FactSet looks to build on portfolio commentary with AI

Its new solution will allow users to write attribution summaries more quickly and adds to its goal of further accelerating discoverability, automation, and innovation.

Chris Ellis has seen the waves of innovation in portfolio analytics up close. In the near 30 years he’s spent at FactSet, he’s witnessed offerings in the space evolve as asset managers and wealth managers, too, have broadened the range of asset classes in which they invest, and their portfolio considerations.

“We started doing portfolio analytics in roughly 1997 to 1998, and one of the foundational tenets from the very beginning was achieving a deeper understanding, a more holistic understanding

Only users who have a paid subscription or are part of a corporate subscription are able to print or copy content.

To access these options, along with all other subscription benefits, please contact info@waterstechnology.com or view our subscription options here: http://subscriptions.waterstechnology.com/subscribe

You are currently unable to copy this content. Please contact info@waterstechnology.com to find out more.

Sorry, our subscription options are not loading right now

Please try again later. Get in touch with our customer services team if this issue persists.

New to Waterstechnology? View our subscription options

Register for free

Access two articles, our IMD and Waters Wraps, plus a member newsletter. Find out more.

All fields are mandatory unless otherwise highlighted.

The AI boom proves a boon for chief data officers

Voice of the CDO: As trading firms incorporate AI and large language models into their investment workflows, there’s a growing realization among firms that their data governance structures are riddled with holes. Enter the chief data officer.

Most read articles loading...

You need to sign in to use this feature. If you don’t have a WatersTechnology account, please register for a trial.

Sign in
You are currently on corporate access.

To use this feature you will need an individual account. If you have one already please sign in.

Sign in.

Alternatively you can request an individual account here