28,576 results on '"J.P. Morgan Chase & Co."'
Search Results
2. Solving Strong-Substitutes Product-Mix Auctions.
- Author
-
Baldwin, Elizabeth, Goldberg, Paul W., Klemperer, Paul, and Lock, Edwin
- Subjects
BIDS ,ECONOMIC research ,BID price ,MODULAR design ,PRICES ,SOCIAL science research ,AUCTIONS - Abstract
This paper develops algorithms to solve strong-substitutes product-mix auctions: it finds competitive equilibrium prices and quantities for agents who use this auction's bidding language to truthfully express their strong-substitutes preferences over an arbitrary number of goods, each of which is available in multiple discrete units. Our use of the bidding language and the information it provides contrasts with existing algorithms that rely on access to a valuation or demand oracle. We compute market-clearing prices using algorithms that apply existing submodular minimization methods. Allocating the supply among the bidders at these prices then requires solving a novel constrained matching problem. Our algorithm iteratively simplifies the allocation problem, perturbing bids and prices in a way that resolves tie-breaking choices created by bids that can be accepted on more than one good. We provide practical running time bounds on both price finding and allocation and illustrate experimentally that our allocation mechanism is practical. Funding: E. Baldwin and P. Klemperer were supported by the Economic and Social Research Council [Grant ES/L003058/1]. P. W. Goldberg and E. Lock were supported by a JP Morgan faculty fellowship during the work on the final version of the paper. Supplemental Material: The online companion is available at https://doi.org/10.1287/moor.2019.0248. [ABSTRACT FROM AUTHOR]
- Published
- 2024
- Full Text
- View/download PDF
3. RANKING THE ONLINE BROKERS.
- Author
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CLARK, KIM
- Subjects
- *
AMERICAN depository receipts , *INTEREST rates , *INVESTMENT advisors , *MUTUAL funds , *STOCKBROKERS , *EXCHANGE traded funds , *OPTIONS (Finance) - Abstract
This article provides a ranking and analysis of online brokers based on factors such as investment offerings, tools, apps, advice, and more. It emphasizes the importance of considering where you hold your assets, as different brokerages have significant differences that can impact long-term results. The article includes data from nine comprehensive brokers and four smaller brokerage houses, with Fidelity being ranked as the top broker for its understanding of customer needs and reasonable pricing. Interactive Brokers and Schwab also received high rankings in different categories. The article also discusses the availability of advisory services and the growing popularity of automated or robo-advice options. It concludes by offering recommendations for different types of investors based on their needs and preferences. [Extracted from the article]
- Published
- 2024
4. Chase Bank Sued in Financial Elder Abuse Cases.
- Subjects
- *
ABUSE of older people , *COMMERCIAL crimes , *BANK accounts , *BANKING industry , *FRAUD , *BANK fraud - Abstract
Two lawsuits have been filed against JPMorgan Chase Bank in California, alleging elder financial abuse. In both cases, elderly bank customers were scammed by con artists who drained their accounts, and the plaintiffs argue that Chase should have intervened to prevent the losses. The lawsuits seek to recover damages for the fraudulent theft of over $2 million from the plaintiffs' accounts. Elder financial abuse is a growing concern in the US, and addressing barriers to retirement planning could help empower older adults to navigate their financial future with confidence and security. The text discusses two cases involving elderly individuals who were scammed out of their money through wire transfers facilitated by Chase Bank. The plaintiffs allege that Chase processed multiple wire transfers that were out of character for them, while Bank of America detected and denied the fraudulent transactions. The scams targeted vulnerable elderly individuals and relied on the assistance of banks. The cases are ongoing in the US District Court for the Northern District of California. Additionally, the text mentions a separate case where a Jamaican national was sentenced for his role in a sweepstakes scheme that targeted elderly victims in the United States. [Extracted from the article]
- Published
- 2024
5. THE RANCH HUDSON VALLEY: New wellness retreat opens one hour north of Manhattan.
- Author
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TURNER, MATT
- Subjects
BUSINESS hours ,RANCHES ,TRAVEL agents ,STRENGTH training ,INTRAVENOUS therapy ,RETAIL store remodeling ,HOTEL remodeling - Abstract
A review is offered for The Ranch Hudson Valley, a wellness retreat located in New York's lower Hudson Valley, highlighting its wellness programs, accommodation options, and amenities for guests' relaxation and rejuvenation.
- Published
- 2024
6. 30 WOMEN TO WATCH 2024.
