When building an investment strategy, the first question a manager needs to ask is which is the set of stocks should be included in the portfolio.
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Under the hood, Finsera builds on FactSet symbology and entity relationships to identify assets over time and on RBICS for industry assignment resulting in universes that are point-in-time and bias-free.
Finsera’s unified asset master resolves identifiers, corporate actions, entity relationships, and industry classifications using FactSet symbology and RBICS — ensuring your universes are accurate, bias-free, and truly point-in-time.
Build historical or real-time universes with simple screening rules. Filter by regions, sectors, liquidity tiers, fundamentals, or ETF constituents. Universes update daily, maintaining clean datasets for backtesting and production workflows.
Upload your own lists or proprietary universes and use them seamlessly across signal research, factor construction, basket building, and backtesting. Finsera validates, aligns, and stores everything under a consistent schema.
With Finsera, investment managers and research analysts can quickly and efficiently construct and deploy multi-factor investment strategies in minutes using the latest data science tools.
Develop and deploy multi-factor investment strategies in minutes on platform's advanced computational engine
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