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  1. REI ETFs - Research Enhanced Index ETFs

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Research Enhanced Index ETFs

Active building blocks for a stronger core



Combine fundamental research with efficient index exposure

Indexed ETF strategies provide predictable, cost-effective core solutions for investors looking to build efficient broad equity and bond market exposure. However, active alpha will have a key role to play in a world of heightened policy and geopolitical uncertainty, where greater return dispersion is expected across assets.

By blending active security selection with passive index exposure within a robust environmental, social and governance (ESG) framework, our Research Enhanced Index (REI) ETFs seek positive alpha at low tracking error, providing highly efficient equity and corporate bond exposure that can be used to complement existing core portfolios, add diversification or to implement tactical views.

1.

Active security selection

Investment expertise



Active positions are implemented by highly experienced portfolio managers backed by the insight of our equity and bond analyst teams around the globe.

2.

Consistent alpha generation

Information advantage



Our proprietary equity and bond research provides the opportunity to generate excess returns by identifying undervalued and avoiding overvalued securities.

3.

Rigorous ESG framework

ESG built in



Financially material ESG factors are rigorously applied to our Research Enhanced Index Equity and Research Enhanced Index Corporate Bond ETFs categorised as Article 8 under the SFDR classification and our Research Enhanced Index SRI Paris Aligned ETFs are Article 9.

Invest in the best of active and passive

Our REI approach works by taking lots of small active stock or bond positions based on our proprietary equity and credit research, while also keeping regional and sector exposures close to the index at all times to maintain a consistently low tracking error.

The goal is to maximise alpha generation from security selection and to minimise uncompensated index risks—all while maintaining an attractive fee.

Introducing our Research Enhanced Index ETFs (REI ETFs)

Our Research Enhanced Index ETFs cover the world’s major stock markets as well as the US and European corporate bond markets, providing low tracking error active building blocks whether you’re looking to add diversification, gain exposure to our fundamental research, or make efficient tactical changes to portfolio positioning.
  • Core equity ESG ETFs
  • Sustainable equity ETFs
  • Core fixed income ESG ETFs
Core equity ESG ETFs
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Index-like equity exposure and stock-specific insight within a single cost effective solution that reflects the environmental, social and governance (ESG) considerations that increasingly matter to today’s long-term investors.

Each ETF has the SFDR Article 8 classification.

  • JPM Global Research Enhanced Index (ESG) UCITS ETF
  • JPM US Research Enhanced Index (ESG) UCITS ETF
  • JPM Europe Research Enhanced Index (ESG) UCITS ETF
  • JPM Eurozone Research Enhanced Index (ESG) UCITS ETF
  • JPM Japan Research Enhanced Index (ESG) UCITS ETF
  • JPM Global Emerging Markets Research Enhanced Index (ESG) UCITS ETF
  • JPM AC Asia Pacific ex Japan Research Enhanced Index Equity (ESG) UCITS ETF
  • JPM China A Research Enhanced Index (ESG) UCITS ETF
Sustainable equity ETFs
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Index-like tracking error and active stock-level positioning, applied to customised sustainable benchmarks that are focused on sustainable companies, and which have decarbonisation targets that are aligned to the Paris Agreement.

Each ETF has the SFDR Article 9 classification.

  • JPM Global Research Enhanced Index Equity SRI Paris Aligned UCITS ETF
  • JPM US Research Enhanced Index Equity SRI Paris Aligned UCITS ETF
Core fixed income ESG ETFs
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Index-like corporate bond exposures in a cost-effective ETF wrapper, with targeted active positions that leverage the depth of our expertise in credit portfolio management, security selection and fundamental research.

Each ETF has the SFDR Article 8 classification.

  • JPM USD Corporate Bond Research Enhanced Index (ESG) UCITS ETF
  • JPM EUR Corporate Bond Research Enhanced Index (ESG) UCITS ETF
  • JPM EUR Corporate Bond 1-5 yr Research Enhanced Index (ESG) UCITS ETF

Research Enhanced Indexing (REI) ETF insights

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 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 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, whilst it is the intention to achieve the investment objective of the investment products, there can be no assurance that those objectives 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, instrument of incorporation and sustainability-related disclosures, are available in English from JPMorgan Asset Management (Europe) S.à r.l., 6 route de Trèves, L-2633 Senningerberg, Grand Duchy of Luxembourg, your financial adviser or your J.P. Morgan Asset Management regional contact or at www.jpmorganassetmanagement.ie. 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. Units in Undertakings for Collective Investment in Transferable Securities (“UCITS”) Exchange Traded Funds (“ETF”) purchased on the secondary market cannot usually be sold directly back to UCITS ETF. Investors must buy and sell units on a secondary market with the assistance of an intermediary (e.g. a stockbroker) and may incur fees for doing so. In addition, investors may pay more than the current net asset value when buying units and may receive less than the current net asset value when selling them. In Switzerland, JPMorgan Asset Management (Switzerland) LLC, 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 of the funds. JPMorgan Asset Management (Switzerland) LLC herewith informs investors that with respect to its distribution activities in and from Switzerland it 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 JPMorgan Asset Management (Switzerland) LLC. 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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