Making Sense Is AI the solution to data analytics challenges?
Jul 29, 2025
In this insightful conversation, Anthony Booth, Head of Fusion Analytics and Reporting at J.P. Morgan, shares his extensive experience in analytics. He discusses the complexities institutional investors face in performance measurement due to data quality and operational hurdles. AI's potential in transforming data analytics and enhancing decision-making is highlighted. Booth also emphasizes the importance of robust reporting and transparency in private asset analytics, showcasing how Fusion Analytics can streamline these challenges for better client outcomes.
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Clients' Broad Analytics Needs
- Institutional clients seek comprehensive analytics including performance measurement, risk, exposure, and ESG analytics.
- They require holistic post-trade analytics that span asset classes and different books of record.
Complexity in Performance Measurement
- Performance measurement demands accuracy and timeliness from security to portfolio level.
- Multiple methodologies exist for attribution, reflecting various investment decision horizons and strategies.
Overcoming Analytics Challenges
- Ensure high-quality data by curating multiple accounting sources and conducting quality checks.
- Focus on scale, governance, and consistent reporting to manage operational challenges effectively.