- Author
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Malan, Mekenna
- Subjects
SENIOR leadership teams ,MARKETING ,BUSINESS skills ,BUSINESSPEOPLE ,BUSINESS planning ,WOMEN leaders ,INTERNSHIP programs - Abstract
The article titled "30 Women to Watch 2024" showcases the accomplishments and contributions of exceptional women in Utah. These women are recognized for their work in starting, managing, growing, and advancing their companies. The article also introduces 10 emerging leaders who show promise in their industries. The women featured come from diverse backgrounds and industries, including technology, architecture, healthcare, and event planning. Their stories highlight their dedication, expertise, and commitment to making a positive impact in their fields. The profiles in the article provide brief overviews of individuals who have achieved success in various fields. These profiles emphasize their accomplishments, career paths, and contributions to their communities. The individuals come from diverse backgrounds and industries, including education, law, culinary arts, marketing, and public service. Their stories serve as inspiration and demonstrate the importance of hard work, dedication, and pursuing one's passions. This document features profiles of individuals who have made significant contributions in their respective fields in Utah. The profiles highlight their achievements, career paths, and community involvement. The individuals come from diverse backgrounds and industries, including business, entertainment, law, and childcare. They have demonstrated leadership, entrepreneurship, and a commitment to making a positive impact in their communities. [Extracted from the article]
- Published
- 2024
7. PICKING THE RIGHT FIGHTS.
- Author
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ENGEN, JOHN
- Subjects
BUSINESS enterprises ,CREDIT risk ,REAL estate business ,RETAIL banking ,COMMERCIAL real estate ,FINANCIAL crises ,ROBO-advisors (Financial planning) - Abstract
This article explores the transformation of Citizens Financial Group, a regional bank, under the leadership of CEO Bruce Van Saun. The bank has expanded through acquisitions and entry into the wealth management sector, particularly in New York City. However, it faces challenges in a competitive industry and must demonstrate its ability to navigate credit cycles. The article also discusses the bank's three-pronged strategy, which focuses on retail banking, commercial banking, and wealth management. Van Saun aims to create a world-class private bank by prioritizing high net worth clients and enhancing the customer experience. The bank has encountered obstacles such as uninsured deposits and the need for adjustments to its business model. Van Saun has assembled a knowledgeable board and fostered a culture of innovation and adaptability. The bank is committed to capital allocation and sustainable growth, and Van Saun defends the significance of regional banks in the industry. The article concludes by highlighting the bank's efforts to achieve strong performance and its potential for future expansion. [Extracted from the article]
- Published
- 2024
8. DEVELOPMENT OF FINANCIAL RISK HEDGING STRATEGIES.
- Author
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Prymostka, Liudmyla, Krasnova, Іryna, Okhrymenko, Іryna, Shchehliuk, Maksym, and Prymostka, Andrii
- Subjects
FINANCIAL risk ,HEDGING (Finance) ,FINANCIAL markets ,DERIVATIVE securities ,INTEREST rate risk ,INTEREST rate swaps ,OVER-the-counter markets - Abstract
The purpose of the study is to develop the theory of hedging, generalize approaches to the formation of effective risk hedging strategies, and provide recommendations for the implementation of international banks' experience in Ukrainian practice. It is proved that in the process of choosing effective strategies, it is advisable to distinguish three types of financial risk hedging: a) operational hedging (balance sheet) to ensure operational flexibility; b) market hedging (external), which involves the use of derivatives as instruments to hedge profit volatility; c) contract hedging (contractual clauses, embedded derivatives. Based on the analysis of the reports of 250 banks, it was found that Bank of America, JPMorgan Chase & Co., Goldman Sachs, Morgan Stanley, and Citigroup are the market makers in the most developed US futures market. Horizontal analysis of the balance sheets of these banks showed that although the share of derivatives designated as hedging instruments is insignificant (less than 1%) relative to term contracts recognized as trading instruments, the hedging effect is significantly higher than the gains on the trading portfolio. It was found that in international practice, the dominant direction is the hedging of interest rate risk (the share of which varies between banks from 42.52% to 61.26%), in the structure of hedging instruments, interest rate swaps prevail. The share of currency derivatives varies from 18.67% to 41.45%. Interest rate risk is hedged by over-the-counter bilateral term contracts for active operations, currency risk hedging equally covers the risks of passive and active operations. The regression analysis revealed that private credit and trading assets have an inverse effect on regional hedging exposure, and debt instruments have a direct effect. The study provides a basis for assessing the potential of using innovative risk-hedging instruments by Ukrainian banks. [ABSTRACT FROM AUTHOR]
- Published
- 2024
- Full Text
- View/download PDF
9. Matadors gather.
- Subjects
- *
FINANCIAL markets , *INVESTMENT bankers , *INVESTMENT management , *STOCK prices - Published
- 2024
10. JPMorgan Chase & Co. SWOT Analysis.
- Subjects
BANKING industry ,FINANCIAL institutions ,SWOT analysis - Abstract
A SWOT analysis of JPMorgan Chase & Co. is presented.
