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Portfolio Solutions

Digital Portfolio Solutions to power your investment lifecycle.

Vida unlocks J.P. Morgan’s multi-product, cross asset portfolio offerings, providing you access to the full investment lifecycle through self-directed digital solutions.

  

Key Benefits

Cross-asset & multi-product
Cross-asset & 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 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
Transparency

A suite of capabilities providing detailed analytics and data to assist you in your decision-making and help you achieve your performance objectives.

Capabilities

Portfolio construction

Create custom strategies and help validate your trade ideas.

  • A broad range of capabilities allowing you to create, iterate, and compare custom strategies across investable index and single stocks
  • Generate custom universes and compare multiple hedging strategies

Analytics

Analytics

Advanced analytics and data visualisations to assist you in evaluating your investment strategies.

  • A variety of analytical capabilities to help understand key drivers of performance, attribution and risk
  • Advanced interactive charting and granular position data

Analytics

Portfolio management

Portfolio management

Rebalancing capabilities enabling you to customize your portfolio.

  •  Accurately and efficiently manage and rebalance your portfolio throughout its lifecycle

Portfolio management

Reporting

Reporting

Enhanced reporting on your strategies.                                           

  • Access templates to accelerate standardized reporting
  • Customize your reports to meet your needs

Reporting
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.