J.P.Morgan Home / Institutional Asset Management
/ Building a Global Real Assets Portfolio
Implementing the Realization
Adding private real assets to pension plan allocations
How to reliably fund a pension’s long-term obligations
Slowing economic growth & heightened volatility in developed markets compel pensions to search for better diversification & inflation sensitivity, lower portfolio volatility, higher income, and global exposure.
As a result, a strictly traditional equity + fixed income approach is no longer a viable long-term strategy.
Diversifying into real assets is a compelling option, but there is a need for a broad education on the asset class and available options
Have A Question?
J.P. Morgan’s Global Real Assets Omni framework
Step 1: education on the real assets market: the fundamentals & opportunities, the risks & benefits
Step 2: a careful explanation of the Global Real Assets Omni framework for holistically approaching portfolio construction
Step 3: use the Omni framework to locate opportunities which meet a pension fund’s key risk/return objectives
Step 4: initiate a reliable, repeatable portfolio modeling process using the Global Real Assets Omni platform
Implementing Omni Diversified Income real assets solution
Establish an initial 10% allocation to an “Omni Diversified Income” solution; one which provides diversification, stability, & income.
Anchor the portfolio with U.S. Core Real Estate.
Add diversification with U.S. Value-added Real Estate (to enhance returns) & Global Core/Core-plus Infrastructure (for downside resilience and heightened inflation sensitivity).
Provide consolidated on-boarding, client service, & reporting through the J.P. Morgan Global Real Assets Omni Program.
You are about to leave the J.P. Morgan Institutional Asset Management site
Please click below to continue or select the exit option on the right to remain on this site.
SELECT YOUR COUNTRY
(All sites are in English)
For countries not shown above, please close the window to exit the site.