J.P. Morgan Launches Private Markets Data Solutions for Institutional Investors
J.P. Morgan has launched Private Markets Data Solutions for institutional investors through Fusion by J.P. Morgan. This comprehensive data management solution addresses the challenges of managing private asset data by providing:
- Standardized data aggregated from multiple vendors and sources
- Analysis capabilities for complete portfolios across public and private holdings
- Elimination of manual processes in operational workflows
The solution integrates data from J.P. Morgan Securities Services, portfolio administrators, and reference data from vendors like Aumni, Canoe Intelligence, MSCI Private Capital Solutions, and PitchBook. Fusion's proprietary AI-ML technology corrects discrepancies and applies standard identifiers for consistency. The platform offers a Data Explorer tool for in-depth analysis and a Data Mesh for seamless integration with clients' existing technology stacks.
J.P. Morgan ha lanciato Private Markets Data Solutions per investitori istituzionali attraverso Fusion di J.P. Morgan. Questa soluzione di gestione dei dati completa affronta le sfide nella gestione dei dati degli asset privati fornendo:
- Dati standardizzati aggregati da più fornitori e fonti
- Capacità di analisi per portafogli completi che includono partecipazioni pubbliche e private
- Eliminazione dei processi manuali nei flussi operativi
La soluzione integra dati da J.P. Morgan Securities Services, amministratori di portafogli e dati di riferimento da fornitori come Aumni, Canoe Intelligence, MSCI Private Capital Solutions e PitchBook. La tecnologia proprietaria AI-ML di Fusion corregge le discrepanze e applica identificatori standard per garantire coerenza. La piattaforma offre uno strumento Data Explorer per analisi approfondite e un Data Mesh per un'integrazione fluida con gli stack tecnologici esistenti dei clienti.
J.P. Morgan ha lanzado Private Markets Data Solutions para inversores institucionales a través de Fusion de J.P. Morgan. Esta completa solución de gestión de datos aborda los desafíos de gestionar datos de activos privados proporcionando:
- Datos estandarizados agregados de múltiples proveedores y fuentes
- Capacidades de análisis para carteras completas que incluyen participaciones públicas y privadas
- Eliminación de procesos manuales en los flujos de trabajo operativos
La solución integra datos de J.P. Morgan Securities Services, administradores de carteras y datos de referencia de proveedores como Aumni, Canoe Intelligence, MSCI Private Capital Solutions y PitchBook. La tecnología propietaria AI-ML de Fusion corrige discrepancias y aplica identificadores estándar para mantener la consistencia. La plataforma ofrece una herramienta Data Explorer para análisis detallados y un Data Mesh para una integración fluida con las pilas tecnológicas existentes de los clientes.
J.P. Morgan은 J.P. Morgan의 Fusion을 통해 기관 투자자를 위한 Private Markets Data Solutions를 출시했습니다. 이 포괄적인 데이터 관리 솔루션은 개인 자산 데이터를 관리하는 데 있어 다음과 같은 문제를 해결합니다:
- 여러 공급업체와 출처에서 집계된 표준화된 데이터
- 공공 및 개인 보유 자산을 포함하는 전체 포트폴리오에 대한 분석 기능
- 운영 워크플로에서 수동 프로세스 제거
이 솔루션은 J.P. Morgan Securities Services, 포트폴리오 관리자 및 Aumni, Canoe Intelligence, MSCI Private Capital Solutions, PitchBook과 같은 공급업체의 기준 데이터에서 데이터를 통합합니다. Fusion의 독점 AI-ML 기술은 불일치를 수정하고 일관성을 위해 표준 식별자를 적용합니다. 이 플랫폼은 심층 분석을 위한 Data Explorer 도구와 클라이언트의 기존 기술 스택과의 원활한 통합을 위한 Data Mesh를 제공합니다.
J.P. Morgan a lancé Private Markets Data Solutions pour les investisseurs institutionnels via Fusion de J.P. Morgan. Cette solution complète de gestion des données répond aux défis de la gestion des données d'actifs privés en fournissant :
- Données standardisées agrégées de plusieurs fournisseurs et sources
- Capacités d'analyse pour des portefeuilles complets comprenant des participations publiques et privées
- Élimination des processus manuels dans les flux de travail opérationnels
La solution intègre des données de J.P. Morgan Securities Services, d'administrateurs de portefeuille et de données de référence provenant de fournisseurs tels qu'Aumni, Canoe Intelligence, MSCI Private Capital Solutions et PitchBook. La technologie propriétaire AI-ML de Fusion corrige les incohérences et applique des identifiants standard pour garantir la cohérence. La plateforme propose un outil Data Explorer pour des analyses approfondies et un Data Mesh pour une intégration fluide avec les technologies existantes des clients.
