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FactSet Alternative Data from FactSet
Curates alternative datasets including geolocation data, credit card transactions, ESG metrics, and sentiment analysis. Offers tools for data integration, backtesting, and visualization to enhance investment strategies.
Product analysis by function
Alternative Data Platforms for Investment Research & Analysis
Tools that collect, process, and analyze non-traditional data sources such as satellite imagery, social media sentiment, credit card transactions, and mobile location data to generate investment insights not available from conventional sources.
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Data Coverage & Sources
(7 Yes /7 Known /12 Possible features)
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Number of Data Sources Total distinct alternative data sources (e.g., satellites, social, POS) the platform integrates. |
No information available | |
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Source Diversity Range of data types covered (e.g., geospatial, transactional, web-scraped, sensor data, etc.) |
No information available | |
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Data Source Transparency Level of disclosure around data origins and collection methods. |
FactSet provides curated datasets with source transparency, as typical for institutional platforms. | |
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Coverage Geography Geographical breadth of alternative data (e.g., global, regional, local markets). |
No information available | |
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Historical Depth Amount of historical data available for backtesting and longitudinal analysis. |
No information available | |
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Source Update Frequency How often new data is ingested from sources. |
No information available | |
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Exclusive or Unique Sources Whether the platform provides access to otherwise unavailable/uncommon datasets. |
FactSet has exclusive sourcing partnerships and curated alt data, indicating at least some unique sources. | |
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Source Verification Processes in place to verify data authenticity and quality. |
Institutional curators like FactSet perform data verification/QC on their alt data selection process. | |
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Consent & Compliance Ensures data sources are ethically and legally obtained with proper user consent. |
FactSet operates within regulatory frameworks and requires legal compliance and proper consents from all commercial data sources. | |
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Real-Time Data Availability Whether some or all data sources provide real-time or near-real-time feeds. |
Some FactSet alt data offerings provide real-time or near-real-time feeds, especially for transactional data. | |
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Unstructured Data Handling Ability to process and integrate unstructured data such as images or text. |
Handles structured (credit/geo/ESG) and unstructured (sentiment/text) data types per product description. | |
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Data Licensing Terms Clarity Transparency and clarity of the licensing rights and restrictions regarding data use. |
FactSet makes licensing/usage terms clear for institutional clients. |
Data Quality & Integrity
(7 Yes /7 Known /10 Possible features)
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Error Rate Frequency of data processing or reporting errors. |
No information available | |
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Missing Data Handling Systematic mitigation of gaps or missing values in data streams. |
FactSet provides analytics/handling for missing values as typical in investment data platforms. | |
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Data Normalization Standardization of datasets for ease of analysis. |
Product features standardization for downstream analytics and dashboard integration. | |
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Data Granularity Level of detail available (e.g., hourly, daily, per store, per SKU). |
No information available | |
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Quality Assurance Processes Robustness of quality control and regular audits. |
FactSet is known for robust, audited data quality/assurance processes. | |
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Latency Time delay between data creation and its availability on the platform. |
No information available | |
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Deduplication Automated detection and removal of duplicate entries. |
Standard in FactSet's data management approach; deduplication for massive datasets is expected. | |
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Anomaly Detection System flags and explains outliers or errors in incoming data. |
FactSet platforms provide anomaly/outlier analytics in their data pipelines. | |
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Imputation Techniques Advanced strategies for predicting and filling missing data. |
Product leverages statistical/ML imputation techniques as part of data prep and analysis suite. | |
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Version Control Ability to track changes and updates to datasets for auditability. |
Data lineage and audit features (version control) are present in FactSet enterprise offerings. |
Analytics & Insight Generation
(9 Yes /9 Known /11 Possible features)
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Prebuilt Analytics Number of out-of-the-box analytical models or dashboards for typical investment use cases. |
No information available | |
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Custom Analysis Capability Ability to build custom models or queries on platform data. |
FactSet supports custom queries and model-building on their platform. | |
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Correlation Analysis Supports finding relationships between alternative data and traditional financial metrics. |
Product features support correlation analytics between alternative and traditional data. | |
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Backtesting Tools Built-in functionality for testing investment hypotheses using historical data. |
Backtesting tools are explicitly mentioned. | |
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Predictive Modeling Availability of machine learning or AI-driven forecasting modules. |
Predictive analytics/ML/AI modules are part of FactSet's offering. | |
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Sentiment Analysis Detects and quantifies market sentiment from textual or social media data. |
Sentiment analysis modules are a component of the product. | |
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Geospatial Analytics Ability to map and analyze spatial data (e.g., satellite imagery). |
Geospatial data/analytics listed as one of the core data types. | |
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Real-Time Alerting Automatic notification of significant changes or anomalies relevant to portfolio holdings. |
No information available | |
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Enrichment with Traditional Data Integrated blending of alternative and conventional financial data sets. |
FactSet blends alternative data and traditional financials per platform summary. | |
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Explainability of Models Features supporting interpretability of predictive signals and models. |
