J.P. Morgan releases sustainable investment data solution
14 June 2023 US
Image: Teerasan/stock.adobe.com
J.P. Morgan Securities Services has launched a sustainable investment data solution for institutional investors.
Accessible through the firm’s Fusion platform, the solution allows investors to extract value from sustainable investment data by normalising, managing, calculating and screening provider-supplied figures.
Fusion was developed in partnership with a number of data providers to offer a sustainable investment solution to investors. By granting access to normalised data from these providers, it aims to improve users’ analysis, scoring, compliance and reporting capabilities.
The new solution enriches data from disparate providers with common identifiers, allowing for datasets to be connected in standardised formats. Multiple company hierarchies can be loaded and managed, with screens able to be run on pre-defined schedules.
Investors are able to customise their sustainability inclusion and exclusion criteria, and can define data propagation rules for the generation of new datasets. The solution allows for the calculation of customised metrics, which are then made available for hierarchy propagation and screening.
Gerard Francis, head of data solutions at J.P. Morgan, says: “Data for sustainable investing is particularly challenging given its scale, inconsistency, and incompleteness. We are pleased to work with our providers to deliver a unique and transformative solution for investors. Fusion combines data, technology, and service at scale, to enable investors to extract value in minutes instead of months.”
Simon MacMahon, global head of ESG products and research at Morningstar Sustainalytics, comments: “We are pleased to support J.P. Morgan’s commitment to providing investors with high-quality sustainable investment data via Fusion. With access to industry-leading datasets, including Sustainalytics’ ESG risk ratings and low carbon transition ratings, clients can address their most relevant investment risk considerations.”
Accessible through the firm’s Fusion platform, the solution allows investors to extract value from sustainable investment data by normalising, managing, calculating and screening provider-supplied figures.
Fusion was developed in partnership with a number of data providers to offer a sustainable investment solution to investors. By granting access to normalised data from these providers, it aims to improve users’ analysis, scoring, compliance and reporting capabilities.
The new solution enriches data from disparate providers with common identifiers, allowing for datasets to be connected in standardised formats. Multiple company hierarchies can be loaded and managed, with screens able to be run on pre-defined schedules.
Investors are able to customise their sustainability inclusion and exclusion criteria, and can define data propagation rules for the generation of new datasets. The solution allows for the calculation of customised metrics, which are then made available for hierarchy propagation and screening.
Gerard Francis, head of data solutions at J.P. Morgan, says: “Data for sustainable investing is particularly challenging given its scale, inconsistency, and incompleteness. We are pleased to work with our providers to deliver a unique and transformative solution for investors. Fusion combines data, technology, and service at scale, to enable investors to extract value in minutes instead of months.”
Simon MacMahon, global head of ESG products and research at Morningstar Sustainalytics, comments: “We are pleased to support J.P. Morgan’s commitment to providing investors with high-quality sustainable investment data via Fusion. With access to industry-leading datasets, including Sustainalytics’ ESG risk ratings and low carbon transition ratings, clients can address their most relevant investment risk considerations.”
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