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JPMorgan Worldwide Securities launches performance measurement & analytics system

12 July 2005  |  2999 views  |  0 Source: JPMorgan Worldwide Securities Services

JPMorgan Worldwide Securities Services today announced the launch of its new Performance Measurement & Analytics Reporting system, one of the industry's most comprehensive and flexible tools to help institutional investors maximize returns.

The system is now available to JPMorgan's performance measurement clients, which include more than 200 of the largest investment management, pension and endowment funds and insurance firms in the world.

JPMorgan's new Performance Measurement & Analytics Reporting system offers extensive capabilities for risk calculations, broader performance and attribution analyses, greater ability to customize investment reports and much more flexibility to manage performance analyses. The system is designed so performance managers, analysts and institutional investors can analyze the effectiveness of their portfolio strategies.

"JPMorgan's new Performance Measurement & Analytics system is a big breakthrough," said Craig Heatter, head of JPMorgan's Performance Measurement, Analytics, Compliance and Risk Management Group. "We have created what will be seen as the superior system available in the industry, with the largest selection of analytical tools available to evaluate and compare the performance of accounts."

The new JPMorgan Performance Measurement & Analytics system offers the ability to integrate with some of the best data and technology firms in the business such as Wilshire Associates, Black Rock, MSCI, FTSE, Informa, Risk Metrics and Zephyr. The system also includes advanced multi-tiered technology that allows extensive customization of client reporting including:
  • More extensive risk calculations - A wide range of risk metrics with analytics and performance sensitivity. Ability to calculate the bifurcation of returns to show market gain or loss. Advanced statistical and risk analysis to calculate and access analytics such as risk-adjusted returns, information ratio, up/down market analysis, calculated Betas and regression analyses as well as more traditional measures such as standard deviation
  • Broader performance and attribution calculations - Attribution analysis allowing for customized and blended benchmarks and standard indices. Flexibility to match the investment process with asset class, region, country, sector or security. Fixed income attributions can also be calculated. The system supports Karnosky-Singer Attribution Model for country attribution.
  • Greater customization of reports - Each client user and fund manager will be able to define and apply their own approach to classifying and analyzing their portfolio's positions.
  • The ability to provide required complex derivative and security information to provide state of the art derivative reporting for regulatory and audit firms.

    JPMorgan's Performance Measurement tools deliver information to clients through a client-only, password-protected Web site or through hard-copy reports. Data may be analyzed by security, account, combination of accounts, composite, asset class, industry, economic sector, and country or security type for any time period.

    "The Performance Measurement system is the first in a series of strategic initiatives by JPMorgan to develop client friendly, user friendly and market-leading client reporting tools," Heatter said.

    The Performance Measurement & Analytics service is the second in a series of new services added to JPMorgan's VIEWS platform, which offers the industry's best-in-class technology for reporting, research and analytical applications. The first service added recently was JPMorgan E-Tax, a comprehensive collection of global tax news, intelligence and information. These services are all available via JPMorgan ACCESS.
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