Unlocking Investment Insights: J.P. Morgan’s Enhanced Fusion Platform
In today’s data-driven world, asset managers and owners face a daunting task: making sense of the vast amounts of standardized, normalized, and alternative data from private markets. To tackle this challenge, J.P. Morgan Securities Services has upgraded its Fusion data management platform by integrating performance reporting and portfolio analytics software from FactSet.
Streamlining Data Management and Analytics
The integration enables asset managers and owners to access advanced data management, outsourced accounting, and analytics capabilities, allowing them to focus on investment insights and improved portfolio performance. Fusion, the backbone of J.P. Morgan’s AI efforts, provides a single view of public and private investment data, consolidating J.P. Morgan’s accounting and investment book of records (ABOR/IBOR) and third-party providers’ ABOR/IBOR.
A Single View of Portfolio Performance
Clients can now analyze their investment performance, gaining valuable insights into their returns. The combination of FactSet and Fusion makes sense of the data from custodians, fund administrators, and transactions, providing actionable analytics knowledge for investment decisions.
Meeting Client Demands
J.P. Morgan’s institutional clients drove the integration, seeking modern technology to access data on cloud-based analytics platforms such as Snowflake or Databricks. They wanted a single holistic view of their portfolios across multiple administrators and custodians, and to send that data to an analytics engine.
Partnership and Innovation
J.P. Morgan’s partnership with FactSet, which took 15 months to develop, enables seamless integration between the bank’s Fusion data management ecosystem and FactSet’s analytics. This collaboration leverages the strengths of both companies, providing a unique solution for the financial industry.
Reimagining Operating Models
Asset managers and owners are rethinking their operating models, seeking to maximize performance, attract assets, and strengthen client relationships. By outsourcing responsibilities and capabilities, they can focus on what matters most: delivering value to their clients.
Industry Trends and Innovations
The Fusion-FactSet integration highlights the industry’s ambitions to address the broader requirements of end-users, promoting more efficient ways of meeting information needs. This trend towards modern investment data ecosystems, based on native cloud enablement, APIs, and data mesh approaches, is expected to continue, driving innovation and growth in the financial sector.
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