• Investors are increasingly looking for investment solutions that reflect not only their financial goals but also their values and beliefs.


• Economies and corporations are increasingly developing the expertise, best practices and technology relevant to achieving sustainable development goals.


• We believe that consideration of material environmental, social and governance (ESG) factors should be an important part of the investment process¹. It is clear to us that ESG factors will increasingly affect companies’ ability to successfully operate and generate returns, today and over the long term.


• Our approach to sustainable investing builds on our long heritage of active management and stewardship, and the expertise of our analysts, who incorporate ESG factors in their research process.

• Since 2016, we have committed to incorporating ESG factors into our investment processes for active strategies across our investing platform, where material and relevant.


• Going further than ESG integration, our sustainable investment capabilities are designed to align even more with our clients’ financial goals and values. We offer a spectrum of approaches, from screening out companies in certain industries to targeting best in class opportunities.

• The JPMorgan Global Macro Sustainable Fund employs our tried and tested macro process sustainably to help investors align their financial goals with their values.


• We strive to deliver positive returns in varying market environments, offering investors a source of diversified return with low long-term correlation to traditional assets.


• As macro investors, we invest in shares, bonds and other assets. But rather than starting with company specifics, we start with the big picture. We seek to identify the large external forces, such as climate change, that can drive the performance of companies, asset classes and markets over time^2,3.


• When selecting investments to reflect our macro views we carry out an in-depth ESG assessment in order to lean into companies and government bonds with better ESG/sustainability characteristics, while we do not invest in industries and activities that would be considered unsustainable.

For illustrative purposes only based on current market conditions, subject to change from time to time.

Provided for information only based on market conditions as of date of publication, not to be construed as investment recommendation or advice.

Diversification does not guarantee investment return and does not eliminate the risk of loss. Yield is not guaranteed. Positive yield does not imply positive return.

1. Provided for information only, not to be construed as investment recommendation. Investments involve risks, not all investment ideas are suitable for all investors.
2. For illustrative purposes only based on current market conditions, subject to change from time to time. Not all investments are suitable for all investors. Exact allocation of portfolio depends on each individual’s circumstance and market conditions. The portfolio risk management process includes an effort to monitor and manage risk, but does not imply low risk.
3. Source: J.P. Morgan Asset Management, as at 31.08.2021. US theme includes Canada. Opinions, estimates, forecasts, projections and statements of financial market trends are based on market conditions at the date of the publication, constitute our judgment and are subject to change without notice. There can be no guarantee they will be met.

The information provided 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 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. Issued by JPMorgan Asset Management (Australia) Limited ABN 55 143 832 080, AFSL No. 376919.