J.P. Morgan hat Private Markets Data Solutions für institutionelle Investoren über Fusion von J.P. Morgan eingeführt. Diese umfassende Datenmanagementlösung geht die Herausforderungen bei der Verwaltung von privaten Vermögensdaten an, indem sie Folgendes bietet:
- Standardisierte Daten, die aus mehreren Anbietern und Quellen aggregiert sind
- Analysefähigkeiten für vollständige Portfolios, die öffentliche und private Bestände umfassen
- Eliminierung manueller Prozesse in operativen Abläufen
Die Lösung integriert Daten von J.P. Morgan Securities Services, Portfoliomanagern und Referenzdaten von Anbietern wie Aumni, Canoe Intelligence, MSCI Private Capital Solutions und PitchBook. Die proprietäre AI-ML-Technologie von Fusion korrigiert Inkonsistenzen und wendet Standardidentifikatoren für Konsistenz an. Die Plattform bietet ein Data Explorer-Tool für tiefgehende Analysen und ein Data Mesh für nahtlose Integration mit den bestehenden Technologiestacks der Kunden.
- Launch of Private Markets Data Solutions addresses a significant challenge in the growing alternative investment market
- Integration of data from multiple sources provides a comprehensive view of public and private holdings
- Proprietary AI-ML technology enhances data quality and consistency
- Cloud-native platform offers scalability and easy integration with existing client systems
- Potential for increased operational efficiency and reduced costs for institutional investors
- None.
Insights
J.P. Morgan's launch of Private Markets Data Solutions through Fusion is a significant development in the fintech space, addressing critical pain points for institutional investors. This solution tackles the complex challenge of standardizing and integrating private market data, which has been a major hurdle in portfolio management and analysis.
Key benefits include:
- Streamlined data aggregation from multiple sources
- AI-ML driven data correction and standardization
- Comprehensive portfolio view across public and private assets
- Improved operational efficiency and reduced manual processes
This offering positions J.P. Morgan as a leader in providing sophisticated data solutions for alternative investments. It could potentially increase the bank's revenue from asset management and data services, while also enhancing client retention through improved service offerings. For investors, this tool could lead to better-informed decision-making and potentially improved portfolio performance.
While the immediate financial impact may not be substantial relative to JPM's overall operations, this move strengthens their competitive position in the growing alternative investments market, which could drive long-term growth and profitability.
The launch of Private Markets Data Solutions by J.P. Morgan is a strategic move that aligns with several key market trends:
- Growing demand for alternative investments
- Increasing need for data-driven decision making
- Rising importance of operational efficiency in asset management
This solution addresses a $10.3 trillion private equity market, according to PitchBook's 2023 data. By simplifying data management for this complex asset class, J.P. Morgan is tapping into a significant market opportunity.
The partnership with data providers like Aumni, Canoe Intelligence, MSCI and PitchBook enhances the solution's value proposition. It also demonstrates J.P. Morgan's ability to leverage its ecosystem to create comprehensive offerings.
While the direct revenue impact may take time to materialize, this launch strengthens J.P. Morgan's position in the institutional investor services market. It could lead to increased market share and higher client retention rates, potentially translating to long-term revenue growth for the Securities Services division.
Fusion by J.P. Morgan releases a new suite of private markets data services that delivers standardized data aggregated from multiple vendors and sources, allowing investors to analyze their complete portfolio across private and publicly traded holdings.
Flowchart shows the capabilities of J.P. Morgan Fusion’s new suite of private markets data services. (Graphic: Business Wire)
The growth of alternative portfolios has presented investors with unique data challenges. The lack of a single, standardized source for private markets means investors are left with incomplete and fragmented data that is difficult to analyze. The process of manually extracting and integrating data from unstructured sources is time-consuming, costly, and error prone. Managing multiple vendors, data feeds, and portfolio administrators complicates data consolidation and transparency, affecting decision-making and necessitating specialized expertise and scalable technology, which further escalates costs and delays time to market.
