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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.

Past
  • 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.
Current
  • 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
paulalandavis.com


Related Content

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


What's Next?

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