J.P. Morgan Launches Private Markets Data Solutions for Institutional Investors
October 22 2024 - 9:00AM
Business Wire
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.
J.P. Morgan today announced the launch of its Private Markets
Data Solutions for institutional investors, available through
Fusion by J.P. Morgan. This is a comprehensive data management
solution for private assets that enables investors, both General
Partners (GP) and Limited Partners (LP), to analyze and gain
transparency into their complete portfolio across public and
private holdings and eliminate the manual processes of managing
this operational workflow at scale.
This press release features multimedia. View
the full release here:
https://www.businesswire.com/news/home/20241016890254/en/
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 $35.8
trillion of assets under custody and $966 billion in deposits, the
Commercial & Investment Bank provides strategic advice, raises
capital, manages risk, offers payment solutions, safeguards assets
and extends liquidity in global markets. Further information about
J.P. Morgan is available at www.jpmorgan.com.
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
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