1. Introduction to FactSet for University of Colorado at Boulder

2. Today’s Workflow Basics of FactSet Manage a Workspace
9/20/2011
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. 9/20/2011
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 ed to you in text input box and click login.

5. Manage a Workspace Defining Workspace Opening and Saving Directories
9/20/2011
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
9/20/2011
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
Watchlist –
to create a portfolio or track our companies we can create a watch list in a market watch
-use ID box to take advantage of type ahead and ID lookup
-If you have a list of tickers, can copy/paste them directly from Excel
-Later, I’ll show you how to create a market watch based on the results of a screen
Easy type ahead feature (for indices, commodities, ETFs or companies)
We can save these to a portfolio
Can quickly add in relevant columns via right-click Options or using default column sets
Now that we tracked companies we heard through the news or discussed in groups/class today what if we wanted to screen for comparable companies? Or see the other companies in this space?
OA 15883

7. Computer Hardware Industry
Universal Screening
Screening application
Report Writing
NYSE
Computer Hardware Industry
PE <= 20

8. Screen for Investment Ideas
9/20/2011
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. Screen for Investment Ideas
9/20/2011
Screen for Investment Ideas
Display parameters
Screening parameters
FG_PRICE(0)
FactSet Formula
Test Value
FG_PRICE(0)>100
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
9/20/2011
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. Build Advanced =FDS Codes
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)”)

15. Excel Sidebar

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

17. Continuing Education Online Assistant Screening Excel News
9/20/2011
Continuing Education
Online Assistant
Live page auto opens to topic of interest
Interactive webinars
Learning Tab
Screening
Idea screening - OA quick screening for private companies, public companies, M&A, PE, VC and more
Excel
=FDS Codes - OA pull report data directly into Excel
ActiveGraphs - OA dynamic refreshable graphs
News
Real Time - OA portfolio or company level
Events Calendar
CallStreet - OA corporate events and transcripts

18. Thank you for attending!
9/20/2011
Thank you for attending!