FactSet's Newsletter | February 2025
ETFs Went Bananas in 2024
The ETF industry just hit a milestone year – $10T in AUM, record flows, crypto ETF approvals, and a resurgence of single-stock ETFs.
?? Join Lois Gregson, CFP? and Elisabeth Kashner, CFA in our latest FactSet Insight podcast as they unpack it all.
Apple Podcasts: apple.co/4aLR6yZ
Spotify: spoti.fi/3Eokgs8
Key Considerations for Reporting
Reporting is more than just creating factsheets or pitchbooks. It serves as the key information pipeline within an organization and to clients. Effective reporting boosts efficiency, engages clients, and minimizes operational risk. Follow these steps to elevate your reporting and achieve better results. ??
Read more about it here: https://bit.ly/4jasJiz
Earnings, AI, Washington, and More: 8 FactSet Experts on What to Watch in 2025
With 2024 behind us, global capital markets are entering a pivotal moment in 2025—a year of opportunities and challenges. What trends will shape the investment landscape? FactSet experts explore key insights across:
?? S&P 500 Earnings
?? Artificial Intelligence
?? Washington Policy Shifts
?? Fixed Income and Wealth Management
?? Utilities, Oil, and ETFs
From market dynamics to evolving strategies, we’ve outlined the key areas to watch.
Read the full article here: https://bit.ly/4aaAvof
Scaling M&A Capacity: How AI Tools Are Optimizing Junior Banker Performance
Scaling M&A capacity? It starts with saving time.
Junior bankers often face long, demanding hours, juggling tedious manual tasks and high-pressure expectations. FactSet Pitch Creator transforms hours of manual work into minutes, enabling junior bankers to focus on strategic initiatives and win more deals.
Read our latest article to learn more about how FactSet’s Pitch Creator can elevate your workflow: https://bit.ly/4an2YaO
FactSet Launches AI-Powered Pitch Creator
FactSet proudly introduces Pitch Creator—a cutting-edge, #GenerativeAI-powered solution tailored to revolutionize #pitchbook creation for investment banks.
By automating intensive tasks such as model analysis and presentation building, Pitch Creator empowers junior bankers to redirect their focus toward high-value strategic initiatives and the development of new business opportunities.
Key features include:
?? Search Intelligence – Surface information across FactSet’s unstructured content with simple, user-generated prompts.
?? Chart Creator – Generate dynamic, ready-to-use charts and graphs with a simple query.
?? Slide Assistant & ReSlide – Quickly build branded, data-forward slides and refresh content to maintain the original presentation format.
?? Tombstone Generator – Effortlessly compile and format M&A data for pitchbooks.
?? Template Assistant – Access over 200 pre-built Excel templates to supercharge your workflows.
?? Office Cloud Refresh – Refresh Excel models securely and efficiently through FactSet servers.
Read our full press release: https://bit.ly/40iDzdz
领英推荐
Historical Lessons: How New Tariffs Could Affect Financial Markets
How Could New Tariffs Shape the Markets?
We analyzed historical data to uncover how markets have responded to tariffs in the past. Explore the impacts on sector indices, FX rates, and equity markets—and what it might mean for the future.
Read the full analysis by Kristina Bratanova, CFA: https://bit.ly/3E6Bl9A
Systematic Credit Workflow Webcast
FactSet’s end-to-end systematic solutions set a new standard for quantitative research within an intuitive framework. Can these solutions be used for other asset classes beyond equity?
Watch our 30-min webcast session as we explore FactSet’s unique data advantages that unlock a promising and underexplored class of cross-asset credit signals. Learn how Factset’s end-to-end solutions can be applied to the development of systematic credit strategies.
Watch Now: https://lnkd.in/e2X_de9c
Private Equity Performance: Large Strategies Versus Funds of Funds, Co-Investments, and Secondaries
In #PrivateEquity, the large strategies of buyouts, venture capital, credit, and real estate naturally grab the headlines as the biggest players in the industry.
However, there is an important subset of strategies to explore.
Check out our latest analysis: https://bit.ly/3E4kXqk
Create the Perfect Client Proposal
Looking to take your client proposals to the next level? Join our webinar on February 11, 10am EST to learn how our newest integration with CapIntel can bring your proposals to life!
Create beautiful, engaging, and customized proposals to wow clients, and deliver them in the format of your choice. Now available directly through our workstation. Backed by our trusted data and content.
Register Today: https://lnkd.in/edkJujre
Electric Utility Sector: Balancing AI-Driven Growth and Carbon Emission Challenges
Electricity utility companies have long been a reliable choice for investors, known for their stable income and consistent dividends.
However, since 2020 they have experienced underperformance and diverged from S&P 500 total returns. This sector hasn’t quite kept up with its historical performance levels, but there's renewed optimism on the horizon given the increasing energy demand from #AI and #datacenters.
Read the latest analysis from Jacqulin Kuk at FactSet: https://bit.ly/4hexo1t
S&P 500 Earnings Season Update: January 24, 2025
?? 77% of S&P 500 companies have reported a positive EPS surprise for Q4 - equal to the 5-year average.
?? The S&P 500 is reporting earnings growth of 13.2% for Q4 - the highest growth in 3 years.
?? 5 of 11 S&P 500 sectors are reporting double-digit earnings growth for Q4 - led by the Financials sector.
Read now: https://bit.ly/40HN9Xs