Nordic Financial Solutions Oy

Our earlier series articles (linked below this one) on the next generation of portfolio construction focused on making sophisticated portfolio construction easier to access, formulate, diagnose, and reuse. Now we explore the consequence of that progress: users will run more optimizations.

For years, Causeway’s investment teams have used FactSet’s Portfolio Analysis suite to view daily exposures, characteristics, performance, attribution, and risk analytics for their portfolios and benchmarks. That relationship deepened in 2023 when the firm expanded into Portfolio Insights (Vault) to scale analytics access across portfolio managers, analysts, traders, and client service teams.

In AI-enabled conversational portfolio construction, natural language is particularly useful while a workflow is being discovered. A user can describe an investment mandate, clarify assumptions, run an optimization, inspect the results, and refine the request until the process is settled. But once the workflow has stabilized, repeating the same conversation every time is no longer the most efficient way to use it.