FactSet and J.P. Morgan Securities Services Collaborate to Deliver Cutting-Edge Data Management and Performance Solution
FactSet and J.P. Morgan Securities Services have announced a strategic collaboration to integrate FactSet's performance, reporting, and portfolio analytics solutions with J.P. Morgan's Fusion data management platform. The joint initiative aims to provide asset managers and asset owners with comprehensive data management and portfolio analytics capabilities.
The integration combines Accounting and Investment Book of Records with around-the-clock governance and oversight tools, delivering high-quality returns, attribution, and ex-post risk statistics through structured reporting and modern data distribution. The collaboration offers clients reduced total cost of ownership and flexibility in outsourcing or insourcing portfolio analytics needs.
FactSet e J.P. Morgan Securities Services hanno annunciato una collaborazione strategica per integrare le soluzioni di performance, reporting e analisi del portafoglio di FactSet con la piattaforma di gestione dei dati Fusion di J.P. Morgan. L'iniziativa congiunta mira a fornire ai gestori di fondi e ai proprietari di attivi capacità complete di gestione dei dati e analisi del portafoglio.
L'integrazione combina il Libro dei Conti e il Libro degli Investimenti con strumenti di governance e supervisione attivi 24 ore su 24, offrendo rendimenti di alta qualità, attribuzione e statistiche di rischio ex-post attraverso report strutturati e distribuzione moderna dei dati. La collaborazione offre ai clienti una riduzione del costo totale di proprietà e flessibilità nell'esternalizzazione o internalizzazione delle necessità di analisi del portafoglio.
FactSet y J.P. Morgan Securities Services han anunciado una colaboración estratégica para integrar las soluciones de rendimiento, informes y análisis de portafolio de FactSet con la plataforma de gestión de datos Fusion de J.P. Morgan. La iniciativa conjunta tiene como objetivo proporcionar a los gestores de activos y propietarios de activos capacidades integrales de gestión de datos y análisis de portafolio.
La integración combina el Libro de Contabilidad y el Libro de Inversiones con herramientas de gobernanza y supervisión las 24 horas, entregando rendimientos de alta calidad, atribución y estadísticas de riesgo ex-post a través de informes estructurados y distribución moderna de datos. La colaboración ofrece a los clientes una reducción en el costo total de propiedad y flexibilidad para externalizar o internalizar sus necesidades de análisis de portafolio.
팩셋과 JP모건 증권 서비스가 팩셋의 성과, 보고 및 포트폴리오 분석 솔루션을 JP모건의 Fusion 데이터 관리 플랫폼과 통합하기 위한 전략적 협력을 발표했습니다. 이 공동 프로젝트는 자산 관리인과 자산 소유자에게 포괄적인 데이터 관리 및 포트폴리오 분석 기능을 제공하는 것을 목표로 하고 있습니다.
통합은 회계 장부 및 투자 장부와 24시간 운영되는 관리 및 감독 도구를 결합하여, 구조화된 보고서와 현대적인 데이터 배포를 통해 높은 품질의 수익, 귀속 및 사후 위험 통계를 제공합니다. 이 협력은 클라이언트에게 총 소유 비용 절감 및 포트폴리오 분석 요구에 대한 아웃소싱 또는 인소싱의 유연성을 제공합니다.
FactSet et J.P. Morgan Securities Services ont annoncé une collaboration stratégique pour intégrer les solutions de performance, de reporting et d'analytique de portefeuille de FactSet avec la plateforme de gestion de données Fusion de J.P. Morgan. L'initiative commune vise à fournir aux gestionnaires d'actifs et aux propriétaires d'actifs des capacités complètes de gestion des données et d'analytique de portefeuille.
L'intégration combine le Livre de Comptabilité et le Livre d'Investissement avec des outils de gouvernance et de supervision disponibles 24 heures sur 24, offrant des rendements de haute qualité, une attribution et des statistiques de risque ex-post grâce à des rapports structurés et une distribution moderne des données. La collaboration offre aux clients une réduction du coût total de possession et de la flexibilité dans l'externalisation ou l'internalisation de leurs besoins en analytiques de portefeuille.