- Published
- 2023
11. Evaluation of Stock Closing Prices using Transformer Learning.
- Author
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Mian, Tariq Saeed
- Subjects
DEEP learning ,TRANSFORMER models ,STOCK price forecasting ,STANDARD deviations ,MACHINE learning - Abstract
Predicting stock markets remains a critical and challenging task due to many factors, such as the enormous volume of generated price data, instant price data changes, and sensitivity to human sentiments, wars, and natural disasters. Since the previous three years of the COVID-19 pandemic, forecasting stock markets is more difficult, complex, and problematic for stock market analysts. However, technical analysts of the stock market and academic researchers are continuously trying to develop innovative and modern methods for forecasting stock market prices, using statistical techniques, machine learning, and deep learning-based algorithms. This study investigated a Transformer sequential-based approach to forecast the closing price for the next day. Ten sliding window timesteps were used to forecast next-day stock closing prices. This study aimed to investigate reliable techniques based on stock input features. The proposed Transformer-based method was compared with ARIMA, Long-Short Term Memory (LSTM), and Random Forest (RF) algorithms, showing its outstanding results on Yahoo Finance data, Facebook Intra data, and JPMorgan's Intra data. Each model was evaluated using Mean Absolute Error (MSE), Root Mean Square Error (RMSE), and Mean Absolute Percentage Error (MAPE). [ABSTRACT FROM AUTHOR]
- Published
- 2023
- Full Text
- View/download PDF
12. Distributionally Robust Batch Contextual Bandits.
- Author
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Si, Nian, Zhang, Fan, Zhou, Zhengyuan, and Blanchet, Jose
- Subjects
MACHINE learning ,CENTRAL limit theorem ,DRUG prices ,ROBBERS ,AUCTIONS ,RESEARCH grants ,BIDS - Abstract
Policy learning using historical observational data are an important problem that has widespread applications. Examples include selecting offers, prices, or advertisements for consumers; choosing bids in contextual first-price auctions; and selecting medication based on patients' characteristics. However, existing literature rests on the crucial assumption that the future environment where the learned policy will be deployed is the same as the past environment that has generated the data: an assumption that is often false or too coarse an approximation. In this paper, we lift this assumption and aim to learn a distributionally robust policy with incomplete observational data. We first present a policy evaluation procedure that allows us to assess how well the policy does under worst-case environment shift. We then establish a central limit theorem type guarantee for this proposed policy evaluation scheme. Leveraging this evaluation scheme, we further propose a novel learning algorithm that is able to learn a policy that is robust to adversarial perturbations and unknown covariate shifts with a performance guarantee based on the theory of uniform convergence. Finally, we empirically test the effectiveness of our proposed algorithm in synthetic datasets and demonstrate that it provides the robustness that is missing using standard policy learning algorithms. We conclude the paper by providing a comprehensive application of our methods in the context of a real-world voting data set. This paper was accepted by Hamid Nazerzadeh, data science. Funding: This work was supported by the National Science Foundation [Grant CCF-2106508] and the Air Force Office of Scientific Research [Award FA9550-20-1-0397]. Z. Zhou also gratefully acknowledges the JP Morgan AI Research Grant and the New York University's Center for Global Economy and Business faculty research grant for support on this work. Additional support is gratefully acknowledged from the National Science Foundation [Grants 1915967 and 2118199]. Supplemental Material: The data files and online appendix are available at https://doi.org/10.1287/mnsc.2023.4678. [ABSTRACT FROM AUTHOR]
- Published
- 2023
- Full Text
- View/download PDF
13. NORTH AMERICA.
- Subjects
STOCKHOLDER wealth ,TAX incidence ,ELECTRONIC funds transfers ,BANK management ,RETAIL banking ,BANKING industry ,COMMERCIAL real estate - Abstract
JPMorgan has been named the best bank in the US, while Scotiabank has been named the best bank in Canada. RBC Capital Markets has been named the best investment bank in Canada. The article highlights the achievements and strengths of several North American banks in different areas, such as RBC's global franchise and Fifth Third's financial performance and stability. Bank of America is recognized as the best digital bank and is also committed to sustainable finance. Goldman Sachs is named the best bank for advisory, and Scotiabank is recognized for its corporate responsibility efforts. [Extracted from the article]
