Introduction to FactSet for University of Colorado at Boulder.
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Introduction to FactSet for University of Colorado at Boulder
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Transcript of 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
+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
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.
+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
Manage a Workspace
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
Universal Screening
+Screening application
+Report Writing
NYSE
ComputerHardwareIndustry
PE <= 20
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
Screen for Investment Ideas
+Display parameters
+Screening parameters
FG_PRICE(0)>100
FG_PRICE(0)
FactSet Formula
Relational Operator
Test Value
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)
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
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
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
Build Advanced =FDS Codes
Syntax
=FDS(“IDENTIFIER”,“FORMULA(DATE)”)
ExamplePrice for Hershey as of 12/31/2008=FDS(“HSY”,“P_PRICE(12/31/2008)”)ExamplePrice for Hershey as of 12/31/2008=FDS(A1,“P_PRICE(12/31/2008)”)
Excel Sidebar
Build Advanced =FDS Codes
Date Types
Relative
A date that changes as time goes on
Example - YesterdayData refreshes
Absolute
A specific point in time
Example - 6/30/2008
Data remains static
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
Thank you for attending!
