Invest for a sustainable future
The way companies manage environmental, social and governance (ESG) factors affects not only their financial results but the long-term viability of our environment and way of life. Sustainable investing funds enable investors to pursue their financial goals while supporting a better future for us all.
Funds built on active insight
At J.P. Morgan Asset Management, our sustainable investing funds are underpinned by the breadth and depth of our research resources, our data-driven insight, and the scale and reach of our investment stewardship programme.
Sustainable investing capabilities for specific client goals
Our broad range of sustainable investing funds is designed to align with your financial goals and values. We continue to expand the range as investors’ sustainability objectives evolve.
Source: J.P. Morgan Asset Management as of December 31, 2022.
J.P. Morgan Asset Management takes a global approach to sustainable investing and the solutions offered through our sustainable investing platform meet our internally defined criteria for a sustainable investment. The evolving nature of sustainable finance regulations and the development of jurisdiction-specific legislation setting out the regulatory criteria for a ‘sustainable investment’ or ‘ESG’ investment mean that there is likely to be a degree of divergence as to the regulatory meaning of such terms. This is already the case in the European Union where, for example, under the Sustainable Finance Disclosure Regulation (EU) (2019/2088) certain criteria must be satisfied in order for a product to be classified as a ‘sustainable investment’. Any references to ‘sustainable investing’, ‘SI’ or ‘ESG’ in this document are intended as references to our internally defined criteria only and not to any jurisdiction-specific regulatory definition.
Further reading
For certain strategies that the adviser determines to be ESG integrated, the adviser integrates financially material environmental, social and governance (ESG) factors as part of the Fund’s investment process (ESG Integration). ESG Integration is the systematic inclusion of ESG issues in investment analysis and investment decisions. ESG Integration is dependent upon the availability of sufficient ESG information for the applicable investment universe. In addition, in order for an actively managed strategy to be considered ESG integrated, the adviser requires: (1) portfolio management teams to consider proprietary research on the financial materiality of ESG issues on investments; (2) documentation of the adviser’s research views and methodology throughout the investment process; and (3) appropriate monitoring of ESG considerations in ongoing risk management and portfolio monitoring. ESG determinations may not be conclusive and securities of companies/issuers may be purchased and retained, without limit, regardless of potential ESG impact. The impact of ESG Integration on performance is not specifically measurable as investment decisions are discretionary regardless of ESG considerations. As ESG integration considers financially material ESG factors, it does not by itself change a strategy’s investment objective, exclude specific types of companies, or constrain a strategy’s universe. Certain strategies have additional ESG investment processes that go beyond ESG integration. Please see the offering documents or investment policies for the strategy for any exclusions, constraints on investments, or additional ESG investment processes or strategies.
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