- Published
- 2024
14. JPMorgan goes from strength to strength.
- Author
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Baker, Mark
- Subjects
RUSSIAN invasion of Ukraine, 2022- ,BANKING industry ,BANK mergers ,INVESTMENT banking ,RETAIL banking - Abstract
JPMorgan's corporate and investment bank has been recognized as the best in the industry, thanks to its integration of commercial banking. Despite challenging market conditions, the bank had a successful year in 2023 and its reorganization in 2024 has positioned it well for the future. JPMorgan's investment banking division outperformed its competitors in various areas, thanks to its focus on strong client relationships and ability to navigate uncertain markets. The bank is committed to delivering value to its clients and continuously improving its services. JPMorgan's markets business has made progress in market-making for European government bonds, supranational issuers, and commodities trading. The bank is also integrating its commercial and investment banking activities to strengthen client relationships. While facing competition from traditional investment banks and non-bank players, JPMorgan's breadth and depth, along with its strong institutional presence, remain its biggest strengths. The bank is investing in electronic trading and automation to enhance its offerings and stay relevant in the market. [Extracted from the article]
- Published
- 2024
15. Why It's Hard for Lenders to Be Green.
- Author
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Dobby, Christine, Gillespie, Todd, and Marsh, Alastair
- Subjects
MONEYLENDERS ,PROJECT finance ,SUSTAINABLE investing ,GAS pipeline companies ,ENVIRONMENTAL activism - Abstract
The article explores the reasons why it is harder for lenders such as the Royal Bank of Canada (RBC) to be sustainable and cut ties with polluters. Cited are the green credentials that RBC are highlighting as it tries to move toward a lower-carbon future, the tentative steps that RBC has taken toward reducing the carbon footprint of its loan book, and specific commitments to green investment that the bank has begun making.
- Published
- 2024
16. London calling.
- Author
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Clarke, Gina
- Subjects
FINANCIAL institution software ,VENTURE capital - Abstract
The article looks at the emergence of London, England as the center of the financial technology industry. Topics discussed include the importance of the presence of world's banking headquarters and progressive policymakers in the city to the industry, venture-capital funding raised by British technology companies in the first half of 2021 according to the Digital Economy Council, and the venture of large U.S. banks such as JPMorgan Chase in the British market due to its advantages.
- Published
- 2021
17. BMI Research: Turkiye Banking & Financial Services Report.
- Subjects
BANKING industry ,FINANCIAL services industry - Abstract
: An industry report for the Banking and financial services industry in Turkey for the second quarter 2023 is presented from the publisher FitchSolutions, with topics including Industry Forecast; Industry Risk; and the Market Overview.
- Published
- 2023
18. MarketLine Industry Profile: Banks in United States.
- Subjects
BANKING industry - Abstract
An industry report for banking industry in the U.S. is presented from the publisher MarketLine for the month April 2023, with topics including Market value forecast; geography segmentation; and the market distribution.
- Published
- 2023
19. AI’S REVERBERATIONS ACROSS FINANCE.
- Author
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Kearns, Jeff
- Subjects
ARTIFICIAL intelligence ,FINANCIAL crises - Abstract
The article highlights the increasing significance of artificial intelligence (AI) in the financial sector, examining the surge in demand for AI expertise among financial institutions and central banks. It mentions the potential benefits and risks associated with AI adoption, emphasizing its transformative impact on decision-making processes, potential risks such as financial instability, and the necessity for ethical and secure AI applications in the financial industry.
- Published
- 2023
20. HOW THE ONLINE BROKERS STACK UP.
- Author
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HUANG, NELLIE S.
- Subjects
- *
EXCHANGE traded funds , *BROKERS , *INTEREST rates , *STOCK funds , *ELECTRONIC funds transfers , *MUTUAL funds - Abstract
Only one firm, Robinhood, offers a sweep account for uninvested cash to earn interest (as much as 4.65% for premium Gold customers; 1.5% for non- Gold customers). Half the firms, including E*Trade, Fidelity, J.P. Morgan, Merrill Edge and Schwab, have an enhanced tier of service that allows customers to talk to a human being if necessary - in many cases, a certified financial planner. The firm lets its customers buy fractional shares in thousands of stocks and 3,125 ETFs for as little as $1. We tried to figure out how much accessible research was available to investors at each firm - from in-depth reports by analysts who pore over balance sheets and income statements and talk with company executives to easy-to-decipher technical and quantitative research. [Extracted from the article]
- Published
- 2023
21. IPE SURVEY MANAGERS OF DUTCH INSTITUTIONAL ASSETS.
- Subjects
ASSET management ,PENSION trusts ,INSTITUTIONAL investors ,GOVERNMENT securities - Published
- 2023
22. 270 Park Avenue: Modern Structure for a Modern Workplace: JPMorgan Chase's new headquarters is the sixth tallest in New York City, reaching 1,388 feet.
