FactSet helps optimize asset allocation strategies by providing advanced portfolio optimization tools that support returns-based models and the Black-Litterman approach. The platform enables users to determine optimal diversification, minimize risks, and analyze multiple portfolio and market scenarios. FactSet offers broad benchmark datasets, including private capital data, within an interactive sandbox environment to build and fine-tune portfolio proposals. Its seamless integration with Portfolio Analysis allows holistic, cross-asset-class optimization aligned with users’ investment goals and constraints.

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