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.
Access a wide range of systematic strategies to help you address your investment objective, in an operationally efficient manner.
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Deliver your synthetic trading strategy through Nexus.
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Analyze single-stock portfolios, optimize hedging solutions and aim to reduce risk using advanced analytics.
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Facilitates access to global credit financing that provide loans in the $1 trillion-plus private credit market.
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Global Portfolio Trading allows clients to trade across markets and currencies in a single transaction. Through our highly customized client solutions, we provide significant flexibility for your investment objectives.
Learn MoreKey Benefits
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 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.
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
- Analytics
- Portfolio management
- Reporting
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
Portfolio management
Portfolio management
Rebalancing capabilities enabling you to customize your portfolio.
- Accurately and efficiently manage and rebalance your portfolio throughout its lifecycle
Reporting
Reporting
Enhanced reporting on your strategies.
- Access templates to accelerate standardized reporting
- Customize your reports to meet your needs
FOR INSTITUTIONAL & PROFESSIONAL CLIENTS ONLY – NOT INTENDED FOR RETAIL CUSTOMER USE
FOR INSTITUTIONAL & PROFESSIONAL CLIENTS ONLY – NOT INTENDED FOR RETAIL CUSTOMER USE
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