JP Morgan Asset Management (JPMAM) has announced that it is launching its proprietary portfolio analytics tool to advance its digital transformation efforts.
“dPI has helped to digitally transform financial advisors’ and investors’ experience and we are excited to be bringing forth these capabilities in partnership with UOB, extending our delivery from market insights and product offerings to digital tools,” said Jacklyn Goh, head of Singapore funds, retail distribution at JPMAM.
“We look forward to embarking on this exciting digitalisation journey as we collaborate with UOB in Singapore.”
The technology is customised to be integrated into UOB’s portfolio advisory tool, which uses data visualisation to simulate the expected performance of investment portfolios against various market scenarios.
The dPI was first introduced in the US to analyse and stress-test client portfolios in 2018. It provides on-demand custom diagnostics, observations and actionable content to help financial advisors build stronger portfolios and communicate more easily with clients.
Financial advisors can upload a portfolio to the dPI 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, according to the US asset manager.
It then generates a comparative report that highlights a portfolio’s composition, performance, and risk data for mutual funds, separately managed accounts, stocks and ETFs.
The asset manager plans to make the tool more available in other regional markets in partnership with other banks.
