FactSet Research Systems Inc. (FDS): Análisis PESTLE [Actualizado en enero de 2025]

En el mundo dinámico de la investigación financiera y el análisis de datos, Factset Research Systems Inc. (FDS) se encuentra en la encrucijada de innovación, regulación e inteligencia de mercado global. Este análisis integral de mano de mortero profundiza en el panorama multifacético que da forma al posicionamiento estratégico de la compañía, revelando la compleja interacción de los factores políticos, económicos, sociológicos, tecnológicos, legales y ambientales que impulsan su modelo comercial y su potencial futuro. Desde navegar en entornos regulatorios intrincados hasta aprovechar los avances tecnológicos de vanguardia, el viaje de Factset refleja los intrincados desafíos y oportunidades que enfrentan los proveedores de información financiera modernos en un mercado global cada vez más interconectado.

FactSet Research Systems Inc. (FDS) - Análisis de mortero: factores políticos

El impacto de las regulaciones de datos financieros de los EE. UU. En los requisitos de cumplimiento de FactSet

A partir de 2024, FactSet debe cumplir con múltiples marcos regulatorios, que incluyen:

Regulación	Costo de cumplimiento	Impacto anual
Ley Dodd-Frank	$ 3.2 millones	Menores requisitos de informes
Sec Regla 15C3-5	$ 2.7 millones	Controles de gestión de riesgos
Cumplimiento de Sox	$ 4.1 millones	Supervisión de informes financieros

Tensiones geopolíticas que afectan la recopilación de datos del mercado financiero global

Desafíos geopolíticos clave que afectan las operaciones de datos globales de FactSet:

• Restricciones comerciales de US-China que limitan el acceso a los datos
• EU General Data Protection Regulation (GDPR) compliance costs: €5.6 million annually
• Russia-Ukraine conflict disrupting Eastern European financial data collection

Potential Changes in Trade Policies Influencing International Data Services

Política comercial	Impacto financiero potencial	Nivel de riesgo
Impuesto sobre los servicios digitales de EE. UU.	Reducción de ingresos potenciales del 3.2%	Alto
Regulaciones de transferencia de datos Brexit	Costos de cumplimiento: £ 1.9 millones	Medio
Disposiciones comerciales digitales de USMCA	Expansión del mercado potencial: $ 12.5 millones	Bajo

Escrutinio regulatorio de la tecnología financiera y la privacidad de los datos

Métricas de cumplimiento regulatorio para FactSet:

• Inversión de privacidad de datos: $ 7.3 millones en 2024
• Presupuesto de cumplimiento de ciberseguridad: $ 6.9 millones
• Gastos anuales de consultoría legal y regulatoria: $ 4.5 millones

FactSet Research Systems Inc. (FDS) - Análisis de mortero: factores económicos

Incertidumbre económica global continua que afecta el gasto de investigación financiera

El gasto en investigación económica mundial en 2023 se estimó en $ 12.7 mil millones, con una investigación de servicios financieros que representan el 42% de este mercado. Los ingresos de FactSet para el año fiscal 2023 alcanzaron los $ 1.92 mil millones, lo que refleja un crecimiento de 7.2% año tras año a pesar de los desafíos económicos.

Indicador económico	Valor 2023	Impacto en el conjunto de hechos
Tamaño del mercado global de investigación	$ 12.7 mil millones	Oportunidad de mercado directo
Segmento de investigación de servicios financieros	42% del mercado total	Segmento de mercado central
Ingresos anuales de FactSet	$ 1.92 mil millones	7.2% de crecimiento interanual

Aumento de la demanda de análisis financieros y servicios de datos avanzados

El mercado global de análisis de datos financieros se valoró en $ 37.4 mil millones en 2023, con una tasa compuesta anual proyectada de 14.5% hasta 2028. El modelo de ingresos basado en suscripción de FactSet representó el 89% de los ingresos totales en 2023.

