Factset Certification Exam Questions
The Company/Security tab can be used to analyze: - Bawan Co. (1302-SA) - SmartyPants, Inc. (0FGW5S-E) - SPDR SSGA Gender Diversity Index ETF (SHE-US) - All of the above
All of the above
Which of the following databases provides end-of-day daily prices and historical prices for U.S. Corporate, Treasury, and Agency bonds and non-U.S. Corporate and Government bonds and covers over 80,000 issues daily? - FactSet Prices & Derived Analytics - SIX Telekurs Prices & Derived Analytics - TRACE Prices & Derived Analytics
FactSet Prices & Derived Analytics
Quote alerts can only be set for saved market watch lists. True or False?
False
Which Industry tab report can be used to compare the US retail trade industry and the global retail trade industry? - Snapshot - Earnings & Drivers - GeoRev - Macro Factors
GeoRev?
When Interim Activity is on in DCS Detail, which color denotes that an issue in the table has since been redeemed or matured? - Green - Red - Blue - Yellow
Green?
What is the name of the report that highlights changes between any two EDGAR filings? - Comps - Blackline - Investment Research - Reference
Blackline?
In which report grouping tab can you find the historical credit ratings for an issuer? - Overviews - Financials - As Reported - Estimates - Credit Analysis
Credit Analysis
What is the 1 year mid CDS for HSBC Holdings plc as of December 31, 2015? - 37.85 - 26.16 - 83.78 - 89.20
26.16?
Which option should you select if you want to download financial statements in a dynamic way, such that you can refresh the formulas the following quarter and pull in the most recent data for the same company? - =FDS with Cell Referencing - Hardcoded =FDS codes - Values
=FDS with Cell Referencing?
What is the shortcut to launch Filings in Document Search? - @FM - @FIAB - @FDE - @F
@F
What is the shortcut that will launch Market Watch? - MW - @MW - *MW - #MW
@MW
The Activism Summary that is available in Ownership's Company Summary report displays what information? - Biographical information for key individuals - A full list of campaigns broken down by tactics and the outcomes - A link to launch the full Activist Profile - The demands that high threat activists are making of this corporation
A full list of campaigns broken down by tactics and the outcomes?
FactSet's Calendar includes the following metrics for EPS and sales, EXCEPT: - Mean Consensus - Growth Rate - Actual - Surprise Percent
Actual
What information can be accessed in the FactSet Calendar's Events and Transcripts subtab? - Phone numbers for earnings calls - Password for earnings calls - Investor relations' contact information - All of the above
All of the above
Which form(s) are available on the Filings tab? - Ownership - Annuals and Interims - Prospectus and Registration - All of the above
All of the above
You can filter the events displayed in FactSet's Event Calendar by: - Time Period - Type of Conference Call - Geographic Region - All of the above
All of the above
Ownership's Company Summary report contains links to which of the following: - Activist Profile - Historical short interest data - An explanation as to why Institutional Ownership might be greater than 100% - All of the above
All of the above?
Which All Estimates report option can you adjust using the cog wheel icon (cog.image)? - Statistic applied to the consensus - Show Growth and Ratios - Show broker actuals instead of company actuals - Consensus Window - All of the above
All of the above?
Which type of document(s) can you view on Smart Search? - Transcripts - Filings - Research - All of the above
All of the above?
The DCS Overview report provides which of the following? - A broad and comprehensive view of the instruments associated with a debt issuer - A breakdown of all the instruments and line items that reconcile to the balance sheet debt values - Detailed information on the total size, usage, and availability of a company's credit facilities
Detailed information on the total size, usage, and availability of a company's credit facilities
Which economic application can you use to see past and upcoming macro-economic releases? - Country/Region - Economic Calendar - Economic Estimates - Policy Rates
Economic Calendar
Using the Market Synopsis report, what is the source of CDS data here? - S&P - FactSet Market Aggregates - FactSet Market Indices - IHS Markit
S&P?
This type of data removes the effect of differing accounting practices and allows for comparison among companies within the same industry, across industries, and in different countries. - As-Reported Data - Standardized Data - Actuals
Standardized Data
If you want to see if iPads are projected to be the largest driver of Apple's sales next quarter, what report should you launch? - All Estimates - Estimate History - Segment History - Targets & Ratings
Targets & Ratings?
Using the Economic Synopsis report, what is the source for headline inflation numbers in the UK? - The Bank of England - The Office for National Statistics - HM Treasury - Debt Management Office
The Office for National Statistics
Which Search Option returns all documents containing the keyword and any of their synonyms? - Stemming - Thesaurus - Match Case - Headline Only
Thesaurus
True or False: FactSet Estimates provides projections on product segments. True or False?
True
True or False: The currency can be changed in the Public Company Snapshot report in the Company/Security tab. True or False?
True
You can download financial statements, transcripts, and investment research as PDF True or False?
True
Formatted Transcripts are a verbatim transcript of the call. True or False?
True?
True/False: A document icon on the right of any bonds listed in the Liquidity Detail report links related documents, such as the credit agreements, prospectuses, and indentures. True or False?
True?
True/False: You have the ability to keyword search within documents, such as the Prospectus. True or False?
True?
Which chart type can be used to analyze the term structure of interest rates? - Price - Generic Time Series - Bond Spread - Yield Curve
Yield Curve
When the golden key icon is selected in the Filings tab: - You can only view filings that you have permission for - You are saving your search so that you can use it in the future - You are viewing the most popular filings - None of the above
You are viewing the most popular filings
When the golden star icon is selected in the Transcripts & Research sub tab: - You will only see investment research from your colleagues' favorite contributors and analysts - You will only see investment research from your favorite contributors and analysts - You will only see investment research from FactSet's favorite contributors and analysts - You will only see FactSet Embargoed Research
You will only see investment research from your favorite contributors and analysts?
