Factset · Capability
FactSet Portfolio Optimization
Unified workflow for portfolio optimization using multiple optimization engines including FactSet, Axioma, Barra, Northfield, and open risk models. Used by portfolio optimizers.
What You Can Do
GET
List optimizations
— List optimizations.
/v1/optimize
GET
List risk models
— List risk models.
/v1/risk-models
MCP Tools
factset-optimize
Run FactSet portfolio optimization.
read-only
axioma-equity-optimize
Run Axioma equity optimization.
read-only
barra-optimize
Run Barra optimization.
read-only
northfield-optimize
Run Northfield optimization.
read-only
get-risk-models
Get open risk models.
read-only
APIs Used
factset-optimizer
factset-axioma-eq
factset-barra
factset-northfield
factset-open-risk