FactSet and J.P. Morgan Securities Services have collaborated to integrate accounting and investment book of records seamlessly. Credit: 24K-Production/Shutterstock.

FactSet and J.P. Morgan Securities Services have entered an alliance, resulting in the integration of the former’s performance, reporting, and portfolio analytics solutions with J.P. Morgan’s data management platform, Fusion.

This partnership is set to provide asset managers and owners with advanced data management and analytics capabilities.

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The joint initiative aims to help clients concentrate on investment insights and alpha generation while leveraging modern data management, outsourced accounting, and advanced portfolio analytics.

FactSet and J.P. Morgan Securities Services have developed a seamless integration of accounting and investment book of records, supported by a comprehensive global support and operating model.

The collaboration offers around-the-clock governance and oversight tools to ensure data accuracy and consistency, according to the company.

J.P. Morgan Securities Services global head Tim Fitzgerald said: “When Asset Managers or Asset Owners choose their service providers, they want to maximise the scope of services without growing their vendor footprint.

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“With newly enhanced features from FactSet, Fusion delivers an end-to-end operating model that includes high-quality performance and analytics with oversight and quality assurance, alongside the full breadth of J.P. Morgan’s managed services.”

Clients will receive returns, attribution, and ex-post risk statistics through structured reporting and modern data distribution capabilities.

This relationship is designed to reduce the total cost of ownership for clients and offer the flexibility to outsource or insource their portfolio analytics needs.

FactSet strategic initiatives head and executive vice president Chris Ellis said: “As clients work to modernise their target operating models, our collaboration with J.P. Morgan Securities Services enables FactSet to tightly couple our advanced analytics with ABOR/IBOR through the Fusion Data Management solution.

“While the desire to reimagine their target operating model is a conversation we are having with seemingly every client worldwide, our clients seek more than just a one-size-fits-all solution.”

FactSet, a provider of financial data and analytics, serves more than 8,200 global clients, including more than 216,000 individual users.

In 2023, J.P. Morgan Securities Services launched Sustainable Investment Data Solutions for institutional investors, available via its Fusion platform.