Bringing you live news and features since 2006 

J.P. Morgan WSS launches portfolio construction tool


J.P. Morgan Worldwide Securities Services has developed an asset allocation and manager selection analysis tool that enables clients to plan and map the risk-return implications of their current and new portfolios. 

The Portfolio Construction Tool allows plan sponsors and other institutional investors to see which portfolios potentially generate the optimal risk-adjusted returns.
It is delivered as a module on J.P. Morgan WSS’ Online Portfolio Analytics Lab, launched earlier this year. The lab provides online access to various investment performance and risk measurement tools that allow users to evaluate and rank managers, break down sources of return, analyse risk factors, and assess hedge funds.
It offers users the ability to optimise their own portfolio in any currency or select from J.P. Morgan’s universe of asset classes and managers. Additionally, users can access board-quality reports and create dynamic online simulations via a Web interface.
David Remstein, global executive for J.P. Morgan Investment Analytics & Consulting, says: “The Portfolio Construction Tool gives our institutional clients the means necessary to better understand their portfolio strategies, re-evaluate their manager lineup, and manage investment risk in order to make more informed investment decisions.”

Latest News

BlackRock s iShares an undisputed leader among European ETF issuers pushed further ahead in Q1 with EUR173 billion in trades..
European ETFs raised USD47 8 billion in Q1 a 15 per cent increase compared to the same period in 2023..
LSEG Lipper s March report finds that globally equity ETFs +EUR113 2 billion enjoyed the highest estimated net inflows for..
Morningstar has published a review of the European ETF market for the first quarter 2024 which finds that it gathered..

Related Articles

etf active trading
Latest Morningstar data shows actively managed ETFs share of the US ETF market rose to 8 5 per cent at...
Kristen Mierzwa, FTSE Russell
Index Investments Group IIG a division within index provider FTSE Russell has extended its range of indices through two new...
US ETF issuers of active ETFs are facing an increase in fees from the big custodian firms such as Charles...
Taylor Krystkowiak, Themes ETFs
Themes ETFs opened its doors in December 2023 with an introductory suite of 11 ETFs seven thematic and four fundamental...
Subscribe to the ETF Express newsletter

Subscribe for access to our weekly newsletter, newsletter archive, updates on the site and exclusive email content.

Marketing by