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J.P. Morgan CARSSM Cash Allocation and Rebalancing Solution

Market-leading, fully automated platform supporting target date funds and other managed allocation fund of fund structures.

J.P. Morgan CARSSM is an enterprise class platform that enables plan sponsors or investment managers to create and deliver innovative fund of fund structures – particularly custom/open architecture target date funds - with extreme flexibility, efficiency and control. Its open architecture supports the use of any investment product or pool making it feasible to design and implement highly customized and responsive solutions at scale. This fully automated platform is integrated with our custody, accounting and reporting services, and operates interdependently with plan recordkeepers and transfer agents.

The unique features of CARS include its fully customizable allocation parameters and ability to allocate cash and rebalance these structures across multiple investment pools and through multi-tiered structures.

Key benefits include:

  • Ability to precisely and efficiently manage the asset allocation for fund of fund structures
  • Ability to build and administer large, complex fund of fund structures and allocation policies.
  • Ability to optimize risk and performance at lower cost.

For more information, please contact the representative in your region.

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