NEW YORK, March 21, 2019 /PRNewswire/ -- J.P. Morgan
Asset Management today announced new enhancements to its Portfolio
Insights tool, allowing advisors to seamlessly compare ETFs and
Mutual Fund products head-to-head to help guide decisions on
investment selection. The updates align with the the firm's
commitment to providing financial advisors with the tools they need
to help build stronger portfolios and grow their business.
"We have witnessed an increase in advisor demand for
self-service, user-friendly tools that aid in investment selection.
The launch of our Investment Comparison tool allows advisors to
easily analyze and compare both Mutual Funds and ETFs," said
Steve Kaplan, Head of Product
Strategy Americas and Global Portfolio Insights, J.P. Morgan Asset
Management. "As advisors look to navigate the challenges associated
with today's market environment, our enhanced Portfolio Insights
offering allows them to make more informed decisions on portfolio
construction and investment selection."
The Portfolio Insights tool now not only allows advisors to
undertake an in-depth analysis of performance, composition and risk
of various ETFs and Mutual Funds, but they can also easily create
customized, end-client reports for clients that will also soon
feature their own company logo.
"We continue to evolve the Portfolio Insights tool to meet the
needs of advisors, and in the coming months we look forward to
announcing more enhancements including factor, style and scenario
analysis," concluded Kaplan.
The Portfolio Insights tool, including its new Investment
Comparison capabilities, is available to all U.S. Financial
Advisors on the J.P. Morgan Asset Management website by visiting
www.jpmorgan.am/ic.
In addition, Financial Advisors may request a custom analysis by
contacting their J.P. Morgan Funds Client Advisor. Depending on
their needs, advisors may receive the Portfolio Analysis,
Investment Heat Map or Investment Comparison report. The firm
encourages advisors to partner with their Client Advisors or
Portfolio Insights Specialists for a one-on-one discussion to help
uncover potential opportunities, evaluate risks, and access current
views from the J.P. Morgan Asset Management's Multi-Asset Solutions
team.
About J.P. Morgan Asset Management
J.P. Morgan Asset Management, with assets under management
of $1.7 trillion (as of December 31, 2018), is a
global leader in investment management. J.P. Morgan Asset
Management's clients include institutions, retail investors and
high net worth individuals in every major market throughout the
world. J.P. Morgan Asset Management offers global investment
management in equities, fixed income, real estate, hedge funds,
private equity and liquidity. J.P. Morgan Asset Management is the
marketing name for the asset management businesses of JPMorgan
Chase & Co. (NYSE: JPM), and its affiliates worldwide.
Any forecasts, opinions, statements of financial market trends
or investment techniques and strategies expressed are those of J.P.
Morgan Asset Management, unless otherwise stated, as of the date of
the release. They are considered to be reliable at the time of this
release, and may be subject to change without notice. Investing in
Alternatives investments involves risks.
J.P. Morgan Asset Management is the marketing name for the asset
management businesses of JPMorgan Chase & Co. Those businesses
include, but are not limited to, J.P. Morgan Investment Management
Inc., Security Capital Research & Management Incorporated, J.P.
Morgan Alternative Asset Management, Inc., and J.P. Morgan Asset
Management (Canada), Inc.
J.P. Morgan Institutional Investments, Inc., members of
FINRA
Copyright 2019 JPMorgan Chase & Co. All rights reserved.
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SOURCE J.P. Morgan Asset Management