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 Sustainable Fund
    • 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
    • Guide to China
    • 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
    • Alternatives
    • Sustainable Investing
  • Resources
    • Multimedia
    • Announcements
    • Insights App
  • About Us
  • Contact Us
Skip to main content
  • Role
  • Country
  • Search
    Search
    Menu
    1. Sustainability oversight and monitoring

    • LinkedIn Twitter Facebook Line

     

    Sustainability oversight and monitoring

    Assuring quality and consistency

     

    Sustainability governance

    Accountability for sustainable investing and stewardship starts at the top of our business. Our Sustainable Investing Oversight Committee is made up of chief investment officers and leaders from our sustainable investing and control functions, and serves as a single point of strategic oversight, decision-making, review and assurance.

     

    Source: J.P. Morgan Asset Management as at December 31, 2021.

    ESG integration oversight

    Responsibility for reviewing and approving the ESG integration approaches of our investment groups lies with the ESG Data and Research Working Group. This group of senior investment professionals and sustainable investing team delegates is chaired by the global head of sustainable investing, Jennifer Wu, and its decisions are reviewed by the Sustainable Investing Oversight Committee. Once approved, each approach is subject to ongoing monitoring. Investment groups must seek recertification every three years.

     

     

    The ESG Data and Research working group uses a consistent 10-metric framework to evaluate and approve the integration approach of each investment group. Each metric is scored on a scale of 1-5, and a process must receive a total score of at least 30 to be verified as ESG integrated.

     

    Source: J.P. Morgan Asset Management Sustainable Investing TEAM and ESG Data & Research Working Group.

    Stewardship oversight

    The Sustainable Investing Oversight Committee is responsible for global oversight of investment stewardship across all asset classes, investment styles, client types and regulatory regimes. Specialist working groups on voting and engagement report to the committee, providing an additional layer of oversight and escalating any issues.

    • Regional Proxy Oversight Committees are long established in our four key investing regions: North America; Europe, Middle East & Africa (EMEA); Asia excluding Japan; and Japan. The committees are composed of senior equity investment analysts, equity portfolio managers, stewardship team members and legal, compliance and risk specialists. These committees are responsible for formulating regional voting policies and guidelines, and provide an escalation point for voting and wider corporate governance issues.

    • Engagement Working Groups are made up of heads of investment research, analysts, portfolio managers and stewardship team members, with representation from across asset classes and investment styles. The groups enable active discussion, information sharing and coordination of engagement activities across asset classes, and facilitate assessment of ESG controversies and norms breaches with investment analysts, with a view to conducting reactive engagements.

    Further reading

    ESG_SI_PIR_Logo_768x216

    Principles for Responsible Investment

    In 2020, the UNPRI awarded us an A+ rating for our approach to ESG Strategy and Governance.

    View our full scorecard
    ESG-integration-hero-banner-2800x900px

    ESG integration

    We systematically assess financially material ESG factors in our investment decisions, across asset classes and regions.

    Find out more
    JPM53533_SI_report_ESG_Stewardship_2800x900px

    ESG-enhanced investment stewardship

    We promote sustainability through engagement with the companies in which we invest.

    Learn how
    ESG-capabilities-hero-banner-2800x900px

    ESG-focused funds

    We offer a broad range of sustainable investing funds designed to align with our clients’ financial goals and values.

    View the funds

    J.P. Morgan Asset Management is the brand name for the asset management business of JPMorgan Chase & Co. and its affiliates worldwide. To the extent permitted by applicable law, we may record telephone calls and monitor electronic communications to comply with our legal and regulatory obligations and internal policies. Personal data will be collected, stored and processed by J.P. Morgan Asset Management in accordance with our EMEA Privacy Policy www.jpmorgan.com/emea-privacy-policy. This communication is issued in Europe (excluding UK) by JPMorgan Asset Management (Europe) S.à r.l., 6 route de Trèves, L-2633 Senningerberg, Grand Duchy of Luxembourg, R.C.S. Luxembourg B27900, corporate capital EUR 10.000.000. This communication is issued in the UK by JPMorgan Asset Management (UK) Limited, which is authorised and regulated by the Financial Conduct Authority. Registered in England No. 01161446. Registered address: 25 Bank Street, Canary Wharf, London E14 5JP.

    09uf222402104548

    JPMorgan Asset Management

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

    • J.P. Morgan
    • JPMorgan Chase
    • Chase

    © 2022 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) and Target Market Determination, 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.