FACTSET Alternative Data (Global Coverage) - Novel ESG, Market & Business Intelligence

CORPORATE HIERARCHY A comprehensive database that classifies companies into thousands of specialty sectors based on the products and services they sell. See over 9,000 companies’ primary and ancillary lines of business and group companies with up to three times the depth found in conventional industry classification systems. When fully expanded, this offers over 7,000 sector and product groups, providing the precision necessary to understand companies in a multi-dimensional manner. DATA MANAGEMENT SOLUTIONS Uncover direct and indirect relationships and hierarchies between entities, securities, people, and funds. Using an entity-centric data model, Data Management Solutions provide access to our complete security and entity level symbology, comprehensive entity reference data, and the necessary relationships and connections you need to create a foundation that connects disparate sources of information to a master identifier. ENVIRONMENTAL SOCIAL GOVERNANCE (ESG) Research, ratings, and analysis of the environmental, social, and governance-related business practices of thousands of companies worldwide. FactSet integrates a mix of in-house data and third-party environmental, social, and governance research and ratings from some of the premier ESG data vendors in the space, including MSCI, Sustainalytics, Truvalue, RepRisk, and FTSE Russell ESG, to support ESG investing. FactSet ESG data includes information on corporate activism and governance, geographical revenue, supply chain, and global sanctions. Together with our strategic partnership providers, FactSet understands which ESG factors affect a company and how prepared it is to manage risks. GEOGRAPHIC REVENUE EXPOSURE Identify opportunities and risks with companies' revenues by geography. Geographic Revenue Exposure data provides a highly structured and normalized display of companies’ revenues by geography. Quickly understand a company’s revenue exposure in countries affected by geopolitical, macroeconomic, and market risk. View the geographic footprint of a company based on sources of revenue, versus country of domicile and leverage a consistent, accurate, and flexible dataset to analyze global revenue exposures at the company, index, or portfolio level. SANCTIONS Monitor the entities and individuals who appear on global sanctions lists. Monitor the entities and individuals on U.S. and global economic sanctions lists with FactSet Sanctions. This dataset monitors the U.S. Department of the Treasury’s Office of Foreign Assets Control (OFAC) sanctions lists and over 70 other restricted lists maintained by global authorities, including Great Britain, the United Nations, and the European Union. The entities and individuals that appear on these lists are mapped to FactSet’s symbology and further analysis is conducted to identify related entities and individuals as well as the connecting relationship. SHIPPING TRANSACTIONS Track maritime shipping transactions from 200 U.S. ports and 1,000 non-U.S. ports. Track maritime shipping transactions from bills of lading of 200 U.S. ports and 1,000 non-U.S. ports with supply chain shipping transactions data. Information includes cargo content descriptions, departure and arrival ports, and shipper/consignee relationships associated with maritime freight traffic subject to tracking or taxation by the U.S. Customs and Border Patrol. Using a combination of FactSet’s automated mapping processes and manual oversight, the transaction data is linked to FactSet’s extensive entity database to identify shippers, consignees, ports, and carriers. SUPPLY CHAIN RELATIONSHIPS Access the complex networks of companies' key customers, suppliers, competitors, and strategic partners through supply chain relationships data. Identifying the nature of a company’s business relationship is crucial to understanding its business opportunities, correlations, and risk exposure. FactSet supply chain relationship data is built to expose business relationship interconnections among companies globally. THIRD-PARTY DATA Spend less time managing data and more time analyzing it when you offload the burden of screening data sources, scrubbing raw data, and connecting third-party content to FactSet. Financial datasets keep growing but their value is lost without complex evaluation and integration. Leverage FactSet’s deep expertise in data integrity and unlock the power of data with the Open:FactSet Marketplace. Combine pre-linked, harmonized datasets from ESG to satellite with FactSet’s leading data feeds, such as ownership, supply chain, and fundamentals. Seamlessly link data feeds from the Open:FactSet Marketplace to your models and systems without the need for custom code, enabling your team to generate greater alpha. With FactSet supply chain relationship data, you can identify materially related companies and categorize their relationship dependencies. With 13 key company relationship types such as customers, suppliers, competitors, and strategic partners, you can determine the revenue value of a business relationship between two companies, understand how extreme market environments could affect your custom portfolios, and uncover interconnected relationships within and around a stock portfolio that may affect overall performance.

