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CFA Institute members are provided with access to the following FactSet datasets

  • FactSet Global Prices and Corporate Actions
  • FactSet Fundamentals (Basic)
  • FactSet Estimates (Basic)

Utilizing the FactSet content, CFA Institute members will be able to access a global database of monthly prices, detailed annual financial history, and analyst consensus estimates for upcoming fiscal years.

The FactSet data available to CFA Institute members will be rolled out in various tranches. The first tranche, available here, is 1-year data for Americas equities. Additional tranches of data, including international securities, will be available in the near future.

All data and information provided by FactSet © 2022 and subject to FactSet’s terms of use


FactSet Global Prices and Corporate Actions

FactSet Global Prices and Corporate Actions covers exchange and composite level prices, volume, turnover, VWAP and returns data on a seven-day basis for equity markets. Daily unadjusted price data, precalculated daily returns, and compound annualized returns are available. This package also contains all future and historical event-based corporate actions for global equities. Event types include Spin offs, Dividends (Cash/Stock), Splits (Reverse/Forward), Bonus Issues, and Rights Issues.


FactSet Fundamentals Basic

Gain access to current, comprehensive, and comparative information on securities in worldwide developed and emerging markets. Composed of annual and interim/quarterly data, and calculated ratios, FactSet Fundamentals provides you with the information you need for a global investment perspective. The dataset includes one year of 150+ fundamental data items

Download the fundamentals data (10.5MB) - update in progress


FactSet Estimates Basic

Gain access to comprehensive estimates and statistics on a wide variety of financial statement items. FactSet’s industry-leading consensus estimates are aggregated from a wide base of contributors and all data is fully reviewed and validated by FactSet’s global quality assurance teams. Actuals and Guidance are also available where provided. The dataset includes one year of 10+ consensus estimate data items.

Download the most recent estimates data (4.8MB) - update in progress. 

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