Portfolio Insights Tool - J.P. Morgan Asset Management

Portfolio Insights Tool

The next generation of portfolio analysis is here

With its intuitive interface, the Portfolio Insights tool helps to identify risk and return drivers, uncover new opportunities, and fine-tune allocations. Just upload a portfolio, set your goals, and choose a benchmark. The tool instantly generates a customized, client-ready report.

The Portfolio Insights Tool is for Institutional Financial Advisors who qualify as a sophisticated fiduciary, independent of JP Morgan, within the meaning of U.S. Department of Labor regulations.

Power under the hood.

The tool is powered by J.P. Morgan Spectrum™, our proprietary, in-house technology platform. Which means when you run diagnostics on your portfolio, you are using the same, sophisticated portfolio construction and risk management platform that our own investment teams use.

More than information. Insight.

Whether it’s an assessment of overall portfolio or a down-market stress test, findings are presented in the context of our own insights around macro themes and market dynamics. Giving you a richer understanding of your analysis.

Have questions or need help? Contact our Financial Advisor Services desk at 1-877-803-4032.