BankingCorporate to Bank RelationshipsJ.P. Morgan unveils new liquidity management platform

J.P. Morgan unveils new liquidity management platform

Launch is latest in line of tools to help clients build stronger liquidity strategies.

J.P. Morgan Asset Management has launched Morgan Money, a new institutional investing platform to replace the firm’s existing Global Cash Portal.  The platform delivers a real-time dashboard to invest, a single access point for operations, and enhanced risk management controls.

“Morgan Money is designed to deliver a seamless customer experience, centered on operational efficiency, end-to-end system integration, and effective controls,” said Paula Stibbe, Global Head of Liquidity Sales. “The platform was designed for clients, by clients – embedding their needs and priorities into its core capabilities and functionality.”

Paul Przybylski, Head of Product Strategy and Development concluded: “The launch of Morgan Money further demonstrates our commitment to partnering with clients to develop tools that enable them to build stronger liquidity strategies. Technology is ever-changing and we are committed to creating transformative digital capabilities that deliver meaningful client outcomes today and into the future.”

Real-time dashboard, one access point, effective controls

Three key features of the Morgan Money platform include:

  1. A real-time dashboard to invest with ease
    • Quickly access information including trade entries and transaction processing
    • Access to more than 80 short-term investment solutions by JPMAM and other leading investment management firms
  2. One access point for operational efficiency
    • Historical reporting and audit trail
    • Flexible Integration Services and other related solutions
  3. Effective controls through active risk management
    • Automated compliance monitoring
    • Multiple levels of optional authentication
    • Ability to analyze a portfolio and potential investments with risk analytics

Insights on cash investment practices

J.P. Morgan also released the results of the 2019 J.P. Morgan Global Liquidity Investment PeerView online survey.

Some of the key findings of the survey are as follows:

  • 75% plan to maintain investments in stable/constant NAV MMFs.
  • About 2/3 of investors now use treasury management systems.
  • 19% use ESG investments, but this is projected to be 44% by 2021.
  • Investors are increasingly concerned about the potential impact of political risks.
  • Investors want to avoid negative interest rates in EUR/GBP denominated investments. Ultra-short duration bond funds and term deposits are popular solutions.
  • Asia Pacific investors are concerned about regulatory changes, as well as credit and default risk in China.

The report of this survey, that captured responses from 346 CIOs, treasurers and other senior cash decision-makers, can be downloaded here.

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