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Independent FactSet Consultant

Are you getting the most from your FactSet subscription?
  1. Build institutional-level processes - Bring in a fresh set of eyes with 20+ years of experience.
  2. Create better reporting dashboards - Employ best practices used at large 40-Act investment firms.
  3. Find new features - Connect stock selection with portfolio construction and attribution.
  4. Ease your pain points - Automate the boring stuff and make your business repeatable.
  5. Educate and train your staff - Eliminate silos and reward your staff with more impactful duties.
Paul Alan Davis, CFA, June 29, 2017
Updated: August 13, 2018
Hire an expert on an hourly or contract basis to help with your FactSet project. Contact me now.

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Need help with FactSet?

FactSet is a comprehensive tool for investment firms that takes time to master.

  • FactSet Universal Screening
  • FactSet Fundamentals
  • FactSet Portfolio Analysis
  • FactSet Data Central
  • FactSet Time-Series OFDB Database Files
  • FactSet Formula Builder
  • FactSet Chart Center
  • FactSet Alpha Testing

The consultants at FactSet are reliable, but many lack experience gained from running billion dollar mutual fund portfolios, as I have.

Could you benefit from this insight and level of FactSet support?

My Experience

Technical experience includes:

  • Financial modeling - FactSet Excel plugin
  • Company research - SEC and FactSet Fundamentals
  • Fund due diligence - Morningstar peer groups
  • Backtesting - FactSet Alpha Testing and Screening
  • Risk modeling and optimization - Custom models in Python or third-parties (Barra, Axioma, Wilshire and Northfield)
  • Performance attribution - FactSet Portfolio Analysis
  • Firm governanace analysis - PowerPoint presentations
  • Web publishing - Cloud-based HTML, CSS and JavaScript
  • Investment training - FinTech tutorials and courses

My Roles

Below is a list of roles in the Finance and Technology space.

  • Senior PM of Mutual Funds - Managed nine 40-Act equity mutual funds for Charles Schwab in San Francisco, including the 5-star Schwab Health Care Fund for 7 years.
  • CIO for RIA - Ten years as the lead investment decision maker for an RIA firm in California.
  • Internal Auditor - Procedural audits of trading and investment-related businesses at the Bank of America.
  • Independent Consultant - Financial research and technology-related projects.
  • University Lecturer - Adjunct professor of Finance at the CalPoly Orfalea business school.
  • Writer - Develops all educational content for FactorPad.
  • Webmaster - Maintains every aspect of this website.

What Does Hourly Consulting Cost?

Depending on the type of work involved, hourly rates range from $50 to $150 per hour for freelance FactSet consulting.

Other considerations include availability, length of contract and the complexity of the project.

It's About Solving Problems

With FactorPad I'm building a real human company solving complex human problems requiring attention to detail, a comfort level with fairly complex math and the highest level of integrity.

I'm based in Santa Barbara, California and travel to the San Francisco and Los Angeles areas often. I can also work remotely.

I thoroughly enjoy talking with professionals about their investment approach and I am very easy going.

Let's discuss your project today.

Paul Alan Davis, CFA

Related Content

See examples of how to build effective and repeatable quantitative processes.

What's Next?

To be reminded of new instructional videos, subscribe to the FactorPad YouTube Channel here.

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