The whole JUMP team would like to thank all those who participated in the latest JUMP Club U' on December 17, 2021, which took place virtually and brought together several dozen JUMP users. In the JUMP Club U' summary report below, discover the fundamentals and features of our JUMP Private Equity solution.

Fundamentals of the JUMP Private Equity solution

Thanks to its flexibility, our platform makes it possible to integrate operational guidelines for Private Equity business across the entire Data + Front-to-Back + Reporting chain, thus providing our clients a concrete solution to the many business challenges in this industry.

Our solution covers Private Equity buy-side business through investment in Private Equity funds, direct unlisted investments, or real estate assets.

What are your Private Equity needs?  

What are the advantages of the JUMP Private Equity solution? 

Want to know more about the JUMP Private Equity module? Request a demo with one of our experts. 

We would like to thank all those who participated in our latest webinar “Asset & Wealth Managers: How technology providers can support your ESG investment strategies”. JUMP experts Alexandre Candaele and Samin Mansour were happy to share their insights on the subject of Green Investing and speak with participants about their ESG challenges.

If you didn’t have the opportunity to participate in our live webinar, you can watch the full recording here: watch the replay.

The whole JUMP Team was pleased to welcome the 3rd edition of the JUMP Certification Program, which took place from 25th to 29th of October.

Thanks to the intensive 3-day training supervised by JUMP's best experts, another class of JUMP Academy has obtained their JUMP Fundamentals level with honors.

Congratulations to our certified partners :

Interested in joining the JUMP Academy Certificate Program or learning more about the different certification levels? Contact our experts to discover more.

Since mid-2020, the AMF has been adhering to ESMA guidelines on liquidity stress test scenarios for UCITS funds and AIFs.  In 2021, after analyses and discussions with 200 portfolio management firms, Liquidity Stress Tests were prioritized for supervision by the AMF.

There are now several points to keep in mind when it comes to liquidity management:

What are the challenges when it comes to asset monitoring?

The features JUMP can provide to overcome these challenges:

Liquidity Risk use cases in JUMP:

The whole JUMP team would like to thank all those to who participated in JUMP Club U’ on October 15th, 2021, which took place virtually and brought together several dozen JUMP users.

Discover the fundamentals, features, and use cases of the JUMP Web Portal, an innovative solution to digitize your area of reporting and improve communication with your counterparties.

JUMP Web Portal: enhance the customer experience with digital reporting

Thanks to the JUMP Web Portal, you can easily create custom digital portals to provide your clients secure, Anytime & Anywhere access across devices (smartphones, tablets, and PCs) with adaptive design.  Your clients will no longer have to wait until the end of monthly or quarterly reporting cycles to consult their portfolio data: they’ll be able to create custom reports and interactively query portfolio data (composition, allocation, performance, risk, important documents, etc.)

With JUMP Web Portal, you can delegate a host of management operations to the customer to enhance their experience and satisfaction, all while guaranteeing data quality and traceability with the centralized JUMP data repository, and reducing costs by minimizing the need for operational teams.

Why should you implement a dedicated web portal?

Easily build custom enhanced web spaces

The JUMP Web Portal makes it easy to build custom web spaces with widget libraries preconfigured for investment management, as well as to pool custom reports and widgets common to management.  The solution interfaces with major digital safe and electronic signature solutions (Docusign, Luxtrust, Universign, etc.). 

The major innovations the JUMP Web Portal provides are:

Use cases of the JUMP Web Portal:

We are thrilled to announce that JUMP has been nominated in several categories for the A-Team Data Management Insight Awards, which recognize the leading providers of investment management solutions, services, and consultancy for capital market participants.

This year, JUMP Technology was shortlisted in 4 categories:

These nominations attest to the robustness of JUMP’s core Front-to-Back software suite and Data Management solution.

JUMP Data Management is a Best-in-Class Data Management solution that is 100% dedicated to players in the Investment Management industry, allowing them to centralize, control, and improve the quality of their data, thus creating a single, reliable source for all data requests. With JUMP Data Management, you are guaranteed to benefit from precise, quality data throughout your entire investment management chain.

Fully integrated with JUMP’s modular Front-to-Back platform, the JUMP Data Management module can not only be stand-alone to compliment your existing Data Management information system but can be supplemented with other modules from the JUMP platform (Reporting, PMS, OMS, Compliance, Risk & Performance, Web Portal, Accounting, etc.).

If you want to see JUMP win in any of the categories listed above, please vote!  The polls close on October 8th, 2021.  Click here to vote.

