FactSet
@factset
We help financial professionals stay ahead of market trends, access company & industry intelligence, monitor portfolio risk and performance, and execute trades.
Amid fiber investment and subscriber growth, cable’s ground is shrinking. Our blog article highlights exactly how much the 3 major wireless operators are steadily gaining broadband market share from cable operators, which previously held the majority of broadband customers: https://bit.ly/4vWNsML
With copper in record territory and M&A markets hot, should developers buy or build projects to meet the demand? Banu Nadarajah at FactSet highlights build and acquisition capex intensity and offers material insights and strategies for capital allocators to consider: https://bit.ly/4fnwIXK
June marked a milestone with a record 228 ETF launches. Learn which firm accounted for a significant portion of them. We also sum up trends in AUM, flows, asset classes, and sectors for U.S.-listed ETFs: https://bit.ly/4paQ8Ur
Life insurers could get a boost from the recent market rebound & higher AUM fees heading into 2Q earnings. But inflation continues to pressure P&C combined ratios. Read more: https://bit.ly/4boJuUJ
How can two stocks in the same sector return +733% and −90%? From 2022 to 2026 that was MS International and Latécoère, both classed "Aerospace & Defense." Why conventional classification missed much of the European defence rerating: https://bit.ly/4wkdclK
Midpoint access does not equal best execution. In today’s fragmented FX market, you need to verify consistency across conditions with pre-trade + post-trade TCA, not assumptions. What integrated workflows make possible: https://bit.ly/3SzHAKy
Wealth management firms face a double challenge: incorporating AI into advisor workflows while supporting growing demand for alternative assets. Firms that can connect data and processes across the organization may be better positioned to scale efficiently. Read more: https://bit.ly/4ebGJYX
Hartford Insurance is getting back to basics. By transferring Hartford Funds to Wellington Management, HIG eliminates operational complexity & frees up capital for underwriting—where returns are stronger on a risk-adjusted basis. Could other insurers follow suit? Read more: https://bit.ly/4uJFuoO
Even bottom quartile Global PE funds from the 2010-2015 vintages produced ~10% returns at realization. A high floor that reflects both the strength of the strategy and the broader market recovery following the Financial Crisis. Read here: https://bit.ly/4veNwHd
For investors researching the potential of an AI-related bubble burst and possible implications, we offer an example of hypothetical stress testing for that, tracking closely to the historically observed market impact of the dot-com bubble burst in 2000: https://bit.ly/4gaAJ3O
148 U.S. ETFs launched in May, and 87% of them are actively managed. Learn which firm launched the most ETFs along with other launch highlights in our analysis of May results: https://bit.ly/43LrAHs
In an increasingly complex ETF landscape, employing a systematic E-T-F framework—focused on Efficiency, Tradability, and Fit—enables investors to navigate choices confidently and align selections with distinct objectives. Read more in our blog: https://bit.ly/43apC3m
Private letter ratings have quietly driven capital treatment decisions at insurers for years, outside public view. That changes in 2026. For investors, the new NAIC disclosure rule creates the first-ever industry-wide window into private credit exposure. Learn more: https://bit.ly/4uPg6ib
What are indicators of a potential ETF closure? Elisabeth Kashner discusses launch trends, closure rates, AUM, and the FactSet Fund Closure Risk metric. Read the full article: https://bit.ly/4du9wYg
Automation doesn’t replace trader judgment, it amplifies it. By systematizing routine flow, integrating OMS/EMS, and tightening TCA-driven feedback loops, desks free traders to focus on high-touch, multi-asset decisions and scale without headcount. Read more: https://bit.ly/4ad6plg
Analysis of quarterly AUM roll forwards for Prudential, Equitable, and Hartford confirms the S&P 500 return is a reliable directional signal for AUM change. Read for more details in this sector blog article: https://bit.ly/4uCjmxo
Lower miles driven amid higher gas prices may reduce accident frequency, while AI-driven efficiencies could help lower expense ratios—together supporting improved profitability across the auto insurance sector. Read the full article: https://bit.ly/496pi9b
Fragmented workflows aren't just an IT problem. They're a growth problem. Here's how top wealth firms are fixing it: https://bit.ly/3P248Cl
Edward McCormick at FactSet shares key takeaways from his analysis of how oil shocks have impacted private markets in the past and how the historical market results may inform present market reactions: Read the full article: https://bit.ly/42h4FDi
So far in 2026, 89 ETFs have delisted. In our April results summary, we highlight the shortest- and longest-lived delisted ETFs year-to-date: https://bit.ly/4dojLgC
What does the new Nasdaq-100 licensing mean for the ETF industry? Elisabeth Kashner and Lois Gregson discuss how the gloves are off in the shifting landscape, where no product is safe from being poached. Read more: https://bit.ly/41S2YMo
In this analysis, Stewart Johnson at FactSet discusses implications of banks’ 1Q earning results (reported so far) and inflation data for insurers’ investment income, premiums, and claims costs. Read the full analysis: https://bit.ly/48buIiL
The SEC is in the middle of a multi-phase market structure reform that will change how trades are quoted, reported, and disseminated across the consolidated tape. Two of the three major components are already live, with the third going into effect in May. Read more: https://bit.ly/422t0N0
Our latest blog article discusses why FX trading desks that keep high-touch activity inside a structured workflow will be in a better position to improve efficiency and maintain control of workflows. Read here: https://bit.ly/3O9dXhr
Private investment redemption requests could have implications for insurance firms given the maturity and liquidity of their assets must be sufficient to meet liability obligations, such as policyholder claims and annuity payments. Read how to identify exposure levels: https://bit.ly/4ejr2Py
Disconnected systems and informal channels increase errors and handoff delays between PMs and traders. A unified, structured workflow embeds compliance, context, and control, empowering teams to move faster and smarter. Read more here: https://bit.ly/3PZ9wWR
Will the increase in redemption requests lead to a change in market dynamics within private credit? Colin Devereux at FactSet takes a data-driven look at the past two decades, leveraging Cobalt dry powder analytics to contextualize today’s developments. Read the full article: https://bit.ly/41ppOuD
A range of alpha signals can help investors discern whether a stock or a security is likely to outperform the market, and each signal has its own unique strengths and weaknesses. Our latest blog article explains why thoughtfully combining signals is worth consideration: https://bit.ly/3PQc49G
A key question amid the growth of robotics is: How can investors systematically identify and tag companies that sit at the intersection of robotics, AI, and sector-specific workflows? Our latest blog article analyzes the key elements of the industry: https://bit.ly/4m1nlQs
From the perspective of insurance companies, exposure for the combined lines of insurance that oil-tanker owners buy can easily exceed $1 billion per voyage. The latest weekly analysis of the insurance sector highlights marine coverage, market share, and research guidelines: https://bit.ly/4bHGQJ7