FactSet Insight

FactSet
FactSet Insight

FactSet Insight aims to help the financial community understand trends, solve issues, and capitalize on opportunities. We provide timely discussions on macro themes and industry topics relevant to the buy-side and sell-side as well as wealth managers, private equity firms, and corporations. This includes S&P 500 midseason earnings analysis, perspective on Washington DC activities relevant to the financial sector, and AI developments to supercharge workflows.

  1. Wealth Management: Is This Popular ETF Product Worth the Price?

    JUN 17

    Wealth Management: Is This Popular ETF Product Worth the Price?

    Given the stock market ups and downs this year, investors and their wealth managers face a classic dilemma: How can you protect portfolios from downside risk and benefit from upside potential? It’s a tall order, which may be why investor demand for defined outcome ETFs (aka buffer ETFs) has grown significantly this year. Join FactSet Senior ETF Analyst Lois Gregson and her guest Elisabeth Kashner, FactSet VP Director of Global Fund Analytics, as they take a closer look at these products and share key considerations for advisors. Elisabeth also discusses her analysis process for her own real-life asset allocation change to fund a short-term goal, including narrowing down the field of specific defined outcome ETFs and considering the total cost of ownership between the most viable option and a T-bill. You can view her blog article mentioned in this episode at https://insight.factset.com/buffer-etfs-vs.-t-bills-a-total-cost-of-ownership-perspective. This episode was recorded on June 16, 2025. The FactSet Insight podcast is for informational purposes only. The information contained within is not legal, tax, or investment advice. FactSet does not endorse or recommend any investments and assumes no liability for any consequence relating directly or indirectly to any action or inaction taken based on the information contained in this podcast episode. The views shared by third-party contributors do not necessarily reflect the opinion of FactSet. © FactSet Research Systems Inc. All rights reserved.

    41 min
  2. Historical Insights into How Financial Policy Is Made

    JUN 10

    Historical Insights into How Financial Policy Is Made

    In our continued discussions on Washington policy, Michele Lieber, FactSet’s Global Head of Government Affairs and Regulatory Strategy, and her guest Rod DeArment, retired partner of the law firm Covington & Burling, take a historical look at how the financial policy process is designed to work. They also bridge to the present in discussions about the current status of the reconciliation process, future tax legislation, trade legislation, and mid-term elections. Rod discusses his time on Capitol Hill and his perspective now as a full-time farmer. This episode was recorded on June 9, 2025. The FactSet Insight podcast is for informational purposes only. The information contained within is not legal, tax, or investment advice. FactSet does not endorse or recommend any investments and assumes no liability for any consequence relating directly or indirectly to any action or inaction taken based on the information contained in this podcast episode. The views shared by third-party contributors do not necessarily reflect the opinion of FactSet. © FactSet Research Systems Inc. All rights reserved.

    31 min
  3. Washington Policy Roundup

    JUN 2

    Washington Policy Roundup

    Washington is busy right now. With policymaking at center stage, join Michele Lieber, FactSet’s Global Head of Government Affairs and Regulatory Strategy, and her guest Matt Hoffmann, Practice Co-Head and Financial Services Principal at BGR Group, as they highlight relevant policy efforts underway for the financial services industry. Michele and Matt discuss tariffs and the related court rulings, the proposed budget reconciliation package, timing for stablecoin and digital assets market structure legislation, prominent committee work and nominations, funding considerations for the next federal fiscal year, the state of AI regulatory conversations, and key tax provisions. They walk through all of these topics on the latest episode of the FactSet Insight podcast. This episode was recorded on May 29, 2025. The FactSet Insight podcast is for informational purposes only. The information contained within is not legal, tax, or investment advice. FactSet does not endorse or recommend any investments and assumes no liability for any consequence relating directly or indirectly to any action or inaction taken based on the information contained in this podcast episode. The views shared by third-party contributors do not necessarily reflect the opinion of FactSet. © FactSet Research Systems Inc. All rights reserved.

    24 min
  4. Q1 2025 S&P 500 Midseason Earnings Update

    MAY 6

    Q1 2025 S&P 500 Midseason Earnings Update

    FactSet VP Senior Earnings Analyst John Butters discusses Q1 2025 S&P 500 midseason earnings growth rates, sector performance, and highlights among the Magnificent 7 with MRKT Call hosts Dan Nathan and Guy Adami. John also highlights Q1 earnings call discussions of tariffs and recession, forward EPS guidance, and analyst outlooks for the next four quarters. Recorded May 6 at 12:00 pm ET. The FactSet Insight podcast is for informational purposes only. The information contained within is not legal, tax, or investment advice. FactSet does not endorse or recommend any investments and assumes no liability for any consequence relating directly or indirectly to any action or inaction taken based on the information contained in this podcast episode. The views shared by third-party contributors do not necessarily reflect the opinion of FactSet. © FactSet Research Systems Inc. All rights reserved.

