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J.P. Morgan Worldwide Securities Services Launches Portfolio Construction Tool


NEW YORK - J.P. Morgan Worldwide Securities Services (WSS) announced today that it 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. The application, Portfolio Construction Tool, allows plan sponsors and other institutional investors to see which portfolios potentially generate the optimal risk-adjusted returns.

The Portfolio Construction Tool is delivered as a module on J.P. Morgan WSS’ Online Portfolio Analytics Lab (OPAL), launched earlier this year. OPAL provides online access to various investment performance and risk measurement tools that allow users to evaluate and rank managers, break down sources of return, analyze risk factors, and assess hedge funds.

The Portfolio Construction Tool offers users the ability to optimize their own portfolio in any currency or select from J.P. Morgan’s universe of asset classes and managers. Additionally, users can access board-quality reports and create dynamic online simulations, all via an easy-to-use Web interface.

David Remstein, global executive for J.P. Morgan Investment Analytics & Consulting, explains, “The Portfolio Construction Tool gives our institutional clients the means necessary to better understand their portfolio strategies, re-evaluate their manager lineup, and manage investment risk in order to make more informed investment decisions.”

About J.P. Morgan Investment Analytics & Consulting
J.P. Morgan’s Investment Analytics & Consulting group (IAC) provides services globally to more than 250 clients with 9,000 portfolios and $2.0 trillion in assets. Daily performance returns are calculated on more than $750 billion in assets for institutional clients that include corporate and public pensions and treasuries, investment managers, insurance companies, endowments and foundations, and central banks. For more information go to

IAC services include daily and monthly performance measurement, analytics and attribution, ex-ante risk management, investment manager analysis and universe comparison, and consultative services in the areas of asset liability and plan allocation strategy. IAC is part of J.P. Morgan Worldwide Securities Services.

About J.P. Morgan Worldwide Securities Services
J.P. Morgan Worldwide Securities Services (WSS) is a premier securities servicing provider that helps institutional investors, alternative asset managers, broker dealers and equity issuers optimize efficiency, mitigate risk and enhance revenue. A division of JPMorgan Chase Bank, N.A. (NYSE: JPM), WSS leverages the firm’s unparalleled scale, leading technology and deep industry expertise to service investments around the world. It has $13.7 trillion in assets under custody and $5.1 trillion in funds under administration. For more information, go to

About J.P. Morgan Chase & Co.
J.P. Morgan Chase & Co. (NYSE: JPM), is a leading global financial services firm with assets of $2.0 trillion and operations in more than 60 countries. The firm is a leader in investment banking, financial services for consumers, small business and commercial banking, financial transaction processing, asset management, and private equity. A component of the Dow Jones Industrial Average, J.P. Morgan Chase & Co. serves millions of consumers in the United States and many of the world’s most prominent corporate, institutional and government clients under its J.P. Morgan, Chase, and Washington Mutual brands. Information about J.P. Morgan Chase & Co. is available at


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