POWERED BY MOMENTUM MEDIA
JP Morgan launches portfolio analytics tool
JP Morgan has launched a portfolio analytics tool that it claims will help superannuation trustees comply with the new standard risk measure (SRM) classification system.
The SRM system is based on guidance by the Financial Services Council and the Association of Superannuation Funds of Australia regarding the disclosure of investment risk in the shorter product disclosure statement (SPDS) regime.
JP Morgan's Online Portfolio Analytics Lab (OPAL) is a web-based tool that allows superannuation trustees to quickly analyse their underlying data and assess their level of investment risk, according to David Braga, JP Morgan's Investor Services Product head for Australia and New Zealand,.
"The Standard Risk Measure can be simply derived from the Portfolio Construction Tool (PCT) module within OPAL," Braga said.
"Beyond its application to the Standard Risk Measure, OPAL has been designed to support institutional investors with their decision-making around investment manager selection and asset allocation," he added.
The SRM was introduced on 22 June 2012, and required superannuation trustees to classify each investment option on a 'one to seven' scale (where 'one' is very low risk and 'seven' is very high risk).
AUTHOR
Staff Writer
Money Management staff writers are writers who contribute to the website from time to time. If you would like to discuss the content contained within this article please contact us.
Recommended for you
The lower outlook for inflation has set the stage for another two rate cuts over the first half of 2026, according to Westpac.
With private asset valuations emerging as a key concern for both regulators and the broader market, Apollo Global Management has called on the corporate regulator to issue clear principles on valuation practices, including guidance on the disclosures it expects from market participants.
Institutional asset owners are largely rethinking their exposure to the US, with private markets increasingly being viewed as a strategic investment allocation, new research has shown.
Australia’s corporate regulator has been told it must quickly modernise its oversight of private markets, after being caught off guard by the complexity, size, and opacity of the asset class now dominating institutional portfolios.
TOP PERFORMING FUNDS
ACS FIXED INT - AUSTRALIA/GLOBAL BOND
Fund name
3y(%)pa
1
DomaCom DFS Mortgage
92.15 3 y p.a(%)
2
Global X 21Shares Bitcoin ETF
53.24 3 y p.a(%)
3
Global X GlobalX FANG+ ETF
43.15 3 y p.a(%)
4
DomaCom Shoreline North Coogee
36.26 3 y p.a(%)
5
GAM LSA Private Shares AU I
35.87 3 y p.a(%)
