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| Date | Title | Topic |
|---|---|---|
| May 15, 2012 |
DR Advisor Insights: The Emergence of the Local DR 
Issuers Diversify Capital Sourcing to Asia & Emerging Markets |
Depositary Receipts |
| May 15, 2012 |
DR Advisor Insights: The Emergence of the Local DR
Issuers Diversify Capital Sourcing to Asia & Emerging Markets |
Depositary Receipts |
| Apr 26, 2012 |
Securities lending’s promising future
Resilience among Asia’s securities lending markets, growing demand for collateral, and regulators’ desire to improve financial market infrastructure are encouraging developments. |
Securities Lending |
| Apr 16, 2012 |
Guide to Transition Managment
|
Transition Management |
| Apr 10, 2012 |
Defining Transparency
Transition Management is a global and evolving business. Transparency means different things in different regions. In this article, Michael Gardner, head of Transition Management for Europe, Middle East and Africa, discusses the many definitions of transparency, not simply regarding TM fees, and what a client should expect from his/her provider. |
Transition Management |
| Mar 8, 2012 |
Why Transition Management Is Not Lost in Translation
Summary report of a roundtable held in November 2011 to discuss the topic of Asian transition management. |
Transition Management |
| Feb 29, 2012 |
To Trade or Not to Trade
Trading in a Volatile Market Irrespective of the benchmark used there is no question that the financial markets witnessed a period of extreme market turmoil and volatility during the summer of 2011. Learning from this experience, in this article we try to quantify the risk, the costs and the actions that transition managers and asset owners should consider in times of unpredictable market conditions. Our findings are based on performance analysis of static investment portfolios during three different market environments, and a comparison of the performance differential of daily returns on a close-to-close basis. |
Transition Management |
| Jan 31, 2012 |
2011 Depositary Receipts Year in Review
|
Depositary Receipts |
| Jan 26, 2012 |
2012 Multinational Pensions White Paper
A cross-market dialogue on achieving global consistency, operational efficiency, and strong cross-plan governance.
|
Pensions |
| Dec 16, 2011 |
Depositary Receipts Year in Review 11-month
|
Depositary Receipts |
| Nov 30, 2011 |
Accessing the Brazil Market
(Appeared in HFMWeek in November 2011)
Brazil illustrates how, in the long run, a fully regulated environment can prove to be beneficial for the funds industry. This is especially true for hedge fund managers, for whom Brazil’s environment provides security, independence and a level playing field in which to operate.
|
Hedge Funds |
| Oct 26, 2011 |
Regional Focus: Brazil
A look at the first successful securities lending transaction completed in the Brazilian market. |
Securities Lending |
| Oct 1, 2011 |
Not for tourists: hedge funds in Asia
A roundtable of leading industry professionals hosted by AsianInvestor discusses the challenges facing the hedge-fund business today. |
Hedge Funds |
| Sep 21, 2011 |
North American and European Investor Opinions of Latin American Companies
J.P. Morgan's Depositary Receipts Group is pleased to present the findings of an extensive survey commissioned to help clients understand the disposition of North American and European investors toward Latin American companies.
|
Depositary Receipts |
| Sep 20, 2011 |
DR Advisor Insights: Dark Pools and High Frequency Trading Come to the Fore
Equities, including depositary receipts, increasingly trade off the NYSE and NASDAQ; understanding Dark Pools and HFTs and their implications for DR programs.
|
Depositary Receipts |
| Sep 1, 2011 |
Collateral Management for Securities Lending
|
Securities Lending |
| Sep 1, 2011 |
A Best Practice Approach for Designing a Securities Lending Program
|
Securities Lending |
| Sep 1, 2011 |
Transparency Defined and Delivered
PERE magazine’s Guide to Private Equity Real Estate Fund Administration and Technology Supplement (September 2011) features an article written by Bonnie Novella, an Executive Director in the Private Equity & Real Estate Services group. The article explores why those general partners who embrace the true meaning of transparency may achieve the most successful funds.