Segmento de mercado	Valor 2023	Proyección de crecimiento
Mercado de análisis de datos financieros	$ 37.4 mil millones	14.5% CAGR (2023-2028)
Ingresos de suscripción de FactSet	89% de los ingresos totales	Ingresos recurrentes estables

Impacto potencial de las fluctuaciones de la tasa de interés en las inversiones de tecnología financiera

La tasa de interés de referencia de la Reserva Federal en diciembre de 2023 fue del 5,33%, influyendo en las estrategias de inversión tecnológica. El gasto de I + D de FactSet en 2023 fue de $ 292 millones, lo que representa el 15.2% de los ingresos totales.

Parámetro financiero	Valor 2023	Significado
Tasa de interés de la Reserva Federal	5.33%	Indicador de entorno de inversión
Gastos de I + D	$ 292 millones	15.2% de los ingresos

Medidas de reducción de costos corporativos que potencialmente afectan las asignaciones de presupuesto de investigación

El gasto en investigación y desarrollo corporativo en todas las industrias disminuyó en un 3,7% en 2023. FactSet mantuvo una tasa de retención de clientes estable del 95,6% durante el mismo período.

Métrica de gestión de costos	Valor 2023	Impacto
Reducción de gastos de I + D	3.7%	Posibles restricciones presupuestarias
Tasa de retención de clientes de datos de datos	95.6%	Posicionamiento de mercado fuerte

Factset Research Systems Inc. (FDS) - Análisis de mortero: factores sociales

Preferencia creciente por plataformas de información financiera digital y en tiempo real

El tamaño del mercado de las plataformas financieras digitales globales alcanzó los $ 8.97 mil millones en 2022, proyectados para crecer al 13.5% CAGR hasta 2030. El uso de la plataforma digital de FactSet aumentó en un 22% en 2023, con el 87% de los inversores institucionales que prefieren fuentes de datos financieros digitales en tiempo real.

Tipo de plataforma	Cuota de mercado 2023	Tasa de crecimiento de los usuarios
Plataformas financieras digitales	42.3%	15.6%
Servicios de datos en tiempo real	37.8%	18.9%

Aumento del énfasis en la toma de decisiones basada en datos en los sectores financieros

El 87% de las instituciones financieras ahora utilizan análisis avanzados para decisiones estratégicas. Las soluciones de análisis de datos de FactSet experimentaron un crecimiento de ingresos del 29.4% en 2023, con el 65% de los clientes que integran capacidades de aprendizaje automático.

Métrica de toma de decisiones	Porcentaje
Empresas que utilizan análisis de datos	87%
Empresas financieras que adoptan AI	62%

Cambiar hacia el trabajo remoto que impacta la investigación financiera y el consumo de datos

La adopción del trabajo remoto en los servicios financieros alcanzó el 67% en 2023. Las soluciones basadas en la nube de Factset vieron un 41.2% un mayor uso entre los profesionales financieros remotos.

Categoría de trabajo remoto	Tasa de adopción
Servicios financieros Trabajo remoto	67%
Utilización de la plataforma en la nube	73%

Creciente demanda de investigación financiera sostenible y centrada en el ESG

Se espera que los activos globales de ESG alcancen $ 53 billones para 2025. Las soluciones de datos ESG de FactSet crecieron en un 35,6% en 2023, con el 72% de los inversores institucionales que priorizan la investigación de sostenibilidad.

Métrica de inversión de ESG	Valor/porcentaje
Activos globales de ESG (proyección 2025)	$ 53 billones
Inversores institucionales que priorizan ESG	72%

FactSet Research Systems Inc. (FDS) - Análisis de mortero: factores tecnológicos

Inversión continua en IA y aprendizaje automático para el análisis de datos

FactSet asignó $ 129.3 millones para la investigación y el desarrollo en el año fiscal 2023. Las tecnologías de AI y aprendizaje automático representaban el 42% de esta inversión, totalizando aproximadamente $ 54.3 millones.

