An integrated platform to power cutting-edge multi-asset trading

J.P. Morgan Asset Management

J.P. Morgan Asset Management, with assets under management of $2.67 trillion (as of 3/31/2023), is a global leader in investment management. J.P. Morgan Asset Management’s clients include institutions, retail investors and high net worth individuals in every major market throughout the world.

• Headquarters New York, New York
• Assets Under Management $2.67T
• Website http//www.jpmorganassetmanagement.com/

The partnership between Clearwater and J.P. Morgan Asset Management makes it easier for financial professionals to have a global, connected view of their investment portfolios and empowers them to make real-time investment decisions on the Clearwater and Morgan Money platforms.

• $2.67 trillion in AUM
• 1,160+ investment specialists
• 214 4- and 5- star rated funds

Challenges

• Integrations across U.S., Europe, and Asia
• Gaining capital marketing insights and investment solutions across all asset classes
• Reporting for Solvency II, NAIC reports, global GAAP principles, IFRS, STAT, and more

Results

• Morgan Money, a multi-currency, open architecture trading and risk management system designed to deliver a seamless customer experience
• Global platform with multi-asset class and multi-currency investment accounting
• Automated regulatory reporting for Solvency II, NAIC reports, global GAAP principles, IFRS, STAT, and more
• Daily tri-party reconciliations between trading platform, custodians, and the Clearwater system

“By leveraging Clearwater’s analytics platform, institutional investors can view comprehensive, real-time insights into their portfolios and the broader money market mutual fund landscape.”

Paul Przybylski, Global Head of Product Strategy and Morgan Money at J.P. Morgan Asset Management