At J.P. Morgan Asset Management, we take a forward-looking investment approach to deliver long-term sustainable financial return in a fast-changing world.
Stewardship is in our heritage
As stewards of our clients’ assets , we believe that the companies in which we invest should be focused on responsible allocation of capital and long-term value creation.
We recognise our responsibility to engage with the companies in which we invest, to ensure our clients' interests are represented and protected. Regular contact with the companies in which we invest has been vital to our active heritage, and is at the heart of our investment processes today.
Strategy alignment with the long term
Human capital management
Voting responsibly and engaging for change
Our stewardship activities are based on proprietary environmental, social and governance (ESG) research by our investment desks and Sustainable Investing Team.
Our investment stewardship specialists play a key role in ensuring consistent, high quality dialogue with the companies in which we invest and guide our voting decisions, in collaboration with our portfolio managers and sector or credit analysts.
J.P. Morgan Asset Management as of 31 December 2019
~700 dedicated ESG engagement meetings
Voted at ~8,000 AGMs in 80 markets
globally in 2019
Our team and approach
Our investment-led stewardship model is underpinned by the research of our deeply resourced network of investment professionals. Regional heads of stewardship work collaboratively with local investment teams and report to the Global Head of Sustainable Investing, Jennifer Wu, who is accountable to the operating committee.
Investing on the basis of sustainability/ESG criteria involves qualitative and subjective analysis. There is no guarantee that the determinations made by the adviser will align with the beliefs or values of a particular investor. Companies identified by an ESG policy may not operate as expected, and adhering to an ESG policy may result in missed opportunities.