Making Sense

Digitization of portfolio management and J.P. Morgan’s Vida platform

Aug 13, 2024
Gurps Kharaud, Global Head of Equities Digital Markets at J.P. Morgan, and Franc Chioccola, Head of Vida Portfolio Solutions, dive into the future of portfolio management. They discuss the rapid evolution of digital trading, detailing how automation is reshaping client interactions and enhancing transparency. The duo highlights the innovative Vida platform, which fosters collaboration and data sharing, adapting to the changing demands of investors. They also explore the balance between technology and human insight in decision-making and predict future trends in the industry.
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INSIGHT

Electronification Varies By Asset Class

  • Electronic trading has expanded across all asset classes, but maturity varies by product and firm needs.
  • Cash equities are very electronic while some derivatives remain at early stages of digitization.
INSIGHT

Digitization Means More Than Execution

  • Bespoke products resist pure execution automation but can still be digitized through analytics and tooling.
  • Digitization includes offering transparency, analytics, and exploration rather than just click-to-trade.
ADVICE

Use Shared Tools To Align Clients And Teams

  • Provide shared digital tools so clients and internal teams view the same data and analytics.
  • Use a common portal to replace multi-page decks and enable faster, clearer client conversations.
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