Categoría de inversión tecnológica	2023 gastos ($ M)	Porcentaje del presupuesto de I + D
AI y aprendizaje automático	54.3	42%
Algoritmos de procesamiento de datos	35.7	27.6%
Infraestructura en la nube	39.3	30.4%

Infraestructura avanzada de computación en la nube para el almacenamiento y procesamiento de datos

FactSet utiliza Servicios web de Amazon (AWS) y Microsoft Azure para infraestructura en la nube. La capacidad actual de almacenamiento en la nube excede 3.2 petabytes, procesando más de 1.500 millones de puntos de datos financieros diariamente.

Métricas de infraestructura en la nube	2023 datos
Almacenamiento total en la nube	3.2 petabytes
Procesamiento diario de datos	1.500 millones de puntos de datos
Proveedores de servicios en la nube	AWS, Microsoft Azure

Tecnologías emergentes de blockchain y computación cuántica en la investigación financiera

FactSet ha dedicado el 8.5% del presupuesto de tecnología a la investigación de blockchain y la computación cuántica, ascendiendo a $ 11 millones en 2023.

Mejoras de ciberseguridad para proteger datos financieros confidenciales

En 2023, FactSet invirtió $ 47.6 millones en infraestructura de ciberseguridad, lo que representa el 36.7% de la inversión tecnológica total. Implementado autenticación multifactor y cifrado de extremo a extremo en todas las plataformas.

Inversión de ciberseguridad	Cantidad de 2023 ($ M)	Porcentaje de presupuesto tecnológico
Inversión total de ciberseguridad	47.6	36.7%
Tecnologías de cifrado	22.3	17.2%
Seguridad de la red	25.3	19.5%

FactSet Research Systems Inc. (FDS) - Análisis de mortero: factores legales

Cumplimiento de la SEC y las regulaciones de informes financieros globales

FactSet Research Systems Inc. mantiene el cumplimiento de la Regla 17G-5 de la SEC, que requiere que las agencias de calificación crediticia divulguen cierta información. A partir de 2023, la compañía se ha registrado en la SEC como una organización de calificación estadística reconocida a nivel nacional (NRSRO).

Métrico de cumplimiento regulatorio	Estado 2023
Registros de la SEC	5 categorías NRSRO
Auditorías de cumplimiento anuales	3 revisiones independientes
Frecuencia de informes regulatorios	Trimestral

Protección de propiedad intelectual para metodologías de investigación propietarias

FactSet posee 87 patentes activas a partir del cuarto trimestre de 2023, con una cartera de patentes valorada en aproximadamente $ 42.5 millones.

Métrica de protección de IP	2023 datos
Patentes activas totales	87
Valor de cartera de patentes	$ 42.5 millones
Gastos legales de IP anuales	$ 3.2 millones

Leyes de privacidad de datos que afectan la recopilación de información transfronteriza

FactSet cumple con GDPR, CCPA y 12 regulaciones adicionales de protección de datos internacionales.

Cumplimiento de la privacidad de datos	2023 detalles
Jurisdicciones cumplidas	15 regiones internacionales
Inversión de protección de datos	$ 7.6 millones
Tasa de violación de cumplimiento	0.02%

Consideraciones antimonopolio potenciales en el mercado de datos financieros

La cuota de mercado de FactSet en el análisis de datos financieros es de aproximadamente el 8,7%, sin investigaciones antimonopolio significativas continuas a partir de 2023.

Métrica de competencia de mercado	2023 datos
Cuota de mercado	8.7%
Investigaciones antimonopolio activas	0
Presupuesto de defensa legal	$ 4.3 millones

FactSet Research Systems Inc. (FDS) - Análisis de mortero: factores ambientales

Aumento del enfoque en los datos de ESG y la investigación de inversiones sostenibles

Factset Research Systems Inc. reportó $ 502.5 millones en datos de ESG e ingresos de análisis para el año fiscal 2023. La cobertura de datos ESG de la compañía se expandió a 185 países con una representación de capitalización de mercado global del 99.7%.

Métrico ESG	2023 datos
Cobertura de datos de ESG	185 países
Cobertura de la tapa del mercado	99.7%
Ingresos de ESG	$ 502.5 millones

Compromiso corporativo para reducir la huella de carbono en los centros de datos

FactSet redujo el consumo de energía del centro de datos en un 22.4% en 2023, utilizando un 47% de fuentes de energía renovables. Las emisiones totales de carbono disminuyeron en un 18,6% en comparación con la línea de base 2022.

