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.
Source: J.P. Morgan Asset Management. For illustrative purposes
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.
Source: J.P. Morgan Asset Management, data as of 30.09.2020. For illustrative purposes only. The stated target returns are the investment manager’s objectives only. The objectives are gross of fees. There is no guarantee that these objectives will be met.
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.
Source: J.P. Morgan Asset Management, data as of 30.09.2020. For illustrative purposes only.
Managed within an ESG framework
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
7
locations worldwide
360+
Equity investment professionals with 13+ average years of experience
147
Equity research analysts with 10+ average years of experience
US$150 million
Global research budget
Source: J.P. Morgan Asset Management as of 30.09.2020. Includes portfolio managers, research analysts, traders and investment specialists with VP title and above.