Bloomberg announced the launch of AI Portfolio Commentary, an artificial intelligence (AI)-powered feature within PORT Enterprise, Bloomberg’s portfolio and risk analytics offering. The new feature uses AI to generate detailed explanations of return drivers, streamlining workflows and simplifying reporting across fixed income and equity portfolios.
With built-in AI capabilities, PORT Enterprise now delivers contextualized portfolio summaries by combining a portfolio’s attribution data with media coverage from sources like Bloomberg News. This solution enables clients to quickly surface a summary of key performance drivers and relevant news, then shift their focus to more strategic, high-impact analysis.
“The introduction of AI Portfolio Commentary within PORT Enterprise continues Bloomberg’s track-record for responsibly applying AI in financial solutions, as well as for bringing new solutions to market which help make our clients’ workflows more efficient,” said Mujtaba Murji, head of Buy-Side Risk and Attribution at Bloomberg, in a statement.
PORT Enterprise is used by investment teams at some of the largest asset managers and asset owners across the world as a primary portfolio analysis solution, utilizing its performance attribution and risk models.