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Financial Professional Login
Welcome
Log in for exclusive access and a personalised experience
Log in Sign up
Benefits of creating a free account
  • Customise Guide to the Markets to create a version with your favourite slides
  • Utilise our adviser-only Digital Portfolio Insights tool
  • Unlock expert commentary from Michael Cembalest and access our annual Long-Term Capital Market Assumptions
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  1. Portfolio Analysis | Portfolio Tools

Smarter insights.
Better outcomes.

  • Run instant, on-demand analytics 24/7

  • Access a database of 8,000+ Australian investments

  • Tailor results and reports to each client

  • Access exclusive thought leadership

Run a no-cost analysis  Download brochure

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Portfolio analytics designed with your clients’ needs in mind

  • Get an unbiased evaluation to confirm or rethink portfolio positioning
  • Turn "what if" into "what to do" with action-oriented stress tests
  • Compare multiple portfolios at one time to see the impact of changes before making them

Only available for advisers with a valid Australian AFSL licence

Flexible

Can be accessed in two ways: Via the Adviser Portal on our website or through our Insights app (iPhone and iPad)

Actionable

Run instant, on-demand analytics 24/7 at no cost

Customisable

Create customised reports for each client and leverage our insights and make them your own

 

Stress test portfolios and assess future scenarios

Invest with more certainty in uncertain times. Run your portfolios through our online analytics to instantly stress test and compare performance under different equity markets, rate environments or future scenarios based on J.P. Morgan Asset Management’s in-house research.

Scenarios

 

 

Create customised client ready reports

With the flexibility to customise your reports and adding your company logo, you have the ability to create a report that is uniquely yours for your client meeting.

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Benefits of Adviser portal and Portfolio Analysis Tool

We are upgrading our online experience by introducing a dedicated adviser login portal providing access to a range of tools and a customised experience.

  • Portfolio Analysis: Instant portfolio analytics, side-by-side portfolio comparisons, historic stress tests, future scenarios and insights 
  • Create your own Guide to the Markets deck 
  • Exclusive access to thought leadership such as Eye on the Market and Long-Term Capital Market Assumptions 
  • Tag your favourite fund and insights 
  • All at no cost

 

Run custom portfolio analytics in no time, at no cost

See how easy it is

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Please note:  Following recent amendments to the Corporations Act, where unitholders have provided us with your email address, we will now send notices of meetings, other meeting-related documents and annual financial reports electronically unless the unitholder elects to receive these in physical form and notify us of this election. Unitholders have the right to elect whether to receive some or all of such Communications in electronic or physical form, the right to elect not to receive annual financial reports at all and the right to elect to receive a single specified Communication on an ad hoc basis, in an electronic or physical form.


 

All investments contain risk and may lose value. This advertisement has been prepared and issued by JPMorgan Asset Management (Australia) Limited (ABN 55 143 832 080) (AFSL No. 376919) being the investment manager of the fund. It is for general information only, without taking into account your objectives, financial situation or needs and does not constitute personal financial advice. Before making any decision, it is important for investors to consider the appropriateness of the information and seek appropriate legal, tax, and other professional advice. For more detailed information relating to the risks of the Fund, the type of customer (target market) it has been designed for and any distribution conditions please refer to the relevant Product Disclosure Statement and Target Market Determination which have been issued by Perpetual Trust Services Limited, ABN 48 000 142 049, AFSL 236648, as the responsible entity of the fund available on https://am.jpmorgan.com/au.