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JPMorgan Introduces Data-Driven ETFs, Targets Core Equity Segments

JPMorgan Introduces Data-Driven ETFs, Targets Core Equity Segments

摩根大通推出数据驱动的 ETF,目标核心股票板块。
Benzinga ·  14:02

JPMorgan Chase & Co. (NYSE:JPM) shares are trading higher Thursday. J.P. Morgan Asset Management (JPMAM) launched the JPMorgan Fundamental Data Science (FDS) Suite on the Nasdaq Stock Exchange.

摩根大通公司(NYSE:JPM)股价在周四上涨。J.P.摩根资产管理公司(JPMAM)在纳斯达克股票交易所推出了JPMorgan基础数据科学(FDS)套件。

The Suite includes three new active ETFs leveraging data science for portfolio construction – JPMorgan Fundamental Data Science Large Core ETF (LCDS), JPMorgan Fundamental Data Science Mid Core ETF (MCDS), and JPMorgan Fundamental Data Science Small Core ETF (SCDS).

该套件包括三款新的主动式ETF,利用数据科学进行组合构建-JPMorgan基础数据科学大型核心ETF(LCDS),JPMorgan基础数据科学中型核心ETF(MCDS)和JPMorgan基础数据科学小型核心ETF(SCDS)。

The adviser uses a data science-driven approach to construct a fundamentally selected equity portfolio. This method is currently utilized in two strategies with over $15 billion in assets – the JPMorgan Applied Data Science Value Fund (JPIVX) and the equity portfolio of the JPMorgan Nasdaq Equity Premium Income ETF (JEPQ).

该顾问采用数据科学驱动的方法构建基本选择的股票组合。该方法目前已在两个策略中使用,其资产总额超过150亿美元-JPMorgan应用数据科学价值基金(JPIVX)和JPMorgan纳斯达克权益溢价收入ETF(JEPQ)的股票组合。

The process uses proprietary techniques to analyze diverse data sources—such as fundamental research and financial statements—to assess security performance and identify investments with favorable pricing relative to their risk.

该过程使用专有技术来分析多样化的数据来源-如基本研究和财务报表-以评估证券表现并确定相对于风险具有有利定价的投资。

The JPMorgan Fundamental Data Science Large Core ETF, Mid Core ETF, and Small Core ETF will have expense ratios of 30, 35, and 40 basis points, respectively.

JPMorgan基础数据科学大型核心ETF,中型核心ETF和小型核心ETF的费用比率分别为30点基准点,35点基准点和40点基准点。

Read: JPMorgan Unveils In-House Chatbot To Enhance Research Capabilities: Report

阅读:JPMorgan推出内部聊天机器人以增强研究能力:报告

Jonathan Sherman, Head of the U.S. Equity Investment Specialist Team at J.P. Morgan Asset Management said, "The launch of the FDS Suite marks a key step in our active ETF strategy as we implement a fundamental approach to navigate today's complex markets."

J.P.摩根资产管理公司的美国股票投资专家团队负责人乔纳森·谢尔曼(Jonathan Sherman)表示:“FDS套件的推出标志着我们的主动式ETF战略迈出了重要的一步,因为我们实施了基础方法来应对当今复杂的市场。

"By combining advanced data science capabilities with our experienced investors and robust risk management, we aim to deliver outcomes that help clients reach their financial goals with confidence."

“通过将先进的数据科学能力与我们经验丰富的投资者和强大的风险管理相结合,我们旨在提供有助于客户确信地实现其财务目标的结果。”

"ETFs are liquid, transparent, cost-effective, tax-efficient, and flexible—that's why ETF technology is quickly becoming the vehicle of choice for financial advisors, their clients, and increasingly, institutions," added Jed Laskowitz, Global Head of Asset Management Solutions at J.P. Morgan Asset Management.

J.P.摩根资产管理公司资产管理解决方案全球负责人杰德·拉斯科维茨(Jed Laskowitz)补充说:“ETF具有流动性,透明度,成本效益,税务效益和灵活性。这就是为什么ETF技术迅速成为金融顾问,客户和越来越多的机构的选择车辆的原因。”

This week, J.P. Morgan Payments also broadened its collaboration with PopID to roll out in-store biometric payment technology with selected pilot merchants throughout the U.S.

本周,J.P.摩根支付还扩大了与PopID的合作伙伴关系,将在美国全国范围内的少数试点商家中推出店内生物识别支付技术。

Investors can gain exposure to the JPM stock via IShares U.S. Financial Services ETF (NYSE:IYG) and SPDR Select Sector Fund – Financial (NYSE:XLF).

投资者可以通过iShares美国金融服务ETF(NYSE:IYG)和SPDR Select Sector Fund-Financial(NYSE:XLF)获得对JPm股票的投资。

Also Read: Zelle Controversy Heats Up: JPMorgan Considers Legal Action

也可阅读:Zelle争议升级:摩根大通考虑采取法律行动

Disclaimer: This content was partially produced with the help of AI tools and was reviewed and published by Benzinga editors.

免责声明:本内容部分使用人工智能工具生成,并经Benzinga编辑审核发布。

Photo by Katherine Welles on Shutterstock

图像来自Shutterstock的Katherine Welles

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