Bloomberg’s BQuant Augmented with AI Assistant

Bloomberg has launched a domain-grounded conversational artificial intelligence coding assistant, BQuant Assistant, that is integrated into BQuant Desktop and BQuant Enterprise.

The tool enables users to write code, construct applications and accelerate data analysis using natural-language prompts. The assistant operates directly within the Python environment to generate code, answer questions, query datasets and run scripts in a sandbox.

“BQuant Assistant brings AI-driven coding that is informed by Bloomberg’s understanding of financial data and quantitative workflows directly into the workflows our clients already use to build investment strategies,” said Shawn Edwards, chief technology officer of Bloomberg.

Symbol Master Launches API for 35 Data Endpoints

Symbol Master, which provides standardised options symbology and reference data for the financial services industry, said its API solution has been approved for full production utilisation.

The API Dashboard provides a single interface that gives clients access to 35 data API endpoints to retrieve data, query historical ranges and check data availability.

Access can be governed by administrative permissions as Symbol Master will provision subscribers for defined entitlements based on contracted usage.

“Our API solution will open the door for existing users to integrate to a more usable technical solution without flat file management,” said chief executive George Tull.

The symbology validation software supports firms across the financial ecosystem, covering over 6,000 underlying securities with US options across 20 exchanges. Ten years of historical data is available for the core content set, expanding on previous data distribution methods to enable backtesting and risk management.

Precisely Configures MCP for SAP Workflow Automation Integration

Precisely has released its Automate Model Context Protocol Server and native OData support in Precisely Automate, enabling artificial intelligence assistants and applications to interact with SAP’s automation workflows through a standards-based interface while supporting specific architectural requirements.

The company said the MCP comes as organisations face pressure to move away from legacy scripting approaches toward standard application programming interface integrations as they modernise environments and expand AI adoption.

“Organisations shouldn’t have to choose between accelerating AI adoption today and preparing for tomorrow’s architecture,” said Ashwin Ramachandran, senior vice president of product management at Precisely.

The Model Context Protocol Server exposes existing scripts and workflows as artificial intelligence-callable tools, providing a standards-based connection to automation platforms.

This release builds on previous investments in MCP support across the portfolio to connect trusted data and automation workflows to artificial intelligence through open standards.

SimCorp Axioma Risk Software Adopted by Canada’s Fiera Capital

Asset manager Fiera Capital has selected SimCorp’s Axioma Risk software for risk analytics and portfolio construction.

The integration provides the Canada-based firm with risk management systems and factor models for investment strategies. Axioma Portfolio Optimizer assists investment teams to construct portfolios and align decisions with client objectives.

“With Axioma, Fiera Capital is strengthening how risk insights are embedded throughout the investment process,” said Allen Zimmerman, senior managing director and head of americas at SimCorp.

The company’s data shows that half of investment managers rank risk management among priorities within their technology strategy.

EY and Watershed Collaborate on Sustainability Metrics for Investors, Regulators

Sustainability artificial intelligence company Watershed has forged an Aliance with Ernst & Young to assist companies in measuring and reporting environmental impact to satisfy investor expectations and regulatory demands.

The collaboration pairs Watershed’s platform with EY’s advisory, implementation and programme management services.

Derek Przybylo, EY-Watershed Alliance Leader, EY US said: “The alliance… helps organisations move from their sustainability goals to measurable action. The EY-Watershed Alliance helps clients strengthen emissions measurement, automate reporting and build scalable sustainability solutions that support their decarbonization initiatives and regulatory readiness.”

The partnership delivers end-to-end support covering data collection, emissions measurement, product carbon footprint metrics and sustainability advisory services, the companies said.

The initiative builds on prior digital identity work with the CARIN Alliance, expanding client access to automated reporting and decarbonisation planning tools.

S&P Global’s Visible Alpha Now Accessible via MCP

S&P Global’s Visible Alpha data is now available through the S&P Global AI Data Portal, enabling artificial intelligence applications supporting the Model Context Protocol to access broker consensus estimates, financial line items and segment data directly.

