FactSet

MEMBERS ONLY

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.

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

Note: Certain files may be too large to be fully loaded into Excel. Below, we provide sample Python, R, and Matlab codes to be able to load the data into each respective programming language. We suggest using one of these approaches when Excel is unable to load the full dataset.

Sample Codes: - R | Matlab | Python