The Wharton School and FactSet Partner to Provide FactSet Fundamentals Data Via WRDS

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PHILADELPHIA–The Wharton School of the University of Pennsylvania announces that Wharton Research Data Services (WRDS), the leading comprehensive, internet-based data research service, now carries the FactSet Fundamentals dataset. WRDS provides instant access to over 200 terabytes of data across Finance, Accounting and Economic disciplines, making it the gold standard for business intelligence for 30,000 users in 27 countries.

The addition of FactSet Research Systems’ Fundamentals dataset is part of WRDS’ continued growth and dedication to meeting the changing needs of academic, government, non-profit institutions, and corporate firms worldwide. FactSet Research Systems is a leading provider of financial data and analytics to the global investment community.

“We are very pleased to have the opportunity to add FactSet data to WRDS, creating a new relationship between our two organizations,” said Robert Zarazowski, Senior Director of WRDS. “With this new data addition, WRDS continues as the locus for quantitative data research recognized by the academic and financial research community around the world as the leading business intelligence tool.”

FactSet Fundamentals is a comprehensive global database, providing users with a firm foundation for financial analysis, covering more than 67,000 global public and private companies encompassing the Americas, Europe/Africa, and Asia-Pacific.

Features:

•  Broad scope and deep history
•  Data offered on a standardized basis and on an as-reported basis
•  Choice of restated data (from 2004) and non-restated data
•  Extensive ratio data
•  Calendarized data

665 data items (including ratios) are available for each full annual in developed markets from the 1980s and emerging markets from the early 1990s. FactSet allows users to compare companies accurately, perform in-depth aggregate analysis, and see current and historical breakdowns of a company’s geographic and business segments.

“We are extremely excited about our new partnership with Wharton Research Data Services,” said Phil Snow, Global Director of Content & Technology Solutions for FactSet Research Systems. “For more than 30 years, FactSet has been providing the highest quality data to the professional investment community. Through the WRDS platform we can now offer the most accurate fundamental data to support the needs of the academic research community.”

Serving a broad constituency, FactSet users include academic researchers, investment managers, hedge funds, investment banks, private equity firms, traders, research analysts, consultants and advisors.

WRDS clients who want to learn more will have access to on-demand video sessions covering FactSet data, presented by doctoral-level research specialists available through the WRDS E-Learning Library. For more information, please contact wrds@wharton.upenn.edu.

About the Wharton School

The Wharton School of the University of Pennsylvania— founded in 1881 as the first collegiate business school — is recognized globally for intellectual leadership and ongoing innovation across every major discipline of business education. The most comprehensive source of business knowledge in the world, Wharton bridges research and practice through its broad engagement with the global business community. The School has more than 5,000 undergraduate, MBA, executive MBA, and doctoral students; more than 9,000 annual participants in executive education programs; and an alumni network of 88,000 graduates.

About FactSet

For over 30 years FactSet has been a leading provider of accurate financial information and superior software solutions to the global investment community. By integrating content from hundreds of financial databases with powerful analytics on a single platform, FactSet supports the investment process from initial research to published results. With Microsoft Office integration, mobile access, and customizable options, FactSet offers the most complete financial workflow solution available. More than 40,000 investment professionals rely on FactSet’s comprehensive data, exceptional functionality, and industry-leading support to power their process. FactSet is headquartered in Norwalk, Connecticut and conducts operations in twenty-four locations worldwide. Follow FactSet at www.factset.com or on Twitter at twitter.com/factset.

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