INTEGRATE WITH FACTSET FOR AN ENTERPRISE EXPERIENCEUse market-leading database technology to extend your FactSet experience seamlessly. Integrate your attribution analysis and characteristics as well as ex-ante risk and ex-post statistics. Rely on a single source of analytics data using Portfolio Vault.

PORTFOLIO VAULTExtend your Portfolio Analytics workflow, adding persistence, validation, and pre-calculation to create a consistent and repeatable data distribution process.

STORE AGILE ANALYTICS FOR CONSISTENCY Store the results of your derived analytics to create a repeatable, pre-calculated experience for end users. Benefit from the daily stored data that compounds ad-hoc periods on demand.

SEAMLESSLY REVIEW RESULTS AND HISTORYImport your firm’s history and store it for a long-term view of analytics as well as use in future calculations. Create new views over time and allow persistence of historical results.

About FactSet: FactSet is a leading provider of financial information and analytic applications to investment professionals around the globe. To learn more about FactSet’s Portfolio Vault, contact sales@factset.com or visit www.factset.com. Copyright © 2020 FactSet Research Systems Inc. All rights reserved. #14191/0420/FSM320

ESTABLISH GOVERNANCE AND CONTROLValidate your portfolio analytics and lock results to give your end users confidence in the information they distribute. Give users the appropriate permissions to access and view stored data.

MANAGE DOWNSTREAM DISTRIBUTION WITH EASERely on approved and locked results for distribution within Portfolio Insight or other data distribution channels including FactSet’s reporting solutions and APIs with native connectors to business intelligence tools. Combine the strength of Portfolio Analysis’s charting interface with the confidence and control of Vault.