NEW YORK, June 7, 2018 /PRNewswire/ -- J.P.
Morgan Asset Management today announced the launch of a new digital
tool from Portfolio Insights. The new technology is an extension of
the program's services, providing on-demand custom diagnostics,
observations and actionable content to help a broader set of
financial advisors build stronger portfolios and communicate more
easily with clients.
"The role of financial advisors is more complicated than ever,
and we're committed to helping them make informed decisions through
analytics that identify potential drivers of risk and return," said
Steve Kaplan, Head of Product
Strategy Americas and Global Portfolio Insights, J.P. Morgan Asset
Management. "With the new tool, advisors can now run personalized
diagnostics instantly using the same sophisticated portfolio
construction and risk management platform used by the firm's
investment teams."
Advisors can upload a portfolio and tailor their analysis to
address specific risks and concerns, evaluate new asset classes and
products, or simply perform a portfolio checkup against a benchmark
of their choice. The digital experience then generates customized
observations in a user-friendly, comparative report that highlights
a portfolio's composition, performance, and risk data for mutual
funds, separately managed accounts, stocks and ETFs, and offers
supporting content and context from J.P. Morgan Asset Management's
group of global strategists.
"The Portfolio Insights team conducts thousands of analyses and
reviews each year, and has worked directly with financial advisors
for more than a decade to examine investments and how they work in
portfolios," continued Kaplan. "The expanded, on-demand service was
created to help a broader group of financial advisors access these
insights, and aligns with the firm's continued commitment to
providing superior tools and services to support advisors and their
business."
About J.P. Morgan Asset Management
J.P. Morgan Asset
Management, with assets under management of $1.8 trillion (as of March
31, 2018), is a global leader in investment management. J.P.
Morgan Asset Management's clients include institutions, retail
investors and high net worth individuals in every major market
throughout the world. J.P. Morgan Asset Management offers global
investment management in equities, fixed income, real estate, hedge
funds, private equity and liquidity. JPMorgan Chase & Co.
(NYSE: JPM), the parent company of J.P. Morgan Asset Management, is
a leading global asset management firm with assets of approximately
$2.5 trillion (March 31,2018) and operations worldwide.
Information about JPMorgan Chase & Co. is available at
www.jpmorganchase.com.
J.P. Morgan Asset Management is the marketing name for the asset
management businesses of JPMorgan Chase & Co. and its
affiliates worldwide.
View original
content:http://www.prnewswire.com/news-releases/jp-morgan-asset-management-launches-new-portfolio-insights-digital-tool-300661819.html
SOURCE JPMorgan Chase