Attribution Summaries Are Time-Consuming

Move to maximum efficiency with FactSet’s AI-Powered Portfolio Commentary.

In asset and wealth management, working smarter is essential to delivering the best results. Increase your productivity and mitigate the risk of inconsistencies through AI-generated commentaries of your performance attributions.

Portfolio Commentary for Asset and Wealth Management

View portfolio data and develop AI-assisted commentaries in one platform

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Eliminate the need for third-party systems and experience dynamic, swift results you can rely on.

Streamline your workflow and reduce the risk of inconsistencies by integrating Portfolio Commentary within your Portfolio Analysis application

• Set custom variables and generate ad-hoc commentaries of reports
• Develop higher capacity across your team by automating a manual, time-consuming process
• Understand portfolio performance key drivers like never before

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Utilize secure, private large language models (LLMs) to generate attribution-based insights in 30-60 seconds.

Interpret data holistically with commentaries comprised of four types of insights: an executive summary, a subperiod analysis of trends, a review of what moved the markets, and an analysis of the most impactful securities

• Quickly validate key details in commentaries with source links leading to supporting data in the report

• Gain insight into companies with the most significant impact through a proprietary algorithm that highlights impact and summarizes key drivers

• Streamline corporate and stakeholder communication

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Justify investments, demonstrate strategy, and communicate performance to internal and external audiences.

• Download commentary directly to Microsoft Word, store it in FactSet’s RMS, or leverage it programmatically
• Minimize reaction time and better position your firm to outperform in the future
• Eliminate repeated review by quickly generating high-value first drafts of attribution summaries

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