NEW YORK, March 2, 2017 /PRNewswire/ -- J.P. Morgan
Asset Management today announced enhancements to its Portfolio
Insights Service that helps financial advisors build stronger
portfolios through customized analysis. The updated platform aligns
with the firm's continued commitment, and significant ongoing
investment, to provide superior tools and services designed to
support financial advisors and their business.
The Model Portfolio Analysis is now powered by Hibiscus, the
firm's proprietary portfolio construction and risk management tool
that was previously used exclusively by its portfolio management
teams. The newly integrated platform generates a comprehensive,
comparative view of composition, performance, and risk data for
mutual funds, separately managed accounts and ETFs, offering
financial advisors access to customized, user-friendly reports that
are highly flexible and tailored to meet their needs.
"In a world of lower returns and higher volatility, portfolio
construction and manager selection analysis is more critical than
ever for financial advisors as they work with their clients to
address individual needs," said Andrea
Lisher, Head of North
America, Global Funds, J.P. Morgan Asset Management. "Our
Portfolio Insights Service helps solve these challenges, generating
analyses that help advisors make informed decisions based on
personalized insights and gain a better understanding of the
potential drivers of risk and return."
Financial advisors may request a custom analysis by contacting
their J.P. Morgan Funds Client Advisor. Depending on their needs,
advisors may receive the Model Portfolio Analysis, Investment Heat
Map or Fund Analysis report. The firm encourages advisors to
partner with their Client Advisors or Portfolio Insights
Specialists for a one-on-one discussion to help uncover
opportunities, evaluate risks, and access current views from J.P.
Morgan Asset Management's Multi-Asset Solutions team.
"Our team of Portfolio Insights Specialists has reviewed
thousands of portfolios annually and has conducted more than 1,000
calls with advisors to help navigate and analyze today's
challenging investment environment," said Stephen Kaplan, Head of Product Strategy
Americas and Global Portfolio Insights, J.P. Morgan Asset
Management. "The new enhancements to our Portfolio Insights Service
allow us to perform deeper analysis and help even more advisors
gain insight and make informed decisions as trusted partners for
their clients."
About J.P. Morgan Asset Management
J.P. Morgan Asset
Management, with assets under management of $1.8 trillion, 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 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.
To view the original version on PR Newswire,
visit:http://www.prnewswire.com/news-releases/jp-morgan-asset-management-enhances-portfolio-insights-service-for-financial-advisors-with-proprietary-portfolio-construction-and-risk-management-tool-hibiscus-300417114.html
SOURCE J.P. Morgan Asset Management