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Product Highlight: Characteristics

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Reporting on fundamental equity and fixed income characteristics provides investors with the analytics to measure exposure

Overview

J.P. Morgan provides online reporting on fundamental equity and fixed income characteristics, which are calculated at the security level, and can be generated on the portfolio or composite level.

Characteristics Reporting for Equity Portfolios

For equity portfolios, we have access to Wilshire Associates. J.P. Morgan delivers fundamental equity characteristics reporting including:

Beta
Current PE ratio
Dividend growth
Dividend yield
Earnings growth
Earnings per share

Characteristics Reporting for Fixed Income Portfolios

For fixed income portfolios, we have access to BlackRock Solutions' best-inclass characteristics database, which has superior coverage of securities. Fixed income characteristics reporting includes the following:

Average coupon
Modified duration
Effective duration
Effective convexity
Average life
Yield to maturity
Quality ratings

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Board-Quality Reporting