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Jay Insights

Stay up to date with Jay Solutions. Find all the latest insights, news and press releases here.

3 tips for monitoring the sustainability of investment portfolio

Monitoring the sustainability of investments is often challenging and time-consuming. Investors, asset managers and sustainability data providers have different monitoring methods, making it difficult to form a consistent picture. Sometimes, due to the nature of one's operations and sustainability principles, it can be important to understand whether investment portfolios include, for example nuclear power or related equities or funds. In its simplicity a ESG score can be for investor much like a credit score or a bond rating; a facilitating indicator for screening, which denotes a company’s ability to meet its sustainability commitments.

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Empower yourself with total portfolio control

There is no such thing as a typical family office, and one should be very careful when making generalizations about the needs for family offices regarding financial reporting tools and services. The variety among family offices is large. Some focus more on providing their principals with administrative services, while others employ highly experienced portfolio managers to manage the family wealth. Some are dedicated to one individual’s needs, while others offer broad services to a cluster of families. The list of differentiating factors is long.

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Take control of your fixed income portfolio with Jay Reporting

The Problem: A growing need for fixed income specific reporting Fixed income investing via direct bonds has traditionally been the privilege of big institutional investors only. As the investor base has grown, both the asset managers and the end investors are lacking the required analytics tools and reporting capabilities for this specific asset class. Analyzing direct bond investments is completely different compared to bond funds as direct bonds have unique characteristics such as maturities, call dates, and coupon calendars.

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Jay Planner: Time efficient and easy tool for creating a comprehensive investment plan

Is creating an investment plan a painful and time-consuming process? Are you manually intervening in the final plan? Would you like to create an investment plan together with the customer and make instant amendments in the meeting?

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Importance of Data Management for Calculating Accurate Returns

One of the key reasons why our customers choose Jay is our commitment to accurate data. For our clients, precise return calculations are crucial in evaluating portfolio performance and making informed investment choices. However, the accuracy of return calculations is heavily dependent on the quality and precision of the underlying data. This is why data management is of outmost importance.

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Unlocking Efficiency: The Benefits of Consolidated Reporting and Analytics for Institutional Investors.

In this article, we will explore the numerous benefits of consolidated reporting for institutional investors such as gaining comprehensive portfolio visibility, effective risk management and ensuring compliance with regulatory requirements.

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Target Solutions

Solutions For Your Needs

Making the complex simple. Created by asset managers for asset managers.

Asset Managers

Our platform offers a way for Asset Managers to differentiate themselves from their peers through state-of-the-art digital services, driving new business and increasing customer loyalty.

Improve customer experience

Empower advisors with total portfolio control

Save time and reduce cost

Benefit from professional data management

Family Offices

Our all-in-one solution empowers Family Office professionals to prioritize asset management while delivering customized, cutting-edge reports and online services to their principals.

Improve customer experience

Visualize complex structures in a simple, yet accurate way

Empower advisors with total portfolio control

Reduce costs

HNW Individuals

Our comprehensive solution enables Private Investors to effortlessly maintain control over their total wealth and monitor the performance of their investments and partners.

All assets in one place

Gain a holistic view of your entire wealth

Empower yourself and improve time-to-action

Institutional Investors

Our all-in-one solution empowers Institutional Investors to prioritize portfolio management and supervision while delivering customized, cutting-edge reports and online services to all stakeholders.

Simplify data aggregation

Benefit from ready-made reports

Gain a holistic view of the portfolio

Improve data accuracy

Fund Companies & GPs

Our platform enables Fund Companies and GPs to differentiate themselves from their peers through state-of-the-art digital services, driving new business and increasing customer loyalty.

Improve customer experience

Focus on core business

Reduce cost

How we do it

Our Process

A 360° overview of your entire wealth in 3-steps

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The client's wealth is often distributed across various asset types, making it challenging to gain a comprehensive understanding and analysis of their financial standing. Our product offers a complete consolidation of liquid, illiquid, and alternative assets, providing the business or person with a holistic 360° view of their entire wealth.

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Our platform integrates third-party data sources like Bloomberg, Morningstar, Sustainalytics, and MSCI to provide clients with enhanced analytical capabilities. Our AI and machine learning technologies automate investment updates, saving time and improving accuracy. This also saves on costs and offers clients a comprehensive 360° view of their financial standing.

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The platform provides a centralized repository for the client's wealth data, accessible anytime and from anywhere. J-Ray offers intuitive visualization, while customizable reports enable the client to present the specific information relevant to their principals. With this product, the client can rely on a single source of truth for their consolidated reporting and analyses needs.