J.P. Morgan
Shawn Correia
Executive Director - Platform Sales
560 Mission Street, Floor 5
San Francisco, CA 94105
415-315-4936
Year Custody services began: 1939
With over 80 years’ experience, J.P. Morgan assists clients in addressing complex problems.
We support fund managers and their clients with comprehensive custody, collateral management, securities lending, fund accounting/administration, investment operations outsourcing, performance and risk analytics, compliance and regulatory data services. Our industry-leading product suite, infrastructure and local service teams allow us to effectively service client relationships around the world. Our distinctive fund servicing capabilities leverage J.P. Morgan’s size and scale while retaining high levels of personalized service.
#2 global custodian - We hold over $26.8Tn in assets for clients globally, across nearly 100 markets including nearly 60 emerging or frontier markets. Our knowledgeable staff coordinates locally and globally to deliver exceptional service, help with new market entry or changing market conditions. We actively engage in ongoing regulatory conversations, as a thought leader and to represent clients.
Expert direct custody - J.P. Morgan provides direct access to local market infrastructures in 12 countries. In-market experts partner with clients to deliver exceptional end-to-end service.
Advanced technology – Continuous investments allow us to adapt to changing industry needs, including intech and new regulatory requirements. Our flexible, integrated data services drive analytics and insight, while providing enhanced service delivery and information services to mitigate risk and increase efficiency. J.P. Morgan Markets provides entitlements-based secure access to help clients manage their portfolio and activities with instruction, analytics, reporting and market intelligence tools. We make significant investments in cybersecurity to safeguard client activity.
A powerful partner - J.P. Morgan creates a high-touch, high-tech environment for mutual fund clients who opt for our full-service product offering. We serve clients and their investment managers from 30 regional service centers worldwide, offering significant economies of scale while linking you with local client management teams.
Integrated custody - J.P. Morgan offers a fully integrated custody and prime brokerage solution globally, of particular interest to’40 Act funds employing alternative strategies. This streamlines client onboarding, trade execution and collateral management, may reduce financing costs, extends middle office functionality and consolidates reporting and reconciliations.