J.P. Morgan’s Research Enhanced Index (REI) strategies are designed to consistently outperform a given index after fees, while maintaining a risk profile closely resembling that of the index. The JPMorgan Global Research Enhanced Indexed Equity Fund (Hedged) offers an alternative to passive equity management (indexing) that looks to increase the return component of their passive allocation without significantly increasing the risk.
- REI strategies have been managed by J.P. Morgan Asset Management for over 25 years.
- In-depth stock-specific insights from our global network of fundamental analysts, leveraged by experienced and disciplined portfolio managers, create the opportunity for enhanced returns.
- Rigorous risk management – designed to maintain region, sector and style neutrality and a high correlation with the benchmark – leaves investor portfolio allocation strategies virtually undisturbed.
Long-Standing Repeatable Process: Getting an Edge with Enhanced Research
Piera Elisa Grassi