 

 

 

The JUMP team would like to thank all of those who participated in our summer edition of JUMP Club U' on June 18, 2021, which took place in a hybrid format allowing our users to participate in-person if they so desired. This JUMP Club U' focused on regulatory reporting, with a focus on PRIIPS reporting and standard AMF reporting of non-compliance with investment rules, as well as other report types (ACR ADS, AIFMD, etc.).  The JUMP team continues to enrich its software suite in order to help our clients focus on their core business: investment management.   

 

PRIIPS Reporting

  What is PRIIPS regulation ?

  Affected products :

  PRIIPS regulation in JUMP:    PRIIPS regulation is covered by JUMP at all levels:  

  JUMP: a single PRIIPS platform for all your teams   Examples of how your teams could be organized:  

  Why choose JUMP to meet the challenges of PRIIPS regulatory obligations?   After 15 years in the market, JUMP has been recognized by some of the major players in the industry for its expertise in investment management solutions, which include covering regulatory issues.  JUMP accompanies its PRIIPS service with continuous regulatory monitoring to offer a complete and sustainable solution, respecting the regulatory rules already in force as well as those to come.   JUMP offers its clients quick and customizable implementation of the PRIIPS package, all while adapting to the client's ecosystem and data, thanks to advanced customization capabilities (creation of custom ratios, checks, reports, dashboards, etc.).    JUMP's PRIIPS package allows you to:  

 

Quarterly AMF reporting on breaches of investments ratios 

In this section, our guest speaker Lise-Hélène Brunon, Head of Compliance at AMPLEGEST and Vice President of the AFG Reporting and Accounting Commission, spoke about the new quarterly reporting of AMF breaches.   General information about new quarterly reporting:   

  Main content of the report:    The Report can be broken down into 4 parts:  

    1. Identification of the breach
    2. Identification of the product concerned 
    3. Details of the breach of the product concerned 
    4. Analysis of the breach 

  Ways to implement the reporting in JUMP   In order to implement this reporting in JUMP, you should consider the following points:  

 

Annual AMF Reporting (ADS and ACR)

What is annual AMF Reporting (ADS and ACR)?   Each year, management companies must provide the AMF with: 

  What JUMP offers  JUMP can automatically enter information from line T3-A-1 to line T3-A-27 of the ACR ADS, as well as the following information:   

 

AIFMD Reporting

What is AIFMD Reporting?   AIFMD reporting is aimed at investment managers of investment products not covered by the UCITS IV directive, namely alternative investment funds, known as AIFs. The AIFMD governs EU investment managers who manage AIFs or third-country investment managers who manage EU AIFs.   

This report is generated from a template provided by European Securities and Markets Authority (ESMA).  

There are two types of report according to the volume of assets under management:   

  Report frequency is determined by the volume of assets under management and the presence of leverage   Target solution offered by JUMP   This report is composed of 2 parts:   

  The ROI of automating this reporting is around 2 to 3 days per AIF in order to reclassify assets according to AIFMD classifications and recalculate the gross performance.  

Our teams remain fully operational and at the service of our customers, not only to support them in their day-to-day operations but also to discuss the major challenges facing the investment management industry. The JUMP team continues to enhance its software suite on an ongoing basis in order to help our customers focus on their core business: investment management. 

 

Our community of certified partners continues to grow! We are pleased to welcome the latest graduating class of JUMP Technology Academy, who obtained their JUMP Certificate with honors. We are proud to gather, for the second time since March 2021, a group of experts eager to learn more about the JUMP Front-to-Back solution. Congratulations to our certified partners:

Join our community of certified partners now and become an ambassador of JUMP Technology’s innovative Front-to-Back Solution. Interested in joining the JUMP Academy Certificate Program or learning more about the different certification levels? Then click here to discover more.

 

 

 

 

 

When it comes to Data Management, players in the Investment Management community are confronted with a multitude of challenges: continuous growth of data volumes, diversification of asset classes, a greater number of data sources, increasingly complex information systems, regulatory constraints, etc.

Pôle Finance Innovation has posted a new article on its blog revealing how the JUMP Data Management Solution is impacting the daily lives of investment managers and enabling them to meet data management challenges. Read the article now.

 

 

 

 

On April 20th, Manco.Paris, one of JUMP’s partners and a client user of its Front-to-Back platform, hosted an online conference about the many benefits that a Manco can offer to Asset Management companies in France. JUMP took part in the discussion, represented by Alexandre Candaele, Chief Sales & Marketing Officer, to highlight the technological challenges that a Manco can overcome with a partner like JUMP.

Did you miss the live stream? Watch the replay now!

 

 

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