|
Private Equity & Real Estate |
| Aug 12, 2011 |
The Changing Landscape
OTC Derivatives Collateral Management for Institutional Investors J.P. Morgan hosted a Derivatives Collateral Management (DCM) Roundtable in late Spring in Amsterdam, to tackle concerns around the reform proposals and to provide an overview of the clearing requirement detailed in the European Market Infrastructure Regulation (EMIR). |
Derivatives Collateral Management |
| Aug 1, 2011 |
Collateral – Key in Derivatives Shake Up
The $600,000bn OTC derivatives market is about to undergo the most significant change in its history. Regulatory changes, which will have considerable legal, operational and commercial impact on dealers, users and processors of OTC derivatives, are set to be implemented over the next 12-18 months. |
Securities Collateral Management |
| Jun 30, 2011 |
2011 Challenges and Priorities: German Market Survey Voting Results
J.P. Morgan conducted its first annual German Market Survey earlier this year. The focus of the study was to understand challenges and priorities in the German pensions market and to assess alternative views on issues the industry practitioners are facing and their key priorities for this and the coming year. |
Pensions |
| Jun 17, 2011 |
Gold as Collateral
J.P. Morgan recently integrated its gold vaulting service in London with its tri-party collateral agency service, allowing clients to use gold as collateral in tri-party secured financing transaction. This gives clients a new way to utilize this highly-valued, but historically immobile, asset. |
Collateral Management for Securities |
| Jun 1, 2011 |
Why Outsource Now
Dodd-Frank is causing blue-chip private equity firms to re-think the hidden costs of in-house fund administration. As they do, many are coming to the conclusion that now is the right time to outsource. When considering outsourcing, this article discusses the criteria and questions to consider about people, technology and processes. |
Private Equity Funds |
| Jun 1, 2011 |
Keeping up with Regulatory Reform – Derivatives Valuation and Financial Disclosure
Today the financial services industry is faced with unprecedented focus on regulatory reform including a series of regulations designed to provide improved disclosure and transparency to shareholders, particularly with respect to derivatives. This article explores derivatives valuation standards and financial reporting disclosure, two areas where we expect significant impact for our fund services clients. |
Derivatives |
| May 31, 2011 |
Hong Kong Depositary Receipts: The innovation Continues
Hong Kong relishes the role of gateway to all things China including acting as the offshore renminbi centre and of late, making Hong Kong Depositary Receipts an attractive platform for issuers to gain access to the mainland’s burgeoning market as well as its potentially huge capital resources. The advent and outlook for this latest product offering for issuers was the subject of a roundtable forum, ‘Hong Kong Depositary Receipts – The Innovation Continues’ co-hosted by J.P. Morgan and The Asset on May 13 and attended by market intermediaries and service providers. |
Depositary Receipts |
| May 26, 2011 |
Focus On Operational Risk
In this article, Worldwide Securities Services Alternative Investments head strategist Georges Archibald and strategy manager Sanjay Pani explain how to manage your hedge fund business in an effective and compliant manner, focusing on the role of the fund administrator in mitigating operational risk. |
Hedge Funds |
| May 9, 2011 |
U.S. Regulatory Developments and the Impact on the Investment Management Industry
This white paper examines fundamental regulatory changes in the U.S. – those which have occurred over the last 18 months and which continue to evolve – and their impact on the investment management industry. |
Investment Managers |
| May 1, 2011 |
Change - the only constant: Pension Funds and Charities Annual Summit Voting Results
|
Pensions |
| Apr 25, 2011 |
A Best Practice Oversight Approach for Securities Lending
|
Securities Lending |
| Apr 14, 2011 |
Lessons in lending
Insights into the state of the securities lending market The J.P. Morgan and AsianInvestor Securities Lending Roundtable Report in which five securities lending specialists discuss the state of the market, covering issues such as collateral quality, reinvestment of cash collateral and lending program flexibility. |
Securities Lending |
| Apr 9, 2011 |
Greater China Depositary Receipts Roundtable
Turning the global crisis into opportunity Companies in Greater China on How They Managed the Global Financial Crisis |
Depositary Receipts |
| Apr 1, 2011 |
The rise and rise of DR capital raising in Asia
Keen on tapping the growing Asia investment pool, international issuers find Hong Kong |
Depositary Receipts |
| Mar 31, 2011 |
2011 Challenges and Priorities: Pensions Trustee Training Survey Results
This report is an assessment of feedback from J.P. Morgan's fourth U.K. Pension Funds Trustee Training day in London.
|
Pensions |
| Mar 11, 2011 |
Preserving Asset Value with Transition Management
A look at how transition management is used by institutions to implement changes to investment allocations in a project-managed, risk-controlled way.
