J.P. Morgan and FactSet: A Powerful Alliance in Portfolio Analytics

In the ever-evolving landscape of financial services, collaboration between industry leaders is crucial for driving innovation and delivering superior solutions to clients. One such collaboration that has recently garnered attention is the strategic partnership between J.P. Morgan Securities Services and FactSet Research Systems Inc. This alliance aims to integrate FactSet's advanced performance, reporting, and portfolio analytics solutions with J.P. Morgan's award-winning data management platform, Fusion. The result is a comprehensive, end-to-end operating model that empowers asset managers and owners to focus on investment insights and generating alpha while benefiting from modern data management and outsourced accounting.



The seamless integration of FactSet's analytics with J.P. Morgan's data management platform, Fusion, enables clients to tailor their portfolio analytics needs, reducing total cost of ownership and providing flexibility to outsource or insource their requirements. This collaboration allows clients to maximize the scope of services without growing their vendor footprint, as the end-to-end operating model includes high-quality performance and analytics with oversight and quality assurance, alongside the full breadth of J.P. Morgan's managed services.



The integration of Accounting and Investment Book of Records (ABOR/IBOR) through the Fusion Data Management solution ensures data accuracy and consistency, providing around-the-clock governance and oversight tools. This enables clients to focus on investment insights and generating alpha while leveraging the strengths of both FactSet and J.P. Morgan. The collaboration also offers clients the flexibility to outsource or insource their portfolio analytics needs, optimizing resource allocation and potentially reducing operational expenses.

In conclusion, the strategic alliance between J.P. Morgan and FactSet is a testament to the power of collaboration in driving innovation and delivering superior solutions in the financial services industry. By integrating FactSet's advanced analytics with J.P. Morgan's data management platform, clients can benefit from modern data management, outsourced accounting, and advanced portfolio analytics. This collaboration enables clients to tailor their offerings to meet specific needs, reducing total cost of ownership and maximizing the scope of services without growing their vendor footprint. As the financial landscape continues to evolve, partnerships like this one will be crucial in shaping the future of portfolio analytics and driving growth in the industry.