FactSet's latest survey reveals that only 12% of asset managers feel confident in their client reporting. Despite tech investments, challenges like data silos, lack of automation, and customization gaps persist. Is your firm ready to modernize?

Survey findings among decision makers at asset management firms around the world reveal a paradox: Despite investing heavily in technology and talent, the vast majority believe more can be done to meet clients’ expectations and unlock additional business value.

New research from FactSet reveals that only 12% of asset managers and owners believe their current reporting deliverables meet all the needs and demands of clients. Learn more here.

Reporting isn’t just a back-office function— it’s a strategic edge. But are your processes keeping up with rising client expectations? FactSet’s latest research with 300+ asset owners and managers highlights the key priorities shaping the future of reporting. Learn more here.

The Dow Jones Industrial Average has surpassed 48,000 for the first time, driven by investor optimism about a resolution to the US government shutdown, with UnitedHealth Group, Goldman Sachs, Nike, United Airlines and Delta Air Lines among top performers. However, technology stocks have lagged, with Oracle, Palantir Technologies and Meta Platforms declining amid concerns about excessive spending on artificial intelligence.

US investment-grade corporate bond sales have reached $1.499 trillion this year, surpassing last year's total and marking the second-highest annual issuance on record. The surge comes as companies take advantage of a favorable borrowing environment, with strong investor demand and central banks lowering policy rates.

The Federal Reserve's latest Financial Stability Report identified policy uncertainty and geopolitical tensions as the top risks to the US financial system. The report said the banking system remains sound and resilient, even as it flagged "notable" vulnerabilities from leverage, along with elevated asset valuations.

Investor sentiment toward the AI market has become increasingly cautious, with shares of major companies such as Nvidia and Meta Platforms experiencing significant declines despite strong financial results. Concerns center on the sustainability of the AI boom, given the disparity between infrastructure spending and revenue generation, as well as the high levels of debt required to fund AI projects.

More than 80% of S&P 500 companies have surpassed earnings expectations for Q3, but this has not translated to significant stock market gains, with the S&P 500 rising just 1.3% since mid-October. Some investors are concerned about high valuations, particularly among tech companies, and potential overspending on AI.

FactSet (NYSE:FDS | NASDAQ:FDS) delivers integrated financial data and technology to help clients maximize performance. With 47+ years of expertise and a presence in 20 countries, we combine proprietary, client, and third-party data with AI-powered tools to drive smarter, faster decisions worldwide.