Data Analytics

ETF Terminal

The ETF Terminal serves as a user-friendly, one-stop shop to navigating, researching and selecting ETFs. In addition to providing all relevant reference data, the ETF Terminal aggregates constituent (holdings) data (key ratios, growth metrics, estimates, analyst ratings and price targets) allowing users to quickly and transparently filter on investment criteria that meets their specific needs/requirements.

  • FactSet Research Systems data licenses
  • ETF Classifications
  • Security level (bottom up) data aggregation
  • Transparent Filtering
  • Ticker & Dynamic search bars
  • Integrated Screens (prebuilt & custom)

Research Frames

Intuitively integrated into the ETF Terminal, research frames provide a visual display of an ETF’s key characteristics including price, return, flows, composition, fundamentals, and technical analysis.

  • Live pricing
  • Sponsor & Index provider links
  • Advanced Charting
  • Time series analysis
  • Chart capture/exporting

Comparing multiple ETFs

Easily compare saved watchlists or groups of ETFs across multiple data points in the ETF Navigator table, the Visualization Frames, and check for common holdings in the ETF Overlap Analyzer.

Portfolio Look-through & Stock Analyzer

Explore portfolios in-depth using he Equity Visualizer and quickly find and research companies across numerous data points:

  • FactSet global fundamental data available on over 15,000 companies
  • Search & Filter using data tabs and dynamic visualizer
  • Company specific research pages

Ownership Screener

Despite having similarly stated investment objectives, data reveals that numerous ETF’s often hold significantly different underlying companies; particularly among thematic and factor investment strategies. The ownership screener helps find the consensus of which companies belong to specific market segments and also happens to be the foundation of the ETF All-Stars Indexes & Select Lists.

Give it a Test Drive

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