FactSet

ETFs are known for tax efficiency, particularly around annual capital gains distributions. Their in-kind redemption process allows for the washing … Read more

Bryan Adams, Director, FactSet M&A; Matt Vodicka, Associate Product Manager, Core Applications; and Varun Rampall, Associate Product Manager, Research Product Development contributed to this article. … Read more

The insurance industry is all about managing risk, and, for insurance companies, projecting cash flows is an integral part of … Read more

Year end is the perfect time to consider the advantages of the ETF structure over traditional mutual funds. The creation/redemption … Read more

Today’s analysts, be they quantitative or fundamental, are presented with endless amounts of alternative data that can deliver insights never … Read more

For 2018, the bottom-up EPS estimate (which reflects an aggregation of the median EPS estimates for all of the companies … Read more

Ellen Haenszel, Senior Consultant contributed to this article. What do the Milwaukee Bucks, Paris Saint-Germain F.C., and the New York Yankees … Read more

On November 13, General Electric held its first investor day under new CEO John Flannery. During the event, Flannery revealed … Read more

While all publicly traded U.S companies report EPS on a GAAP (generally accepted accounting principles) basis, many U.S. companies also … Read more

For investors, it’s getting easier to make money with ETFs, as issuers keep getting squeezed on costs. This is great … Read more

Being an asset owner is hard! Plan management and risk oversight (by itself a nebulous and often thankless task) can … Read more

On September 7, Amazon announced that it is searching for a location for a second corporate headquarters (HQ2) in North … Read more