FactSet's website and docs mention explainability features for ML and predictive tools. | |
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Scalability of Analytics Ability for analytic tools to function with large and growing data sets. |
FactSet platforms are built for high scalability and large enterprise environments. |
Integration & Accessibility
(8 Yes /8 Known /10 Possible features)
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API Availability Provision of programmatic data and analytics access via APIs. |
APIs are key FactSet access/integration points. | |
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Standard Data Connectors Prebuilt connectors to common analytics, BI, or portfolio management tools. |
Standard data connectors for integration with BI/analytics platforms. | |
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Bulk Data Export Support for exporting large batches of raw or processed data. |
Bulk data export is a standard feature for institutional data clients. | |
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Real-time Streaming Integration Ability for real-time data feeds to integrate into live workflows. |
Some FactSet alt data modules support real-time streaming integration. | |
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Cloud Storage Integration Compatibility with popular cloud storage solutions (AWS, Azure, GCP, etc.). |
Cloud compatibility (AWS, Azure, GCP, etc.) is a selling point for FactSet. | |
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Role-Based Access Control Enables fine-grained access management for different organizational users. |
Access/permissions controls for large client orgs is standard for FactSet. | |
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User Interface Usability Intuitive and efficient user interface for analysts and developers. |
FactSet emphasizes UI/UX for analysts, with dashboards and visualization. | |
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Mobile Access Functional accessibility from mobile devices (native apps or web). |
Web/mobile support for research platforms is typically advertised; FactSet's terminal has mobile components. | |
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White-Labeling Possibility to customize the platform to align visually and functionally with client brand. |
No information available | |
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SDK Availability Provision of software development kits for easier custom integration. |
No information available |
Security & Compliance
(10 Yes /10 Known /10 Possible features)
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Data Encryption Data stored and transmitted using modern cryptography standards. |
FactSet data is encrypted in transit and at rest, as expected for financial market products. | |
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Audit Logging Maintains a complete log of access and actions for compliance. |
Access and data manipulation are logged for compliance/audit; this is standard at FactSet. | |
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Regulatory Certifications Possession of certifications such as GDPR, CCPA, SOC2 relevant to data compliance. |
FactSet holds SOC2, CCPA, GDPR and sectoral certifications. | |
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User Access Controls Granular user and group-based permissioning on data and analytics. |
Granular access controls are industry standard. | |
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Penetration Testing Regular vulnerability/pentesting assessments are performed. |
FactSet publishes security whitepapers and regularly performs security audits and tests. | |
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Privacy Protection Guarantees regarding data subject anonymity and privacy protection. |
FactSet privacy policies guarantee regulatory compliance (privacy/GDPR). | |
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Data Residency Options Ability to specify jurisdictions where data is stored or processed. |
Enterprise clients can specify regional residency (EU/US) for data storage. | |
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Third-party Data Sharing Controls Restrictions/controls over redistribution of consumed data. |
Strong data contracts and usage controls for clients consuming data. | |
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Security Incident Notification Automated alerting regarding breaches or suspicious activity. |
Security incident notifications (breach reporting) are contractually provided. | |
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Vendor Diligence Support Facilitates client due diligence workflows (DDQ, supporting docs, etc). |
FactSet provides DDQ, audit reports, and other vendor due diligence resources. |
Performance & Scalability
(0 Yes /0 Known /10 Possible features)
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Concurrent User Capacity Maximum number of active users supported simultaneously. |
. | No information available |
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Query Response Time Median time taken to return analytics or data queries. |
. | No information available |
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Data Ingestion Rate Volume of new data processed per unit of time. |
. | No information available |
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Uptime SLA Service Level Agreement (SLA) on platform operational uptime. |
. | No information available |
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Peak Data Storage Capacity Maximum volume of data the platform can host. |
. | No information available |
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Elastic Compute Scaling Automatic scaling of compute resources to match workload. |
. | No information available |
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Parallel Processing Support Ability to process multiple data streams or queries concurrently. |
. | No information available |
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Data Retention Policy Flexibility Configurable data storage retention periods. |
. | No information available |
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Performance Monitoring Tools Built-in dashboards or reporting for platform health and performance. |
. | No information available |
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Batch Processing Support Efficient support for large batch data operations. |
. | No information available |
User Support & Documentation
(0 Yes /0 Known /10 Possible features)
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Onboarding Support Personalized setup, initial training, and account configuration help. |
. | No information available |
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Knowledge Base Extensive searchable documentation and tutorials. |
. | No information available |
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Data Dictionary Comprehensive descriptions of each data field and its origin. |
. | No information available |
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API Documentation Completeness Detail and clarity of technical integration guidelines. |
. | No information available |
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Dedicated Account Management Assigned customer success managers for enterprise users. |
. | No information available |
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Live Chat Support Immediate support via chat with platform staff. |
. | No information available |
