The J.P. Morgan Global Sustainable Equity strategy offers an established solution for investors looking for a core global equity portfolio allocation that focuses on stocks with best-in-class sustainability credentials and attractive valuations. The strategy stands out among its competitors thanks to its research-driven approach, investment and sustainable investing expertise, active ownership model, and strict risk controls relative to the benchmark.
The key highlights of the J.P. Morgan Global Sustainable Equity strategy include:
- Research-driven security selection: The portfolio is constructed based on the research output of our team of 80+ dedicated sector analysts located globally, and the investment expertise of our experienced global equity portfolio managers.
- Single valuation model approach: Our global sector analysts cover over 2,500 companies around the world, ranking each one on the strength of its business model, and assessing every stock for its environmental, social and governance (ESG) characteristics.
- Rigorous sustainability analysis: Our proprietary ESG framework combines fundamental ESG scores (based on our analysts’ ESG checklist) and quantitative ESG scores to assess the sustainability credentials of the stocks that we cover.
- Active ESG engagement: We engage with the companies in which we invest on sustainability issues, in conjunction with our analyst team and our sustainable investing team. Engagement can also involve partnership with clients to establish coordinated action and reporting plans.
- Strict risk management: The strategy is managed within strict risk parameters, with individual active stock weightings, sector weightings and country weightings limited relative to the benchmark. As a result, returns will be driven by security selection, with regional, sector and thematic risks controlled at all times.