The $400 Billion Money-Fund Exodus With Banks in Its Crosshairs

  • Push to make money markets safer transforms industry
  • Investors set to exit prime funds, which buy commercial paper

A view of Royal Bank in Toronto, Canada.

Photographer: Reynard Li
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Banks and other companies that have seen borrowing costs rise in the past year are about to feel more pressure in a $1 trillion market for short-term IOUs.

Investors are poised to pull as much as $400 billion from U.S. money-market funds that buy such debt, known as commercial paper, JPMorgan Chase & Co. predicts. The looming exodus, a consequence of steps to make money markets safer after the financial crisis, is set to accelerate before October. That’s when Securities and Exchange Commission rules take effect mandating that so-called institutional prime funds, among the main buyers of commercial paper, report prices that fluctuate. Traditionally, those funds have stuck to $1 per share.