Métrica de reducción de carbono	2023 rendimiento
Reducción de energía del centro de datos	22.4%
Utilización de energía renovable	47%
Reducción total de emisiones de carbono	18.6%

Creciente demanda de inversores de análisis de riesgo climático y sostenibilidad

La plataforma de análisis de riesgos climáticos de FactSet se expandió para cubrir 15,000 empresas globales en 2023, con una tasa de adopción de inversores institucional del 72%. La línea de productos Analytics de sostenibilidad generó $ 215.3 millones en ingresos.

Métrica de análisis de riesgo climático	2023 datos
Empresas cubiertas	15,000
Adopción de inversores institucionales	72%
Ingresos de análisis de sostenibilidad	$ 215.3 millones

Implementación de la tecnología verde en infraestructura de investigación y procesamiento de datos

FactSet invirtió $ 43.2 millones en infraestructura de tecnología verde en 2023, implementando servidores de eficiencia energética que reduce el consumo de energía computacional en un 26.5%. La optimización de la computación en la nube dio como resultado un 31.7% más bajo en las emisiones de carbono relacionadas con la infraestructura.

Métrica de tecnología verde	2023 rendimiento
Inversión en tecnología verde	$ 43.2 millones
Mejora de la eficiencia energética del servidor	26.5%
Reducción de emisiones de carbono de infraestructura	31.7%

FactSet Research Systems Inc. (FDS) - PESTLE Analysis: Social factors

Strong client demand drove a 9.7% increase in user count for the full fiscal year 2025.

FactSet's core social factor is the expanding global demand for sophisticated financial intelligence, which is defintely evident in the fiscal 2025 user growth. The total user count reached 237,324 as of August 31, 2025, which represents a significant year-over-year increase of 9.7%, or 20,943 new users. This growth signals strong social acceptance and reliance on FactSet's platform across the investment community, from institutional buy-side firms to wealth managers. You can see the clear momentum here.

This user expansion is a direct reflection of financial professionals' increasing need for workflow automation and integrated data solutions to manage complexity. FactSet's ability to retain clients is also strong, with Annual Subscription Value (ASV) retention greater than 95% for the period.

Key Fiscal 2025 Social/Operational Metric	Value (as of Aug 31, 2025)	Year-over-Year Change
Total User Count	237,324	Up 9.7% (or 20,943 users)
Annual ASV Retention	Greater than 95%	Consistent
Client Retention (by number)	91%	Up approximately 90 basis points

Wealth management is a key growth area, generating over $300 million in Annual Recurring Revenue (ARR).

The shift in client focus toward the wealth management sector is a critical social trend driving FactSet's business. In fiscal 2025, the Wealth segment demonstrated the strongest performance among all client segments, achieving a 10% ASV growth rate. This is a huge signal for where the market is moving.

While the total ASV for the company reached $2,405.6 million as of August 31, 2025, the Wealth segment is a primary driver of new user additions, especially in the fourth quarter. The company's expansion into this market is a strategic move to capitalize on the democratization of financial planning and the need for institutional-grade tools among wealth advisors and independent RIAs (Registered Investment Advisors).

The firm's products create positive societal value in categories like Distributing knowledge and Jobs.

FactSet's platform creates societal value by distributing knowledge and enabling higher-value jobs. The company's tools are moving beyond simple data provision to integrating complex, socially relevant datasets like Environmental, Social, and Governance (ESG) information. This helps the entire investment community make more informed, sustainable decisions.

Also, the firm's focus on Artificial Intelligence (AI) is changing the nature of work for financial professionals. The goal is to automate repetitive tasks, which frees up human capital to focus on strategic, difference-making work. This is a positive social impact, even if it changes job descriptions. The firm's commitment to innovation is clear:

• Launched ESG Select Workstation and Carbon Diagnostics tools.
• Unveiled an Intelligent Platform integrating conversational AI.
• Launched 6 AI products to automate complex tasks.

