J.P. Morgan ACCESS® for Investor Services

Performance Measurement

Investment Analytics and Consulting provides an intuitive, Web-based data warehouse with dynamic security-level drill-down capabilities.

  • Performance can be viewed in any currency on a realized or unrealized basis, across any subset of portfolios, including security, industry, economic sector, country, manager, asset class, composite or total fund level.
  • J.P. Morgan offers the best data mart and report writing tool in the industry; clients can quickly analyze data to provide customized, flexible and ad hoc reporting.
  • Our powerful template builder allows clients to create, edit, copy, store, and publish reports based on custom selection criteria, or clients may choose from a library of hundreds of preset reports.

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