Advisers using funds in the J.P. Morgan Fusion range can now create white-label client reports about their performance via a new tool.
JPM Adviser Portal enables advisers to produce reports with the risk-rated multi-manager funds' data, including the underlying funds' performance contribution and holdings.
It also provides market commentary and data from J.P. Morgan's Market Insights programme, such as charts detailing the impact of macro-trends on portfolios.
There are five funds in the Fusion range, which launched in March 2013, ranging from the lower risk Fusion Income fund to the Fusion Growth+ fund, which has a 100% typical maximum exposure to equities. Lead manager is Tony Lanning (pictured).
J.P. Morgan head of UK marketing Keith Evins said: "We built this tool because advisers outsourcing to multi-manager funds told us they needed a better resource for client reviews.
"Outsourcing was giving them needed ability to focus on more holistic financial planning, but they were concerned it disconnects them from the investment performance of their clients' funds."
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