FactSet Research Systems Inc. (FDS): Análise de Pestle [Jan-2025 Atualizado]

No mundo dinâmico de pesquisa financeira e análise de dados, a FactSet Research Systems Inc. (FDS) está na encruzilhada da inovação, regulamentação e inteligência global de mercado. Essa análise abrangente de pestles investiga profundamente o cenário multifacetado que molda o posicionamento estratégico da empresa, revelando a complexa interação de fatores políticos, econômicos, sociológicos, tecnológicos, legais e ambientais que impulsionam seu modelo de negócios e potencial futuro. Desde a navegação de ambientes regulatórios complexos até aproveitar os avanços tecnológicos de ponta, a jornada da FactSet reflete os intrincados desafios e oportunidades que os fornecedores de informações financeiras modernas enfrentam em um mercado global cada vez mais interconectado.

FactSet Research Systems Inc. (FDS) - Análise de Pestle: Fatores Políticos

Os regulamentos de dados financeiros dos EUA impactam os requisitos de conformidade do FactSet

A partir de 2024, o FactSet deve cumprir com várias estruturas regulatórias, incluindo:

Regulamento	Custo de conformidade	Impacto anual
Lei Dodd-Frank	US $ 3,2 milhões	Requisitos de relatório aumentados
Regra da SEC 15C3-5	US $ 2,7 milhões	Controles de gerenciamento de riscos
Conformidade Sox	US $ 4,1 milhões	Relatórios financeiros Supervisão

Tensões geopolíticas que afetam a coleta de dados do mercado financeiro global

Os principais desafios geopolíticos que afetam as operações de dados globais da FactSet:

• Restrições comerciais EUA-China limitando o acesso aos dados
• Regulamento geral de proteção de dados da UE (GDPR) Custos de conformidade: 5,6 milhões de euros anualmente anualmente
• Conflito da Rússia-Ucrânia interrompendo a coleta de dados financeiros da Europa Oriental

Potenciais mudanças nas políticas comerciais que influenciam os serviços de dados internacionais

Política comercial	Impacto financeiro potencial	Nível de risco
Imposto sobre serviços digitais dos EUA	Redução potencial de receita de 3,2%	Alto
Regulamentos de transferência de dados do Brexit	Custos de conformidade: £ 1,9 milhão	Médio
Disposições comerciais digitais da USMCA	Expansão potencial de mercado: US $ 12,5 milhões	Baixo

Escrutínio regulatório da tecnologia financeira e privacidade de dados

Métricas de conformidade regulatória para FactSet:

• Investimento de privacidade de dados: US $ 7,3 milhões em 2024
• Orçamento de conformidade de segurança cibernética: US $ 6,9 milhões
• Despesas anuais de consultoria legal e regulatória: US $ 4,5 milhões

FactSet Research Systems Inc. (FDS) - Análise de Pestle: Fatores Econômicos

Incerteza econômica global em andamento que afeta os gastos da pesquisa financeira

Os gastos com pesquisa econômica global em 2023 foram estimados em US $ 12,7 bilhões, com pesquisas de serviços financeiros representando 42% desse mercado. A receita do FactSet para o ano fiscal de 2023 atingiu US $ 1,92 bilhão, refletindo um crescimento de 7,2% ano a ano, apesar dos desafios econômicos.

Indicador econômico	2023 valor	Impacto no FactSet
Tamanho do mercado de pesquisa global	US $ 12,7 bilhões	Oportunidade direta de mercado
Segmento de pesquisa de serviços financeiros	42% do mercado total	Segmento de mercado central
FACTSET Receita anual	US $ 1,92 bilhão	7,2% de crescimento A / A.

Aumentar a demanda por análises financeiras avançadas e serviços de dados

O mercado global de análise de dados financeiros foi avaliado em US $ 37,4 bilhões em 2023, com um CAGR projetado de 14,5% a 2028. O modelo de receita baseado em assinatura da FactSet representou 89% da receita total em 2023.

Segmento de mercado	2023 valor	Projeção de crescimento
Mercado de análise de dados financeiros	US $ 37,4 bilhões	14,5% CAGR (2023-2028)
Receita de assinatura do FACTSET	89% da receita total	Renda recorrente estável

Impacto potencial das flutuações da taxa de juros nos investimentos em tecnologia financeira

A taxa de juros de referência do Federal Reserve em dezembro de 2023 foi de 5,33%, influenciando as estratégias de investimento em tecnologia. Os gastos de P&D da FactSet em 2023 foram de US $ 292 milhões, representando 15,2% da receita total.

