キャプテラ - 日本企業の最適な
ソフトウェア選びをサポートし18年
FactSetとは?
12万2,000人以上のユーザーが、FactSetの提供する優れたコンテンツ、分析、柔軟なテクノロジーを使用して、チャンスをいち早く捉えています。投資専門家に、情報に基づく知見、ポートフォリオのライフサイクル全体におけるワークフローソリューション、専門家による業界最先端のサポートを提供し、パフォーマンス向上に貢献しています。分析およびデータ駆動型ソリューションで複数の賞を受賞し、Fortune誌の働きがいのある企業100社にも何度もランクインしています。
FactSetの対象ユーザー
投資銀行家、資産所有者、バイサイドトレーダー、顧客サービスおよびマーケティング専門家、財務アドバイザー、情報技術者など向けに設計された投資管理ソリューション。
FactSetをご存知でしょうか?
別の人気製品との比較

FactSet
FactSetの評判・レビュー
Great to track personalized portfolios and calculations
良いポイント:
I like how you can make your own personal portfolios based on whatever metrics you want. I also like the ability to see the overview of companies and get a great understanding of what they do and their financials. Being able to compare industry specific research about certain companies is a great feature as well.
改善してほしい点:
It is very difficult to use and understand how to complete desired calculations. It can be time consuming manually building out calculations that you want to be visible because they are not available or you just don't know where to locate them.
FactSet Review
良いポイント:
Very intuitive, straightforward terminal user interface; very sleek
改善してほしい点:
Excel pulls are sometimes difficult to write, especially vs. CapIQ or Bloomberg Terminal
検討した類似製品:
Best Market Intel Platform for Most
製品を使ってみた感想: I use FactSet daily and have found it to be the most user friendly platforms of those I have tried: mainly Bloomberg & CapIQ. While the dataset may not be as robust as Bloomberg, the data you get with the basic subscription should be adequate for most users. While CapIQ has essentially the same data for slightly cheaper it is worth noting the user interface saves a lot of time finding the specific data you need. I think the modest incremental cost is outweighed by the respective time savings.
良いポイント:
The user interface is clean and easy to navigate. Super quick to find what I need. Excel plug in is helpful as well especially with the template library.
改善してほしい点:
Base pricing gets you pretty generic market data. If you need industry specific data and/or research that is extra. All the extras can quickly add up.
Best tool for Financial Research
製品を使ってみた感想: Overall factset is a very good tool for financial research and modelling. Though the loading speed and sometime in-correct number is of concern as referring to the data extracted from Factset and company's balance sheet always is not possible.
良いポイント:
Factset is a comprehensive financial research platform with an intuitive user interface and excellent customer support. I begin with the research about company name and it gives the entire dashboard quickly at once where you see the financial records and can do the comparative analysis. I must say that the customer service of Factset is very prompt.
改善してほしい点:
The entire tool take a bit of time to load and requires high speed internet connection (at least 50MBPS and above) to open. Though sometime the numbers are incorrect when the same is compared to the balance sheet of the company which in turn is rectified by the factset team when raised a ticket.
Why pay for bloomberg?
製品を使ってみた感想: Excellent product, a force to be reckoned with.
良いポイント:
I like that Factset allows me to purchase exactly what I want, no more, no less. No overpriced single SKU
改善してほしい点:
It's not financial services industry standard yet. The more players onboard, the better it will become. I heard ML just started using it which is a big deal
Lots of features and information, but can be overwhelming
製品を使ってみた感想: Finding firmographic information about public companies for recruitment and retention purposes.
良いポイント:
Contains a plethora of organizational information about the financials tied to publicly traded companies - revenue, employee count, primary contacts, funding rounds, stock trends, corporate hierarchy. Tons of information at your disposal - way more than you could ever use.
改善してほしい点:
There's SO much information that it's hard to navigate for new users.
Great for Public Data and Charting Features
製品を使ってみた感想: Overall I've had a very positive experience with FactSet for its core functionality.
良いポイント:
FactSet has expansive data on public companies and other publicly available information. The charting tools and excel plugins are very functional and easy to use.
改善してほしい点:
The amount of information on private companies is fairly limited when compared to some of its competitors.
Excellent product
製品を使ってみた感想: Overall excellent product, highly geared towards equity analysis
良いポイント:
Equity analysis is top notch, able to clearly run historical fundamental analysis for global companies
改善してほしい点:
Portfolio management features not as a robust as Bloomberg (i.e. back testing, risk etc.), are not a proactive in offering free trials