JPAM_logo
  • Funds

    Fund Listing

    • Fund Range
    • Fund Documents
    • How to Invest

    Asset Classes

    • Alternatives
    • Equities
    • Fixed Income

    Featured Funds

    • Alternative Investments
    • Fixed Income Funds
    • Global Macro Opportunities Fund
    • Global Research Enhanced Index (REI) Fund
  • Insights

    Market Insights

    • Guide to the Markets
    • Guide to Alternatives
    • Weekly Market Recap
    • On the Minds of Investors
    • Market Insights Overview

    Portfolio Insights

    • Long-Term Capital Market Assumptions
    • Global Asset Allocation Views
    • Global Fixed Income Views
    • Portfolio Insights Overview
  • Investment Ideas
    • Managing Volatility
  • Resources
    • Announcements
  • About Us
  • Contact Us
Skip to main content
  • Role
  • Country
Search
Menu
CLOSE
Search
  • Email
  • Actions

  • Email

 

Investment stewardship

Investment-led, expert-driven

 

Our heritage and responsibility

For more than 150 years, we have been creating value for our clients by considering the impact of every decision we make. As one of the world’s largest allocators of client capital, we recognize our accountability to society as a whole.

In our role as a large, active manager, we are already seeing improvements in the companies with which we engage. Not only do we think they will perform better financially over the long term, but they will also contribute to a more positive, forward-looking and equal society.

LEARN MORE ABOUT OUR STEWARDSHIP EFFORTS

Our approach

Learn how we promote sustainability through investment-led stewardship.

Learn about our stewardship philosophy

Investment stewardship report

Our Global annual report for 2020 illustrates not just that we are engaging with a wide range of companies, but how we are doing it, too.

Download the report

Voting responsibly and engaging for change

Our stewardship activities are based on proprietary environmental, social and governance (ESG) research by our investment desks and Sustainable Investing Team.

Our investment stewardship specialists play a key role in ensuring consistent, high quality dialogue with the companies in which we invest and guide our voting decisions, in collaboration with our portfolio managers and sector or credit analysts.

J.P. Morgan Asset Management as of 31 December 2020


~500 dedicated ESG engagement meetings

each year
 

Voted at ~8,000 shareholder meetings in 80 markets globally

in 2020

 


Our team and approach 

Stewardship is underpinned by the research of our deeply resourced network of investment professionals. Regional heads of stewardship work collaboratively with local investment teams and report to the Global Head of Sustainable Investing, Jennifer Wu, who is accountable to the operating committee.

JPMorgan Investment Stewardship ESG Organization Chart

Our policies and commitments

Voting policy and guidelines

Our objective is to vote in a prudent and diligent manner, in the best interests of our clients.

Read the full policy

Conflicts of interest policy

Our conflicts policy sets out how we identify and manage potential conflicts of interest.

Understand our approach

Asia-Pacific corporate governance report

We maintain a clear record of our proxy voting and engagement activities.

View our report

Governance & Stewardship

Principles of Internal Governance and Asset Stewardship for Australia.

learn more

Risk summary

Certain client strategies invest on the basis of sustainability/Environmental Social Government (ESG) criteria involves qualitative and subjective analysis. There is no guarantee that the determinations made by the adviser will be successful and/or align with the beliefs or values of a particular investor. Unless specified by the client agreement or offering documents, specific assets/companies are not excluded from portfolios explicitly on the basis of ESG criteria nor is there and obligation to buy and sell securities based on those factors.

JPMorgan Asset Management

  • Terms & Conditions
  • Financial Services Guide
  • Privacy Policy
  • Cookie Policy
  • Investment Stewardship
  • Voting Policy
  • Unit Pricing Policy
  • Sitemap
J.P. Morgan

  • J.P. Morgan
  • JPMorgan Chase
  • Chase

© 2021 All Rights Reserved - JPMorgan Asset Management (Australia) Limited   ABN 55 143 832 080, AFSL No. 376919

The information provided on this website is general in nature only and does not constitute personal financial advice. The information has been prepared without taking into account your personal objectives, financial situation or needs. Before acting on any information on this website you should consider the appropriateness of the information having regard to your objectives, financial situation and needs. Therefore, before you decide to buy any product or keep or cancel a similar product that you already hold, it is important that you read and consider the relevant JPMorgan fund Product Disclosure Statement (PDS), which is available to download on this website and make sure that the product is appropriate for you. Before making any decision, it is important for you to consider these matters and to seek appropriate legal, tax, and other professional advice.