Question: The fastest way to pull financial data from the application into Excel as refreshable formulas that can be edited or updated is: You cannot pull

The fastest way to pull financial data from the application into Excel as refreshable formulas that can be edited or updated is:

  • You cannot pull FactSet data from the application into Excel in a dynamic way.
  • Download the financial report as =FDS codes with cell referencing.
  • Click each hyperlinked value to see the formula used, then hit the paper icon to Copy =FDS code and paste into Excel.

2. Perhaps you need to identify changes between two prospectus documents. What FactSet feature is the best tool to implement that analysis?

  • Advanced Search
  • Blackline Reports
  • Downloading to Excel
  • Corrected transcripts

3. Which economic application can you use to see past and upcoming macro-economic releases?

  • Country/Region
  • Economic Calendar
  • Economic Estimates
  • Policy Rates

4. True or False: The reports in the Company/Security tab update to display only the relevant options based on the security youre looking at.

  • True
  • False

5- What information can be accessed in the FactSet Calendars Events and Transcripts subtab?

  • Phone numbers for earnings calls
  • Password for earnings calls
  • Investor relations contact information
  • All of the above

6. True or False: By default, the keyword search in FactSets Filings application works like a thesaurus (for example, a search for supply would also return results for synonyms like provide.")

  • True
  • False

7. Which of the following databases provides end-of-day daily prices and historical prices for U.S. Corporate, Treasury and Agency bonds and non-U.S. Corporate and Government bonds and covers over 80,000 issues daily?

  • FactSet Prices & Derived Analytics
  • SIX Telekurs Prices & Derived Analytics
  • TRACE Prices & Derived Analytics

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