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    1. J.P. Morgan Asset Management Belgium
    2. Investment Themes
  1. Sustainable investing
  2. Sustainable investing strategies

Designed by data. Refined by research.

Climate Change Solutions Fund combines expertise in artificial intelligence and data science with analyst research to distil a vast investment universe into a high conviction portfolio of companies with the potential to shape our world.

The process starts with the ~13,000 companies in the S&P Broad Market Index.

Securities that do not conform with minimum standards of business practice – based on ESG principles and international norms – are excluded.

Read the full exclusion policy

ThemeBot natural language processing tool scans hundreds of millions of data sources to identify companies most exposed to the climate solutions theme.

> Construct mind map

Uses Natural Language Processing (NLP) to identify words that relate to the theme

> Analyse big data

Rapidly analyses hundreds of millions of data sources: company profiles, research, regulatory filings and news articles

> Rank securities

Considers both textual relevance and revenue attribution to determine most theme relevance

Who? Quantitative Solutions, an integrated quantitative research and portfolio management team focused on factor investing, machine learning and data analytics.

Why? Breadth, transparency and speed: 13,000 companies covered, with full look-through into analysis generated in seconds.

Portfolio managers partner with sustainable investing team to define a clear sustainability thesis for each security, using a framework that combines top-down sustainability themes with bottom-up security evaluation.

Who? Thematic portfolio managers from Quantitative Solutions and International Equity Group, with verification from dedicated sustainable investing team.

Why? To ensure capital is allocated efficiently towards activities that generate positive sustainable outcomes.

Global research analysts assess the ESG profile of each business, and formulate a strategic classification on three criteria:

  • Economics: Does the business create value for shareholders?
  • Duration: Can this value be sustained?
  • Governance: How will governance impact shareholder value?

Who? > 80 sector specialists who together conduct over 5000 company meetings per year.

Why? To identify quality/growth companies, supported by solid corporate governance and sustainability practices.

Analysts use their research to formulate normalised earnings forecasts for the potential portfolio companies and generate rankings.

Who? > 80 sector specialists.

Why? To ensure each security comes at a price we are willing to pay.

The portfolio management team constructs a portfolio of 50-100 securities, unconstrained by market cap, sector or region, investing in companies with market-leading positions providing solutions to address climate change.

Who? Thematic portfolio managers from Quantitative Solutions and International Equity Group.

See the top holdings

Funds in Depth

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For Professional Clients / Qualified Investors only – not for Retail use or distribution. This is a marketing communication and as such the views contained herein do not form part of an offer, nor are they to be taken as advice or a 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 may not necessarily be all inclusive and may be subject to change without reference or notification to you. The value of investments and the income from them may fluctuate in accordance with market conditions and taxation agreements and investors may not get back the full amount invested. Changes in exchange rates may have an adverse effect on the value, price or income of the products or underlying overseas investments. 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. Furthermore, there can be no assurance that the investment objectives of the investment products will be met. 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. As the product may not be authorised or its offering may be restricted in your jurisdiction, it is the responsibility of every reader to satisfy himself as to the full observance of the laws and regulations of the relevant jurisdiction. Prior to any application investors are advised to take all necessary legal, regulatory and tax advice on the consequences of an investment in the products. Shares or other interests may not be offered to, or purchased, directly or indirectly by US persons. All transactions should be based on the latest available Prospectus, the Key Information Document (KID) and any applicable local offering document. These documents together with the annual report, semi-annual report, the articles of incorporation and sustainability-related disclosures for the Luxembourg domiciled products are available in English upon request from JPMorgan Asset Management (Europe) S.à r.l., 6 route de Trèves, L-2633 Senningerberg, Grand Duchy of Luxembourg, your financial adviser, your J.P. Morgan Asset Management regional contact or at https://am.jpmorgan.com. A summary of investor rights is available in English at https://am.jpmorgan.com/lu/investor-rights. J.P. Morgan Asset Management may decide to terminate the arrangements made for the marketing of its collective investment undertakings. In Switzerland, JPMorgan Asset Management Switzerland LLC (JPMAMS), Dreikönigstrasse 37, 8002 Zurich, acts as Swiss representative of the funds and J.P. Morgan (Suisse) SA, Rue du Rhône 35, 1204 Geneva, as paying agent. With respect to its distribution activities in and from Switzerland, JPMAMS receives remuneration which is paid out of the management fee as defined in the respective fund documentation. Further information regarding this remuneration, including its calculation method, may be obtained upon written request from JPMAMS. 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.

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