We combine product-agnostic views, proprietary analytics and deep pension knowledge to develop implementable holistic portfolio solutions.
Asset Class Insights
Leverage investment insights from portfolio managers and product specialists across the JPMorgan platform.
Pension Expertise
Deep knowledge of industry trends, regulatory and accounting backdrop and actuarial issues impacting pension plans.
Analytics
Robust modeling capabilities to quantify impact of asset allocation changes on a range of pension metrics that matter to plan sponsors.
We describe and compare the two key options for pension investors looking to harvest the desirable characteristics of core real assets while reducing income and price volatility.
Pension schemes have long recognised the benefits that core real estate can bring to portfolios. However, allocations have tended to be heavily biased towards domestic core assets.
While not our base case forecast, a period of high inflation does merit consideration, and mitigation, as we enter the post-Covid era.
With the Covid-19 pandemic inflation expectations are on the rise. We consider the likelihood of three potential medium-to-long term inflation outcomes and look at how pension funds can respond.
We take a look back over the history of the debate on RPI reform and consider the three most likely outcomes to help pension funds plan for the road ahead.
We believe the LGPS can more effectively diversify equity risk in today’s markets by adding allocations to global credit and global real assets.
The intense market volatility of the last months serves as a reminder to investors of the need to maintain exposure to effective sources of portfolio ballast.
Extended credit sectors appear to offer attractive long-term opportunities for LGPS to diversify risk without detriment to return.
Diversification will be key as the LGPS looks to rebuild funding levels in the wake of the Covid-19 crisis
We explore challenges faced by local authority schemes as they manage portfolio risks, and the opportunities that are now being created as markets recover.
The long-term impact of the Covid-19 on inflation is of critical importance to the LGPS, given scheme liabilities are strongly linked to consumer prices
LGPS saw substantial improvement in funding since the 2016 valuation cycle, but COVID-19 crisis is reversing some of these gains.
We provide UK pension funds with timely updates on market trends, funding levels and the latest industry and product developments.
For more information, please email us or contact your J.P. Morgan client advisor.
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