Combining the best qualities of active and passive
The JPMorgan Global Research Enhanced Index Equity Fund offers an alternative to passive equity management, or indexing, that aims to increase the return component of the passive allocation without significantly increasing the risk.
Research enhanced index strategies have been managed by J.P. Morgan Asset Management for over 25 years. Our strategies are designed to consistently outperform a given index (after fees) while maintaining a risk profile closely resembling an index.
Unlike passive strategies, we target excess returns by optimising the stock-specific ideas of our team of fundamental research analysts. Our portfolio managers exploit stock specific insights on a risk and transaction cost aware basis.
The result is a core strategy that strives to deliver positive alpha at low active risk.
Our strategy aims to stay regional, sector and style neutral while maximising the fundamental bottom up stock specific insights generated by our 80+ global equity analyst research team adding alpha to the portfolio.
Research is at the core of everything we do
Stock selection is the key driver of excess returns. Leveraging fundamental insights of over 80 equity career analysts globally, we translate this advantage into a robust valuation model, which further contributes to a portfolio that maximises our convictions.
Uncompensated risk is optimised using a portfolio construction framework which limits stock-specific, sector, region, style and country risks as well as trading costs.
Environmental, social and governance (ESG) factors are of growing importance to investors and can have significant implications for long-term performance. Systematic and explicit consideration of these factors is built into the strategy’s investment process.
Stewards of the Environment
Equitable approach to Social capital
Governance that fosters sustainability and long-term value creation
Our Equities capabilities
US$ 542 billion
Assets under management
Equity investment professionals with 13+ average years of experience
Equity research analysts with 10+ average years of experience
Global research budget