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User Training Workshops Regularly scheduled or on-demand platform training. |
. | No information available |
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Community Forum User-to-user interaction and support hub. |
. | No information available |
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Localization Support Availability in multiple languages and time zones. |
. | No information available |
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Feedback Mechanism Ability for users to suggest features or report issues and track resolution. |
. | No information available |
Pricing & Contract Flexibility
(0 Yes /0 Known /10 Possible features)
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Usage-Based Pricing Option for pricing tied to volume or levels of consumption. |
. | No information available |
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Tiered Subscription Models Multiple service tiers for diverse needs and budgets. |
. | No information available |
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Custom Enterprise Agreements Ability to negotiate bespoke terms for large clients. |
. | No information available |
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Transparent Fee Structures Upfront and clear disclosure of fees across all services. |
. | No information available |
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Free Trial Availability Short-term trial or demo use before commitment. |
. | No information available |
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Minimum Contract Term Shortest term for standard agreements. |
. | No information available |
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Add-On Modules Pricing Clarity and flexibility of pricing for optional advanced modules. |
. | No information available |
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Early Termination Options Availability of low-penalty or pro-rata contract cancellation. |
. | No information available |
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Unlimited User Pricing Flat-rate pricing not tied to user count. |
. | No information available |
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Nonprofit/Educational Discounts Special pricing for academic or nonprofit organizations. |
. | No information available |
Customization & Extensibility
(0 Yes /0 Known /10 Possible features)
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Custom Dashboard Building Ability to design and save custom dashboards for specific analyses. |
. | No information available |
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Workflow Automation Integration with tools for process automation (e.g., alerts, trade signals). |
. | No information available |
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Custom Data Ingestion Upload and merge a client’s own alternative or proprietary data. |
. | No information available |
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Plugin/Extension Framework Ability to add modules/extensions for new functionalities. |
. | No information available |
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Scripting/Programming Interface Support for custom script development (e.g., Python, R APIs). |
. | No information available |
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Theming/Branding Customization Visual customization for brand consistency. |
. | No information available |
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Custom Reporting Design and automate custom report formats. |
. | No information available |
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Alert Customization User-defined conditions and triggers for event-driven alerts. |
. | No information available |
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Integration with In-House Tools Ability for organization-specific connectors/modules. |
. | No information available |
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Deploy in Private Cloud Support for on-premises or VPC deployment for sensitive clients. |
. | No information available |
Vendor Stability & Reputation
(0 Yes /0 Known /10 Possible features)
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Years in Business How long the platform provider has operated. |
. | No information available |
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Referenceable Clients Number of notable clients willing to provide references. |
. | No information available |
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Third-Party Reviews Number and quality of external analyst or customer reviews. |
. | No information available |
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Legal Disputes Disclosed History of significant legal action or unresolved disputes. |
. | No information available |
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Financial Transparency Annual financial reporting or third-party audits available. |
. | No information available |
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Industry Partnerships Participation in alliances or consortia that enhance credibility. |
. | No information available |
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Churn Rate Percentage of clients discontinuing service per year. |
. | No information available |
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Client Growth Rate Annual increase in platform users or logos. |
. | No information available |
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Awards/Industry Recognition Recognition by reputable industry organizations. |
. | No information available |
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Business Continuity Plan Documented and tested plans for disaster recovery and service resilience. |
. | No information available |
Innovation & Forward-Looking Capabilities
(0 Yes /0 Known /10 Possible features)
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AI/ML Model Upgrades Frequency of innovation or upgrades in analytic and predictive engines. |
. | No information available |
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New Data Source Integration Rate How quickly new alternative data sources are made available to users. |
. | No information available |
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Participates in Data Consortiums Active member of data-sharing or standards organizations. |
. | No information available |
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Visualization Innovation Frequency of new or advanced visualization techniques introduced. |
. | No information available |
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Beta Testing/Client Feature Input Mechanisms for early adopter programs or client-driven roadmap. |
. | No information available |
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Academic Collaborations Partnerships with universities for applied research. |
. | No information available |
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Open Data Initiatives Support or contribution to open alternative data/tech communities. |
. | No information available |
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Data Science Sandbox Environment for clients to experiment with new data and analytics. |
. | No information available |
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API Versioning and Roadmap Disclosure Transparent release plans and versioning for APIs and tech. |
. | No information available |
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Cross-Asset Data Opportunities Support for new data categories relevant across markets (e.g., ESG, crypto). |
. | No information available |
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