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  |  Podcast – 00:20:27

Market Matters

April 16, 2024
In this episode, we hear from Gerard Francis and Ashley Peterson on the evolution of data management to date and the likely path from here. They discuss how the data landscape has evolved over the last few decades, who the key users of that data are and common pain points, how the industry is evolving to address those needs, and how use of AI is likely to drive further change. Gerard Francis is Head of Product for Data and AI, and Head of Fusion, and Ashley represents Fusion Sales, here at J.P. Morgan. Gerard and Ashley speak with Eloise Goulder, Head of the Global Data Assets & Alpha Group.

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Paul Zummo: I'm really excited about the launch of Capital Advisory Edge because of the breadth of data that it contains and ultimately because of the time savings that it allows me as an allocator.

Claudia Jury: Historically, the Capital Advisory Group was an extension of the prime services business. What we're seeing now is large institutional clients more often coming to us and asking for their services.

Mike Monforth: We're simply digitizing the capital introduction business process. It's going to give us an opportunity to provide a platform for clients where they could benefit from increased scale, cost savings, efficiency, and ideally, better value from J.P. Morgan. We took a different approach, and before we wrote one line of code, we interviewed over 120 clients to really understand what they're trying to achieve.

Claudia Jury: What this gives is more efficiency in the way we think about our clients and the interactions and the introductions that we can make. Capital Advisory Edge for me, ultimately, is an ecosystem, a destination, and becomes somebody's daily routine.

Paul Zummo: Having one source that has a consolidated view and reliable view of the best information possible is obviously extremely important. There's 8,000 hedge funds, so how do you actually sort that? You need a process, and you need the data and the tools to be able to do that effectively.

Amy Flikerski: We're also looking to partners like J.P. Morgan who can provide that cutting-edge industry data. Everybody, every industry, and ours included, of course, is relying more and more on data. Peer group and benchmarking is really critical. We're looking at managers across global markets, all types of strategies.

Matthew Wade: We spend a lot of time trying to understand where interest is, there’s understanding investor flows. Industry developments is very, very important and enables us to understand and position ourselves.

Mike Monforth: It gives us the ability to really advise our clients where the supply and demand of capital really exists. Where to price, what geographies they should be considering, and is the timing right? Hedge fund industry news is critical to our due diligence process. Everything from new launches to movement of personnel across different hedge funds, as well as the trends that exist in hedge funds.

Jonathan Cossey: EDGE is going to become integral in me gathering information. Information is data. Data is power. We’re investing in Capital Advisory Edge to further enhance the user experience of both our hedge fund and allocator community.

Claudia Jury: Number one, it’s scale. So it gives us the opportunity to grow the number of managers and allocators that we reach every day. Number two, it allows for some self-service.

Mike Monforth: I’m really excited about Capital Advisory Edge. The evolution of Capital Advisory Edge will really be aligned to how our clients evolve, and the onus is on us to really understand the clients, their objectives, and their needs. That’s it? OK. Thank you guys.



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