Fund Services

Investment Analytics and Consulting

Portfolio optimization solutions that drive enhanced investment decisions

Sample Performance Measurement Report J.P. Morgan Investment Analytics and Consulting helps clients make more informed investment decisionsand optimize their portfolios through customized, innovative and forward-looking solutions. Our services span performance measurement, analytics and attribution, risk management, investment manager analysis and universe comparison, and asset allocation/asset liability analysis.

Unparalleled flexibility:

  • Performance measurement (daily or monthly) using J.P. Morgan or third-party accounting, provided at asset class, sector, country, currency and individual security level for any time period
  • Performance can be compared to existing database of over 2,000 published indices or customized benchmarks
  • Long/short portfolio accounting solutions fully integrated with custody, compliance and reporting
  • Proprietary attribution models include Four-Factor U.S. Equity, Three-Factor Fixed Income and Non-U.S. Equity, and Multifactor Hedge Fund

Comprehensive reporting and reconciliation capabilities:

  • Accurate daily and monthly reporting
  • Full reporting of derivatives and alternatives, and look-through capabilities for commingled funds
  • Comprehensive, automated Web-based reconciliation with investment managers
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