Better Health for All

FactSet's core business of providing financial information and analytical applications has no significant direct positive or negative health impact. Its products do not carry health risks, nor are they designed to offer health benefits or services. The company does not engage in preventative health, clinical trials, or directly support the healthcare workforce. While FactSet's ESG tool evaluates health-related metrics

and its data offerings include hospital metrics, this is for financial analysis and does not constitute direct health impact or innovation. A commitment to reduce GHG emissions by 2030 is a forward-looking statement and not evidence of current mitigation efforts impacting health externalities. FactSet's racial equity and inclusion efforts are internal workforce programs and do not directly address external health disparities or equitable health access. No evidence suggests revenue from products with negative health outcomes, user harm, or health-related R&D. The company does not offer health-related products or services requiring accessibility considerations, nor does it collect or manage health-related data in a way that would trigger the "healthcare_data_responsibility" KPI.

Fair Money & Economic Opportunity

FactSet Research Systems Inc. is a global provider of financial information and analytical applications primarily for institutional clients, such as investment banks and asset managers. The company does not offer lending, deposit, or direct consumer financial products or services. Consequently, most KPIs related to consumer financial services, including underserved client share, pricing fairness, exploitative fee exposure, inclusion initiatives, data accessibility for personal finance, fair lending compliance, wealth building outcomes, debt burden ratio, geographic inclusion, and product simplicity, are not applicable to its business model. While FactSet has deposited funds in Black equity-focused institutions

, and provided educational opportunities to students , the articles do not provide specific percentages of profit reinvested in community finance or confirm these educational programs are specifically for financial literacy for underserved communities with tracked outcomes. Therefore, these KPIs are omitted due to a lack of specific, quantifiable evidence.

Fair Pay & Worker Respect

FactSet's 2022 pay equity review found no global gender pay disparity, with women earning over 99% of men's average pay.

The review also reported no race/ethnicity pay disparity in the U.S., with minorities earning 100% of non-minority pay.

Fair Trade & Ethical Sourcing

FactSet Research Systems Inc. operates as a financial data and analytics provider, a sector not primarily involved in the procurement of physical goods. Consequently, the company does not procure or trade physical commodities, making fair-trade certification and material risk indices not applicable to its operations. FactSet has a Supply Chain Code of Conduct that applies to all suppliers and requires vendors to confirm their adherence, covering ethical business practices, human rights, workers’ rights, environmental management, and prohibiting child labor and bribery.

This indicates 100% coverage of robust ethical terms for suppliers. While FactSet has established supplier-related policies, created a supplier questionnaire, and initiated a supplier diversity program, specific quantitative data on supplier audit frequency, forced or child labor incidents, supply chain traceability coverage, remediation speed, or the percentage of procurement budget directed to diverse suppliers is not provided.

Honest & Fair Business

FactSet's Board of Directors demonstrates a high degree of independence, with seven out of eight members being independent.

This represents 87.5% of the board, promoting diverse perspectives and independent oversight.

Kind to Animals

FactSet Research Systems Inc. is a financial information provider that explicitly states "No Animal Exploitation."

As a service-oriented company, its core business does not involve animal testing, animal-derived ingredients, animal agriculture, or animal-related operations. While FactSet employees participate in various conservation activities, such as river restoration, beach cleanups, mangrove replanting, and planting 9,000 trees, the provided articles do not include measurable biodiversity impact or species recovery metrics. The company's public policy engagement focuses on human rights, not animal welfare.

No War, No Weapons

FactSet's core business is financial data and software, not defense or arms. Its contracts with the Defense Logistics Agency ($427,600 in March 2024)

and the Department of Homeland Security ($108,000 in September 2023) are for non-military data provision. The company has no direct involvement with weapons. In response to the Russia-Ukraine conflict, FactSet discontinued all commercial operations in Russia, terminated contracts with Russian vendors, and suspended new business activities in the region. Revenues from Russia were not material to its consolidated financial results.

Planet-Friendly Business

FactSet reported total carbon emissions of 62,687 tCO₂e in 2023, including 3,815 tCO₂e from Scope 1, 9,630 tCO₂e from Scope 2, and 49,242 tCO₂e from Scope 3.

The company's near-term, company-wide sustainability goals, validated by the Science Based Targets initiative (SBTi), are aligned with a 1.5°C pathway. These goals target a 45% reduction in absolute Scope 1 and 2 greenhouse gas emissions and a 25% reduction in Scope 3 emissions by fiscal year 2030, using fiscal 2023 as the baseline. FactSet also aims to achieve net-zero emissions by 2040. Additionally, 30% of the energy consumed by its data centers was sourced from renewables as of the last reporting period.

Respect for Cultures & Communities

FactSet's business model, focused on financial data and analytics with a digital nature and lack of physical infrastructure, means it is largely abstracted from direct community interactions.

Consequently, there are no reported formal partnerships with indigenous or local community groups, no cultural appropriation incidents, and no specific cultural impact assessment protocol. FPIC processes, cultural site protection, and the concept of a social license to operate are not applicable to its operations. No cultural incident response framework is in place as no incidents have been reported. The available evidence does not provide specific data for KPIs such as revenue reinvested in local community development, local employment ratio, grievance mechanisms, community governance inclusion, cultural preservation investment, local procurement share, indigenous supplier count, charitable giving to cultural heritage organizations, community fund allocation, language inclusivity, or cultural training completion.

Safe & Smart Tech

FactSet has not experienced data security breaches requiring remediation under applicable laws since 2013.

The company has also not received written complaints or experienced unauthorized data use incidents requiring remediation since 2013. FactSet maintains a comprehensive information security program led by a dedicated Chief Information Security Officer, guided by ISO 27002, SOC 2 Trust Service Criteria, and the NIST Cybersecurity Framework. This program includes approximately 60 employees across global offices. FactSet's AI strategy focuses on leveraging AI responsibly, and it has deployed an internal user interface for Large Language Models within its private tenant using Azure Services to guarantee the safety of company data, ensuring prompts and responses are not used for external model training.