For institutional investors, JPMorgan has introduced its private markets data solutions, that are accessible via Fusion by JPMorgan.

In addition to removing the need for manual procedures for handling this operational workflow at scale, this comprehensive data management solution for private assets allows investors, including General Partners (GP) and Limited Partners (LP), to analyse and gain transparency into their entire portfolio across public and private holdings.

The expansion of alternative portfolios has faced investors with new data challenges. Also, the absence of a single, standardised source for private markets leaves investors with limited and dispersed information that is difficult to assess.

Manually collecting and integrating data from unstructured sources takes time, costs money, and is prone to errors.

Managing various vendors, data streams, and portfolio administrators complicates data aggregation and transparency, influencing decision-making and needing specialised skills and scalable technology, increasing costs, and delaying time to market.

Fusion reduces the demand for resource-intensive operations by offloading them to algorithms that run automatically, reducing time to insights. Data is sourced from JPMorgan Securities Services and portfolio administrators before being supplemented with vendor reference data.

In addition to this, Fusion’s proprietary AI-ML technology, developed by JPMorgan data professionals, corrects errors and incompleteness while also using standard IDs for consistency and ease of interchange.

Clients receive defined, enriched data that is uniform across several asset classes, such as private equity, real estate, venture capital, natural resources, and infrastructure, while retaining granular information and connectivity.

Fusion offers clients a single source of high-quality data for both public and private assets, including data from Aumni, JPMorgan’s private capital platform, and external suppliers, allowing investors to examine and manage their data.

Its data mesh supports a wide range of cloud-native channels, making it easier for clients to integrate Fusion data into their existing technological stack. For corporate customers, the recently released Fusion Drive allows desktop apps such as Excel, Tableau, and Alteryx to connect directly to Fusion data and receive automatic updates.

Tim Fitzgerald, global head of securities services, stated: “Securities Services is committed to helping clients meet the challenges of an increasingly competitive private asset market with innovative data-driven solutions. Our platform empowers clients with more information to drive their decision making, while optimising their workflow.”

Gerard Francis, head of Fusion, added: “Fusion is uniquely positioned to integrate private markets and client investment data, leveraging proprietary graph technology and AI-ML models for comprehensive portfolio transparency and interoperability. Our cloud-native platform supports data from multiple portfolio administrators and vendors, ensuring seamless integration, scalability, and a streamlined experience without legacy infrastructure constraints.”