What is the impact on companies templates (Industrial, Bank, Insurance, Financial)?
Companies templates available in Infront Analytics are Industrial, Bank & Insurance.
However, companies classification by Morningstar may be different from the one by FactSet, and some company template may change consequently to the source change. The Financial template previously available with FactSet source is no longer available. Companies concerned will be classified as Industrial or Bank when using Morninsgtar data.
This may cause some change in the GPRV universe, the predefined lists of peers, as well as in Excel models. Indeed, some fields are available only for a specific company template and may return NA values when the company template is modified. To get a full error message in Excel and be able to troubleshoot this case, please turn on the "Display error message" functionality on your Infront Excel ribbon.