Products August 30, 2011

Northern Trust Enhances Investment Risk and Analytical Tools

Northern Trust has enhanced the client experience for users of its Investment Risk and Analytical Services (IRAS) tools on Passport, its multi-faceted Web portal. 
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Designed to provide clients with better access to the risk and analytical tools for making investment decisions, the upgraded IRAS Dashboard has more customizable features, faster performance, and integration of both ex-post analytics and ex-ante risk services, Northern Trust reports.

Features of the new IRAS Dashboard design include: 

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  • Customizable charts and tables 
  • Selection of any portfolio or index/benchmark data and combinations for any daily or monthly time period 
  • More than 200 statistics / characteristics / metrics available in ex post and ex ante views 
  • The ability for clients to tailor their view of portfolio data to extract vital information 

The IRAS Dashboard allows clients to select from hundreds of industry measurements of daily and monthly portfolio performance, attribution, risk measures, and key characteristics utilizing the available chart and table templates. In addition to presentation of this data in the client’s desired format, the Dashboard provides access to in-depth analysis that examines portfolio or index data in an absolute or benchmark-relative form to the security level.   

Deals & People August 30, 2011

JPMAM RPS Names Gearin as COO

J.P. Morgan Asset Management (JPMAM) has selected James Gearin as Chief Operating Officer of its Retirement Plan Services (RPS) business.   
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Gearin will be based in Overland Park, Kansas, and will report to David Musto, CEO of J.P. Morgan RPS (see “Musto Named JPMAM Retirement CEO“). He will be responsible for the overall strategic direction and execution of J.P. Morgan RPS business operations, including oversight of operations and technology programs and initiatives, project management, and business management.   

“With more than 25 years of experience working across many facets of the retirement and financial services industry, Jim brings an exceptional track record and skill set that will enhance our business,” said Musto.   

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Gearin joins JPMAM from the consulting group Knowledgent, where he most recently led its Retirement practice.  Between 1983 and 2008, he worked in the Retirement and Benefits Outsourcing business at Fidelity Investments where he led financial operations, client services, integrated product development, and business development strategy.

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