The integration provides direct, structured query access to extract information from sell-side broker models.

Peter Licursi, Head of AI and Growth, Kensho Data & Platforms at S&P Global Market Intelligence said: “With Visible Alpha’s rich sell-side data now available through the S&P Global AI Data Portal, customers can move from a headline consensus figure to the drivers underneath it in a single query, with answers grounded in verifiable S&P Global data.

“Because it sits alongside our company intelligence and credit ratings data, customers can assess the market’s expectations, fundamentals and credit ratings information in the same workflow,” Licursi added.

Users can access this financial information through third-party platforms including GPT, Gemini, Claude and Copilot. The update builds on previous launches within the portal, following the recent inclusion of credit ratings data and adaptive retrieval capabilities.

MarketAxess Pricing, Deal Data Feeds Available Through Arcesium

Arcesium has integrated electronic trading platform MarketAxess Holdings’ CP+ algorithmic pricing engine and TraX transactional data into its Aquata and Opterra software platforms.

Mutual clients can access pricing, liquidity and transaction data across fixed income workflows without custom integration.

Ena Gordon, head of data & analytics product at MarketAxess, said: “By integrating our proprietary data with Arcesium’s platforms, clients can gain a reliable source of truth for fixed income trading and operations.”

The platforms enable liquidity analysis, price discovery, relative value assessment and risk analytics for hedge funds, asset managers and capital markets firms.

Arcesium previously integrated with MarketAxess Repo Match in June 2024 to support trade-date matching for repurchase agreements. Opterra and Aquata provide cloud-native architecture, data models, and automated reporting tools for the management of fixed income portfolios.

Precisely MCP Connects Products to AI-Powered Data Management

Precisely has built a Model Context Protocol (MCP) server that enables the connection of multiple products across its portfolio with artificial intelligence agents, assistants as well as data management and customer communications capabilities without the need for custom integrations.

Organisations can maintain existing security and governance controls within artificial intelligence operations by linking agents to enterprise data and workflows.

“For decades, organisations have relied on Precisely to help keep their data visible, reliable, accountable, and complete,” Matt Waxman, chief product officer at Precisely said.

Initial server support enables artificial intelligence agents to operate across products including Automate, Data360, EngageOne, EnterWorks, Spectrum and Trillium. Support for Syncsort will become available in subsequent months, following previous releases of other portfolio integrations.

CUSIP Collaborates with MSCI on Private Markets

CUSIP Global Services has begun a collaboration with MSCI to expand coverage to late-stage, venture-backed private companies among its security identification numbers.

MSCI provides access to data on US-domiciled private companies with at least one share class. The collaboration supplies attributes including domicile jurisdiction, dividend details, company name, asset type, and sector classifications alongside identifiers.

“Through this breakthrough collaboration with MSCI, we’re making it possible for investors to participate in private markets using the comparable, trusted standard for identity resolution that public markets have relied upon for decades to track the movement of securities throughout financial markets,” said Managing Director and Global Head of CUSIP Global Services, Scott Preiss.

Moody’s Harnesses Allvue Data for Private Credits Stress Indicator Model

Moody’s Corporation’s launched the Moody’s Analytics EDF-X Private Credit Model to measure credit risk for the private credit market using performance data supplied by Allvue Systems.

The model evaluates private credit performance by tracking indicators of borrower stress such as covenant waivers and payment-in-kind arrangements.

Moody’s Analytics Chief Executive Christina Kosmowski said: “By combining Allvue’s private market data with Moody’s credit intelligence, we can help customers identify borrower stress earlier and bring greater transparency and insight to a rapidly growing market.”

The tool estimates the likelihood of both missed payments and early indicators of financial distress. The software relies on anonymised performance data from Allvue Systems, LLC and joins an existing suite of private credit products, including the EDF-X CreditGradient tool.