1. Our scale. Your competitive edge.

J.P. Morgan Asset Management’s scale is not just a statistic – it’s a strategic advantage. Present across four continents, 16 countries and 76 markets, we have the on-the-ground experience that is crucial to understand the nuances of sectors, markets, and individual companies or issuers (source for all company information: J.P Morgan Asset Management, as of 30 June 2024).

We have over 1,300 in-market portfolio managers, investment specialists and research analysts, who use their expertise to uncover undervalued stocks or bonds, take top-down regional and sector allocation decisions, determine duration and spread exposures, and implement strategic and tactical asset allocation decisions across our portfolios.

We also have the trading resources and market relationships to seize opportunities rapidly – something that comes naturally to us as part of one of the world’s biggest banks.

And finally, our investors have access to a single, state-of-the-art investment platform (Spectrum), which allows our firm-wide research to be shared across our investment teams, and provides advanced portfolio management tools and trading capabilities enhanced by artificial intelligence (AI) to help bring our insights to life in your portfolios.

The result? A dependable competitive edge.

2. Our information. Your advantage.

Since the 1980s, J.P. Morgan Asset Management has built up a formidable research team. With over 380 dedicated research analysts across asset classes, we generate proprietary research to power our active portfolios.

We treat the analyst position as a career, not a stepping stone. Our analysts are judged against and remunerated for the calls they make. This responsibility cultivates more honest and curious conversations in pursuit of the investment insights that our portfolio managers can then use to help them select the most attractive securities for our portfolios.

And this research isn’t just about crunching numbers; it’s about joining the dots between the trends shaping industries and even across asset classes. Collaborating in global teams, our analysts build frameworks to identify the likely long-term winners and losers within the industries they cover.

Along the way, they connect with thousands of company management teams, industry experts, and local stakeholders to gain insights that can’t be gleaned from public data alone. That’s vital when the widespread use of AI means most people are working with the same inputs. Only investors capable of combining AI tools with proprietary, qualitative data will truly maximise its potential. Fundamentally, there’s no substitute for looking someone in the eye – that’s real intelligence, and it’s the foundation for long-term success.

Backed by an annual research budget of $420 million and covering over 4,600 companies, our network helps us uncover the insights others might miss. No algorithm can replace that work – but they can be improved by the information it yields.

3. Our philosophy. Your belief.

Our investment philosophy is rooted in the long term. True value is often only realised over years, not months.

For us, the key is to focus on the areas where we have advantages while reducing risks in areas where we don’t. This approach requires discipline—particularly when it comes to managing uncompensated risks.

We focus on our advantage as a truly active manager—security-specific research—so that long-term performance is driven by our insights rather than broad market movements. Our aim is to turn our information advantage into positive excess returns for our clients.

The power to build stronger portfolios

The case for having actively managed strategies in your portfolios is stronger than ever, but to truly capitalise on the potential of active management, you need a partner who combines global scale, deep expertise, a proven track record, and a commitment to you.

Our commitment to your success is not just an output – it’s a core part of our identity, and has been for more than a century.

We’re here to help solve your investment challenges and provide value that extends beyond numbers or products. It’s all about giving you the power, and the perspective, to build stronger portfolios.