- Author
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DePaola, Edward M., Orlando, Fortunato, Morava, Bujar, and Mueller-Lust, Andrew
- Subjects
STRUCTURAL engineering ,GIRDERS ,WORK environment - Published
- 2024
23. HOW WORRIED SHOULD WE BE ABOUT PRIVATE CREDIT?
- Author
-
Lee, Peter
- Subjects
INVESTORS ,REAL economy ,INTEREST rates ,CREDIT risk ,BUSINESS development ,CREDIT ,ECONOMIC indicators - Abstract
The article discusses the rapid growth of the private credit market and the potential risks it poses to the global financial system. The market has quadrupled in size since 2015, reaching $2.1 trillion, and offers high returns and low losses. However, there are concerns about the opacity of the market and the potential for systemic risks. The article also highlights the influence of private equity on private credit and provides an example of a credit fund manager becoming the majority equity owner of a struggling company. The use of payment-in-kind (PIK) as a tool to conserve cash has increased among rated business development companies (BDCs) during the COVID-19 pandemic, according to Fitch Ratings. Fitch expects PIK to continue rising in private middle-market loans as borrowers face the burden of paying and refinancing at higher interest rates. However, concerns over poor underwriting and hidden leverage in private credit raise concerns about potential high credit losses and systemic risk. Additionally, competition from bank lenders is increasing, leading to lower loan margins and weaker lending terms in private credit. The selling of private credit to retail investors also raises concerns over liquidity, as the illiquid nature of the asset class may clash with the need for more frequent valuations and potential redemptions. [Extracted from the article]
- Published
- 2024
24. MarketLine Industry Profile: Investment Banking & Brokerage in Global.
- Subjects
INVESTMENT banking ,STOCKBROKERS ,MARKET segmentation - Abstract
An industry report for Investment banking in global is presented from the publisher MarketLine, with topics including Market value forecast; Geography segmentation; and the Market distribution.
- Published
- 2023
25. How KKR Helped JPMorgan Seal a Key Victory Over Private Credit.
- Author
-
Sage, John, Seligson, Paula, and Amodeo, Jeannine
- Subjects
SECURITIES lending ,CREDIT ratings ,INVESTMENT banking ,FINANCIAL leverage ,INVESTORS ,ASSET backed financing ,BOND prices ,LOANS - Published
- 2024
26. How the Biggest Names in Business Took on Health Care—and Lost.
- Author
-
FRY, ERIKA
- Subjects
HEALTH insurance - Abstract
The article discusses the three American companies, Amazon, Berkshire Hathaway, and JP Morgan Chase, who banded together in 2018 to take on the country's health care system by overhauling the health care they purchase and subsidize for their employees.
- Published
- 2021
27. CROSSING THE DIGITL DIVIDE: Empowering the Next Generation of FM Practitioners.
- Author
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CLARKE, DERREK
- Subjects
ONBOARDING (Management coaching) ,LANGUAGE models ,RADIO frequency modulation ,ARTIFICIAL intelligence ,FOUR day week ,ARCHITECTURAL firms ,LOCATION data - Abstract
The article focuses on the generational challenge faced by facility management, with many experienced professionals nearing retirement age, posing a risk of losing valuable institutional knowledge. It discusses how technology, such as data capture, IoT sensors, artificial intelligence (AI), and augmented reality (AR), can empower future facility management practitioners by preserving knowledge and improving service delivery, ultimately addressing the industry's evolving needs.
- Published
- 2023
28. JPMorgan Chase & Co. SWOT Analysis.
- Subjects
BANKING industry ,FINANCIAL institutions ,SWOT analysis - Abstract
A SWOT analysis of JPMorgan Chase & Co. is presented.
- Published
- 2022
29. In data: JP Morgan, Houlihan Lokey top H1 2024 M&A financial advisor list.
- Author
-
Safaya, Shemona
- Subjects
FINANCIAL planners ,MERGERS & acquisitions ,BABY boom generation ,INVESTMENT banking - Abstract
JP Morgan and Houlihan Lokey have been recognized as the top merger and acquisition (M&A) financial advisors globally for the first half of 2024, according to GlobalData's Financial Advisors League Table. JP Morgan ranked highest in deal value, while Houlihan Lokey ranked highest in deal volume. JP Morgan's involvement in big-ticket deals contributed to its growth in value, while Houlihan Lokey achieved triple-digit deal volume. Other notable advisors include Rothschild & Co, Goldman Sachs, and Morgan Stanley. Mergers and acquisitions continue to be used by fashion brands and investment companies to rescue financially struggling firms and strengthen portfolios. [Extracted from the article]
