I vestme t teams ca ow access t usted, p e-calculated a alytics th ough co ve satio al a d age tic AI i te faces, exte di g gove ed, audit- eady outputs to AI- ative wo kflows
NORWALK, Co ., Ju e 26, 2026 (GLOBE NEWSWIRE) — FactSet, a leadi g global data a d AI solutio s p ovide to the fi a cial ma kets, today a ou ced the limited elease of the FactSet Po tfolio A alytics MCP, b i gi g widely t usted po tfolio a alytics i to co ve satio al a d age tic AI wo kflows. The ew tool will p ovide buy-side i vestme t p ofessio als with b oade access to gove ed pe fo ma ce, att ibutio a d isk i sights without ebuildi g data pipeli es o comp omisi g gove a ce.
Po tfolio a alytics has lo g bee ce t al to how buy-side fi ms measu e pe fo ma ce, ma age isk, a d meet epo ti g obligatio s. The solutio exte ds these validated, audit-app oved outputs, elied upo as a book of eco d by i vestme t teams globally, i to AI- ative e vi o me ts.
Po tfolio A alytics MCP will se ve as a additio al dist ibutio method fo a alytics al eady i use, b oade i g access ac oss o ga izatio s a d buildi g upo FactSet’s existi g a alytics i f ast uctu e. The tool will also p ovide p e-calculated, app oved esults th ough atu al la guage a d age tic i te faces. U de lyi g this is a sema tic a d metadata laye that keeps AI-powe ed que ies a cho ed to official a d co siste t outputs. Othe featu es a d capabilities of the solutio i clude:
Natu al la guage a d age tic que yi g: Use s ca que y app oved a alytics co ve satio ally, without ma ual wo kflow avigatio o softwa e builds.E te p ise-level AI Ready Data: Results a e delive ed i side clie ts’ p ivate LLM e vi o me ts, keepi g AI-powe ed wo kflows g ou ded i audit-f ie dly, book-of- eco d data.Develope suppo t: E gi ee i g a d a chitectu e teams ca build p op ieta y age ts a d AI applicatio s o top of FactSet’s i dust y-leadi g a alytics without custom i teg atio s.Seamless esea ch i teg atio : Compa y-specific po tfolio a alytics co ect di ectly i to fu dame tal a d qua titative esea ch solutio s developed by FactSet o by use s.Reduced setup complexity: A guided sema tic a d metadata laye stee s use s towa d app oved outputs, mi imizi g co figu atio ove head.
“Flexible, seamless a d ope access to FactSet’s i dust y-leadi g po tfolio a alytics has bee a guidi g p i ciple as we wo k co ti uously to meet the eeds of ou clie ts. The ew FactSet Po tfolio A alytics MCP b i gs gove ed a alytics to a wide audie ce withi ou clie ts’ ecosystems a d AI- ative wo kflows, exte di g what they al eady t ust, without comp omisi g the auditability a d co siste cy they depe d o ,” – said David Mella s, Head of Po tfolio A alytics at FactSet.
FactSet Po tfolio A alytics MCP builds o FactSet’s expa di g suite of AI- eady data capabilities — i cludi g u st uctu ed data MCP, vecto ized data API, Eve t Hub, a d I tellige t Docume t Se vice — givi g clie ts access to a wide b eadth of gove ed, e te p ise-g ade data they eed to powe AI solutio s ac oss thei e te p ises.
Lea mo e at https://www.factset.com/ma ketplace/catalog/p oduct/po tfolio-a alytics-mcp.
FactSet (NYSE:FDS | NASDAQ:FDS) supe cha ges fi a cial i tellige ce, offe i g e te p ise data a d i fo matio solutio s that powe ou clie ts to maximize thei pote tial. Ou cutti g-edge digital platfo m seamlessly i teg ates p op ieta y fi a cial data, clie t datasets, thi d-pa ty sou ces, a d flexible tech ology to delive tailo ed solutio s ac oss the buy-side, sell-side, wealth ma ageme t, p ivate equity, a d co po ate secto s. With ove 47 yea s of expe tise, offices i 19 cou t ies, a d exte sive multi-asset class cove age, we leve age adva ced data co ectivity alo gside AI a d ext-ge e atio tools to st eamli e wo kflows, d ive p oductivity, a d e able sma te , faste decisio -maki g. Se vi g mo e tha 9,000 global clie ts a d ove 241,000 i dividual use s, FactSet is a membe of the S&P 500 dedicated to i ovatio a d lo g-te m clie t success. Lea mo e at www.factset.com a d follow us o X a d Li kedI .
