Featuring Joyce Chang

Joyce Chang is Chair of Global Research for J.P. Morgan’s Corporate and Investment Bank, a global leader in Banking, Markets and Investor Services. J.P. Morgan’s Global Research professionals study all sectors in which the firm does business, including equities, fixed income, currency and commodities, emerging markets, derivatives and structured finance.

Joyce was most recently Global Head of Research, a role she held for more than five years (2014-2019). She was previously Global Head of Fixed Income Research and began her career as an Emerging Markets Strategist. From 1997 through 2012, Joyce held top rankings in Institutional Investor surveys for Emerging Markets research, earning 25 #1 individual rankings. In 2014, she was inducted into the Fixed Income Analyst Society Hall of Fame.

Joyce was a Managing Director at Merrill Lynch and Salomon Brothers prior to joining J.P. Morgan Chase in 1999. She serves on the Board of Directors of Trickle Up and Girls Inc. and is a member of the Council on Foreign Relations and the Inter-American Dialogue. She is the Senior Sponsor for J.P. Morgan’s Corporate and Investment Bank Women on the Move Network, the network for employees of Asian heritage (AsPIRE) and Nonprofit Board Service. She has been named as one of Top 25 Most Powerful Women in Finance by American Banker since 2012 and included in Barron’s list of the 100 Most Influential Women in Finance since 2020.

Joyce holds an M.P.A. from Princeton and serves on its External Advisory Council for the Center for Public Policy, and has a B.A. from Columbia from where she was awarded the John Jay award for professional achievement and serves on its Board of Visitors.

The CAIA Association
The CAIA Association is a global professional credentialing body dedicated to creating greater alignment, transparency, and knowledge for all investors, with a specific emphasis on alternative investments. A Member-driven organization representing professionals in more than 95 countries, CAIA Association advocates for the highest ethical standards. The organization provides unbiased insight on a broad range of investment strategies and industry issues, key among them being efforts to bring greater diversification to portfolio construction decisions to achieve better long-term investor outcomes. To learn more about the CAIA Association and how to become part of the organization’s mission, please visit https://caia.org/.

The FDP Institute
The Financial Data Professional Institute (FDPI) was established by the  CAIA Association to address the growing need in finance for a workforce that  has the skills to perform in a digitized world where an increasing number of decisions will be data and analytics driven. The Financial Data Professional (FDP) is a global designation for  investment professionals with data science skills.

MUFG
MUFG Investor Services is an industry leader in asset servicing, banking and fund financing, working with some of the largest investment firms in the world. Leveraging the financial and intellectual capital of Mitsubishi UFJ Financial Group (“MUFG”), one of the largest banks in the world with more than US$2.8 trillion in assets, our diversified client base includes hedge funds, fund of hedge funds, regulated funds, private equity and real asset funds across a broad array of investment strategies, asset types, and fund structures.

Our foundation is rooted in the commitment to meet the needs of our customers. Our global scale, breadth of services, and industry leading technology, along with the quality of our insights allow us to create partnerships with our clients and distinctive solutions that meet their specific priorities. www.mufg-investorservices.com

State Street
We’re at the heart of financial services. And our clients are at the heart of everything we do. We develop solutions to meet their challenges. We recruit the best. We build partnerships and invest in innovation to help them innovate and grow. Through our new fully interoperable platform, State Street Alpha SM , we bring together our clients’ choice of real-time data and intelligence across the investment lifecycle to help them make better decisions and deliver growth for their clients. With built-in flexibility and scalability, Alpha lets clients manage any assets in any market and streamline their day-to-day processes — helping to facilitate innovation, better inform investment decisions, optimize returns and streamline business operations.

Vanguard
Vanguard was founded in 1975 upon a simple, but revolutionary idea: an enterprise owned by the mutual funds it offers and managed solely in the interests of its fund shareholders. Unlike other investment management companies, Vanguard is owned by the Vanguard funds, which in turn are owned by our clients. This unique structure represents a radical departure from the industry norm, where management companies ultimately serve their fund and company owners.

Headquartered in Malvern, Pennsylvania and with offices worldwide, Vanguard is one of the largest investment management companies offering actively managed, index, and exchanged-traded funds, advice, and related services to more than 30 million clients. Vanguard manages more than $5.9 trillion on behalf of individuals, institutions, and financial professionals.

More than 17,000 crew—what Vanguard calls its’ employees—serve our clients with dedication, integrity, and care—guided by a clear purpose: To take a stand for all investors, to treat them fairly, and to give them the best chance for investment success.