- Published
- 2024
30. JP Morgan, Houlihan Lokey top consumer-sector M&A advisers in H1 – data.
- Author
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Best, Dean
- Subjects
MERGERS & acquisitions ,NON-alcoholic beverages ,CORPORATE websites ,ALCOHOLIC beverages ,FINANCIAL planners - Abstract
JP Morgan and Houlihan Lokey were the top M&A financial advisers in the consumer sector in the first half of the year, according to analysis of deal data. JP Morgan ranked first in terms of the value of transactions, while Houlihan Lokey advised on the most deals. Bank of America, Citi, Morgan Stanley, and Moelis & Co. also ranked highly in terms of value, while PwC, EY, and Bank of America ranked highly in terms of the number of deals. The rankings are based on real-time tracking of company and advisory firm websites, as well as other reliable sources. [Extracted from the article]
- Published
- 2024
31. Quincecare Duty in JP Morgan v Nigeria.
- Author
-
Ruihan Liu
- Subjects
REASONABLE care (Law) ,FRAUD ,PAYMENT systems - Abstract
Although it first emerged 30 years ago, the Quincecare duty remains a developing area of law and its precise contours are yet to be fully sketched out. This article discusses the decision in Nigeria v JP Morgan Chase [2022] EWHC] 447 (Comm), which provides a helpful illustration of the application of the Quincecare duty in a.first instance court. [ABSTRACT FROM AUTHOR]
- Published
- 2023
32. Unravelling the JPMorgan spoofing case using particle physics visualization methods.
- Author
-
Debie, Philippe, Gardebroek, Cornelis, Hageboeck, Stephan, van Leeuwen, Paul, Moneta, Lorenzo, Naumann, Axel, Pennings, Joost M. E., Trujillo‐Barrera, Andres A., and Verhulst, Marjolein E.
- Subjects
PARTICLE physics ,COMMODITY futures ,VISUALIZATION ,FUTURES market ,LEGAL settlement - Abstract
On 29 September 2020, JPMorgan was ordered to pay a settlement of $920.2 million for spoofing the metals and Treasury futures markets from 2008 to 2016. We examine these cases using a visualization method developed in particle physics (CERN) and the messages that the exchange receives about market activity rather than time‐based snapshots. This approach allows to examine multiple indicators related to market manipulation and complement existing research methods, thereby enhancing the identification and understanding of, as well as the motivation for, market manipulation. In the JPMorgan cases, we offer an alternative motivation for spoofing than moving the price. [ABSTRACT FROM AUTHOR]
- Published
- 2023
- Full Text
- View/download PDF
33. Irrational Exuberance or the Money-Trust Power Grab: Was the Panic of 1907 Truly a Speculative Bubble or a Financial Coup D'état?
- Author
-
LaRocca, Richard, Valentine, Randall, and Cunningham, Thomas
- Subjects
COUPS d'etat ,ECONOMIC bubbles ,PANIC ,RATE of return on stocks ,MARKET volatility ,VALUATION of corporations - Abstract
The Panic of 1907 was largely attributed to several factors, including strong economic growth, high levels of liquidity in the financial system, the ability and willingness of speculators to take significant risk in the stock market, and a banking system without proper checks and balances. These factors all combined to create volatile stock market returns in the United States that are indicative of market bubbles. This paper examined whether a speculative bubble was present in US equity prices during the Panic of 1907 using data from the Cowles Commission. We found that there was no bubble present in stock valuations in the United States during this period and that the Panic of 1907 was a mitigated economic event rather than the fallout of stock speculation. One such contributing factor may lie in the idea that JP Morgan and his House of Morgan were the intervening factor which tempered and stabilized market fundamentals. Their actions of playing the surrogate role of lender of last resort and of containing any financial crises, manias, or panics during this period prior to the Aldrich-Vreeland Act of 1908 and the creation of the Federal Reserve in 1913 may have influenced the quelling of a speculative bubble in 1907. [ABSTRACT FROM AUTHOR]
- Published
- 2023
- Full Text
- View/download PDF
34. Western Europe.
- Subjects
WEALTH management services ,PRIVATE banks ,BANK investments ,INTERNATIONAL banking industry ,BANK assets - Abstract
BNP Paribas Wealth Management, JPMorgan Private Bank, LGT Private Banking, Societe Generale Private Banking, Julius Baer, Deutsche Bank Private Bank, and Lombard Odier are all recognized for their excellence in various areas of private banking. These banks offer a range of services including investment research, family office services, digital solutions, sustainability, personalized client relationships, global financial expertise, succession planning, wealth management solutions, discretionary portfolio management, exclusive investment and financing solutions, managing client assets, innovative solutions, philanthropy solutions, tailored advice, and ready-to-use giving solutions. They cater to a diverse client base and are committed to digital innovation, sustainability, and meeting the unique needs of their clients. Julius Baer is also praised for its focus on serving the next generation of wealthy individuals through its next-gen client program and global community. [Extracted from the article]
