2017 Investment Peerview - J.P. Morgan Asset Management
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2017 Investment Peerview

A GLOBAL BENCHMARK

KEY FINDINGS TO PRESENT

Investment in Money Market Funds Still Strong

64% of respondents will stay the course in stable NAV MMFs and 22% will increase their allocation

76% of respondents will continue with current allocation to floating NAV MMFs while 20% will add to allocation


Investment Policy Changes

Almost half of respondents plan to change their investment policy in the next 6-12 months given evolving regulatory environment



82% of respondents said it would take a moderate or significant effort to implement a policy change – suggesting that planning should begin well in advance

Regulatory Pressures

44% of European respondents need more time and/or information before they decide on preferred money market fund structure in response to approaching European MMF reform

43% of those affected investors ranked risk of gating or liquidity fee as the most important factor impacting decision-making

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