Portfolio Insights Tool
The next generation of portfolio analysis is here
The Portfolio Insights tool scans many facets of your portfolio to help identify risk and return drivers, uncover new opportunities and fine-tune allocations.
Power under the hood
The tool is powered by the same, sophisticated portfolio construction and risk management platform that our own investment teams use - J.P. Morgan SpectrumTM.
Whether it is an overall assessment of your portfolio or a down-market stress test, findings are presented with actionable insights in a client-ready report.
See it in action
Portfolio Insights is for Institutional, financial professionals use only. If you are an individual investor, please reach out to your financial advisor for more information