J.P. Morgan Plots Insurance-Like Hedge Funds With Three Firms

The bank is working with York, Third Point and Newbrook on a product whose structure is becoming popular as a tax-deferral strategy.

Stephen Taub October 26, 2016

J.P. Morgan Private Bank is gearing up to become the latest firm to offer an insurance-like hedge fund product to its wealthy clients. The product, an obscure but increasingly popular offering called an Insurance Dedicated Fund (IDF), enables investors to defer and in some cases

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