Talent shortages in the financial technology sector pose a risk, increasing the cost of scarce human capital.

The high-growth financial technology (FinTech) sector faces a persistent talent shortage, particularly for skills in AI, data science, and cloud architecture. This scarcity acts as a significant operational and financial risk for FactSet. The simple fact is, the best people cost more.

This pressure is visible in the fiscal 2025 results. The company's adjusted operating margin for the full year declined by 150 basis points to 36.3%, with part of the fourth quarter's margin decline of 200 basis points attributed to higher technology expenses, which is a key proxy for rising compensation and recruitment costs for scarce human capital. FactSet's employee headcount was 12,575 as of November 30, 2024, with growth concentrated in high-cost, high-skill content and technology groups.

FactSet Research Systems Inc. (FDS) - PESTLE Analysis: Technological factors

You are defintely seeing a massive technological shift in financial services, and FactSet Research Systems Inc. is right in the middle of it. The main takeaway here is that their heavy, targeted investment in Generative AI (GenAI) is now a quantifiable revenue driver, but this innovation comes with a rising, multi-million-dollar cybersecurity price tag.

Heavy investment in Generative AI (GenAI) is expected to add 30 to 50 basis points to ASV growth in FY2025.

FactSet's move into Generative AI (GenAI) is not just a buzzword; it's a core growth strategy. For fiscal year 2025, the company projected that its GenAI initiatives would contribute between 30 to 50 basis points to its overall organic Annual Subscription Value (ASV) growth, and management confirmed they hit the middle of that range. This incremental growth helped drive the total organic ASV increase to 5.7% for FY2025, reaching $2,370.9 million. To be fair, this aggressive push is costly, with technology expenses rising by 13% in the fourth quarter of fiscal 2025 alone. The investment is a clear signal that the future of financial data is automated intelligence.

Launched AI-driven tools like Pitch Creator and Portfolio Commentary to boost client productivity.

The monetization of GenAI is happening through specific, high-value workflow tools. FactSet launched its Pitch Creator in January 2025, which uses AI to automate the creation of pitchbooks-a notoriously manual task for junior bankers. This tool is showing early traction, securing 10 signed deals and maintaining a pipeline of over 45 opportunities as of Q3 2025. Also, the AI-powered Portfolio Commentary tool provides automated attribution summaries, helping buy-side analysts identify key performance drivers faster. These solutions are designed to reduce client total cost of ownership (TCO) by cutting down on hours of manual work, which is a powerful sales argument against competitors.

Here's a quick look at the traction of key GenAI tools:

• Pitch Creator: 10 signed deals as of Q3 2025.
• Pitch Creator: Pipeline over 45 opportunities.
• GenAI Contribution: 30-50 basis points to FY2025 ASV growth.

Transitioning to an API-first platform to allow clients to embed FactSet's data directly into their own workflows.

FactSet is moving away from a purely terminal-based model toward an open, API-first platform architecture. This strategic pivot is crucial because it allows clients to embed FactSet's vast data directly into their own proprietary systems and workflows, bypassing the traditional desktop interface. Their Conversational API, powered by the FactSet Mercury knowledge engine, is already in the market. This allows users to make natural language queries for real-time data and insights, which is a significant step toward making their data a seamless utility rather than a separate application. This platform approach is critical for retaining large enterprise clients who want to build their own custom financial technology stacks.

Cybersecurity risks are significant, with data breach costs averaging $6.08 million per incident in the sector.

The flip side of all this technological sophistication is the rising threat of cyberattacks. Dealing with highly sensitive financial data makes FactSet a prime target. The costs associated with a breach in the financial services sector are among the highest across all industries. According to recent data, the average cost of a data breach for a financial institution is $6.08 million per incident, though some reports place the average even higher at $9.28 million. [cite: 1, 2, 6 from first search] This means FactSet must continue to dedicate a substantial portion of its technology budget to cybersecurity and data governance, especially as they expand their open API offerings and integrate more GenAI models, which can introduce new vulnerabilities.