- Published
- 2024
35. Active ETFs power ahead.
- Author
-
DODDS, LYNN STRONGIN
- Subjects
EXCHANGE traded funds ,MUTUAL funds ,ARTIFICIAL intelligence ,LIQUIDITY (Economics) - Published
- 2023
36. THE NEXT BANKING BLOWUP.
- Author
-
Lambert, Lance and Daniel, Will
- Subjects
TELECOMMUTING ,INTEREST rates ,COMMERCIAL real estate ,BANKING industry ,MORTGAGE loans - Abstract
The article discusses the implications of the work-from-home trend combined with rising interest rates for the commercial real estate (CRE) sector and banks providing CRE loans in the U.S. Topics include a decline in building occupancy rate at One Wells Fargo Center from 2021-2022, the effects of refinancing commercial mortgages with much higher interest rates, a percentage of CRE accounted for JPMorgan Chase's loan portfolio, and banks' CRE exposure as of the fourth-quarter of 2022.
- Published
- 2023
37. Why customer primacy must become the driver of performance at JP Morgan.
- Author
-
Denning, Stephen
- Subjects
CONSUMERS ,CORPORATE growth ,BUSINESS planning ,INVESTMENT policy ,ONLINE banking ,MISSION statements ,MARKET capitalization - Abstract
Purpose: Investors balked when JP Morgan Chase bank planned to spend heavily on technology. They understood that to succeed in digital, JPM needs to base its strategy on what unique benefits customers will get now and in the future from its digital banking services. Design/methodology/approach: JPM must rethink how banking can be re-invented to improve customers' lives, using the new capabilities of digital. Findings: Because of its lack of a customer focus, JPM's market capitalization is not only growing more slowly than the tech giants, it is growing even more slowly even than the average S%P 500 company. Practical/implications: The lesson is that companies with a customer primacy mission statement and a supporting, well designed investment strategy, out perform their peers. Originality/value: The article links customer primacy mission statements, future oriented tech investment strategies and successful corporate growth. [ABSTRACT FROM AUTHOR]
- Published
- 2022
- Full Text
- View/download PDF
38. Effectively implementing knowledge management strategy through structure and support.
- Author
-
Provitera, Michael and Sayyadi, Mostafa
- Subjects
KNOWLEDGE management ,ORGANIZATIONAL aims & objectives ,TELECOMMUTING ,OFFICES ,INVESTMENT banking ,CHIEF executive officers - Abstract
There is a growing interest in corporate structure and knowledge management. JPMorgan's hard-charging chief executive, Jamie Dimon, has been quietly telling senior managers that he expects the mega-bank's rank and file to be in their seats at the office 5 days a week. While Goldman Sachs, demanded well over a year ago that everyone return to its offices in downtown Manhattan 5 days a week. This comes in the recent wake of layoffs at the investment bank. Thus, effective implementations of cultural adaptation, and change, are a result of the organization's knowledge management strategy and how they manage remote work. However, this is not the case due to the current status of remote work, the mystery of inertia often sets in, and many organizations go awry. There are unanswered questions regarding the lack of alignment of the corporate structure with the knowledge management strategy and these questions have caused initiatives to stop organizational knowledge to be effectively managed. We propose that an effective alignment between the corporate structure and the knowledge management strategy needs to be a direct connection between the upper echelon of the organization and its stakeholders. A vibrant corporate structure includes all the departments of the organization to effectively serve the objectives of the knowledge management strategy. The structure of this article will address how organizations can ensure that there is an alignment between the corporate structure and the knowledge management strategy. These findings come from our interviews with 81 senior managers in Australia and the UAE. [ABSTRACT FROM AUTHOR]
- Published
- 2024
- Full Text
- View/download PDF
39. Summary of the Fall Board Meeting.
- Author
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Reeder, Penny
- Subjects
MEETINGS - Published
- 2023
40. The 2022 DealMakers Annual Awards.
- Subjects
JOINT ventures ,AWARDS ,INVESTMENT advisors - Abstract
The article highlights about a significant deal between Sanlam and Allianz, valued at over R33 billion, Topic include which aimed to create a premier pan-African financial services entity operating in 27 countries. The article also mentions the recognition the deal received at the Dealmakers AFRICA Awards and provides details about other nominees and involved advisors.
