J.P. Morgan Asset & Wealth Management’s Portfolio Analysis Group (“PAG”) with Chase Wealth Management(CWM) is responsible for performance measurement and portfolio analytics for external clients and serves as a valueadded source of independent analysis and thought leadership for internal clients including portfolio managers, front office advisors, sales & marketing and senior management. Analytics and activities include, but are not limited to, rate of return calculations, return attribution, risk analytics, competitive analysis and composite analysis and construction. This analysis is instrumental in helping external clients understand drivers of performance in their portfolios and internally measure the effectiveness of CWM’s products and strategies.
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