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Introduction to FactSet for University of Colorado at Boulder

Introduction to FactSet for University of Colorado at Boulder. Today’s Workflow. Basics of FactSet Manage a Workspace Create Watch lists and Monitor News Screen for Investment Ideas Comps Report Perform Real-Time Company Analysis Build =FDS Codes Continuing Education. Basics of FactSet.

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Introduction to FactSet for University of Colorado at Boulder

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  1. Introduction to FactSet for University of Colorado at Boulder

  2. Today’s Workflow • Basics of FactSet • Manage a Workspace • Create Watch lists and Monitor News • Screen for Investment Ideas • Comps Report • Perform Real-Time Company Analysis • Build =FDS Codes • Continuing Education

  3. Basics of FactSet • Consolidation of data and analytics onto one comprehensive interface • Real-time displays of market news, quotes, and research • Customize data views • Screen for companies based on investment ideas • Perform in-depth company analysis OA 15728, 15890

  4. Logging into FactSet • Open https://connect.factset.com • Enter the Connect ID assigned to you by FactSet, then click the Continue button. • Enter eight digit pass code that was emailed to you in text input box and click login.

  5. Manage a Workspace • Defining Workspace • Collection of tabs and subtabs • Predefined workspaces to fit workflows • Opening and Saving • FactSet insert menu • Create new tabs • FactSearch and shortcuts • Directories • Client directory is accessible to everyone at the same company with the same username • Personal directory is only accessible to one serial number OA 15851, 15850, 15852

  6. Create Watch Lists and Monitor News • Combines multiple data types in one place to provide interactive reports and graphs by: • Creating ticker lists • Customizing displays • Adding Fundamental Analysis displays • Including News components OA 15883

  7. Universal Screening • Screening application • Report Writing NYSE ComputerHardwareIndustry PE <= 20

  8. Screen for Investment Ideas • Universal Screening • Limit Button – narrow down your universe based on non-financial criteria • New Parameter – add parameters to limit your universe further based on financial data OR create non-limiting parameters to simply display the data in your report • Group and format your results OA 11721

  9. FG_PRICE(0)>100 Screen for Investment Ideas • Display parameters • Screening parameters FG_PRICE(0) FactSet Formula Test Value Relational Operator

  10. Screen for Investment Ideas Test Values Can Be: • A number • FG_MKT_VALUE>=4000 • A percentage • FG_EPS_1YGR>20 • Another formula • FG_SALES_A(0)>FG_SALES_A(-1) • The result of a calculation • FG_PE<GAVG(FG_GICS_INDUSTRY,FG_PE)

  11. Let’s Create a Screen • Limit your universe to actively trading equities, excluding things like ADRs and SDRs • Limit your universe to US companies in the tech sector • Create a parameter to limit to companies whose sales in the previous year were between 3 and 10 billion • Create a parameter to limit to companies whose sales were greater this year than last year • Create a parameter to display current market cap • Group your report by industry and sort by market cap • Output your screen to Excel • Save constituents as a portfolio

  12. Comparables Report • Customize Data Items • Separates target companies from the mean and median calculations to differentiate it from its peers • Use results from Universal Screening as the peer universe

  13. Perform Real-Time Company Analysis • Company Overview • Snapshot Report • Prices • Summary • Historical Prices • Corporate Actions • Fundamental Analysis • Key Financial Items, Filings • Click-thru Auditing • Highlight to chart • Estimates • All Estimates • Estimate History OA 15131, 14827, 14828, 14859, 14839

  14. Syntax =FDS(“IDENTIFIER”,“FORMULA(DATE)”) Example Price for Hershey as of 12/31/2008 =FDS(“HSY”,“P_PRICE(12/31/2008)”) Example Price for Hershey as of 12/31/2008 =FDS(A1,“P_PRICE(12/31/2008)”) Build Advanced =FDS Codes

  15. Excel Sidebar

  16. Relative Absolute A date that changes as time goes on A specific point in time Example - Yesterday Example - 6/30/2008 Data remains static Data refreshes Build Advanced =FDS Codes Date Types

  17. Continuing Education • Online Assistant • Live page auto opens to topic of interest • Interactive webinars • Learning Tab • Screening • Idea screening - OA 13995 - quick screening for private companies, public companies, M&A, PE, VC and more • Excel • =FDS Codes - OA 1967 - pull report data directly into Excel • ActiveGraphs - OA 14514 - dynamic refreshable graphs • News • Real Time - OA 15863 - portfolio or company level • Events Calendar • CallStreet - OA 15025 - corporate events and transcripts

  18. Thank you for attending!

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