Create customized strategies, analyze the drivers of performance and risk, and manage with flexibility.
Cross-asset and multi-product
User-friendly access to J.P. Morgan’s Portfolio Solutions products, capabilities and content. Helping to assist you in meeting your performance objectives through a single, consistent interface.
Full lifecycle support
Full self-service capabilities from pre-trade to post-trade. Providing you flexibility and choice over the products and tools you use across the value chain.
Transparency
A suite of capabilities providing detailed analytics and data to assist you in your decision-making and help you achieve your performance objectives.
Create, iterate and compare custom strategies across strategic indices, single stocks and multiple hedging strategies.
Advanced analytics and data visualizations, alongside interactive and granular position data helping you evaluate your investment strategies and understand the key drivers of performance, attribution and risk.
Accurately and efficiently customize, manage and rebalance your portfolio throughout its lifecycle.
Access templates to accelerate standardized reporting and the ability to customize reports to meet your bespoke needs.
PORTFOLIO SOLUTIONS
A barbell approach is used, offering electronic trading for efficiency while providing high-touch, customized solutions for complex client needs.
User experience is prioritized by involving clients early in the development process, ensuring products meet their needs and enhance engagement and satisfaction.
Customization at scale is key, allowing for bespoke solutions tailored to client needs, whether through specific payoffs, wrappers, or cross-asset combinations.
By maintaining local teams and fostering personal connections, adapting to jurisdictional needs, and leveraging face-to-face interactions to understand market dynamics.
Focus on creating common components across platforms while tailoring specific use cases, ensuring interoperability and continuous client feedback integration.
Available on the J.P. Morgan Markets Platform.