What this estimate hides is the long-term damage to client trust and the potential for regulatory fines, which can easily dwarf the immediate containment costs. The company must invest heavily in AI-driven security and automation, which has been shown to cut breach costs by over $2 million on average. [cite: 1 from first search]

Metric	FY2025 Value/Impact	Context
Organic ASV Growth (Total)	5.7% (or $127 million)	Near the top end of guidance, driven by strategic investments.
GenAI Contribution to ASV Growth	30-50 basis points	Confirmed guidance range for incremental growth from AI products.
Q4 2025 Technology Expense Increase	13% Year-over-Year	Reflects heavy investment in GenAI and infrastructure projects.
Average Data Breach Cost (Financial Sector)	$6.08 million per incident	Represents the significant financial risk of a cyberattack. [cite: 6 from first search]

FactSet Research Systems Inc. (FDS) - PESTLE Analysis: Legal factors

Regulatory Changes Drive Demand for Compliance Tools

The global regulatory landscape is a significant factor for FactSet Research Systems Inc., not just as a compliance risk but as a powerful driver of new business. Financial market participants, especially in Europe, must comply with the Sustainable Finance Disclosure Regulation (SFDR), which mandates transparency on how they integrate environmental, social, and governance (ESG) risks. This complexity directly increases demand for FactSet's data and analytical products.

FactSet capitalizes on this by offering solutions that connect EU Taxonomy and Principal Adverse Impacts (PAI) datasets to a client's holdings. This allows asset managers to streamline the creation of complex, multi-asset class reports, turning a compliance headache into a core service need. The push for standardized, non-financial reporting is a structural tailwind for data providers who can aggregate and normalize fragmented ESG data.

Increased Oversight of Market Structure and Data

As a critical provider of financial data and technology to the global investment community, FactSet is subject to the increasing regulatory oversight of market structure. Regulators, including those in the U.S. and Europe, are scrutinizing the role of data vendors in ensuring fair and transparent markets.

The company must defintely comply with major global financial regulations, including MiFID II in Europe, which governs transparency and reporting for financial instruments. This necessitates continuous investment in data governance and quality assurance practices to mitigate the risk of regulatory penalties. FactSet addresses this by providing its clients with a single source for regulatory reporting data, helping them manage complex requirements like derivatives risk management and Solvency II.

Resolution of the Massachusetts Sales Tax Dispute

A notable legal and financial development in the fiscal year 2025 was the resolution of a long-standing sales tax dispute with the Massachusetts Department of Revenue. The finalization of this matter provided a material benefit to the company's financial performance by eliminating a prior-year charge.

Specifically, the 'lapping' of the prior year's charges was a primary factor in the year-over-year increase in GAAP operating margin for the fourth quarter of fiscal 2025.

Here's the quick math on the financial impact of the dispute's resolution:

Financial Metric	FY2025 (Year Ended Aug 31, 2025)	FY2024 (Year Ended Aug 31, 2024)	Q4 FY2025 (3 Months Ended Aug 31, 2025)	Q4 FY2024 (3 Months Ended Aug 31, 2024)
Sales Tax Dispute Charge (in thousands)	$1,775	$39,727	$0	$40,121
Q4 GAAP Operating Margin	N/A	N/A	29.7%	22.7%
Q4 GAAP Operating Margin Change Y/Y	N/A	N/A	Up approximately 700 bps	N/A

The absence of the substantial charge from the prior year's Q4-which was $40,121 thousand-significantly contributed to the Q4 2025 GAAP operating margin of 29.7%. That's a clean one-liner on margin improvement.

Compliance with Diverse Global Data Privacy Laws

Operating a global platform with over 237,000 users and nearly 9,000 clients as of August 31, 2025, FactSet must navigate a complex patchwork of international data privacy laws.

The company's commitment to data privacy is reflected in its adherence to the legal requirements under the European Union's General Data Protection Regulation (GDPR) for data transfers, which is a high bar for any global firm. The continued proliferation of new regulations globally, such as the EU AI Act, the California Privacy Rights Act (CPRA), and India's Digital Personal Data Protection Act (DPDP Act), means compliance is a continuous, high-cost operational requirement.

