ALIGNING INVESTMENTS WITH VALUES
In a fast-changing world, sustainability is a growing concern for our clients. Many investors have twin goals: to generate returns, and to do so in a way that aligns with their values.
We are committed to incorporating the management of risks associated with environmental, social and governance (ESG) factors across our entire investment platform. For investors who want to express their values explicitly in their portfolios, we offer a broad range of sustainable investment capabilities.
ESG integration
ESG integration serves as a foundation for investment decisions across J.P. Morgan Asset Management. We use a proprietary 10-point framework to incorporate material, relevant ESG factors in our active investment processes.
Our Alternatives, Equities, Global Fixed Income, Currency & Commodities, Global Liquidity and Multi-Asset Solutions investment engines have formalised their ESG integration processes for actively managed strategies.
450 integrated strategies
across equities, fixed income, alternatives and liquidity
USD 1.7 trillion
in ESG integrated assets under management
Source: J.P. Morgan Asset Management; data as of 31 March 2020.
Sustainable investment capabilities for specific client goals
Exclusions
Excludes certain sectors, industries or practices from the portfolio based on specific ESG criteria.
Thematic
Invests in themes or assets specifically related to sustainability, with a top-down approach.
Positive tilt
Tilted towards sectors, companies or projects with positive ESG characteristics; excludes certain companies based on ESG criteria.
Impact
Invests with the primary goal of achieving specific, positive environmental/social benefits while also delivering a financial return.
Best-in-Class
Invests only in companies that lead their peer groups in ESG performance; excludes certain companies based on ESG criteria.