The latest version of JPMorgan VIEWS, which is a portfolio reporting system for custody, accounting and securities lending, gives institutional investors access to many new features and is available via JPMorgan's ACCESS portal.
Among the enhanced features is VIEWS' dashboard function, which is a fully customised homepage that gives investors a quick snapshot of all assets. Additionally, users have access to real-time intra-day reports, increased data and integration (which includes securities reference data), a full history of more than four million issues and multiple public indices, and quick queries which grants users instant access to data such as cash balances, security exposure, top holdings and securities lending earnings. This last feature also allows users to access this data without the need to run full reports.
In addition, institutional investors using the system will have greater ability to personalise reports and customise charts and graphs. The enhanced cash forecasting feature has the capability of running investment portfolios to any horizon or investment ledger, assisting clients to define their own chart of account structure and create income statements. Another function available to clients in the region will be the mathematical estimates feature that estimates future payment streams on asset- and mortgage-based securities.
At present, the enhanced portfolio reporting system is being rolled out to executives at banks, money management firms, mutual funds, insurance companies and pension funds around the Asia-Pacific. It follows the latest in a growing number of recent innovations to VIEWS, which includes JPMorgan E-Tax, JPMorgan Performance Measurement and other services such as electronic distribution of corporate action materials.