J.P. Morgan is aiming to help big investors wrap their heads around the highly variable world of ESG data by launching a tech-based service Tuesday that can “normalize” inputs from different sources.
The service, Sustainable Investment Data Solutions, is available through J.P. Morgan Securities Services’ Fusion system. It includes data from Bloomberg, Equileap, FactSet, ISS ESG, MSCI, RepRisk, Revelio Labs, S&P Global and Sustainalytics, according to an announcement from J.P. Morgan.
Data has posed a challenge in the ESG world, not only because public companies measure and present it in different ways, but also because ratings firms measure and report data inconsistently.
The new service thus “provide[s] quick and seamless access to normalized data across providers while offering investors the flexibility to manage, screen and create customized metrics with easy-to-use tools,” the company said. “Fusion accelerates the ability for investors to perform analysis, scoring, stock-selection, compliance monitoring and reporting.”
Wells Fargo adds two bank-channel recruits, UBS lands a JPMorgan Chase veteran, and a multi-family office lifts Atlas past $1B
“The state comes down on you in years when you make 40% returns for clients,” said Bill Swayne, the advisor and son of Candace Swayne.
The Independent broker-dealer giant has had “active conversations” with the Claude maker, which is days away from its expected IPO
For Gen X clients entering life after work, answering the financial question isn't enough to solve the entire retirement equation.
Tools from Grantd, Income Lab and Healthspan Wealth aim to keep RIAs involved in clients’ biggest money decisions
Growing wealth, evolving priorities, and untapped opportunities are reshaping how women approach long-term investing.
Knighthead Life entered the market with a competitive MYGA. A strong launch earned advisor confidence and paved the way for FIAs.