【企业层级结构】
本数据库为综合型企业分类数据库，基于企业所售产品与服务，将其划归至数千个细分行业板块。涵盖超9000家企业的核心及附属经营业务，且企业分组层级深度可达传统行业分类体系的三倍。经完整展开后，该数据库可生成超7000个行业及产品组别，能够以多维度视角精准刻画企业全貌。

【数据管理解决方案】
可挖掘实体、证券、个人及基金之间的直接与间接关联及层级结构。本解决方案采用以实体为核心的数据模型，可访问完整的证券与实体层级标识编码体系、全面的实体参考数据，以及所需的各类关联关系，助力搭建可将各类分散信息源整合至统一主标识符的基础框架。

【环境、社会及治理（ESG）】
针对全球数万家企业的环境、社会及治理相关经营行为开展研究、评级与分析。FactSet整合自有数据与业内顶尖ESG数据服务商的第三方ESG研究及评级数据，合作方包括MSCI、Sustainalytics、Truvalue、RepRisk以及FTSE Russell ESG等，以支持ESG投资业务。FactSet ESG数据涵盖企业维权活动与治理结构、地域营收、供应链及全球制裁相关信息。结合战略合作伙伴的资源，FactSet可精准识别影响企业的ESG要素，并评估其风险管理能力。

【地域营收敞口】
基于企业的地域营收分布，识别业务机遇与风险。地域营收敞口数据以高度结构化、标准化的形式展示企业的地域营收分布，可快速掌握企业在受地缘政治、宏观经济及市场风险影响的国家中的营收敞口。可基于营收来源而非企业注册国，直观呈现企业的地域业务布局；同时可借助一致、精准且灵活的数据集，在企业、指数或投资组合层面开展全球营收敞口分析。

【制裁监测】
监测全球制裁名单中的实体与个人。借助FactSet制裁监测工具，可追踪美国及全球经济制裁名单中的实体与个人。该数据集可监测美国财政部外国资产控制办公室（OFAC）的制裁名单，以及全球多国监管机构维护的70余个其他受限名单，监管方包括英国、联合国及欧盟。上述名单中的实体与个人均已匹配至FactSet的标识编码体系，并通过进一步分析识别相关联的实体、个人及其关联关系。

【航运交易】
追踪美国200个港口及非美国地区1000个港口的海运交易。依托供应链海运交易数据集，基于美国200个港口及非美国地区1000个港口的提单信息，追踪海运交易。数据内容包括货物明细描述、起运港与目的港信息，以及受美国海关及边境保护局监管或征税的海运货运相关的托运人/收货人关联关系。结合FactSet的自动化映射流程与人工复核机制，交易数据将与FactSet庞大的实体数据库进行关联，以识别托运人、收货人、港口及承运人信息。

【供应链关联关系】
借助供应链关联关系数据集，可获取企业核心客户、供应商、竞争对手及战略合作伙伴的复杂关联网络。明确企业的业务关系属性，是掌握其业务机遇、关联影响及风险敞口的关键。FactSet供应链关联关系数据集旨在揭示全球范围内企业间的业务关联互联情况。

【第三方数据服务】
当您将筛选数据源、清洗原始数据以及将第三方内容接入FactSet的工作交由我们处理后，即可减少数据管理耗时，将更多精力投入数据分析。金融数据集规模持续扩张，但未经复杂的评估与整合，其价值将无法得到发挥。借助FactSet在数据完整性方面的深厚专业能力，通过Open:FactSet Marketplace释放数据价值。将从ESG到卫星影像等已预关联、标准化的数据集，与FactSet的顶尖数据馈送服务（如股权结构、供应链及基本面数据）进行整合。无需编写自定义代码，即可将Open:FactSet Marketplace的数据馈送服务与您的模型及系统无缝对接，助力团队获取更高的阿尔法收益。
借助FactSet供应链关联关系数据集，您可识别具有重大关联的企业，并对其关系依赖类型进行分类。该数据集涵盖客户、供应商、竞争对手及战略合作伙伴等13类核心企业关联类型，可帮助您测算两家企业间业务关联的营收价值，预判极端市场环境对定制化投资组合的影响，同时挖掘股票组合内部及周边可能影响整体业绩的互联关联关系。

搜集汇总

背景与挑战

背景概述

该数据集提供全球企业的多维度分类、ESG评级、地理收入分布等深度商业情报，涵盖供应链关系、航运交易等实用数据，并整合第三方数据源以支持综合分析。