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 2.3 trillion
in ESG integrated assets under management
Source: J.P. Morgan Asset Management; data as of 31 March 2021.
ESG PROMOTE AND SUSTAINABLE INVESTING CAPABILITIES FOR SPECIFIC GOALS
ESG Promote
Promote environmental and/or social characteristics.
Positive tilt
Tilted towards sectors, companies or projects with positive ESG characteristics; excludes certain companies based on ESG criteria.
Best in class
Invests in companies that lead their peer groups in ESG performance; excludes certain companies based on ESG criteria.
Thematic
Invest with a thematic focus on a UN Sustainable Development Goal or other specific ESG themes.