This class was created by Brainscape user Dan Adibi. Visit their profile to learn more about the creator.
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Dan Adibi
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Decks in this class (13)
Introduction to Finance
Be able to explain what financial markets are, how stocks and bonds differ in risk, and who the sell-side and buy-side players are and how do they make money.
4
cards
Bonds Overview
Describe basic characteristics and types of fixed income instruments
Explain the risk involved in investing in fixed income securities
Understand how derivatives are used to hedge interest rate and credit risk
Locate fixed income reports on the FactSet Workstation
8
cards
Estimates Data Overview & Reports
Explain what an estimate is and how it fits into clients’ workflows
Describe who makes estimates and who uses estimates
Describe EPS methodology and why it can differ between brokers
Explain key estimate terms
Calculate future fiscal periods for given examples
Navigate estimates reports in FactSet
9
cards
FactSet Ownership
Explain what ownership data is
Identify who uses ownership data and why it is important to our clients
Distinguish ownership sources for each shareholder type
Navigate through FactSet’s Ownership reports and applications
8
cards
Markets and Indices: Content and Reports
Define the terms market and index
List various sources of data for the markets
Locate market, industry, and index data on FactSet
4
cards
Screening Coding
What are some of the reasons for ...,
What is the screening syntax,
What format must identifiers be i...
8
cards
Private Equity
Understand the role of private equity in the financial markets
Discuss how private equity firms make money
Identify clients that interact/transact in the private equity space
Retrieve PE/VC data through FactSet
6
cards
FQL: Date Math, Functions, & Formatting
Write FQL formulas using date math
Create dynamic FactSet functions within FQL formulas
Understand how FactSet reads a template and format data using optional arguments
8
cards
FactSet Market Aggregates (FMA)
What is fma,
What is the default threshold for...,
Which calcmode uses historical co...
6
cards
Coding with Indices
What are the factset global codes...,
When working with indices the div...,
How should you calculate returns ...
4
cards
Contribution and Attribution
Define Contribution to Return
Define Attribution Analysis and the Attribution Effects
Build Attribution reports
Create a story based on Attribution Effects explaining relative performance
7
cards
Quant Overview & Backtesting
Describe how quantitative analysis fits into the investment workflow of our clients
Identify what types of clients would use a quantitative application
Explain the importance of backtesting
Write a backtestable code in Screening
7
cards
Using Client Proprietary Data
Which applications are used to up...,
What makes a portfolio file,
Which code brings back the consti...
7
cards
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FactSet Foundations
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