Product Overview

Portfolio Commentary creates thorough, AI-generated explanations of your performance attribution analysis within FactSet’s industry-leading Portfolio Analysis application. With access to both portfolio analysis capabilities and commentary generation in the same platform, asset managers, wealth managers, and asset owners can increase workflow efficiency and empower their teams to work smarter.

Product Highlights:

• All commentary features four types of insights to help you better understand relative performance: an executive summary, subperiod analysis with portfolio benchmark comparisons, a review of what moved the markets, and an analysis of the most impactful securities. Each sentence of commentary comes with source links for information validation and explanation.  
• Analysts can save valuable time—and reduce the risk of inconsistencies—with access to portfolio data and AI-assisted commentary creation in a single platform. Automating this time-consuming process allows performance, marketing, and client services teams to improve productivity without sacrificing quality. 
• The faster your investment team understands historical outperformance, the better positioned they are to outperform in the future. A high-value first draft of the commentary can be downloaded and stored in various digital formats, allowing users to customize and fine-tune it before communicating out investment results.