FactSet und J.P. Morgan Securities Services haben eine strategische Zusammenarbeit angekündigt, um die Performance-, Reporting- und Portfolio-Analysetools von FactSet mit der Datenmanagement-Plattform Fusion von J.P. Morgan zu integrieren. Die gemeinsame Initiative zielt darauf ab, Vermögensverwaltern und Vermögensinhabern umfassende Datenmanagement- und Portfolio-Analysemöglichkeiten zu bieten.
Die Integration kombiniert Buchhaltungs- und Investitionsaufzeichnungen mit durchgängigen Governance- und Kontrollinstrumenten und liefert qualitativ hochwertige Renditen, Attributionen und ex-post Risikostatistiken durch strukturierte Berichterstattung und moderne Datenverteilung. Die Zusammenarbeit bietet den Kunden reduzierte Gesamtkosten des Eigentums und Flexibilität bei der Auslagerung oder Internalisierung von Portfolioanalysebedürfnissen.
- Strategic partnership with major financial institution J.P. Morgan enhances market reach
- Integration enables reduced total cost of ownership for clients
- Provides new revenue stream through expanded service offerings
- Strengthens competitive position in portfolio analytics market
- None.
Insights
NEW YORK and NORWALK, Conn., Dec. 05, 2024 (GLOBE NEWSWIRE) -- FactSet and J.P. Morgan Securities Services today announced a joint initiative to deliver FactSet’s industry-leading performance, reporting, and portfolio analytics solutions through J.P. Morgan’s award-winning data management platform, Fusion.
The joint offering enables asset managers and asset owners to focus on investment insights and generating alpha while benefiting from modern data management, outsourced accounting, and advanced portfolio analytics.
J.P. Morgan Securities Services and FactSet have worked together to create a seamless integration of Accounting and Investment Book of Records alongside a comprehensive global support and operating model. This includes around-the-clock governance and oversight tools to provide data accuracy and consistency.
The result is high-quality returns, attribution, and ex-post risk statistics delivered via structured reporting and modern data distribution capabilities. With this relationship, clients can benefit from reduced total cost of ownership and the flexibility to outsource or insource their portfolio analytics needs.
“As clients work to modernize their target operating models, our collaboration with J.P. Morgan Securities Services enables FactSet to tightly couple our advanced analytics with ABOR/IBOR through the Fusion Data Management solution,” said Chris Ellis, Executive Vice President, Head of Strategic Initiatives at FactSet. “While the desire to reimagine their target operating model is a conversation we are having with seemingly every client worldwide, our clients seek more than just a one-size-fits-all solution. The flexibility of our collaboration with J.P. Morgan Securities Services allows us to tailor our offerings to meet the specific needs of each client.”
“When Asset Managers or Asset Owners choose their service providers, they want to maximize the scope of services without growing their vendor footprint. With newly enhanced features from FactSet, Fusion delivers an end-to-end operating model that includes high-quality performance and analytics with oversight and quality assurance, alongside the full breadth of J.P. Morgan’s managed services,” said Tim Fitzgerald, Global Head of Securities Services at J.P. Morgan.
For more information, please visit: Managed and Professional Services | FactSet
About FactSet
FactSet (NYSE:FDS | NASDAQ:FDS) helps the financial community to see more, think bigger, and work better. Our digital platform and enterprise solutions deliver financial data, analytics, and open technology to more than 8,200 global clients, including over 216,000 individual users. Clients across the buy-side and sell-side as well as wealth managers, private equity firms, and corporations achieve more every day with our comprehensive and connected content, flexible next-generation workflow solutions, and client-centric specialized support. As a member of the S&P 500, we are committed to sustainable growth and have been recognized amongst the Best Places to Work in 2023 by Glassdoor as a Glassdoor Employees’ Choice Award winner. Learn more at www.factset.com and follow us on X and LinkedIn.
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FAQ
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