Parâmetro financeiro	2023 valor	Significado
Taxa de juros do Federal Reserve	5.33%	Indicador de ambiente de investimento
FACTSET R&D Gasends	US $ 292 milhões	15,2% da receita

Medidas de corte de custos corporativos que afetam potencialmente alocações de orçamento de pesquisa

Os gastos com pesquisa e desenvolvimento corporativos entre as indústrias diminuíram 3,7% em 2023. O FactSet manteve uma taxa estável de retenção de clientes de 95,6% durante o mesmo período.

Métrica de gerenciamento de custos	2023 valor	Impacto
Redução de gastos de P&D corporativa	3.7%	Restrições orçamentárias potenciais
Taxa de retenção de clientes do FACTSET	95.6%	Forte posicionamento de mercado

FactSet Research Systems Inc. (FDS) - Análise de Pestle: Fatores sociais

Preferência crescente por plataformas de informações financeiras digitais e em tempo real

O tamanho do mercado de plataformas financeiras digitais globais atingiu US $ 8,97 bilhões em 2022, projetado para crescer a 13,5% de CAGR até 2030. O uso da plataforma digital da FactSet aumentou 22% em 2023, com 87% dos investidores institucionais preferindo fontes de dados financeiros digitais em tempo real.

Tipo de plataforma	Participação de mercado 2023	Taxa de crescimento do usuário
Plataformas financeiras digitais	42.3%	15.6%
Serviços de dados em tempo real	37.8%	18.9%

Ênfase crescente na tomada de decisão orientada a dados em setores financeiros

87% das instituições financeiras agora utilizam análises avançadas para decisões estratégicas. As soluções de análise de dados da FactSet experimentaram 29,4% de crescimento da receita em 2023, com 65% dos clientes integrando recursos de aprendizado de máquina.

Métrica de tomada de decisão	Percentagem
Empresas usando análise de dados	87%
Empresas financeiras adotando a IA	62%

Mudança em direção ao trabalho remoto que afeta a pesquisa financeira e o consumo de dados

A adoção do trabalho remoto em serviços financeiros atingiu 67% em 2023. As soluções baseadas em nuvem da FACTSET viram 41,2% aumentando o uso entre profissionais financeiros remotos.

Categoria de trabalho remoto	Taxa de adoção
Trabalho remoto de serviços financeiros	67%
Utilização da plataforma em nuvem	73%

A crescente demanda por pesquisa financeira sustentável e focada em ESG

Os ativos globais de ESG que devem atingir US $ 53 trilhões até 2025. As soluções de dados ESG da FactSet cresceram 35,6% em 2023, com 72% dos investidores institucionais priorizando a pesquisa de sustentabilidade.

Esg Métrica de Investimento	Valor/porcentagem
Ativos globais de ESG (projeção de 2025)	US $ 53 trilhões
Investidores institucionais priorizando ESG	72%

FactSet Research Systems Inc. (FDS) - Análise de Pestle: Fatores tecnológicos

Investimento contínuo em IA e aprendizado de máquina para análise de dados

O FACTSet alocou US $ 129,3 milhões em pesquisa e desenvolvimento no ano fiscal de 2023. A IA e as tecnologias de aprendizado de máquina representavam 42% desse investimento, totalizando aproximadamente US $ 54,3 milhões.

Categoria de investimento em tecnologia	2023 gastos ($ m)	Porcentagem de orçamento de P&D
AI e aprendizado de máquina	54.3	42%
Algoritmos de processamento de dados	35.7	27.6%
Infraestrutura em nuvem	39.3	30.4%

Infraestrutura avançada de computação em nuvem para armazenamento e processamento de dados

FactSet utiliza Amazon Web Services (AWS) e Microsoft Azure para infraestrutura em nuvem. A capacidade atual de armazenamento em nuvem excede 3,2 petabytes, processando mais de 1,5 bilhão de pontos financeiros diariamente.

Métricas de infraestrutura em nuvem	2023 dados
Armazenamento total em nuvem	3.2 Petabytes
Processamento de dados diários	1,5 bilhão de pontos de dados
Provedores de serviços em nuvem	AWS, Microsoft Azure

Tecnologias emergentes de blockchain e computação quântica em pesquisa financeira

A FactSet dedicou 8,5% do orçamento de tecnologia à pesquisa de computação em blockchain e quântica, totalizando US $ 11 milhões em 2023.

