Stronger portfolios from a global network of investment professionals
Technology that gives our investment teams and our clients an edge
Morgan Institutional is an innovative client portal allowing clients to review their investment mandates, perform portfolio analytics and initiate cash transactions
SPECTRUM is Asset Management’s proprietary investment management, analytics and trading platform used to manage client assets across products, and service clients globally
Insights to help clients find the signal through the noise
We use data to reveal economic insights and develop views that empower better decision making.
- Since 2004, Guide to the Markets is the industry’s leading global resource for market and economic insights
- 25 years of producing the industry’s most accurate Long-Term Capital Market Assumptions
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Resources aligned to the client experience
Andrea Lisher, Head of Americas Client, highlights the resources created to ensure a first-class client experience.
[MUSIC PLAYING] Target date fund changes over time. It takes into account when I would retire, and starts phasing out of the more risky investments towards a more balanced or more conservative approach so that I have more stability at the time that I might retire. So before-- well, if I even bothered-- it was me going out trying to figure out which fund or mutual fund to invest in, and then having to go out online, make those choices, make those changes, watch everything that's going on, and trying to figure out for myself what I need to do.
And instead of that, a target date fund will allow me to let a professional do that for me. Investing in a target date fund is like what I've done for myself. I've lost 150 pounds, I gained 40 of it back, and realized I wasn't the one that was able to do this all on my own. I needed some experts to help me. So I've hired a nutritionist and a personal trainer to help me get back on track. And so that's what you do when you use a target date fund. It helps you stay on track without you having to do all of the work.
This material has been prepared for informational and educational purposes only. It is not intended to provide and should not be relied upon for investment, accounting, legal, or tax advice. JP Morgan Asset Management is the marketing name for the asset management businesses of JPMorgan Chase and company and its affiliates worldwide.
Delivering valuable investment insights
David Kelly, Chief Global Strategist, highlights the investment insights available to clients.
Our integrated team model
Blake Morris, Client Advisor and Scott Rubin, Client Account Manager, discuss our integrated team model.
[MUSIC PLAYING] So I think a target date fund is designed to provide opportunity for savings, and rather than have a do-it-yourself approach, it puts more knowledgeable people in charge of the decisions. And I always think that, when there is someone who is knowledgeable at something offering to help you, you should take advantage of that. You would be foolish not to. My target date fund invests more aggressively the further I am from retirement, and then, as I get closer to my retirement date, the assets shift into less aggressive investment options. I like the target date fund concept because it allows me to not have to add one more thing to do on my already too long list of things to do. And with something like retirement, which is so important, but also so far off at this point, it means that something is taken care of for me. This material has been prepared for informational and educational purposes only. It is not intended to provide and should not be relied upon for investment, accounting, legal, or tax advice. JP Morgan Asset Management is the marketing name for the asset management businesses of JPMorgan Chase and Company and its affiliates worldwide.
Leading with technology
Igor Portman, Spectrum Product Owner, highlights our technology platforms, Spectrum and Morgan Institutional.