Capabilities

Invest for a sustainable future

The way companies manage environmental, social and governance (ESG) factors affects not only their financial results but the long-term viability of our environment and way of life. Sustainable investing funds enable investors to pursue their financial goals while supporting a better future for us all.

Funds built on active insight

At J.P. Morgan Asset Management, our sustainable investing funds are underpinned by the breadth and depth of our research resources, our data-driven insight, and the scale and reach of our investment stewardship programme.

Sustainable investing capabilities for specific client goals

Our broad range of sustainable investing funds is designed to align with our clients’ financial goals and values. We continue to expand the range as investors’ sustainability objectives evolve.

Source: J.P. Morgan Asset Management as of December 31, 2022.
J.P. Morgan Asset Management takes a global approach to sustainable investing and the solutions offered through our sustainable investing platform meet our internally defined criteria for a sustainable investment. The evolving nature of sustainable finance regulations and the development of jurisdiction-specific legislation setting out the regulatory criteria for a ‘sustainable investment’ or ‘ESG’ investment mean that there is likely to be a degree of divergence as to the regulatory meaning of such terms. This is already the case in the European Union where, for example, under the Sustainable Finance Disclosure Regulation (EU) (2019/2088) certain criteria must be satisfied in order for a product to be classified as a ‘sustainable investment’. Any references to ‘sustainable investing’, ‘SI’ or ‘ESG’ in this document are intended as references to our internally defined criteria only and not to any jurisdiction-specific regulatory definition.

Funds to help you build a sustainable portfolio

JPMorgan Funds - Climate Change Solutions Fund *

Capture climate innovation across sectors with an approach that combines artificial intelligence and human insight.

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Explore our full range of ESG promote and sustainable investing funds

SICAVs ETFs

These funds were awarded the Towards Sustainability label for sustainable and socially responsible products from the Central Labelling Agency until the until 30 June 2024 (*).

The Central Labelling Agency is a Belgian not-for-profit association. For more information about the Towards Sustainability initiative, please visit www.towardssustainability.be. The Towards Sustainability Initiative include Quality Standard and the Label for sustainable and socially responsible financial products.

Understanding SFDR

Learn how the Sustainable Finance Disclosure Regulation (SFDR) is helping investors to make informed sustainable investing choices.

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Sustainable and Inclusive Economies Framework

Our new framework for outcome-driven products aims to identify solution providers driving the transition to a more sustainable future.

Download the paper

ESG-enhanced investment stewardship

Engagement with the companies in which we invest is integral to our sustainable investing approach.

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ESG integration

We incorporate ESG factors in our active investment processes, where financially material and relevant.

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For certain strategies that the adviser determines to be ESG integrated, the adviser integrates financially material environmental, social and governance (ESG) factors as part of the Fund’s investment process (ESG Integration). ESG Integration is the systematic inclusion of ESG issues in investment analysis and investment decisions. ESG Integration is dependent upon the availability of sufficient ESG information for the applicable investment universe. In addition, in order for an actively managed strategy to be considered ESG integrated, the adviser requires: (1) portfolio management teams to consider proprietary research on the financial materiality of ESG issues on investments; (2) documentation of the adviser’s research views and methodology throughout the investment process; and (3) appropriate monitoring of ESG considerations in ongoing risk management and portfolio monitoring. ESG determinations may not be conclusive and securities of companies/issuers may be purchased and retained, without limit, regardless of potential ESG impact. The impact of ESG Integration on performance is not specifically measurable as investment decisions are discretionary regardless of ESG considerations. As ESG integration considers financially material ESG factors, it does not by itself change a strategy’s investment objective, exclude specific types of companies, or constrain a strategy’s universe. Certain strategies have additional ESG investment processes that go beyond ESG integration. Please see the offering documents or investment policies for the strategy for any exclusions, constraints on investments, or additional ESG investment processes or strategies.

This is a marketing communication and as such the views contained herein are not to be taken as an advice or recommendation to buy or sell any investment or interest thereto. Reliance upon information in this material is at the sole discretion of the reader. Any research in this document has been obtained and may have been acted upon by J.P. Morgan Asset Management for its own purpose. The results of such research are being made available as additional information and do not necessarily reflect the views of J.P. Morgan Asset Management. Any forecasts, figures, opinions, statements of financial market trends or investment techniques and strategies expressed are, unless otherwise stated, J.P. Morgan Asset Management’s own at the date of this document. They are considered to be reliable at the time of writing, may not necessarily be all inclusive and are not guaranteed as to accuracy. They may be subject to change without reference or notification to you. It should be noted that the value of investments and the income from them may fluctuate in accordance with market conditions and investors may not get back the full amount invested. Past performance and yield are not a reliable indicator of current and future results. There is no guarantee that any forecast made will come to pass. 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.

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