Bringing you live news and features since 2013
Bringing you news, views and analysis since 2013

9778

JP Morgan launches alternative investment reporting portal

RELATED TOPICS​

JP Morgan Worldwide Securities Services has launched Alternative Investment Reporting, a new interactive portal enabling alternative asset managers across Hedge Fund, Private Equity and Real Estate strategies to view, analyse and extract their fund administration data from dashboards, workflow tools and reports.

This is the latest addition to JP Morgan ACCESS, the firm’s web-based platform for multiple information, compliance and portfolio management applications.
 
This new technology facilitates consolidation of data and generation of reports across alternatives products via a single reporting platform irrespective of fund structure. In addition to the reporting capabilities, the portal includes a comprehensive workflow module which provides clients with the ability to monitor the progress of key operational processes.
 
Stephanie Miller, Global Head of Alternative Investment Services for JP Morgan Worldwide Securities Services, says: “Alternative Investment Reporting is an integral part of our alternatives roadmap as it provides our hedge fund, private equity and real estate clients with a single front-end interface irrespective of fund type. This solution highlights our continued commitment to providing two-way communication and transparency to our fund administration clients.”
 
The key features and benefits include:
 
Dashboard – provides access to key summary metrics such as top holdings, top capital flows and workflow status without the need to run a full report. Supports drilldown from summary level to detailed portfolio information

Workflow – provides clients with the ability to monitor key operational processes and deliverables such as valuations and capital events. Enables clients to actively participate in the workflow process by uploading/downloading reports, providing on-line approvals, rejections and commentary

Dynamic Reporting – provides clients with a reporting interface enabling efficient real-time access to a comprehensive list of reports in multiple formats and the ability to extract key data

Document Repository – provides clients with a centralised storage point for critical documents
 
“As a result of an increased regulatory focus coupled with expanding investor and portfolio demands, our top priority is to provide clients with easily accessible real-time secure information that is essential to their business objectives,” says Maryann Simmons, Alternatives Market Executive for the Americas for JP Morgan Worldwide Securities Services. “As such, JP Morgan continues to invest in new technologies and rapidly expand upon existing solutions in order to meet the evolving needs of our global alternatives client base.”
 

Latest News

Iress has announced that it has extended its partnership with Dow Jones Newswires to give..
The Financial Conduct Authority (FCA) writes that in new rules, it has set out a..
GAM has announced it has reached a definitive agreement to transfer its Management Company activities..

Related Articles

infrastructure headline
The new Labour government has launched a GBP7.3 billion National Wealth Fund which will target private capital to support the UK’s growth ambitions...
The new Labour government has launched a GBP7.3 billion National Wealth Fund which will target private capital to support the..
Tom McPhail, lang cat
Today’s news of a landslide victory from the UK’s Labour party, finds that the markets had mostly factored in a widely predicted Labour win...
Today’s news of a landslide victory from the UK’s Labour party, finds that the markets had mostly factored in a..
Pensions might not feature at the top of the political parties’ manifesto promises this election, but their role in driving the UK’s growth ambitions is increasingly on investors’ agendas...
Pensions might not feature at the top of the political parties’ manifesto promises this election, but their role in driving..
Duncan Higgs, Bfinance
Bfinance has released its latest report, "Investment Management Fees: Fairness Revisited," with a comprehensive analysis of current trends and challenges in investment management fees and costs across various asset classes...
Bfinance has released its latest report, "Investment Management Fees: Fairness Revisited," with a comprehensive analysis of current trends and challenges..
Subscribe to the Institutional Asset Manager newsletter

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

Marketing by