|
Transition Management |
| Mar 8, 2011 |
DR Abstract: Board Performance and Evaluation
J.P. Morgan’s Depositary Receipts Group recently held a roundtable lunch discussing the critical issues involved in measuring and evaluating FTSE Board performance. |
Depositary Receipts |
| Mar 1, 2011 |
DR Abstract: IR Best Practices for Crisis Situations
J.P. Morgan’s Depositary Receipts Group recently hosted a conference call on investor relations best practices for crisis situations. |
Depositary Receipts |
| Feb 28, 2011 |
Analyzing the Dutch Pension Fund Market From a Custodian's Perspective
A review of trends and developments in the Dutch pension fund market, presented along with the potential effects on custody services. |
Pensions |
| Jan 31, 2011 |
Summary of Continuing Obligation Requirements for issuers with GDRs listed on the London Stock Exchange
This memorandum provides an overview of the GDR issuer’s principal continuing obligations following a GDR listing on the Official List of the Financial Services Authority (the “FSA”) and trading on the London Stock Exchange (“LSE”). |
Depositary Receipts |
| Jan 31, 2011 |
The DR Proxy Process
Best Practices, Regulatory Developments & Recent Trends in Corporate Governance |
Depositary Receipts |
| Jan 24, 2011 |
UCITS V is coming soon with a focus on depositaries and renumeration
As expected, the EU Commission has launched a consultation as a pre- cursor to Undertaking for Collective Investment in Transferable Securities (UCITS) V legislative proposals to be tabled in Spring 2011. |
UCITS V |
| Jan 1, 2011 |
Depositary Receipts Year in Review 2010
|
Depositary Receipts |
| Dec 31, 2010 |
Fixed Income Transitions - Analysis of a Growing Market
Read J.P. Morgan's white paper on how fixed income and equity transitions compare and the key points pension funds should consider. |
Transition Management |
| Dec 31, 2010 |
Transition management as an essential part of restructuring investments
|
Transition Management |
| Dec 31, 2010 |
Global Solutions for Multinational Organizations
|
Pensions |
| Dec 10, 2010 |
DR Abstract: The Practical Application of Corporate Governance
J.P. Morgan’s DR Group held a seminar in Moscow on ‘The Practical Application of Corporate Governance’. |
Depositary Receipts |
| Dec 10, 2010 |
DR Abstract: Developing Public Company Infrastructure for IPO and Beyond
J.P. Morgan’s DR Group held a seminar in St. Petersburg on the subject of‘Developing Public Company Infrastructure for IPO and Beyond.’
|
Depositary Receipts |
| Nov 30, 2010 |
Strategic Challenges and Opportunities for Corporate Sponsors
A white paper developed out of J.P. Morgan's first forum for corporate sponsors of multinational pension funds entitled ‘Strategic Challenges and Opportunities for Corporate Sponsors’, held in October 2010. |
Pensions |
| Oct 31, 2010 |
Managing the Changing Business Environment
Investment and Risk Management Trends in the Dutch Pensions Market |
Pensions |
| Oct 29, 2010 |
DR Abstract: Global Capital Flows in Asia
J.P. Morgan’s DR Group recently held workshops in China, Indonesia, Malaysia and Taiwan on global capital flows. |
Depositary Receipts |
| Oct 5, 2010 |
Making the switch
Many clients are anxious about any potential risk surrounding moving providers but a considered approach can reap the benefits. |
Securities Lending |
| Sep 30, 2010 |
The Evolution of Risk Strategies for Transition Management
In this article, Michael Gardner, global head of Strategy and Implementation for Transition Management, discusses the role that risk management strategies have played in the business, and where new opportunities and innovations may lie in the future. |
Transition Management |
| Sep 30, 2010 |
Guide to Transition Management
Global Pensions's and J.P. Morgan's guide to transition management for pension funds. |
Pensions |
| Sep 30, 2010 |
The Real Cost of Managing Your Real Estate Fund
Launching a private equity real estate fund is not just about raising capital and buying properties. The transparent – and hidden – costs of maintaining a platform can also be large and complex. |
Private Equity & Real Estate |
| Sep 9, 2010 |
DR Abstract: Crisis Communications
In May 2010, J.P. Morgan hosted a Beijing workshop about crisis communications, as part of its continuing education program for depositary receipts clients. |
Depositary Receipts |
| Sep 1, 2010 |
Federal Reserve Third-Party Securities Lending
|
Securities Lending |
| Jun 21, 2010 |
The Future of Asset Management
Exploring New Frontiers |
Investment Managers |
| May 31, 2010 |
Developments in Governance – A Year On
Voting results from the Pension Funds and Charities Annual Summit. |
Pensions |
| Sep 29, 2009 |
Securities Lending Outlook: Managing Value Generation and Risk
How securities lending works, how it has been affected by the credit crisis and what specific actions are needed to restore the confidence of beneficial owners. |
Securities Lending |
| Apr 1, 2009 |
Securities Lending in a Crisis Environment: Lessons Learned
|
Securities Lending |
| Dec 1, 2008 |
Securities Lending: Liquidity and Short Selling
|
Securities Lending |
