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JP Morgan Asset Management says will absorb research costs due to MiFID-II

Published 08/11/2017, 11:21 AM
Updated 08/11/2017, 11:30 AM
© Reuters. FILE PHOTO: People walk inside JP Morgan headquarters in New York
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By Carolyn Cohn and Helen Reid

LONDON (Reuters) - JP Morgan Asset Management said on Friday that it will absorb the cost of paying brokers for investment research rather than pass it on to its clients when new European regulation comes in next year.

The European Union's MiFID-II directive comes into force in less than six months, and will require brokers to set a separate price for investment research they provide to fund managers, rather than bundle in the cost with trading services. That leaves asset managers with a choice of having to pass the new charges on to clients or not.

"Research costs will be paid by the business and not by MiFID-II client accounts," JP Morgan Asset Management, which had$1.9 trillion in assets at the end of June, said in statement.

A number of other asset managers, including Vanguard, Jupiter (L:JUP), M&G (L:PRU) and Aberdeen (L:ADN) have also said they will pay research costs themselves.

Others, including hedge fund Man Group's (L:EMG) stockpicking unit GLG, Janus Henderson (N:JHG) and Schroders (L:SDR), said they plan to pass research costs on to clients.

© Reuters. FILE PHOTO: People walk inside JP Morgan headquarters in New York

A JP Morgan Asset Management spokeswoman declined to give an estimate of how much its research costs will be.

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