Tag: Investment analytics

J.P. Morgan Launches Portfolio Construction Tool

J.P. Morgan Worldwide Securities Services (WSS) has developed an asset allocation and manager selection analysis tool that enables clients to plan and map the risk-return implications of their current and new portfolios.

S&P Beefs up Adviser Target-Fund Research

Standard & Poor’s Equity Research Services has upgraded its open-end mutual fund research product for financial advisers with bottom-up research about a fund’s holdings.

Denver Firm Releases Target-date Fund Oversight System

UAT, a Denver-based technology and consulting company, has unveiled Unified Compliance and Control System (UCCS), a pre-trade compliance and real-time risk management system it says will bolster the oversight of sub-advised target-date funds.