Fusion minimizes the need for resource-intensive processes by offloading this workload to algorithms that work automatically, accelerating time to insights. Data is ingested from J.P. Morgan Securities Services and portfolio administrators, which is then complemented with reference data from vendors. Developed by J.P. Morgan’s data experts, Fusion’s proprietary AI-ML technology helps correct discrepancies and incompleteness and applies standard identifiers for consistency and easy interoperability. Clients receive standardized, enriched data that is consistent across diverse asset classes like private equity, real estate, venture capital, natural resources, and infrastructure, while preserving granular detail and linkage.
Tim Fitzgerald, Global Head of Securities Services, said, “Securities Services is committed to helping clients meet the challenges of an increasingly competitive private asset market with innovative data-driven solutions. Our platform empowers clients with more information to drive their decision making, while optimizing their workflow.”
To offer clients a single source for more complete, high-quality data that works across public and private assets, Fusion has incorporated data from Aumni, J.P. Morgan's private capital platform, and external leading data providers like Canoe Intelligence, MSCI Private Capital Solutions, and PitchBook. Investors can analyze and manage their data with the Fusion Data Explorer tool, allowing them to drill down into underlying assets and navigate across linked data points, for a deeper understanding of their holdings.
Gerard Francis, Head of Fusion, said, “Fusion is uniquely positioned to integrate private markets and client investment data, leveraging proprietary graph technology and AI-ML models for comprehensive portfolio transparency and interoperability. Our cloud-native platform supports data from multiple portfolio administrators and vendors, ensuring seamless integration, scalability, and a streamlined experience without legacy infrastructure constraints."
Fusion’s Data Mesh supports a variety of cloud-native channels, designed to simplify the process of integrating Fusion data into clients’ existing technology stack. For business users, the newly launched Fusion Drive enables desktop applications like Excel, Tableau, and Alteryx to connect directly to Fusion data, and receive updates automatically.
Learn more: fusion.jpmorgan.com/solutions/private-markets
Key Capabilities:
- Private markets data integration: Fusion takes in reference data from leading providers like Aumni (J.P. Morgan’s private capital platform), Canoe Intelligence, MSCI Private Capital Solutions, and PitchBook.
- Data ingestion from multiple fund and portfolio administrators: Fusion supports portfolio data from J.P. Morgan Securities Services and other portfolio administrators that clients use. Data is harmonized for seamless interoperability across administrators.
- Data normalization: Data is normalized to look and feel the same, so it’s ready to be used across investors’ operating models. Fusion models data for clarity and consistency, applying standard identifiers and linking relevant datapoints.
- Complete portfolio view and Data Explorer: Investors can view, analyze, and drill down into private market data using an intuitive exploration tool. The linked data model enables interoperability between private and public asset classes, portfolios and accounts, to easily dive deep and analyze.
- Data management: Fusion gives clients powerful controls to apply rules-based adjustments and overrides to data. This functionality allows users to ensure data is fit-for-purpose across multiple lines of business without altering the underlying data or linkage.
- Data Mesh: Fusion offers a suite of cloud-native channels for clients to integrate Fusion data directly into their tech stacks, including API, Jupyter Notebook, Snowflake, Databricks and more. Connect data directly to your desktop applications with Fusion Drive.
About Fusion by J.P. Morgan
Fusion is a cloud-native data technology solution that provides data management, analytics and reporting for institutional investors. Fusion builds on J.P. Morgan’s global operating model and rich data foundation as an industry-leading Securities Services provider to deliver benefits of scale and reduce costs. With a broad array of integrated solutions that span investment strategies, fund structures, asset types and geographies, J.P. Morgan Securities Services delivers the expertise, scale and capabilities to help our clients protect and grow their assets, optimize efficiency and maximize opportunities in diverse global markets.
About the Commercial & Investment Bank
J.P. Morgan’s Commercial & Investment Bank is a global leader in banking, payments, markets and securities services. Start-ups, companies, governments and institutions entrust us with their business in more than 100 countries worldwide. With
View source version on businesswire.com: https://www.businesswire.com/news/home/20241016890254/en/
Media Contact:
Gurpreet Kaur 212-270-8894
gurpreet.x3.kaur@jpmorgan.com
Source: JPMorgan Chase & Co.
FAQ
What is J.P. Morgan's new Private Markets Data Solutions for institutional investors?
How does JPM's Private Markets Data Solutions address challenges in alternative portfolios?
What data sources does JPM's Fusion platform integrate for its Private Markets Data Solutions?
What technology does JPM use in its Private Markets Data Solutions to enhance data quality?
