JPMorgan Worldwide Securities Services has launched new investment improvement tools to help institutional investors boost risk-adjusted returns.
The new tools – manager consistency analysis and marginal risk analysis – are the latest from JPMorgan, and are designed to help asset managers and pension and endowment fund executives achieve greater risk-adjusted returns for investment portfolios.
“Institutional investors are always looking for new ways to generate additional returns,” said Craig Heatter, head of JPMorgan’s Investment Analytics & Consulting (IAC). “These new tools will help them optimize their investments by building in more consistency and testing new levels of risk. JPMorgan’s forward-looking analytical tools should assist clients in maximizing their alpha-producing strategies, as well as understand historical and future risk and return opportunities.”
JPMorgan’s manager consistency analysis is an investment manager scoring product for all asset classes. Managers are ranked based upon consistency of risk-adjusted performance, which it hopes will help identify investment managers who generate consistent alpha over time.
In addition to manager consistency analysis, JPMorgan has developed a marginal risk analysis product that enables investors to explore different levels of risk and return that could result from future changes in asset allocation or investment manager selection. Clients will be able to use it to make incremental improvements to their portfolios in the attempt to increase returns and decrease risk.