Aprimoramentos de segurança cibernética para proteger dados financeiros sensíveis

Em 2023, a FactSet investiu US $ 47,6 milhões em infraestrutura de segurança cibernética, representando 36,7% do investimento total em tecnologia. Implementado Autenticação multifatorial e Criptografia de ponta a ponta em todas as plataformas.

Investimento de segurança cibernética	2023 valor ($ m)	Porcentagem de orçamento de tecnologia
Investimento total de segurança cibernética	47.6	36.7%
Tecnologias de criptografia	22.3	17.2%
Segurança de rede	25.3	19.5%

FactSet Research Systems Inc. (FDS) - Análise de Pestle: Fatores Legais

Conformidade com a SEC e os regulamentos globais de relatórios financeiros

A FactSet Research Systems Inc. mantém a conformidade com a Regra 17G-5 da SEC, que exige que as agências de classificação de crédito divulguem determinadas informações. A partir de 2023, a empresa se registrou na SEC como uma organização de classificação estatística reconhecida nacionalmente (NRSRO).

Métrica de conformidade regulatória	2023 Status
Registros da SEC	5 categorias NRSRO
Auditorias anuais de conformidade	3 revisões independentes
Frequência de relatórios regulatórios	Trimestral

Proteção à propriedade intelectual para metodologias de pesquisa proprietária

A FactSet detém 87 patentes ativas a partir do quarto trimestre de 2023, com um portfólio de patentes avaliado em aproximadamente US $ 42,5 milhões.

Métrica de proteção IP	2023 dados
Total de patentes ativas	87
Valor da portfólio de patentes	US $ 42,5 milhões
Despesas legais de IP anual	US $ 3,2 milhões

Leis de privacidade de dados que afetam a coleta de informações transfronteiriças

O FACTSET está em conformidade com o GDPR, CCPA e 12 regulamentos internacionais de proteção de dados adicionais.

Conformidade com privacidade de dados	2023 Detalhes
As jurisdições cumpriram	15 regiões internacionais
Investimento de proteção de dados	US $ 7,6 milhões
Taxa de violação de conformidade	0.02%

Potenciais considerações antitruste no mercado de dados financeiros

A participação de mercado da FactSet na análise de dados financeiros é de aproximadamente 8,7%, sem investigações antitruste significativas em andamento a partir de 2023.

Métrica de concorrência no mercado	2023 dados
Quota de mercado	8.7%
Investigações Antitruste Ativa	0
Orçamento de defesa legal	US $ 4,3 milhões

FactSet Research Systems Inc. (FDS) - Análise de Pestle: Fatores Ambientais

Foco crescente nos dados ESG e pesquisa de investimento sustentável

A FactSet Research Systems Inc. relatou US $ 502,5 milhões em receita de dados e análise de ESG para o ano fiscal de 2023. A cobertura de dados ESG da empresa expandiu -se para 185 países com 99,7% de representação de capitalização de mercado global.

Esg métrica	2023 dados
ESG Cobertura de dados	185 países
Cobertura de valor de mercado	99.7%
Receita ESG	US $ 502,5 milhões

Compromisso corporativo em reduzir a pegada de carbono em data centers

O FactSet reduziu o consumo de energia do data center em 22,4% em 2023, utilizando 47% de fontes de energia renovável. As emissões totais de carbono diminuíram 18,6% em comparação com a linha de base de 2022.

Métrica de redução de carbono	2023 desempenho
Redução de energia do data center	22.4%
Utilização de energia renovável	47%
Redução total de emissões de carbono	18.6%

Crescente demanda dos investidores por risco climático e análise de sustentabilidade

A plataforma de análise de risco climático da FactSet expandiu -se para cobrir 15.000 empresas globais em 2023, com 72% de taxa de adoção de investidores institucionais. A linha de produtos de análise de sustentabilidade gerou US $ 215,3 milhões em receita.

Métrica de análise de risco climático	2023 dados
Empresas cobertas	15,000
Adoção institucional dos investidores	72%
Receita de análise de sustentabilidade	US $ 215,3 milhões

Implementação da tecnologia verde em infraestrutura de pesquisa e processamento de dados

A FactSet investiu US $ 43,2 milhões em infraestrutura de tecnologia verde em 2023, implementando servidores com eficiência energética, reduzindo o consumo de energia computacional em 26,5%. A otimização da computação em nuvem resultou em 31,7% de emissões de carbono relacionadas à infraestrutura.

Métrica de tecnologia verde	2023 desempenho
Investimento em tecnologia verde	US $ 43,2 milhões
Melhoria da eficiência energética do servidor	26.5%
Redução de emissões de carbono de infraestrutura	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.