JP Morgan Asset Management has launched a new digital tool from Portfolio Insights. The new technology is an extension of the program’s services, providing on-demand custom diagnostics, observations and actionable content to help a broader set of financial advisors build stronger portfolios and communicate more easily with clients.
“The role of financial advisors is more complicated than ever, and we’re committed to helping them make informed decisions through analytics that identify potential drivers of risk and return,” says Steve Kaplan, Head of Product Strategy Americas and Global Portfolio Insights, JP Morgan Asset Management. “With the new tool, advisors can now run personalised diagnostics instantly using the same sophisticated portfolio construction and risk management platform used by the firm’s investment teams.”
Advisors can upload a portfolio and tailor their analysis to address specific risks and concerns, evaluate new asset classes and products, or simply perform a portfolio checkup against a benchmark of their choice. The digital experience then generates customised observations in a user-friendly, comparative report that highlights a portfolio’s composition, performance, and risk data for mutual funds, separately managed accounts, stocks and ETFs, and offers supporting content and context from JP Morgan Asset Management’s group of global strategists.
“The Portfolio Insights team conducts thousands of analyses and reviews each year, and has worked directly with financial advisors for more than a decade to examine investments and how they work in portfolios,” says Kaplan. “The expanded, on-demand service was created to help a broader group of financial advisors access these insights, and aligns with the firm’s continued commitment to providing superior tools and services to support advisors and their business.”