Blog & News

AI-automated fund fact sheets and investment commentary are revolutionizing financial services

By Amy McCloskey Tobin | June 14, 2023

Artificial intelligence (AI) has taken the business world by storm, and the release of ChatGPT and GPT4 has business leaders on high alert as to how they can implement AI to increase productivity and keep up with their competition. With all the hype around large language models (LLMs), it is important to not overlook an existing technology that is revolutionizing how investment performance commentary is generated with sufficient credibility and guardrails. Financial services is a heavily regulated and controlled industry.
As you know, creating investment commentary involves the time-consuming process of gathering and analyzing data related to a fund’s performance, holdings, asset allocation, and other relevant metrics. Arria’s natural language generation (NLG) is streamlining this report and process automation.

NLG is a powerful form of artificial intelligence that generates human-like text from data. When applied to the financial services industry, NLG can automate the creation of fund fact sheets and all investment performance commentary, enabling organizations to produce accurate, consistent, and high-quality reports in a fraction of the time it would traditionally take.

A few key benefits of using NLG to help with process automation efforts on fund fact sheets and investment reporting are:

Time Efficiency

NLG can generate the investment performance commentary for fund fact sheets within seconds, eliminating the need for manual data extraction, analysis, and report creation. This allows your team to focus on more strategic tasks and reduces the overall time-to-market for your funds.

Accuracy and Consistency

By automating the process, NLG ensures that the information presented in fund fact sheets is accurate, consistent, and compliant with industry regulations. It eliminates the risk of human error that can occur during manual report creation. Arria’s language platform allows the user full control over content, tone, and language. Arria can generate a draft of a proposed client-ready output and then the user can tweak and approve as required; this is far more efficient than starting from ‘data gathering’ and remediation activities.


NLG technology is scalable, meaning it can handle large volumes of data and generate reports for multiple funds simultaneously. This is particularly valuable for organizations managing numerous investment products whose operation model involves batch processing. A key benefit here is the removal of resource-heavy, low-value activities of data preparation. We find many organizations prefer their humans to add value with creative thinking and subjectivity to the process.

Customization and Personalization

NLG algorithms can be tailored to reflect your company’s unique brand voice and style, aligning the generated commentary with your organization’s identity. Additionally, personalized statements can be included based on specific investor preferences or market conditions. The same portfolio(s) or strategy can be described in up to ten different ways, simply by selecting one or more NLG Narrative Models. This is a construct of the way to describe the drivers of the investment returns/data sets.  Similarly, the Arria solution gives the ability to select different time periods, run dates, top / bottom, and holdings entirely at random on demand. 

Data Visualization

NLG can integrate with data visualization tools, allowing you to present fund performance, risk analysis, and other complex financial data in a visually appealing and easily understandable format. This enhances the readability and comprehensibility of your fund fact sheets.

Compliance and operational control

NLG can remove human bias and provide a service with one hundred percent accuracy. Arria’s solution offers high levels of linguistic capability and a controlled environment. Many organizations have process controls, audit functions, and interfaces with governmental organizations; all of these interfaces and control points are catered for.

Implementing NLG for process automation fact sheets can revolutionize your reporting process, saving significant time and cost while maintaining quality and compliance. Of course, human involvement is still critical, and Arria’s investment commentary can be modeled in the voice of your firm as if written by subject matter experts. Simple editing and augmentation by humans remain an option, as does the final approval before release or future onward processing.

To explore this further, I suggest scheduling a meeting or a demonstration with our team to discuss your specific requirements and how NLG can benefit your organization.