J.P. Morgan asset management and Hazeltree partner to streamline cash & liquidity management

By Pavithra R

Hazeltree, the leading provider of cloud-based treasury solutions for investment managers, has announced that the company has partnered with J.P. Morgan Asset Management to deliver an integrated cash and liquidity management platform to private credit, private equity, real estate, and infrastructure funds.

Under the partnership, J.P. Morgan Asset Management clients can now access Hazeltree’s technology to manage multi-bank relationships across their entire fund structures and access J.P. Morgan’s liquidity products seamlessly. The collaboration enables private fund managers to onboard their complex legal entities onto J.P. Morgan’s liquidity platform and operationally facilitate the increased transaction workload across various counterparties in an efficient and highly controlled manner.

“Managing liquidity has never been more challenging or imperative. That is why we are dedicated to offering the best digital solutions for our clients. By partnering with Hazeltree, we are able to provide clients with secure, immediate access to a suite of investment products with full transparency across their global portfolio,” said John Donohue, CEO of Asset Management Americas and Head of Global Liquidity, J.P. Morgan Asset Management.

Clients will receive unlimited transparency into all cash and liquidity accounts, across all banking relationships, enabling fund managers to track and forecast cash balances. They can also configure robotic automation to calculate excess, investable cash, and recommend cash investment decisions based on user-defined parameters and constraints. The newly integrated offering is now available to J.P. Morgan Asset Management and Hazeltree clients.

“Many firms still rely on spreadsheets and office tools to manage cash across their large number of legal entities and a multitude of banking relationships. Our integrated platform not only centralizes all cash and liquidity holdings interactions with consistent controls and workflows, but the opportunity exists to easily invest excess cash at a variety of cash products with J.P. Morgan,” said Sameer Shalaby, President and CEO of Hazeltree.

Recently, J.P. Morgan asset management & Calastone partnered to automate money market funds.

Founded in 2011, Hazeltree provides innovative cloud-based treasury solutions to investment management firms, delivering enhanced transparency, liquidity, improved performance, and risk mitigation. The firm serves hedge funds, asset managers, fund administrators, insurance companies, private markets, pension funds, and corporates with proactive performance enhancement and risk mitigation capabilities that generate alpha from operations, reduce a range of liquidity and funding risks and streamline operations.