- Published
- 2023
41. Framework of Credit Metrics Methodology for Computing Credit VaR.
- Author
-
Malhotra, Yogesh
- Subjects
CREDIT risk ,BONDS (Finance) ,CORPORATE bonds ,FINANCIAL institutions ,VALUE at risk ,DEFAULT (Finance) - Abstract
Financial institutions face many risks which increase the degree of uncertainty about future net returns. Credit risk can result in potential losses for a company and is a function of the credit exposure, the probability of default and the loss in the event of default. For a given credit instrument portfolio of credit obligations such as a portfolio of corporate bonds or swaps, Credit Value-at-Risk (VaR) quantifies how much at most can be lost with a given probability over a specific time horizon. The associated CreditMetrics Methodology, originally introduced in 1997 by JP Morgan, is now considered the industry standard along with Credit VaR for credit risk modeling. The CreditMetrics methodology is used for assessing portfolio risk due to changes in bond or debt value caused by credit quality changes, including credit migration (upgrades and downgrades) as well as default. It measures the uncertainty in forward value of the bond portfolio at the risk horizon caused by such credit events. CreditMetrics offers better understanding of credit risk in terms of diversification benefits and concentration risk compared to standard capital adequacy measures. This paper provides a framework for using this methodology. [ABSTRACT FROM AUTHOR]
- Published
- 2022
42. MarketLine Industry Profile: Banks in United States.
- Subjects
BANKING industry - Abstract
An industry report for the banks industry in the U.S. is presented from publisher MarketLine, with topics including market value, market segmentation, and business forecasts for the industry.
- Published
- 2022
43. MarketLine Industry Profile: Banks in North America.
- Subjects
BANKING industry - Abstract
An industry report of the banking industry in North America is presented from publisher MarketLine, with topics including market share, market segmentation and leading companies in the industry including Bank of America Corp.; Citigroup Inc.; and the J.P. Morgan Chase & Co.
- Published
- 2022
44. Introducing the 2023 DKM First-Timers and JPMorgan Chase Leadership Fellows.
- Author
-
Semien Sr., Kenneth
- Subjects
LEADERSHIP - Published
- 2023
45. GENERAL CORPORATE FINANCE H1 2024.
- Subjects
FINANCIAL planners ,INVESTMENT advisors ,MARKET value ,CORPORATE finance ,POTASH - Abstract
This document provides rankings of South African tombstone parties in the field of general corporate finance for the first half of 2024. The rankings are based on transaction value and transaction flow. The top investment advisers in terms of transaction value are Morgan Stanley, Goldman Sachs, and J.P. Morgan. The top sponsors in terms of transaction value are Investec Bank, Rand Merchant Bank, and Java Capital. The top legal advisers are Webber Wentzel, ENS, and Werksmans. The top transactional support services providers are Deloitte, EY, and PwC. [Extracted from the article]
- Published
- 2024
46. MARKET INTELLIGENCE.
- Author
-
Engen, John
- Subjects
COMMERCIAL mortgage-backed securities ,MORTGAGE-backed securities ,MARKETING strategy ,COMMERCIAL real estate ,LOANS ,REAL estate sales ,FINANCE companies ,INVESTORS - Abstract
The article discusses the looming maturity of commercial real estate (CRE) loans and the potential impact on the market. It highlights the challenges faced by property owners in refinancing their loans due to falling valuations and higher interest rates. The article also mentions the concerns of banks and investors regarding the potential risks associated with the maturing loans. Additionally, it discusses the importance of scale in the credit card business and the consolidation of the industry among the largest issuers. [Extracted from the article]
- Published
- 2024
47. An inflexion point for India.
- Author
-
DODDS, LYNN STRONGIN
- Subjects
GOVERNMENT securities ,ECONOMIC indicators - Published
- 2024
48. 25 Most Powerful Women in Banking.
- Author
-
Kline, Allissa, Stropoli, Rebecca, McCaffrey, Orla, Berg, Joel, Case, Ingrid, Williams, Claire, Egan, Mary Ellen, Berry, Kate, Leffert, Catherine, Blake, Matthew, Schoenberger, Chana R., Laurent, William, Rocha, Polo, Hampton, Dina, Crosman, Penny, and Lee, Sabrina
- Subjects
BANK customers ,GREAT men & women ,EMPLOYEE affinity groups ,RETAIL banking ,BANKING industry ,BANK mergers - Published
- 2023
49. Quantum Enters a New Dimension.
- Author
-
Hackett, Robert
- Subjects
QUANTUM computing ,QUANTUM computers - Abstract
The article focuses on quantum computers. Topics include a collaboration between startup Zapata Computing and technology conglomerate Honeywell, the research on quantum computing being done by technology company International Business Machines Corp. (IBM), and the utilization of quantum computing for assessing risk being explored by financial companies such as JPMorgan.
- Published
- 2020
50. JPMorgan Chase & Co. SWOT Analysis.
- Subjects
BANKING industry ,FINANCIAL institutions ,SWOT analysis - Abstract
A SWOT analysis of JPMorgan Chase & Co. is presented.
- Published
- 2021
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