JANUARY 2024
Fusion's been recognized for its innovation in regulatory compliance for its industry leading solutions across data management and analytics.
Fusion's been awarded for its innovation in regulatory compliance by the International Compliance Association at their annual ceremony, celebrating innovation, collaboration, and excellence across financial crime prevention and regulatory compliance.
Automated portfolio compliance technology is an essential part of the daily compliance and risk management process for fund managers, plan sponsors and depositaries. J.P. Morgan's Compliance Reporting Service is an innovative, cost-effective solution designed to meet this challenge.
We have incorporated state of the art technology, incremental ESG data and innovative design to deliver integrated workflow, MIS and self-serve capability to deliver a 50% plus efficiency improvement. The service features exception-based reporting, along with an embedded workflow tool, transparency of data and self-serve capability to allow clients to efficiently manage evolving investment compliance.
Since launch, J.P. Morgan's Compliance Reporting Service has been adopted by over 300 institutional investors globally, representing and supporting $8+ trillion in assets. In addition to the growing asset servicing clients, the service also powers the internal Depository Services Group within J.P. Morgan that oversees 150+ UCITS investors in 14 European locations servicing over 3,600 UCITS funds. The service is managed by over 100 dedicated compliance experts.
The service supports regulatory and fund specific portfolio investment guideline monitoring including: