Portfolio Solutions
Digital Portfolio Solutions to power your investment lifecycle.
Key Benefits
Nexus handles operational aspects including financing, borrow, cash flows, corporate actions, exchange membership, margining, settlement, clearing, reporting, administration and custody. This can help lower cost for investors and managers and increase speed of execution.
By creating a single reference instrument, it is possible to offer alternative payoffs linked to the same strategy depending on the type of management required. The platform offers a wide range of investable formats including swaps, notes, warrants, funds and the option component of a 3rd party issued note.
Nexus offers a broad spectrum of reference assets which can be used as building blocks to help you create your customised strategies. These include single stocks, cash bonds and credit derivatives, indices, ETFs, listed equity futures and options, mutual funds, as well as J.P. Morgan future trackers on equities, FX, rates, credit and commodities.
Capabilities
- Release Cash
- Execution flexibility
- Analyze your strategy
Release Cash
Release Cash
Many funded strategies can be replicated synthetically. By replacing a funded investment with an unfunded swap on the same strategy, investors can release cash for other investments. These may include capital-intensive investments, financing, liquidity or invest at better rates available to them.
Execution flexibility
Execution flexibility
Nexus strategies can benefit from J.P. Morgan’s extensive footprint across global exchanges, including otherwise hard to access markets, at competitive rates. Strategies can be rebalanced market-on-close or, in some cases intraday (e.g. using VWAP, TWAP, POV or another JPM Execution Algorithm order) which allocators can submit via different execution channels; a dedicated Nexus web front-end, API, SFTP or via FIX connectivity.
Analyze your strategy
Analyze your strategy
Strategy levels can be available daily via Bloomberg and the Nexus website. Customized reports can be provided with a breakdown of positions, recent allocations, corporate actions and more. A broad range of strategy analytics, including assessing factor exposure and risk and return attributions for single stock compositions, can also be accessed for some products via the dedicated Nexus front-end.
FOR INSTITUTIONAL & PROFESSIONAL CLIENTS ONLY – NOT INTENDED FOR RETAIL CUSTOMER USE
FOR INSTITUTIONAL & PROFESSIONAL CLIENTS ONLY – NOT INTENDED FOR RETAIL CUSTOMER USE
This material has been prepared by J.P. Morgan Sales and Trading personnel and is not the product of J.P. Morgan’s Research Department. It is not a research report and is not intended as such. This material is provided for informational purposes only and is subject to change without notice. It is not intended as research, a recommendation, advice, offer or solicitation to buy or sell any financial product or service, or to be used in any way for evaluating the merits of participating in any transaction. Please consult your own advisors regarding legal, tax, accounting or any other aspects including suitability implications, for your particular circumstances or transactions. J.P. Morgan and its third-party suppliers disclaim any responsibility or liability whatsoever for the quality, fitness for a particular purpose, non-infringement, accuracy, currency or completeness of the information herein, and for any reliance on, or use of this material in any way. Any information or analysis in this material purporting to convey, summarize, or otherwise rely on data may be based on a sample or normalized set thereof. This material is provided on a confidential basis and may not be reproduced, redistributed or transmitted, in whole or in part, without the prior written consent of J.P. Morgan. Any unauthorized use is strictly prohibited. Product names, company names and logos mentioned herein are trademarks or registered trademarks of their respective owners. The products and/or services mentioned herein may not be suitable for your particular circumstances and may not be available in all jurisdictions or to all clients. Clients should contact their salespersons at, and execute transactions through, a J.P. Morgan entity appropriately licensed in the client’s home jurisdiction unless governing law permits otherwise. Past performance is not indicative of future results. All services are subject to applicable laws, regulations and service terms. This material is a “solicitation” of derivatives business only as that term is used within CFTC Rule 1.71 and 23.605. Where this material is an “investment recommendation” as that term is defined in MAR visit:https://www.jpmorgan.com/disclosures/jpmorganmarkets. This material is subject to terms at: www.jpmorgan.com/salesandtradingdisclaimer.
Complaints:
If you have a complaint about a J.P. Morgan Nexus strategies you can report it to us in a variety of ways. You can call your usual J.P. Morgan contact, or alternatively you can use email or post.
Email: nexus_platform@jpmorgan.com
Post:
J.P. Morgan
Nexus Strategies - Complaints
25 Bank Street
London, E14 5JP
United Kingdom
Any complaint regarding the person advising on, or selling, any product referencing J.P. Morgan nexus strategies, can be submitted directly to that person. Once we have received your complaint, we will acknowledge it, investigate it and respond to you in a fair and timely manner.
Complaints made against a J.P. Morgan UK regulated entity will be handled in accordance with J.P. Morgan’s Complaints Handling Process - UK Regulated Entities.
Regulatory Disclosure:
- IOSCO Compliance Statement
- Nexus - Conflicts of Interest Disclosure Statement
- IOSCO, EU Benchmarks Regulation and UK Benchmarks Regulation Supplemental Disclosure
EU and UK Benchmarks Regulations:
J.P. Morgan Securities plc (JPMS plc) was registered as a benchmark administrator under article 34 of the EU Benchmarks Regulation (Regulation (EU) 2016/1011) (“EU BMR”). Due to Brexit, JPMS plc is no longer a benchmark administrator under EU BMR and instead is a benchmark administrator under article 34 of the United Kingdom Benchmarks Regulation (“UK BMR”) and can be found listed on the FCA Register. The Nexus Platform Business of JPMS plc creates indices, some of which are considered “benchmarks” under one or both of EU BMR and UK BMR.
IOSCO, EU Benchmarks Regulation and UK Benchmarks Regulation Supplemental Disclosure
JPM plc’s IOSCO, EU Benchmarks Regulation and UK Benchmarks Regulation Supplemental Disclosure can be viewed here.
EU Benchmarks Regulation and UK Benchmarks Regulation Compliance Statement
JPMS plc’s EU Benchmarks Regulation and UK Benchmarks Regulation Compliance Statement can be viewed here.
Benchmark Families
The Nexus Benchmark Statement families can be viewed here.
Changes to Interbank Offered Rates (IBORS) and Other Benchmark Rates:
For additional information about indices which utilise an IBOR rate, either directly or indirectly, please click here.