FactSet Research Systems Inc. and J.P. Morgan unveiled a transformative expansion of their collaboration with the launch of the industry?s first Whole Portfolio Distribution solution, available via FactSet and powered by Fusion by J.P. Morgan. This comprehensive, fully managed analytics and reporting solution delivers institutional investors a unified, timely, and highly transparent view across their entire portfolio, minimizing time-consuming manual processes and empowering smarter, faster decision-making. For the first time, institutional investors can access comprehensive analytics and reporting across their entire portfolio, spanning multiple asset classes, geographies, and sources.
Whole Portfolio Distribution fundamentally changes this equation by automating data normalization, analytics generation, and transparent distribution to ensure consistent inputs and outputs across the client ecosystem. With a streamlined workflow, where investment data from J.P. Morgan Fund Accounting services is transformed and normalized via Fusion and delivered securely into FactSet, clients benefit from faster time-to-report, automated portfolio analytics, and the ability to respond rapidly to opportunities while reducing operational burden and risk. The FactSet and J.P. Morgan collaboration already supports $62,500 million in Assets under Analysis (AUA) on the Fusion platform, and the launch of Whole Portfolio Distribution demonstrates the successful evolution from foundational integration to delivering industry-leading, multi-asset class insights for clients.
