Waters Rankings 2025: Best data analytics provider—JP Morgan

Overview

Fusion by JP Morgan is a cloud-native data platform designed for institutional investors, providing data management, analytics, and reporting functionality. It integrates data from multiple sources into a unified model with consistent and normalized data, ensuring scalability and cost efficiency. The platform uses knowledge graphs and semantic data models to support AI/ML, and offers data quality checks, governance and controls, addressing data challenges with a modern architecture and a network of partner providers managed by JP Morgan. Fusion is designed to help clients streamline their data processes by simplifying integration and consumption and improves operational efficiency with consistent data across services, allowing for unified management and a foundation for AI implementation.

The solution  

Fusion Data Management provides a scalable foundation for AI, ensuring secure and efficient data handling. It integrates into existing tech stacks via cloud channels, simplifying data consumption. Fusion is designed to optimize workflows by standardizing and linking data for consistency across sources, types and providers. The suite includes tools for data mastering, warehousing, governance, customization, tiered sourcing, custom extracts, company and hierarchy management, metadata management, data lineage, quality monitoring, calculations, screening, workflow management, and data entitlements. Additional features include data ingestion, rules-based transformation, identifier matching, data enrichment, modeling, linking, and data dictionaries and glossaries.

Fusion Analytics enables clients to generate insights by providing support for portfolio analytics and risk requirements, covering areas such as performance, risk, liquidity, swing pricing, exposure, compliance, ESG and sustainable investment, and public and private look-throughs.

Differentiators  

Fusion is a platform established within the JP Morgan Securities Services business to enhance custody, fund accounting and trading services. It offers financial model capabilities to manage instruments across asset classes and uses proprietary data technology with a graph-driven linked data model. As a managed service, Fusion provides support and security, implementing solutions directly for clients, while its cloud-native architecture integrates into tech stacks without legacy constraints. Fusion also supports JP Morgan’s internal data, analytics, and AI platform, helping more than 300,000 employees globally with tools like the data dictionary, data catalog and knowledge graph.

Recent announcements

Data solutions for private markets: Fusion enables investors to analyze and gain transparency into their portfolios across public and private holdings. It allows consumption of data from sources like Burgiss, Preqin, and Pitchbook via cloud channels. Fusion provides normalized, linked, and enriched data for both public and private markets, offering data management capabilities, a linked data warehouse and custom enrichment for public and private look-throughs.

Fusion Analytics—Performance: Fusion provides detailed insights into returns, attribution, and ex-post risk across asset classes, with reporting through various distribution channels. Fusion incorporates FactSet’s analytics engine to enhance its data management and portfolio analytics offering. The platform’s flexible data distribution integrates into workflows, streamlining operating models and reducing vendor footprint, while simultaneously enhancing precision.