2017 Investment Peerview
Industry insights: See how your cash strategy compares
As our survey reports, on all fronts investors are reassessing their short-term fixed income investment portfolios, looking for the strategies and solutions that can best help them navigate the changing global market and regulatory environments.
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
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
Cash investment policy statement
European Money Market Fund Reform Resource Centre
J.P. Morgan is committed to helping you get ahead of the regulatory changes to come. With over 30 years of experience helping liquidity investors navigate through various market cycles, we are uniquely positioned to see you through this period of transition.
*THIS LINK WILL LEAD YOU TO THE J.P. MORGAN GLOBAL LIQUIDITY WEBSITE. PLEASE NOTE THAT THE SITE IS NOT INTENDED FOR RETAIL PUBLIC IN ASIA AND EUROPE. IT IS INTENDED FOR INSTITUTIONAL INVESTORS IN SINGAPORE, PROFESSIONAL INVESTORS IN HONG KONG AND PROFESSIONAL/ INSTITUTIONAL AND QUALIFIED INVESTORS IN EUROPE ONLY. PERSONS IN RESPECT OF WHOM PROHIBITIONS APPLY MUST NOT ACCESS THIS SITE. ACCORDINGLY, THE INFORMATION CONTAINED IN THE SITE DOES NOT CONSTITUTE INVESTMENT ADVICE AND IT SHOULD NOT BE TREATED AS AN OFFER TO SELL OR A SOLICITATION OF AN OFFER TO BUY ANY FUND, SECURITY, INVESTMENT PRODUCT OR SERVICE.
This website has been produced for information purposes only and as such the views contained herein are not to be taken as an advice or recommendation to buy or sell any investment or interest thereto. Reliance upon information in this material is at the sole discretion of the reader. The material was prepared without regard to specific objectives, financial situation or needs of any particular receiver. Any research in this document has been obtained and may have been acted upon by J.P. Morgan Asset Management for its own purpose. The results of such research are being made available as additional information and do not necessarily reflect the views of J.P. Morgan Asset Management.
Any forecasts, figures, opinions, statements of financial market trends or investment techniques and strategies expressed are those of JPMorgan Asset Management, unless otherwise stated, as of the date of issuance. They are considered to be reliable at the time of writing, but no warranty as to the accuracy, and reliability or completeness in respect of any error or omission is accepted. They may be subject to change without reference or notification to you.
J.P. Morgan Asset Management is the brand for the asset management business of JPMorgan Chase & Co. and its affiliates worldwide. This communication is issued by the following entities: in the United Kingdom by JPMorgan Asset Management (UK) Limited, which is authorized and regulated by the Financial Conduct Authority; in other European jurisdictions by JPMorgan Asset Management (Europe) S.à r.l.; in Hong Kong by JF Asset Management Limited, or JPMorgan Funds (Asia) Limited, or JPMorgan Asset Management Real Assets (Asia) Limited; in Singapore by JPMorgan Asset Management (Singapore) Limited (Co. Reg. No. 197601586K), or JPMorgan Asset Management Real Assets (Singapore) Pte Ltd (Co. Reg. No. 201120355E); in Taiwan by JPMorgan Asset Management (Taiwan) Limited; in Japan by JPMorgan Asset Management (Japan) Limited which is a member of the Investment Trusts Association, Japan, the Japan Investment Advisers Association, Type II Financial Instruments Firms Association and the Japan Securities Dealers Association and is regulated by the Financial Services Agency (registration number “Kanto Local Finance Bureau (Financial Instruments Firm) No. 330”); in Australia to wholesale clients only as defined in section 761A and 761G of the Corporations Act 2001 (Cth) by JPMorgan Asset Management (Australia) Limited (ABN 55143832080) (AFSL 376919); in Brazil by Banco J.P. Morgan S.A.; in Canada for institutional clients’ use only by JPMorgan Asset Management (Canada) Inc., which is a registered Portfolio Manager and Exempt Market Dealer in all Canadian provinces and territories except the Yukon and is also registered as an Investment Fund Manager in British Columbia, Ontario, Quebec and Newfoundland and Labrador. This communication is issued in the United States by J.P. Morgan Investment Management Inc., which is regulated by the Securities and Exchange Commission. Securities products, if presented in the U.S., are offered by J.P. Morgan Institutional Investments, Inc., member FINRA.
Copyright 2019 JPMorgan Chase & Co. All rights reserved.