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This guide walks IU Southeast users through setting up FactSet Connect access for the first time. FactSet Downloads for lists of companies. Installing the Citrix Receiver for Mac.
University of Toronto.
FactSet delivers superior content, analytics, and flexible technology to help more than 122,000 users see and seize opportunity sooner. We give investment professionals the edge to outperform with informed insights, workflow solutions across the portfolio lifecycle, and industry-leading support from dedicated specialists.
Meet Your New Platform
Hit the ground running with your new investment platform, built specifically for your workflow. You can start positioning and marketing products, constructing portfolios, and analyzing investments today.
Set User Preferences
Learn how to configure the platform to your specifications and workflows.
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Create Investment Lists
Assemble your investment lists and optimize them based on your workflow.
Establish Search Criteria
Set your criteria, so you can screen for specific investments.
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