Asset Managers
Reduce risk and demonstrate industry best practices with our market-leading reporting and transaction services.
J.P. Morgan provides a full complement of ADR services to non-US issuers seeking to have their equity traded in the US stock markets. J.P. Morgan's primary services include ADR Issuances and Cancellations, Stock Transfer, Tender and Exchange Offer Agency, Subscription Rights Agency, and Tax Reclamation for investors. JPMorgan also offers a range of value-added Investor Relations and Advisory services to issuers, with the singular goal of facilitating the ADR's highest potential liquidity, ownership and visibility in the US equity capital markets.
JPMorgan delivered the industry’s first full-service OTC Derivatives Collateral Management (“DCM”) solution in August 2005. JPMorgan DCM continues to be the market leader for providing an end-to-end post-trade service incorporating CSA management, rehypothecations, automated derivative trade reconciliation, settlement and custody. Our continuing investment in infrastructure enables our clients to focus on their core business.
Escrow is a legal arrangement whereby assets are deposited with a neutral third party and are delivered upon fulfillment of certain conditions as established in a written agreement. When a transaction requires escrow services to mitigate financial performance risk, you need a provider who can make the arrangements quickly, accurately, and securely to ensure your transaction closes properly.
A suite of services to help make product launches and ongoing servicing a success.
Full-service back-office support, tailored to the needs of asset managers, fund officers and boards of directors.
Performance, attribution, risk, manager and allocation analysis to help clients make more informed investment decisions and optimize their portfolios.
Integrated operational and administrative SMA outsourcing services.
J.P. Morgan Markets Products, which include: Foreign Exchange, Transition Management, Futures & Options Clearing and Commission Recapture leverage the firm’s depth of experience, technology, innovation, research and multi-asset class trading skills to support a variety of requirements to help clients increase investment returns, optimize efficiency and mitigate risk.
JPMorgan Message ExpressSM is a robust message management service that gives you a way to improve operational efficiencies and lower costs by providing links to industry messaging utilities without the technology expenses associated with the multiple changing requirements of industry and counterparty standards testing.
J.P. Morgan is a top-ranked, trusted provider of private equity and real estate servicing solutions for the world’s leading CFO’s, COO’s, and institutional investors. J.P. Morgan's deep bench of private equity experience and powerful, proprietary solutions help J.P. Morgan clients meet their complex and evolving operational and reporting needs. J.P. Morgan's strengths - unique in the marketplace - have earned top ranking in the 2008 and 2007 Global Custodian Private Equity Fund Administration Survey.
J.P. Morgan Securities Lending offers institutional investors the opportunity to earn extra income on investment and pension portfolios with minimal risk and involvement by lending their securities to qualified borrowers.
Comprehensive services for shareholders and financial intermediaries, with real-time transaction, account and pricing information.
