regulation is taking center stage on Capitol Hill. ?? Michele Lieber, FactSet’s Global Head of Government Affairs and Regulatory Strategy, sat down with U.S. Congressman Max Miller to explore the legislative branch’s approach to crypto policy. The conversation dives into cryptocurrency taxation, regulation, and upcoming innovation in the space. Congressman Miller also previews his collaboration with Senator Cynthia Lummis on a soon-to-be-released crypto legislative proposal. ?? Listen below! Apple Podcasts: https://apple.co/42gyzIA Spotify: https://spoti.fi/3Y3okVt

The ongoing trade war between the U.S. and several other nations, with its escalations, retaliations, rollbacks, and more, has for the most part captured the focus of market sentiment the past few weeks. However, an often overlooked yet essential aspect of modern life became a much more important bartering chip in negotiations between the U.S. and Canada this past week after the Premier of Ontario threatened to cut off all supply of this thing to the U.S. if it continued to escalate its tariff campaign. The important bartering chip? Electricity? In one of our latest Energy Market Insights, BTU Analytics looks into the state of U.S.-Canadian cross-border power exchange to see just how reliant the U.S. is on Canadian power, where this dynamic is most impactful, and more. Access the article here: https://lnkd.in/gt9ck--H

Without proper engineering, hallucinations in #GenerativeAI and #LLM present a significant risk to data accuracy for financial institutions. How can businesses address this challenge? Our new ebook explores the power of retrieval-augmented generation (#RAG) in mitigating these risks and improving #AI-driven workflows in the financial sector. Download today: https://bit.ly/3QHLcGc

Hear Georgi Mitov, PhD of FactSet discuss the intricacies of systematic equity investing in this insightful interview! He delves into their end-to-end workflow solutions including modules for backtesting, signal selection and portfolio simulation. Georgi also shares their latest research on asset turnover control within the Optimal Weights Engine module and compares it to traditional approaches. Watch the full interview below and let us know your thoughts in the comments! Discover more insights ?? https://spr.ly/60400VnDw #QuantMinds #quantfinance #equityinvesting #systematicinvesting