    17 min
  5. The Art of Tailored Investor Communications

    APR 24

    The Art of Tailored Investor Communications

    Effective communication is crucial for investor relations professionals. Mark Fasken, Co-Head of Irwin, a FactSet company, spoke with Danielle Collins, Senior Investor Relations Director at Shell, for her insights. Danielle discusses how to successfully communicate complex technical information to diverse investor audiences. She also shares her expertise in adapting communication strategies and building meaningful investor relationships through an “IR chameleon” approach to personalization and connection. This episode was recorded on December 14, 2024, for the Irwin podcast, Winning IR. The FactSet Insight podcast is for informational purposes only. The information contained within is not legal, tax, or investment advice. FactSet does not endorse or recommend any investments and assumes no liability for any consequence relating directly or indirectly to any action or inaction taken based on the information contained in this podcast episode. The views shared by third-party contributors do not necessarily reflect the opinion of FactSet. © FactSet Research Systems Inc. All rights reserved.

    38 min
  6. Demystifying the Cloud with Snowflake

    APR 16

    Demystifying the Cloud with Snowflake

    Welcome to The Cloud View, where we sit down with our strategic partners to chat about how cloud technology is transforming the industry. In our inaugural episode, FactSet Head of Strategic Initiatives and Partnerships Chris Ellis welcomes Chris Napoli, Head of Wealth and Asset Management from Snowflake. Together, they break down the complexities of the cloud and share insights and use cases for leveraging its potential to achieve your business priorities. They also discuss the evolution of cloud tech in finance and essential data types like tick data and private company data, highlighting the critical role of a robust data strategy as the foundation for GenAI. This episode was recorded on March 13, 2025. The FactSet Insight podcast is for informational purposes only. The information contained within is not legal, tax, or investment advice. FactSet does not endorse or recommend any investments and assumes no liability for any consequence relating directly or indirectly to any action or inaction taken based on the information contained in this podcast episode. The views shared by third-party contributors do not necessarily reflect the opinion of FactSet. © FactSet Research Systems Inc. All rights reserved.

    50 min
  7. Washington: Can Cryptocurrency, AI, and Cybersecurity Coexist?

    MAR 19

    Washington: Can Cryptocurrency, AI, and Cybersecurity Coexist?

    As Congressional committees formulate proposals to support cryptocurrency and AI innovation in the U.S., they also must contend with cybersecurity risks. Michele Lieber and guest Carole House explain the key elements of those discussions, including the balance between risk and reward. They also highlight the digital payments ecosystem and share considerations for financial executives thinking about cybersecurity capabilities and investments. Ms. Lieber is FactSet’s Global Head of Government Affairs and Regulatory Strategy. Ms. House was a National Security Council special advisor for cybersecurity and critical infrastructure policy in the White House and has held a number of senior roles on cybersecurity and emerging technologies, including digital assets and AI. This episode was recorded on March 18, 2025. The FactSet Insight podcast is for informational purposes only. The information contained within is not legal, tax, or investment advice. FactSet does not endorse or recommend any investments and assumes no liability for any consequence relating directly or indirectly to any action or inaction taken based on the information contained in this podcast episode. The views shared by third-party contributors do not necessarily reflect the opinion of FactSet. © FactSet Research Systems Inc. All rights reserved.

    30 min
  8. Washington: Digital Assets Policy and Taxation

    MAR 19

    Washington: Digital Assets Policy and Taxation

    Amid news of the potential repeal of the DeFi broker rule, Michele Lieber talks with U.S. Congressman Max Miller about the role of the legislative branch and policy discussions on cryptocurrency taxation, regulation, and innovation. Congressman Miller also announces his work with Senator Cynthia Lummis on a soon-to-be-released crypto legislative proposal and highlights his policy proposals for reconciliation. Ms. Lieber is FactSet’s Global Head of Government Affairs and Regulatory Strategy, and Congressman Miller represents Ohio’s 7th district. This episode was recorded on March 13, 2025. The FactSet Insight podcast is for informational purposes only. The information contained within is not legal, tax, or investment advice. FactSet does not endorse or recommend any investments and assumes no liability for any consequence relating directly or indirectly to any action or inaction taken based on the information contained in this podcast episode. The views shared by third-party contributors do not necessarily reflect the opinion of FactSet. © FactSet Research Systems Inc. All rights reserved.

    16 min
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About

FactSet Insight aims to help the financial community understand trends, solve issues, and capitalize on opportunities. We provide timely discussions on macro themes and industry topics relevant to the buy-side and sell-side as well as wealth managers, private equity firms, and corporations. This includes S&P 500 midseason earnings analysis, perspective on Washington DC activities relevant to the financial sector, and AI developments to supercharge workflows.

Information

  • Creator
    FactSet
  • Years Active
    2K
  • Episodes
    16
  • Rating
    Clean
  • Copyright
    © Copyright 2025 FactSet
  • Show Website
    FactSet Insight

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