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    J.P. Morgan Asset Management’s website and/or mobile terms, privacy and security policies don't apply to the site or app you're about to visit. Please review its terms, privacy and security policies to see how they apply to you. J.P. Morgan Asset Management isn’t responsible for (and doesn't provide) any products, services or content at this third-party site or app, except for products and services that explicitly carry the J.P. Morgan Asset Management name.
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    1. Consider the big picture in a liquid, sustainable & alternative portfolio

    Consider the big picture in a liquid, sustainable & alternative portfolio

    Nov 2021 (3-minute read)

    J.P. Morgan Asset Management

    Key takeaways:

    • As the world changes along with societal trends and environmental challenges, we seek opportunities to invest in these themes while aligning with our clients’ values.

    Viewing the world through a sustainable lens


     

    • As macro investors, we start with the big picture. We seek to identify the large external forces that can drive the performance of companies, asset classes and markets over time, and then distil these into a focused portfolio of investments that adhere to the strategy’s strict sustainability criteria.

    • We seek to emphasise investment in companies that have better environmental, social and governance (ESG) credentials and/or offer sustainable products and services as part of their business. We exclude investment in unsustainable industries and activities.

    • Our macro themes provide a framework to focus our research efforts, and they can be categorised as either secular or cyclical. Our secular themes capture structural trends and changes that are creating disruption between and within industries, or demanding new business development, such as the disruption to the energy and transport sectors resulting from action to address climate change. Our cyclical themes focus on shorter term macro cycles.

    Employing a three-pillar approach


     

    • We seek to reflect our clients’ values through a three-pillar approach to build a sustainable portfolio2.

    Integration of ESG risks into decision-making

    Systematic exclusions based on client values

    Positive positioning to sustainable securities

    Consideration of ESG risks forms part of the security research and is factored into decision-making across the entire US$12.0 billion3 Macro Strategies platform.

    Systematic exclusions4 are applied to certain industries and sectors to reflect our clients’ values and expected business practices.

    We reflect our clients’ values positively, by tilting the portfolio towards companies and other issuers that rank better for sustainability than their peers.


     

    JPMorgan Global Macro Sustainable Fund


     

    • The Fund is a daily-liquid sustainable solution that invests in big picture themes and shorter-term cyclical changes that we believe are driving markets today.

    • Our alternative strategies are designed to achieve specific client outcomes, and built to deliver uncorrelated return opportunities to traditional asset classes1,2.

    • The Fund also reflects many of the shared ESG values of our clients through the exclusion4 of certain industries and activities..
    210213-AU-GMS_AEM_Topbanner

    The bigger picture is
    sustainable


    JPMorgan Global Macro Sustainable Fund seeks to capitalise on global themes that help drive return opportunities under a sustainability framework.

    Find out more

    210213-AU-GMS_AEM_Topbanner
    210213-AU-GMS_AEM_Topbanner

    The bigger picture is
    sustainable


    JPMorgan Global Macro Sustainable Fund seeks to capitalise on global themes that help drive return opportunities under a sustainability framework.

    Find out more

    210213-AU-GMS_AEM_Topbanner

    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.

    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. Data as of 31.08.2021.
    4. Current exclusions can be found on our website. Exclusion and inclusion criteria are subject to periodic changes without advanced notice.

    © 2021 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 are 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.

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    All investments contain risk and may lose value. This advertisement or publication has been prepared and issued by JPMorgan Asset Management (Australia) Limited (ABN 55 143 832 080) (AFSL No. 376919) being the investment manager of the fund. It is for general information only, without taking into account your objectives, financial situation or needs and does not constitute personal financial advice. Before making any decision, it is important for investors to consider the appropriateness of the information and seek appropriate legal, tax, and other professional advice. For more detailed information relating to the risks of the Fund, the type of customer (target market) it has been designed for and any distribution conditions please refer to the relevant Product Disclosure Statement and Target Market Determination which have been issued by Perpetual Trust Services Limited, ABN 48 000 142 049, AFSL 236648, as the responsible entity of the fund available on https://am.jpmorgan.com/au.​