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Bloomberg advances portfolio analytics with AI, enabling 750+ clients to generate customizable automated attribution reports with integrated Bloomberg news and strategic insights

September 25, 2025 //  by Finnovate

Bloomberg has launched AI Portfolio Commentary, an AI-powered feature within PORT Enterprise, Bloomberg’s premium 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. 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 award-winning performance attribution and risk models. This release brings a top-down, granular analysis of allocation and selection decisions with a wealth of Bloomberg company-level data and news, and allows users to effortlessly generate performance attribution commentary with reliable and actionable insights. PORT Enterprise is a premium offering that provides more than 750 clients with sophisticated portfolio risk and return attribution capabilities with enhanced customization and batch reporting. Access to Bloomberg’s Multi-Asset Class Hybrid Performance Attribution model (MAC HPA) provides clients with a robust and flexible attribution solution catering to a wide variety of portfolio strategies. PORT Enterprise and RMS Enterprise are part of Bloomberg’s integrated investment management solutions.

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Category: Robos & Wealth, Innovation Topics

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