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

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