Lincolnshire County Council Pension Fund Awards J.P. Morgan With Transition Management Mandate

J.P. Morgan's Worldwide Securities Services business has completed an asset restructuring for the Lincolnshire County Council Pension Fund. J.P. Morgan provided integrated transition management services to the 1.2 billion Lincolnshire County Council Pension Fund to help in the restructuring and

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J.P. Morgan’s Worldwide Securities Services business has completed an asset restructuring for the Lincolnshire County Council Pension Fund.

J.P. Morgan provided integrated transition management services to the 1.2 billion Lincolnshire County Council Pension Fund to help in the restructuring and implementation of its equity investment portfolio. The service covered all phases of the transition from strategy development through to execution and performance review and brings together J.P. Morgan’s firm-wide capabilities and best-in-class solutions.

Jo Ray, Financial Advisor, Pensions and Investments at the Lincolnshire County Council Pension Fund, said, “We were keen to minimise cost in implementing this change and required total transparency throughout the process. We have received a consistently high level of service from J.P. Morgan and are pleased with the outcome, which was delivered within cost expectations.”

Benjie Fraser, Practice Lead for J.P. Morgan Worldwide Securities Services’ pension fund business in Europe, said, “Our long-term relationship with Lincolnshire County Council Pension Fund is very important to J.P. Morgan, and our transition management team was delighted to help the fund with this asset restructuring as part of the overall set of services we provide for them. J.P. Morgan Worldwide Securities Services has extensive experience meeting the needs of UK local authority pension funds, and is committed to working closely with government funds across Europe.”

D.C.

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