Skip Nav
Welcome to Institutional Asset Management | Contact Us Client Reporting

Our Approach

Build stronger equity portfolios with J.P. Morgan

Our equity expertise is founded on deep resources across regions and sectors, and a commitment to nurture the brightest talent. Delivering consistent results is at the heart of everything we do.

Outcome oriented active management



Capabilities


Europe

Our Europe Equity portfolios seek to deliver long term returns that exceed the benchmark. They aim to achieve this by following either our Behavioural Finance Process or Research Driven Process.

View Europe

Global / EAFE

We offer multiple international and global strategies that fall under three distinct platforms: Manager Driven Platform, Research Driven Platform, and Behavioral Platform. Each platform has separate portfolio management teams, separate research teams that support them, along with different investment processes and philosophies.

View Global / EAFE

Global Emerging Markets

Specialist Emerging Markets and Asia Pacific (EMAP) equity portfolios are managed by JPMAM’s EMAP Equities team. The EMAP Equities team is responsible for managing all global, regional and single country Emerging Markets and Asia Pacific equity portfolios, with investment professionals located in eight countries globally. The EMAP Equities team is structured to combine the best elements of teamwork and individual responsibility.

View Global Emerging Markets

Japan

We have have investment professionals in 19 locations around the world and have been investing in Japanese equities since 1986.

View Japan

Pacific Basin

Specialist Emerging Markets and Asia Pacific (EMAP) equity portfolios are managed by JPMAM’s EMAP Equities team. The EMAP Equities team is responsible for managing all global, regional and single country Emerging Markets and Asia Pacific equity portfolios, with investment professionals located in eight countries globally. The EMAP Equities team is structured to combine the best elements of teamwork and individual responsibility.

View Pacific Basin

REITs

REITs own, manage, and develop property. Our REITs platform provides portfolios exposure to the investment performance of commercial real estate. Like real estate, REITs offers investors an interesting blend of bond and equity characteristics.

View REITs

U.K.

Our UK Equity portfolios seek to deliver long term returns that exceed the benchmark. They achieve this through bottom up stock selection leveraging a behavioral finance investment approach.

View U.K.

U.S. Behavioral Finance

Our Behavioral Finance Team employs a disciplined and dispassionate hybrid investment process that blends the best of quantitative and qualitative research.

View U.S. Behavioral Finance

U.S. Core

U.S. Core portfolios seek to deliver long-term returns that exceed the benchmark, primarily through bottom-up stock selection leveraging the fundamental insights of our dedicated team of career research analysts. These strategies are benchmark-aware, risk aware and range from enhanced index to 130/30 extension strategies.

View U.S. Core

U.S. Growth

Our U.S. Growth platform has multiple offerings across the capitalization spectrum to meet client needs.  Each Strategy is based on fundamental research, risk management and maintaining a true "growth" bias.
 

View U.S. Growth

Investment Strategies

U.S. Small Cap

Our Behavioral Finance U.S. Small Cap Team employs a disciplined and dispassionate hybrid investment process that blends the best of quantitative and qualitative research.

View U.S. Small Cap

U.S. Value

We offer a broad range of U.S. value strategies that have generated strong risk adjusted returns. We employ a bottom-up fundamentally driven investment approach to construct our portfolios. Our value strategies range from lower beta income to focused, to "go anywhere" portfolios, all of which aim to buy undervalued cash flow streams.

View U.S. Value





years with
J.P. Morgan
years
Experience