Introduction to FactSet for University of Colorado at Boulder

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

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

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 emailed to you in text input box and click login.

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

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

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

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

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

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)

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

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

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

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)”)

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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

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 13995 - quick screening for private companies, public companies, M&A, PE, VC and more Excel =FDS Codes - OA 1967 - pull report data directly into Excel ActiveGraphs - OA 14514 - dynamic refreshable graphs News Real Time - OA 15863 - portfolio or company level Events Calendar CallStreet - OA 15025 - corporate events and transcripts

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