JPMorgan Asset Management has introduced an “outsourcing tool” for advisers using its Fusion range of multi-manager funds.
The Adviser Portal allows advisers to access detailed breakdowns of each of the Fusion portfolios to see which of the underlying funds have added or detracted from overall performance.
Keith Evins, head of UK marketing, said advisers were “concerned” about becoming distanced from investment performance as they began to focus more on broader financial planning.
The tool can create individual reports for each client with the adviser’s branding and will also include regular commentary and updates from JPMorgan’s investment staff.
The Fusion funds are run by Tony Lanning and currently have roughly £30m invested across five portfolios.
