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FactSet
@FactSet
40+ years helping financial professionals stay ahead of market trends. We do not reply to DMs/comments. For support, visit
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The term "AI" was cited on more than 65% of the earnings calls conducted by S&P 500 companies for Q2. Read the full article by John Butters:
The $SPX Information Technology, Financials, and Communication Services sectors had the highest percentages of Q2 earnings calls where the term "AI" was cited. #earnings#, #earningsinsight#,
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#StreetAccount# Weekly Market Recap - Friday, 18-Sep
Using @FactSet's Sectors & Insights - US Co. Inv. Holdings functionality, users can surface every insurance entity that holds a given security listed on Schedule D, making it possible to compare how the same investment holding is classified across different entities. Read the full article:
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Markets don't wait. Neither do clients. @FactSet AI for Wealth helps advisors move from portfolio data to client intelligence—fast. Identify who needs attention, walk into every meeting prepared, and deliver personalized recommendations that are ready when your clients are. Your instincts, backed by AI. Relationships, built to grow. 🔗
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The path matters in asset allocation just as it does for exotic options. Rebalancing rules can create different payoff profiles, while drawdowns, cash flows, and funding thresholds can materially change investor outcomes even when terminal wealth looks similar. Read the full article:
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Your commute briefing on AI in banking and how it gives judgment, relationships, and accountability greater leverage. Learn why leading firms will redesign the signal-to-pitch workflow around a deliberate partnership between people and intelligent systems. Spotify: Apple Podcasts:
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#StreetAccount# Financial Market Preview - Friday 18-Sep
#StreetAccount# Evening Market Recap - Thursday, 17-Sep
Banking is entering an era in which AI gives judgment, relationships, and accountability greater leverage. Leading firms will redesign the signal-to-pitch workflow around a deliberate partnership between people and intelligent systems. Read the full article here:
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Peak inflation mentions. Peak labor market mentions. Now... peak AI mentions? New data from John Butters shows AI cited on 2/3 of S&P 500 earnings calls in Q2 Dan Nathan, @GuyAdami and @LizThomasStrat are breaking down the latest Earnings Insight on MRKT Call WATCH:
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AUM is growing. Client expectations are rising. And performance teams are absorbing all of it. @FactSet's performance solutions are built to make the process lighter as the business gets bigger—unified front- and middle-office data, multi-asset class analytics, AI-generated commentary, and a cloud-native platform that replaces legacy systems without the disruption. Read the full overview to see how it all comes together:
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#StreetAccount# Financial Market Preview - Thursday 17-Sep
If you’re between meetings, commuting, or simply away from your desk, explore why the workflow, not the AI model, is the moat for banks. Written by Jamil Sheppard at @FactSet and narrated by AI. Spotify: Apple Podcasts:
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#StreetAccount# Evening Market Recap - Wednesday, 16-Sep
Most client reporting still ends at a PDF. That's changed. Digital Reporting Solution (DRS) is now part of @FactSet's reporting suite, turning the reports you already build into interactive widgets, managed documents, or a fully branded portal. No new reporting system. No development team required. Start with one widget or go all-in on the full portal. Read more: #ClientReporting# #WealthManagement# #FinTech#
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StreetAccount Event Preview: September FOMC meeting • September FOMC meeting ends Wednesday (16-Sep) with release of policy statement (14:00 ET) and Chair Warsh press conference (14:30 ET). Sell side previews broadly expect a 25 bp hike following last week's August CPI report, which did not show the disinflationary trend that some Fed officials called necessary to hold. Previews said policy statement will remain broadly unchanged, continuing to focus on justifying or describing the rate decision and shying away from explicit forward guidance. Street mixed on whether the dot plot would show one hike this year or two, though Warsh (again) expected to offer few details on Fed's reaction function or forward guidance. Given mixed views on disinflation trajectory, economists mixed on rate path ahead. #FOMC# #FederalReserve# #FedMeeting# #FedRateHike# #MarketUpdate# #Macro# #Disinflation# #MonetaryPolicy# #CPI# #InterestRates# Gain immediate access to unparalleled insights with #StreetAccount#:
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An AI roadmap is only as credible as the data underneath it. Watch Kathy Greenspan and guest host Dan Nathan discuss on what stays constant while everything above it changes, and why clients trust us:
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#StreetAccount# Financial Market Preview - Wednesday 16-Sep
The insurance industry has its share of company-level M&A transactions. Two examples from March are the acquisitions of Beazley by Zurich and Equitable by Corebridge Financial. There have also been 4 M&A transactions at a subsidiary level since mid-August. Read the full article:
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