Context
Disciplined Growth Investors, Inc. is an independent asset management firm based in Minneapolis, Minnesota.
The Project
"DGI utilized FactSet’s data analytics platform to conduct its portfolio attribution analysis. It then seamlessly integrated Narrative Science’s Natural Language Generation (NLG) engine, Quill, within FactSet’s reporting environment. With Quill, DGI can now automatically generate portfolio commentary directly within FactSet, producing natural language reports that detail each fund’s performance, drivers of performance, and comparisons to to indexes and benchmarks, just as a human analyst would."
Results
Automated time- and resource-intensive manual reporting tasks by freeing employees time to focus on higher value activities