J.P. Morgan Asset Management Enhances Portfolio Insights Service for Financial Advisors with Proprietary Portfolio Construction and Risk Management Tool, Hibiscus

NEW YORK, March 2, 2017

The Model Portfolio Analysis is now powered by Hibiscus, the firm's proprietary portfolio construction and risk management tool that was previously used exclusively by its portfolio management teams. The newly integrated platform generates a comprehensive, comparative view of composition, performance, and risk data for mutual funds, separately managed accounts and ETFs, offering financial advisors access to customized, user-friendly reports that are highly flexible and tailored to meet their needs.  

"In a world of lower returns and higher volatility, portfolio construction and manager selection analysis is more critical than ever for financial advisors as they work with their clients to address individual needs," said Andrea Lisher, Head of North America, Global Funds, J.P. Morgan Asset Management. "Our Portfolio Insights Service helps solve these challenges, generating analyses that help advisors make informed decisions based on personalized insights and gain a better understanding of the potential drivers of risk and return."

Financial advisors may request a custom analysis by contacting their J.P. Morgan Funds Client Advisor. Depending on their needs, advisors may receive the Model Portfolio Analysis, Investment Heat Map or Fund Analysis report.  The firm encourages advisors to partner with their Client Advisors or Portfolio Insights Specialists for a one-on-one discussion to help uncover opportunities, evaluate risks, and access current views from J.P. Morgan Asset Management's Multi-Asset Solutions team.

"Our team of Portfolio Insights Specialists has reviewed thousands of portfolios annually and has conducted more than 1,000 calls with advisors to help navigate and analyze today's challenging investment environment," said Stephen Kaplan, Head of Product Strategy Americas and Global Portfolio Insights, J.P. Morgan Asset Management. "The new enhancements to our Portfolio Insights Service allow us to perform deeper analysis and help even more advisors gain insight and make informed decisions as trusted partners for their clients."

About J.P. Morgan Asset Management
J.P. Morgan Asset Management, with assets under management of $1.8 trillion, is a global leader in investment management. J.P. Morgan Asset Management's clients include institutions, retail investors and high net worth individuals in every major market throughout the world. J.P. Morgan Asset Management offers global investment management in equities, fixed income, real estate, hedge funds, private equity and liquidity. JPMorgan Chase & Co. (NYSE: JPM), the parent company of J.P. Morgan Asset Management, is a leading global asset management firm with assets of approximately $2.5 trillion and operations worldwide. Information about JPMorgan Chase & Co. is available at www.jpmorganchase.com. 

J.P. Morgan Asset Management is the marketing name for the asset management businesses of JPMorgan Chase & Co. and its affiliates worldwide.