FactSet

The insurance sector’s vulnerability to operational risk was laid bare in this week’s AWS outage. What are the implications for the sector’s Q3 earnings? FactSet's Associate Director of Insurance Content and former equity PM, E. Stewart Johnson, discusses how the event may prompt conversation and analyst questions on upcoming earnings calls. He also highlights how macro trends manifested on early 3Q earnings calls in the form of charges to bolster reserves in the wake of higher-than-expected claims costs attributed, in part, to inflation trends. Read here: https://bit.ly/3WZWcl7

Reporting isn’t just a back-office function—it’s a strategic advantage. But are your processes keeping up with client expectations and industry demands? FactSet's latest research with 300+ asset owners and managers reveals the key priorities shaping the future of reporting: ✅ Compliance and risk management are critical, but inefficiencies are holding firms back ✅ Clients are demanding more—real-time updates, ESG capabilities, and self-service tools ✅ Automation and outsourcing are no longer optional—they’re transformational Swipe through the slides to explore these insights and how leading firms are tackling today’s challenges. ⤵️ Download the free eBook: https://bit.ly/3VeGWQJ

Struggling to scale your portfolio commentary without losing your unique voice? We know you cherish your distinct style—it resonates with senior management and clients alike. While #AI offers tantalizing productivity gains, it often fails to capture the ideal format, phrasing, and tone that makes your analysis ... yours. Our new Portfolio Commentary Style Guide automates the commentary creation process without sacrificing your authentic voice. While continuing to rely on FactSet as the trusted source for the numbers, it abstracts from your previous commentaries to learn and then imitate your unique voice, phrasing, and structure. Ready to see how it works? Learn More: https://lnkd.in/etK4bq3f  

The future of finance moves fast. #FactSetFOCUS 2026 returns to Austin, bringing together industry leaders to explore how connection fuels confident decision-making. Save the date! 📅

How the Buy Side is Evolving — and How FactSet is Helping Clients Stay Ahead The buy side continues to face sustained cost pressures, shifting investor demands, and an urgent need to harness data and technology more efficiently. At FactSet, we’re partnering with clients to meet these challenges head-on — helping them reduce total cost of ownership, scale efficiently, and unlock new opportunities through innovation. Learn more: https://bit.ly/4ghQfsA

As wealth management firms have scaled for growth over the years, many have accumulated numerous of best-in-class technology solutions. That has resulted in unwieldy tech stacks, too many vendors, and disconnected systems. Join FactSet's VP of Wealth Product Development Dan Vento, and his guest, Greg King, FactSet's Senior Director, Head of Wealth Management, for their discussion on streamlined tech for advisors and clients, the new potential for private market investments, and the use of AI to deepen client relationships and grow net inflows. Listen here: Apple Podcasts: https://apple.co/3JaOEZO Spotify: https://bit.ly/3JaOFgk

We are excited to share that we’ll be attending InsuranceERM's #IERMIC 2025 next week! Looking forward to engaging with industry leaders as we explore enterprise risk management’s evolving role in today’s insurance landscape. With risks becoming increasingly complex and interconnected, it’s essential to rethink how the risk function can drive strategic value. Let’s connect, share insights, and shape the future of insurance risk together! Learn more: https://bit.ly/47kud4z

Handle Last-Minute Requests Without Missing a Beat It’s Friday evening, and you’re all set to unwind—until a last-minute Monday deadline from your MD lands in your inbox. It’s a moment every banker knows, but this time, you don’t have to choose between meeting expectations and making time for yourself. With Pitch Creator’s AI-driven capabilities, you can deliver on both. Save time, impress clients, and reclaim your weekend with a solution that delivers high-quality, data-rich profiles in minutes. See how Pitch Creator helps you exceed client expectations: https://lnkd.in/eRw28mV9

💼 How AI Agents Are Transforming the Asset and Wealth Management Industry? AI agents are emerging as a powerful force across industries, but what do they really mean for finance? On November 25, we will welcome representatives from FactSet and Unique, two companies at the forefront of financial innovation, to share their insights on this emerging technology. 🎤 Speakers: Alexandra You-Cappello - Global Head of Enterprise Data Solutions and Partnerships Sales | FactSet Anshu Kotak - Chief Commercial Officer | Unique AI 🎙️ Moderator: Typhaine Pinot, CFA | Global Tech Equity Analyst We’ll explore: • What AI agents are and what they can actually do • How to evaluate, price, and manage risks • Use cases in asset & wealth management • Why this may mark a real shift in financial technology 💬 Event in English (French questions welcome) 🥂 Followed by a networking cocktail 📍 FactSet 🔗 Here is the registration link for non-members: https://buff.ly/xfjK6XY The member registration link is in your inbox. #CFAFrance #AIinFinance #AssetManagement #WealthManagement #ArtificialIntelligence #AIagents #FactSet #UniqueAI #Fintech #CFACharterholder #FutureofFinance

Battery energy storage systems (BESS) have become increasingly popular since the start of the 2020s due to their ability to ramp quickly during times of peak demand. This is especially true in ERCOT, with the Texas ISO seeing more BESS capacity development than any other major U.S. power market. However, the previous trend of siting BESS near sources of intermittent generation, like wind and solar, seems to be shifting. In our latest Energy Market Insight, FactSet's Energy team delves into the state of BESS development in ERCOT and how BESS developers appear to be factoring arbitrage opportunities into where they site their batteries. Access the full Insight: https://lnkd.in/gMpXZDzm