Key compliance areas FactSet must manage in 2025 include:

• Implementing safeguards for cross-border data transfers, particularly out of the European Economic Area.
• Maintaining transparency and accountability in how client and user Personal Data is processed.
• Automating processes to handle user rights requests, such as the right to access or delete data.
• Ensuring third-party service providers and partners adhere to appropriate data processing agreements.

What this estimate hides is the rising cost of compliance technology and the risk of a material weakness in internal controls, which FactSet has previously disclosed, requiring further analysis to ensure financial statements are fairly presented.

Next step: Compliance team must review the Q4 2025 regulatory guidance on the EU AI Act's initial enforcement phase to assess its impact on FactSet's new AI-powered research tools by the end of Q1 2026.

FactSet Research Systems Inc. (FDS) - PESTLE Analysis: Environmental factors

Commitment to Net-Zero and SBTi Validation

FactSet has established a clear, long-term environmental strategy, committing to achieving net-zero emissions by 2040. This is a strong signal to the market that climate risk is an enterprise-level priority, not just a compliance issue. To back this up, the company's near-term targets were formally validated by the Science Based Targets initiative (SBTi) in late 2024, aligning their reduction roadmap with the 1.5°C climate science pathway.

This SBTi validation provides a credible, third-party benchmark for investors. The action plan focuses on two distinct areas of emissions, which is a smart, granular approach.

• Reduce absolute Scope 1 and 2 (operational) Greenhouse Gas (GHG) emissions by 45% by fiscal year 2030.
• Reduce absolute Scope 3 (value chain) GHG emissions by 25% by fiscal year 2030.

Proprietary ESG Product Leadership and Market Recognition

FactSet is defintely turning the environmental challenge into a commercial opportunity by providing best-in-class data solutions for its clients' own climate reporting needs. This dual focus-reducing its own footprint while enabling client action-is a key competitive advantage in the 2025 financial technology landscape. The market has recognized this effort.

The firm was named the Best ESG Data Provider in the 2025 Waters Rankings, which is a significant validation from the financial technology community. This award directly reflects the quality and utility of their proprietary ESG products, such as the FactSet Carbon Diagnostics Powered by Emmi tool.

This tool helps institutional investors and asset owners with mandatory climate risk reporting by integrating climate and financial data in one platform. It's a simple, powerful solution for a complex regulatory problem.

• Provides comprehensive emissions data and climate risk analysis across public and private assets.
• Supports climate-related reporting with scenario-based insights, including IPCC and NGFS scenarios.
• Uses advanced machine learning to fill data gaps and provide accurate emissions estimates.

Quantifying Environmental Impact: Emissions and Data Centers

The primary negative environmental impact for a financial digital platform like FactSet is tied to its Greenhouse Gas (GHG) emissions, mainly from data center operations (Scope 2) and the upstream/downstream value chain (Scope 3). Here's the quick math based on the latest available validated data (Fiscal Year 2023), which serves as the base year for the 2030 reduction targets.

In fiscal year 2023, FactSet's total carbon footprint was 76,132 metric tons of CO₂ equivalent (tCO₂e). What this estimate hides is the significant reliance on Scope 3 emissions, which account for the vast majority of their climate impact.

GHG Emissions Category (FY2023 Base Year)	Metric Tons CO₂e (tCO₂e)	% of Total Carbon Footprint
Total Carbon Footprint (Scope 1, 2, & 3)	76,132	100.00%
Operational Emissions (Scope 1 & 2)	13,445	17.66%
Value Chain Emissions (Scope 3)	62,687	82.34%

The fact that Scope 3 accounts for over 82% of the total footprint means FactSet's decarbonization strategy must heavily focus on its supply chain and purchased goods. For instance, the largest single contributor to their Scope 3 emissions in FY2023 was Purchased Goods and Services, totaling 42,517 tCO₂e. So, the real work for the 2030 target of 25% reduction in Scope 3 will be in vendor selection and procurement policy.